Guggenheim Services, LLC

Performance Associate

Job Locations US-IL-Chicago
Posted Date 2 months ago(2/1/2023 10:19 AM)
Job Category
Finance & Accounting Jobs
Position Type

Position Summary

Guggenheim is seeking an organized and detail-oriented candidate to join its Performance team. Reporting to the Vice President of Performance, 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. In addition to strong problem-solving skills, the ideal candidate will be extremely thorough while having the confidence and communication skills to interact with various departments and levels of management within the company.


We seek a candidate who problem solves and takes initiative. The role requires a detailed individual who thrives in a deadline driven environment and is team-oriented and collaborative to deliver on work projects.


The position is located in the Chicago office.

Essential Job Functions

  • Provide investment performance analysis and reporting for Clients, Portfolio Management, Distribution, Marketing, Research, and other business partners across Guggenheim Investments
  • Calculate and compile investment performance and characteristics information required to populate consultant marketing databases and client reports
  • Partner with Distribution and Marketing teams to prepare data for marketing presentations and requests for proposals (RFPs)
  • Work closely with other members of Operations to create efficiencies, improvements and resolve upstream issues associated with performance returns
  • Prepare and analyze daily performance reports for portfolios containing diverse asset classes for senior management
  • Respond to internal/external ad hoc requests
  • Perform project work as required

Preferred Qualifications

  • Pursuing CFA, CPA and/or CIPM designation preferred
  • Sound understanding of equities, fixed income securities, and derivatives
  • Advanced Excel skills required
  • Excellent time management skills
  • 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 be willing to roll up their sleeves to perform any and all responsibilities needed to ensure success

Basic Qualifications

  • Bachelor’s degree required
  • 1-3 years of investment performance and/or investment accounting experience preferred

Salary Details

Actual base salaries may vary depending on factors such as location and experience

About Us

Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: Guggenheim Investments, 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, and follow us on LinkedIn and Twitter @GuggenheimPtnrs.


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed