22 days old

Performance Attribution Analyst

Guggenheim Partners
Chicago, IL 60601
  • Job Code
    125772213
Guggenheim Partners

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.

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.

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

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.

PI125772213
Posted: 2020-11-06 Expires: 2020-12-07

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Performance Attribution Analyst

Guggenheim Partners
Chicago, IL 60601

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