Guggenheim Investments
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Portfolio Construction Analyst
role at
Guggenheim Investments Join to apply for the
Portfolio Construction Analyst
role at
Guggenheim Investments Get AI-powered advice on this job and more exclusive features. Position Summary
Guggenheim Investments is seeking a talented financial professional to join our Portfolio Construction Group (PCG) as a Director, Portfolio Construction Analyst. This role will be responsible for developing tailored investment strategies that offer solutions to complex challenges faced by sophisticated clients in both the institutional (insurance, pension, endowment) and retail (mutual fund, SMA) channels. This position will collaborate across cross-functional multiple investment functions, with responsibility to intermediate, aggregate, and disseminate information to credit sector teams, portfolio managers, and senior investment professionals. Success in PCG requires a wide array of talents: industry knowledge, quantitative and technical skills, intellectual curiosity, and effective communication. Our ideal hire is equally comfortable debugging code and communicating strategic recommendations to senior executives. Position Summary
Guggenheim Investments is seeking a talented financial professional to join our Portfolio Construction Group (PCG) as a Director, Portfolio Construction Analyst. This role will be responsible for developing tailored investment strategies that offer solutions to complex challenges faced by sophisticated clients in both the institutional (insurance, pension, endowment) and retail (mutual fund, SMA) channels. This position will collaborate across cross-functional multiple investment functions, with responsibility to intermediate, aggregate, and disseminate information to credit sector teams, portfolio managers, and senior investment professionals. Success in PCG requires a wide array of talents: industry knowledge, quantitative and technical skills, intellectual curiosity, and effective communication. Our ideal hire is equally comfortable debugging code and communicating strategic recommendations to senior executives.
Responsibilities
Essential Job Functions
Collaborate with colleagues in multiple investment functions including Macroeconomic Research, Sector Research, and Portfolio Management to develop strategic target portfolio asset allocations for insurance clients, other institutional clients and mutual funds Assist insurance clients with due diligence work related to acquisitions, including strategic reviews and portfolio restructuring analyses Create, develop, maintain, and document complex financial models (including stochastic simulation models) and analytical frameworks that inform investment strategy and portfolio positioning across GPIM’s product suite Evaluate portfolio performance and interpret portfolio attribution results Present analysis at meetings with clients and prospects Maintain working knowledge of legal and regulatory frameworks impacting GPIM’s clients Develop technical expertise to represent PCG, and the front office more broadly, internally on cross-functional topics spanning Risk, Operations, Marketing, Legal, and Compliance Research new products and strategies that may be suitable for GPIM’s clients. Mentor junior-level PCG staff; check and review work of junior-level staff Peer reviewer of other mid-level staff Reports to the MD of the Portfolio Construction Group
Qualifications
Preferred Qualifications
MBA and/or CFA Prior experience with asset management for insurance companies, other institutional investors and mutual funds Expertise in fixed income markets Familiarity with regulatory and legal frameworks (e.g. insurance capital frameworks, Solvency II, 40 Act) Experience using Blackrock Aladdin suite Proficiency with Python and/or SQL Experience developing and using stochastic forecast models Experience performing and interpreting fixed income performance attribution Experience supervising and mentoring junior team members Self-motivated, strong work ethic Team-oriented, enjoys working collaboratively Intellectually curious, continually learning, highly adaptable Comfortable with complexity, enjoys problem-solving, solutions-oriented Keen attention to detail
Basic Qualifications
BA/BS in a quantitative discipline Minimum 10 years of fixed income investment management experience Strong quantitative, analytical, and financial modeling ability Highly proficient with Excel (including VBA) and Bloomberg Fluency with characteristics of assets across the fixed income universe, from Treasuries to OTC derivatives Strong communication skills (written and verbal)
Salary Range
Annual base salary between
$195,000.00-$200,000.00
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Management and Manufacturing Referrals increase your chances of interviewing at Guggenheim Investments by 2x Sign in to set job alerts for “Construction Analyst” roles.
