Private Placement Senior Associate

Job Description

Overview

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

Preferred Qualifications

Basic Qualifications
4-5 years of experience in asset management, investment management or investment banking
BA/BS degree
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

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