• Responsible for on-boarding of Guggenheim’s separately managed accounts, coordinating across the front, middle and back offices to ensure efficient workflow and rigorous follow-up with internal departments including AML/KYC, Legal and Compliance.
• Accountable for assigned operational client requests - prompt, accurate and thorough resolution to client inquires – and managing client expectations and timing of downstream inputs, with ultimate responsibility for the final product.
• Monitor email inbox inquiries for the QIFS, UCITS, and European Special Purpose Vehicles.
• Own the various transitions, legal documentation updates, and other changes required by the client throughout their lifecycle.
• Coordinate across various teams during the client’s audit period, ensuring a successful audit.
• Instruct and or/process asset and cash movements during the lifecycle of a client.
• Create and maintain customer information and documentation in various databases/systems.
• Coordinate the operational setup of internally structured deals and model portfolios used by prospective/existing clients to evaluate potential opportunities.
• Diligent use of internal and external daily dashboards and reports for consistent communication and transparency with relevant stakeholders and clients.
• Assist with various ad-hoc and special projects as directed by management.

• Experience working with investment management marketing and distribution teams
• Strong time management and prioritization skills
• Critical skills to identify and escalate non-standard issues to management
• Knowledge and use of PIVOT tables, VLOOKUP formulas, utilizing Excel functions and formulas to analyze data
• Ability to build/update/refine excel models, templates, charts, and databases
• Capability to engage in multiple initiatives simultaneously
• Keen focus on detail with extraordinary attention to quality work products
• Skills to analyze and manage large sets of interconnected data and information
• Experience designing, documenting and implementing processes a plus

• Undergraduate degree
• 6+ years of work experience in investment management or financial services
• High proficient use of Microsoft products; especially skilled in Excel, Visio and Word
• Experience with systems including Blackrock Solutions trading system
• Experience working in an organization with colleagues and departments across geographies

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

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

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 our diverse client base that includes insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high net worth investors.

#GuggenheimInvestments 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 GuggenheimInvestments.com and follow us on LinkedIn.