Guggenheim Services, LLC

Performance Attribution Analyst

Job Locations US-IL-Chicago
Posted Date 3 weeks ago(1/4/2021 10:45 AM)
ID
2020-1341

Position Summary

Guggenheim Partners is seeking an organized and detail-oriented candidate to join its Performance Attribution Team. Reporting to the Vice President of Attribution, this person will be part of Guggenheim Investments middle office responsible for performance attribution and reporting processes for diverse portfolio strategies including fixed income, equity and derivative assets. This person will also provide investment performance analysis and support to Portfolio Management, Marketing, Distribution as well as internal consultants and other business partners.


This position is located in the Chicago office.

Essential Job Functions

  • Provide investment performance attribution for clients, portfolio management, distribution, portfolio construction and other business partners across Guggenheim Investments.
  • Review all attribution reports for reasonability. Become comfortable digging into security level returns and proving out any large outliers to explain performance to portfolio managers and/or clients service representatives.
  • Provide analysis and interpretation of portfolio performance that identifies the factors which affect this performance such as industry, interest rates, credit spread, security selection, and quality.
  • Understand key economic indicators and be able to analyze and explain portfolio attribution with bigger economic picture in mind.
  • Reconcile data between systems to ensure completeness and accuracy.
  • Manage the daily benchmark security level feeds to ensure all data is being loaded into the system accurately and that it rolls up to the total level benchmark returns.
  • Develop, create controls around, and deploy reports into production cycle. Proactively identify upstream issues that affect attribution results and work closely with other Operations team members to resolve these issues in a timely manner.
  • Assist with implementation of a new attribution system.
  • Respond to internal/external ad hoc requests.
  • Perform project work as required.

Preferred Qualifications

  • 1-3 years of investment performance and/or investment accounting experience preferred
  • Currently holding or pursuing CFA, CPA and/or CIPM designation preferred

Basic Qualifications

  • Bachelor’s Degree
  • Sound understanding of equities, fixed income securities and derivatives
  • Advanced Excel skills required
  • Excellent time management and problem solving skills
  • Team-oriented and collaborative to deliver on work projects
  • Ability to operate in a deadline driven environment while still maintaining a strict attention to detail 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 willing to roll up their sleeves to perform any and all responsibilities needed to ensure success

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 GuggenheimPartners.com and following us on Twitter at twitter.com/guggenheimptnrs.

 

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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