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Guggenheim Investments · 21 hours ago

Private Placement - Analyst (Senior Associate)

Santa Monica, CA

Full-time

Onsite

Mid, Senior Level

$135K/yr - $150K/yr

4+ years exp

Guggenheim Investments is seeking a Private Placement analyst to join a high performing team. This role is responsible for originating, underwriting, and monitoring private placement credit, equity, funds, and other illiquid transactions, requiring strong financial modeling and interpersonal skills.

FinanceFinancial ServicesVenture Capital

Responsibilities

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

Qualification

Financial modelingCredit analysisCFA designationAdvanced Excel proficiencyAsset management experienceWritten communicationVerbal communicationProblem-solvingAttention to detailTeam oriented