Job Locations US-NY-New York

Posted Date 5 days ago(7/10/2024 5:12 PM)

ID

2024-2896

Job Category

Operations, Investment Management & Advisory Jobs

Position Type

Full-Time

Guggenheim Partner’s Investment Management seeks a self-motivated individual to join its Client Service Support (“CSS”) team. Reporting to the CSS team manager, this is a role in a highly integrated and visible team responsible for coordinating all fixed income SMA client operational requests and onboarding and offboarding accounts.

The position presents a unique opportunity working across the organization to gain a centralized and cross-functional viewpoint. Part of one’s success will be cultivating relationships across business areas including but not limited to Client Services, Portfolio Management, Trading Desks and Operations.

Central to this role are exceptional communication & listening skills with the ability to ask pointed and open-end questions necessary to provide the correct responses to the client. The ideal candidate will have an eagerness to learn and apply their knowledge; and the ability to thrive in a fast-paced environment where it is important to prioritize and manage a multi-stream workload.

The position is located in our New York City office.

• On-board Guggenheim’s separately managed accounts, coordinating across the front, middle and back offices to ensure efficient workflow and rigorous follow-up with internal departments
• Work on the Archer platform to approve client accounts
• Escalate matters occurring with client onboarding with regard to the Archer platform
• Work closely with trade operations and portfolio managers on the Archer platform to ensure timely communication of all required operational information for client accounts
• Provide operational subject matter expertise with regards to on-boarding and operational maintenance of Retail SMAs
• Work with Operations, Legal, Distribution and members within the Investment Management Group among others to review and ensure scalability in existing and new processes
• Take instruction from the Head of Client Service & the Co-Heads of Operations and keep them up to speed on all client issues
• Liaise with various departments to ensure tasks are completed timely and accurately
• Perform various ad-hoc and special projects as directed by management

• Experience in client service support, onboarding and off boarding accounts
• 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
• 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

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

Annual base salary between $110,000 and $115,000.

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.

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

Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: #GuggenheimInvestments, 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 GuggenheimPartners.com, and follow us on LinkedIn and Twitter @GuggenheimPtnrs.

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