Guggenheim Securities
Performance Services Associate
Guggenheim Securities, Chicago, Illinois, United States, 60290
Performance Services Associate page is loaded## Performance Services Associatelocations:
Chicago, ILtime type:
Full timeposted on:
Posted 4 Days Agojob requisition id:
JR-2025-100678# # **Position Summary**Guggenheim is seeking an organized and detail-oriented candidate to join its Performance and Attribution Team. This person will be part of Guggenheim Investments middle office responsible for investment performance reporting processes for diverse portfolio strategies including fixed income, equity, and derivative assets. They will also provide investment performance analysis and support to Portfolio Management, Marketing, Distribution as well as internal consultants and other business partners.
We seek a candidate who is very self-motivated, able to think critically to solve problems, understand and articulate the drivers of performance internally and externally.
Hands-on experience with investment performance systems (Bi-Sam B-One, PORT, Aladdin Explore, Eagle, Factset PA, etc) and knowledge of a wide range of asset classes across credit and equity is a plus.
The role requires a detailed individual who thrives in a deadline driven environment, team-oriented and collaborative to deliver on work projects, and can work cross-functionally as the needs of the team change. Excellent communications skills are required as this candidate will be interacting with various departments and levels of management throughout the Firm.
Candidates with middle office operations or fund accounting experience are encouraged to apply. The position is located in the Chicago office.# **Responsibilities**# **Key Responsibilities*** Calculate/compile performance and characteristics information required to populate consultant marketing databases and client reporting* Prepare and compile data for marketing presentations and requests for proposals (RFPs) in support of the Distribution and Marketing teams* Contribute to the resolution of upstream issues associated with performance returns by working closely with peers and other members of Operations* Prepare and analyze daily performance reports for senior management* Work closely with other members of Operations to resolve upstream issues associated with performance returns* Respond to internal/external ad hoc requests* Produce composite reporting based on the requirements and recommendations of the Global Investment Performance Standards GIPS# **Qualifications**Preferred Qualifications* Pursuing CFA and/or CIPM designation preferred* Sound understanding of fixed income securities is a plus* Advanced Excel skills are required* Knowledge of GIPS standards and procedures is a plus* Middle office or accounting/finance experience preferred* Excellent time management skills* Ability to operate in a deadline driven environment while still maintaining a strict attention to detail and accuracy, and ability to prioritize issues appropriately* Demonstrate an ability to take initiative and critically analyze processes and procedures in a push toward constant improvement* Must be hands-on and be willing to roll up their sleeves to perform any and all responsibilities needed to ensure success* Familiarity with Python, Excel VBA or other programming languages is a plusBasic Qualifications* Bachelor’s degree required* 2+ years of investment performance and/or investment accounting experience preferredSalary DetailsActual base salaries may vary depending on factors such as location and experience.Currently, this role is expected to be in the Chicago office at least 4 days per week.# **Salary Range**Annual base salary between$95,000.00-$100,000.00The 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.We focus relentlessly on delivering results through innovative solutions. We relish opportunities to solve complex problems through exhaustive approaches. As we conduct our business every day, every member of Guggenheim is expected to uphold our uncompromising standards for integrity and excellence and to be personally accountable for their actions and business results.Our principles entail engaging highly talented people, challenging them to think creatively, and encouraging them to achieve extraordinarily high standards in their fields of expertise. To succeed at Guggenheim, candidates should be a strong fit with our business principles, culture, and value system. We encourage you to review Our Firm page to learn more about how we seek to create value through our diversified businesses. Visit the link below to review our current openings and job descriptions and to apply today.We offer compelling opportunities for self-starters who take great pride in the quality of their work and seek to exceed expectations. We are looking for people who take ownership, adhere to the highest standards, and think creatively to realize opportunities.Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: #GuggenheimInvestments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. Guggenheim’s professionals are based in offices around the world, and our commitment is to deliver long-term results with excellence and integrity while advancing the strategic interests of our clients.Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Learn more at GuggenheimPartners.com, and follow us on LinkedIn and Twitter @GuggenheimPtnrs. #J-18808-Ljbffr
Chicago, ILtime type:
Full timeposted on:
Posted 4 Days Agojob requisition id:
JR-2025-100678# # **Position Summary**Guggenheim is seeking an organized and detail-oriented candidate to join its Performance and Attribution Team. This person will be part of Guggenheim Investments middle office responsible for investment performance reporting processes for diverse portfolio strategies including fixed income, equity, and derivative assets. They will also provide investment performance analysis and support to Portfolio Management, Marketing, Distribution as well as internal consultants and other business partners.
We seek a candidate who is very self-motivated, able to think critically to solve problems, understand and articulate the drivers of performance internally and externally.
Hands-on experience with investment performance systems (Bi-Sam B-One, PORT, Aladdin Explore, Eagle, Factset PA, etc) and knowledge of a wide range of asset classes across credit and equity is a plus.
The role requires a detailed individual who thrives in a deadline driven environment, team-oriented and collaborative to deliver on work projects, and can work cross-functionally as the needs of the team change. Excellent communications skills are required as this candidate will be interacting with various departments and levels of management throughout the Firm.
Candidates with middle office operations or fund accounting experience are encouraged to apply. The position is located in the Chicago office.# **Responsibilities**# **Key Responsibilities*** Calculate/compile performance and characteristics information required to populate consultant marketing databases and client reporting* Prepare and compile data for marketing presentations and requests for proposals (RFPs) in support of the Distribution and Marketing teams* Contribute to the resolution of upstream issues associated with performance returns by working closely with peers and other members of Operations* Prepare and analyze daily performance reports for senior management* Work closely with other members of Operations to resolve upstream issues associated with performance returns* Respond to internal/external ad hoc requests* Produce composite reporting based on the requirements and recommendations of the Global Investment Performance Standards GIPS# **Qualifications**Preferred Qualifications* Pursuing CFA and/or CIPM designation preferred* Sound understanding of fixed income securities is a plus* Advanced Excel skills are required* Knowledge of GIPS standards and procedures is a plus* Middle office or accounting/finance experience preferred* Excellent time management skills* Ability to operate in a deadline driven environment while still maintaining a strict attention to detail and accuracy, and ability to prioritize issues appropriately* Demonstrate an ability to take initiative and critically analyze processes and procedures in a push toward constant improvement* Must be hands-on and be willing to roll up their sleeves to perform any and all responsibilities needed to ensure success* Familiarity with Python, Excel VBA or other programming languages is a plusBasic Qualifications* Bachelor’s degree required* 2+ years of investment performance and/or investment accounting experience preferredSalary DetailsActual base salaries may vary depending on factors such as location and experience.Currently, this role is expected to be in the Chicago office at least 4 days per week.# **Salary Range**Annual base salary between$95,000.00-$100,000.00The 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.We focus relentlessly on delivering results through innovative solutions. We relish opportunities to solve complex problems through exhaustive approaches. As we conduct our business every day, every member of Guggenheim is expected to uphold our uncompromising standards for integrity and excellence and to be personally accountable for their actions and business results.Our principles entail engaging highly talented people, challenging them to think creatively, and encouraging them to achieve extraordinarily high standards in their fields of expertise. To succeed at Guggenheim, candidates should be a strong fit with our business principles, culture, and value system. We encourage you to review Our Firm page to learn more about how we seek to create value through our diversified businesses. Visit the link below to review our current openings and job descriptions and to apply today.We offer compelling opportunities for self-starters who take great pride in the quality of their work and seek to exceed expectations. We are looking for people who take ownership, adhere to the highest standards, and think creatively to realize opportunities.Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: #GuggenheimInvestments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. Guggenheim’s professionals are based in offices around the world, and our commitment is to deliver long-term results with excellence and integrity while advancing the strategic interests of our clients.Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Learn more at GuggenheimPartners.com, and follow us on LinkedIn and Twitter @GuggenheimPtnrs. #J-18808-Ljbffr