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Portfolio Construction Analyst
role at
Guggenheim Investments Join to apply for the
Portfolio Construction Analyst
role at
Guggenheim Investments Get AI-powered advice on this job and more exclusive features. Position Summary
Guggenheim Investments is seeking a talented financial professional to join our Portfolio Construction Group (PCG) as a Director, Portfolio Construction Analyst. This role will be responsible for developing tailored investment strategies that offer solutions to complex challenges faced by sophisticated clients in both the institutional (insurance, pension, endowment) and retail (mutual fund, SMA) channels. This position will collaborate across cross-functional multiple investment functions, with responsibility to intermediate, aggregate, and disseminate information to credit sector teams, portfolio managers, and senior investment professionals. Success in PCG requires a wide array of talents: industry knowledge, quantitative and technical skills, intellectual curiosity, and effective communication. Our ideal hire is equally comfortable debugging code and communicating strategic recommendations to senior executives. Position Summary
Guggenheim Investments is seeking a talented financial professional to join our Portfolio Construction Group (PCG) as a Director, Portfolio Construction Analyst. This role will be responsible for developing tailored investment strategies that offer solutions to complex challenges faced by sophisticated clients in both the institutional (insurance, pension, endowment) and retail (mutual fund, SMA) channels. This position will collaborate across cross-functional multiple investment functions, with responsibility to intermediate, aggregate, and disseminate information to credit sector teams, portfolio managers, and senior investment professionals. Success in PCG requires a wide array of talents: industry knowledge, quantitative and technical skills, intellectual curiosity, and effective communication. Our ideal hire is equally comfortable debugging code and communicating strategic recommendations to senior executives.
Responsibilities
Essential Job Functions
Collaborate with colleagues in multiple investment functions including Macroeconomic Research, Sector Research, and Portfolio Management to develop strategic target portfolio asset allocations for insurance clients, other institutional clients and mutual funds Assist insurance clients with due diligence work related to acquisitions, including strategic reviews and portfolio restructuring analyses Create, develop, maintain, and document complex financial models (including stochastic simulation models) and analytical frameworks that inform investment strategy and portfolio positioning across GPIM’s product suite Evaluate portfolio performance and interpret portfolio attribution results Present analysis at meetings with clients and prospects Maintain working knowledge of legal and regulatory frameworks impacting GPIM’s clients Develop technical expertise to represent PCG, and the front office more broadly, internally on cross-functional topics spanning Risk, Operations, Marketing, Legal, and Compliance Research new products and strategies that may be suitable for GPIM’s clients. Mentor junior-level PCG staff; check and review work of junior-level staff Peer reviewer of other mid-level staff Reports to the MD of the Portfolio Construction Group
Qualifications
Preferred Qualifications
MBA and/or CFA Prior experience with asset management for insurance companies, other institutional investors and mutual funds Expertise in fixed income markets Familiarity with regulatory and legal frameworks (e.g. insurance capital frameworks, Solvency II, 40 Act) Experience using Blackrock Aladdin suite Proficiency with Python and/or SQL Experience developing and using stochastic forecast models Experience performing and interpreting fixed income performance attribution Experience supervising and mentoring junior team members Self-motivated, strong work ethic Team-oriented, enjoys working collaboratively Intellectually curious, continually learning, highly adaptable Comfortable with complexity, enjoys problem-solving, solutions-oriented Keen attention to detail
Basic Qualifications
BA/BS in a quantitative discipline Minimum 10 years of fixed income investment management experience Strong quantitative, analytical, and financial modeling ability Highly proficient with Excel (including VBA) and Bloomberg Fluency with characteristics of assets across the fixed income universe, from Treasuries to OTC derivatives Strong communication skills (written and verbal)
Salary Range
Annual base salary between
$195,000.00-$200,000.00
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Management and Manufacturing Referrals increase your chances of interviewing at Guggenheim Investments by 2x Sign in to set job alerts for “Construction Analyst” roles.
New York, NY $79,110.00-$118,670.00 1 week ago Assistant Superintendent of Transportation
New York City Metropolitan Area $90,000.00-$110,000.00 2 weeks ago New York, NY $65,000.00-$155,000.00 4 days ago New York, NY $275,000.00-$285,000.00 1 week ago New York, NY $95,000.00-$108,000.00 2 months ago Manhattan, NY $100,000.00-$150,000.00 2 weeks ago Edison, NJ $63,752.00-$85,000.00 3 weeks ago New York, NY $50,000.00-$65,000.00 1 day ago New York City Metropolitan Area 1 week ago New York, NY $275,000.00-$285,000.00 7 hours ago New York, NY $80,000.00-$90,000.00 5 days ago New York, NY $80,000.00-$90,000.00 6 days ago New York, NY $125,000.00-$160,000.00 4 days ago New York, NY $150,000.00-$225,000.00 2 weeks ago Project Analyst, Commercial Construction
River Edge, NJ $60,000.00-$70,000.00 1 day ago Manhattan, NY $79,473.00-$91,394.00 1 week ago New York, NY $135,000.00-$175,000.00 3 weeks ago Jersey City, NJ $65,000.00-$80,000.00 1 week ago New York, NY $50,000.00-$115,000.00 3 weeks ago New York, NY $100,000.00-$120,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr