Investment Analyst – Buy Side
| Company | Guggenheim |
|---|---|
| Location | Santa Monica, CA, USA, New York, NY, USA |
| Salary | $95000 – $105000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad |
Requirements
- Expected undergraduate graduation date of May – June 2025
- Proficient in Microsoft Excel and PowerPoint
- CFA charter progress is required; successful candidates should complete CFA Level 1 within 18 months of their start date
Responsibilities
- Identify and evaluate securities for potential investment or sale
- Develop competency in various fixed income and equity concepts and products
- Research current market themes and credit trends within sectors and maintain relevant statistical data as necessary
- Prepare credit memoranda on potential purchases and existing investments
- Effectively communicate with investment professionals across Guggenheim Partners’ various investment groups
- Perform due diligence on Investment issuers and managers via third party research, meetings, and conference participation, which may require occasional domestic travel
- Build applications to meet the risk management and portfolio construction needs of the broader organization
- Interact with marketing, investor relations, client valuation teams and trade settlement groups
- Prepare timely and accurate periodic and ad-hoc exposure and performance reports for management
Preferred Qualifications
- Excellent analytical skills and attention to detail
- Excellent written and oral communication skills
- Demonstrated ability to succeed with limited supervision
- Record of success as part of a team or group effort
- Must be able to operate in a stressful, deadline driven environment while still maintaining a strict attention to detail and ability to prioritize issues appropriately
- Understanding of accounting via basic coursework or experience
- Strong technical skills
- Bloomberg or programming experience a plus
- Limited travel may be required