Guggenheim Services, LLC

Performance Attribution Associate

Job Locations US-IL-Chicago
Posted Date 3 months ago(6/27/2023 6:02 PM)
Job Category
Finance & Accounting Jobs
Position Type

Position Summary

Guggenheim is seeking an organized and detail-oriented candidate to join its Performance and Attribution Teams. This person will be part of Guggenheim Investments middle office responsible for performance and attribution reporting processes for diverse portfolio strategies including fixed income, equity, and derivative assets. They will also provide investment performance/attribution analysis and support to Portfolio Management, Marketing, Distribution as well as internal consultants and other business partners. The Performance Team and Attribution Team work closely together so the team is looking for a candidate to work cross-functionally as the needs of the teams change.


We seek a candidate who is very self-motivated and able to think critically to solve problems. The role requires a detailed individual who thrives in a deadline driven environment and is team-oriented and collaborative to deliver on work projects. Excellent communications skills are required as this candidate will be interacting with various departments and levels of management throughout the Firm.


The position is located in the Chicago office.

Essential Job Functions

  • Provide investment performance reporting and/or attribution for clients, portfolio management, distribution, portfolio construction and other business partners across Guggenheim Investments
  • Calculate and compile investment performance and risk statistics required for consultants, Distribution, and client reports
  • Review all 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.
  • Prepare and analyze daily performance reports for portfolios containing diverse asset classes for senior management
  • Work closely with other members of Operations to create efficiencies, improvements and resolve upstream issues associated with performance returns
  • Reconcile data between the accounting and performance systems to ensure completeness
  • 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.
  • Generate attribution reports and verify results
  • Respond to internal/external ad hoc requests

Preferred Qualifications

  • Pursuing CFA and/or CIPM designation preferred
  • Sound understanding of fixed income securities desired
  • 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
  • 2-5 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.


Currently, this role is expected to be in the ­Chicago office at least 4 days per week.

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.




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