25 days old

Institutional Client Group, Client Service Associate

Guggenheim Partners
New York, NY 10001
  • Job Code
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: 2020-1229


Guggenheim is seeking an exceptional Associate to join its Institutional Client Group, reporting to the Managing Director, based in New York City. The successful candidate is a key contributor to client satisfaction and client retention; and therefore, has outstanding personal skills and attention to detail. The primary responsibility of the individual will be to coordinate and respond to client inquiries, manage certain client deliverables, and ultimately provide an exceptional client experience. The candidate will work with internal teams to manage bespoke requests and coordinate client DDQs. The candidate will also support the business development efforts for Guggenheim's Institutional team. We are seeking an energetic, self-starter who can demonstrate strong communication and analytical capabilities. The position is located in New York City.


  • Deliver superior customer service by proactively managing client needs and requests.
  • Perform research that will help us develop new business or support our ability to better serve our existing client base.
  • Support business development by coordinating and tracking prospect meetings, and requests, client meetings, sending out marketing materials, etc.
  • Build/update/refine Excel models, templates, charts including research on potential clients, existing client portfolio data, charts for marketing materials and other performance and market detail.
  • Light analytics and data analysis.
  • Review monthly, quarterly, and ad hoc operational requests (i.e. Reporting, Valuation, Trade Breaks, etc) to resolve any issues.
  • Support all areas of our marketing efforts.
  • Assist with projects that have a high level of strategic impact


  • 2020 Masters/MBA Degree required, preferably with concentrations in Business, Finance, Economics, or related field.
  • 2-4+ years of experience in financial services industry, and a strong understanding of fixed income products and asset management
  • Technical foundation to grasp various investment strategies.
  • Must be willing to roll up their sleeves to perform any and all responsibilities needed to ensure success.
  • Strong problem solving skills and demonstrated ability to take initiative and critically analyze processes and procedures in a push toward constant improvement.
  • Must have the ability to prioritize and multi-task effectively in a fast-paced environment.
  • Organized, detail oriented and extremely thorough while having the confidence and communication skills to ensure work processes are completed accurately and effectively.
  • Team oriented individual with ability to work well with diverse groups.
  • A motivated self-starter
  • Salesforce experience preferred.
  • Proficient in Microsoft Word, Excel, Outlook and PowerPoint.

About the Firm

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 insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers, and high-net-worth investors. Our team of investment professionals performs rigorous research to understand market trends and identify undervalued opportunities in areas that are often complex and underfollowed. This approach to investment management has enabled us to deliver innovative strategies providing diversification opportunities and attractive long-term results.



Posted: 2020-07-13 Expires: 2020-08-13

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Institutional Client Group, Client Service Associate

Guggenheim Partners
New York, NY 10001

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