Guggenheim Services, LLC

Client Service Support Analyst

Job Locations US-NY-New York
Posted Date 2 months ago(9/29/2020 12:20 PM)

Position Summary

Guggenheim is seeking an exceptional, self-motivated Analyst to join its Client Service Support team. Reporting to the Head of Client Service Support (“CSS”), this person will join a highly integrated and visible team responsible for maintaining key information and providing support to the CSS team for all client operational requests.  In addition to strong communication and analytical skills, the ideal candidate will have strong organizational skills, an eagerness to learn, and ability to coordinate multiple priorities at one time and thrive in a fast-paced environment.

The Analyst role presents a unique opportunity to develop relationships across multiple business areas within Guggenheim including Institutional Distribution, Portfolio Management, Operations, Legal, Compliance, Fund Accounting and Tax.   The position is located in New York City.

Essential Job Functions

  • Support the CSS team in all operational client requests for the middle and back offices.
  • Enhance, monitor and maintain all tools used to track client inquiries, including but not limited to various Client Service Support correspondence inboxes, ensuring appropriate and timely responses to inquiries.
  • Maintain internal and external daily dashboards and reports for consistent communication and transparency with relevant stakeholders and clients.
  • Support the central Account Master data repository as needed.
  • Help design, document and implement appropriate policies and procedures.
  • Provide assistance on various ad-hoc and special projects as directed by management.

Preferred Qualifications

  • Experience working with investment management marketing and distribution teams.
  • Strong problem-solving and analytical skills including demonstrated ability to analyze and manage large sets of interconnected data and information.
  • Solutions-oriented problem solver.
  • Ability to take initiative and critically analyze processes and procedures in a push toward constant improvement.
  • Self-starter with ability to work collaboratively in a team environment. 
  • Enjoys working in a collaborative, dynamic team environment.
  • Team oriented individual with ability to work well across diverse groups.
  • Independent thinker, with the ability to thrive in an entrepreneurial environment.
  • Takes pride in his/her work product.
  • Keen attention to detail with extraordinary attention to quality work products.
  • Excellent verbal and written communication skills.
  • Ability to effectively prioritize and manage time to deliver information for ad-hoc requests as well as perform day-to-day operational responsibilities.

Basic Qualifications

  • Undergraduate degree with 1-2 years of work experience in investment management or financial services environment. 
  • High to advanced proficiency in all Microsoft products, including but not limited to Excel, Visio, Word, Outlook..
  • Experience with projects related to enterprise data management.

About Us

About Guggenheim Investments

Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with expertise in fixed income, equity, and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers, and high-net-worth investors. Our team of investment professionals performs rigorous research to understand market trends and identify undervalued opportunities in areas that are often complex and underfollowed. This approach to investment management has enabled us to deliver innovative strategies providing diversification opportunities and attractive long-term results.

About Guggenheim Partners

Guggenheim Partners is a global investment and advisory firm with three primary businesses: investment management, investment banking, and insurance services. We have a track record of delivering results through innovative solutions, with professionals based in offices around the world. Our commitment is to advance the strategic interests of our clients and to deliver long-term results with excellence and integrity. You can learn more about our expertise and values by visiting and following us on Twitter at


To succeed in the Guggenheim culture, candidates must be self-starters and strive for results. We are looking for people who operate as business owners, adhere to the highest standards and think creatively to realize opportunities, wherever they may be.


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


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