Guggenheim Partners

Private Placement - Analyst (Senior Associate)

Guggenheim Partners$145K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-5 years of experience in asset management, investment management, or investment banking
  • BA/BS degree
  • CFA or interest in pursuing CFA designation
  • Experience with infrastructure and real assets
  • Advanced Excel proficiency
  • Strong analytical and technical skills
  • Excellent written and verbal communication skills

Responsibilities

  • Support review and execution of private placement transactions with a focus on credit and value analysis
  • Assist in secondary trading execution of private placement bonds
  • Maintain surveillance materials related to market activity and performance monitoring
  • Evaluate transaction amendments and waivers related to covenants and structures
  • Collaborate with credit analysts to monitor credit positions
  • Help diligence private equity and alternative investment opportunities
  • Develop strong relationships with sell-side counterparts

Benefits

  • Opportunity to work in a high-performing, collaborative team
  • Exposure to diverse private placement transactions across credit and equity
  • Potential for professional growth with CFA designation support
  • Access to extensive resources in a leading investment firm
  • Full-time position located in New York City
Full Job Description

Position Summary

Guggenheim Investments is seeking a Private Placement analyst to join a high performing team reporting to the head of Private Placement. The Private Placement team is responsible for originating, underwriting, and monitoring private placement credit, equity, funds, and other illiquid transactions. This position is collaborative and cross-functional, but highly demanding and requires technical skills such as financial modeling and structuring. In addition to investment acumen, a successful candidate will have interpersonal skills facilitating collaboration with broker-dealers, portfolio managers, operations, and accounting. This position is in our New York City Office, full-time.

Responsibilities

Essential Job Functions

  • Support review and execution of private placement new issue transactions with a focus on fundamental credit and relative value analysis
  • Provide support in secondary trading execution of private placement bonds and analysis related to market liquidity, pricing, and primary supply activity
  • Maintain and develop surveillance materials related to originations, market activity, performance monitoring, risk exposures, valuations, among other topics
  • Assist analysis and evaluation of transaction amendments and waivers by developing an understanding of covenants and transaction structures
  • Work with primary credit research analysts to monitor individual and sector credit positions
  • Work with senior team members to diligence private equity and alternative investment opportunities
  • Develop and maintain business relationships with sell-side counterparts including all sales, trading, and syndicate functions
  • Oversee monthly pricing process for private placement bond holdings in accordance to internal policies and procedures
  • Conduct and oversee ad hoc analysis to support PM, management, client, and desk-directed inquiries

Qualifications

Basic Qualifications

  • 4-5 years of experience in asset management, investment management or investment banking

  • BA/BS degree

Preferred Qualifications:

  • CFA or interest in pursuing CFA designation
  • Asset Management experience: infrastructure, real assets exposure or experience
  • Strong credit, finance, economic, business, analytical, and technical skills
  • Strong written and verbal communication skills, attention to detail, and problem-solving ability
  • Ability to multi-task across analytical, administrative, and research activities in a detail oriented and timely manner
  • Advanced Excel proficiency
  • Strong commitment to performance and accuracy of work product
  • Team oriented individual with ability to work well independently and with diverse and geographically dispersed groups

We are not seeking agency assistance for this role

We are unable to consider candidates who require current or future visa sponsorship for employment in the United States.  Candidates must be authorized to work in the US without current or future visa sponsorship or transfer.

Salary Range

Annual base salary between

$145,000.00-$150,000.00

The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

About Guggenheim Partners

Guggenheim Partners is a global investment and advisory firm with more than $310 billion in assets under management. The firm provides expertise in investment management, investment banking, and insurance services to institutions, governments, and individuals. Guggenheim Partners is headquartered in New York City and has offices in more than 25 cities worldwide. The firm was founded in 1999 by a group of senior executives from Salomon Brothers.
Learn more about Guggenheim Partners
Size
2,000 employees
Industry

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