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Guggenheim Investments · 1 day ago

Product Strategy Associate

Santa Monica, CA

Full-time

Onsite

New Grad, Entry Level

$100K/yr - $105K/yr

Guggenheim Investments is seeking an Associate to join its Product Strategy team. This role will serve as a liaison between distribution and investment teams to represent Guggenheim’s investment capabilities and support client relationships.

FinanceFinancial ServicesVenture Capital

Responsibilities

Serve as liaison between distribution and investment teams to represent full suite of investment capabilities to current and prospective clients and internal partners

Act as an extension of the portfolio management team, with the ability to understand and explain Guggenheim's portfolio positioning, performance attribution, the rationale for portfolio holdings and activity, risk attributes, views of the team and convey this information effectively to Institutional and Retail distribution teams and external clients

Provide support in preparing market commentary, performance reports, and responses to ad-hoc client requests

Collaborate with distribution and client service teams to help identify new business opportunities and support existing client relationships

Contribute to product positioning efforts by assisting with research, data analysis, and preparation of materials for campaigns in partnership with senior team members and marketing

Help collect and analyze data on client needs, competitive dynamics, and market trends to support product development and strategy discussions

Serve as a resource for internal teams by helping address questions on existing products and supporting product development initiatives

Assist with client engagement activities, including preparing materials for external client meetings and supporting cross-marketing efforts

Maintain regular communication with investment and distribution teams to ensure alignment on product strategy and client needs

Qualification

Asset Management experienceData analysisAdvanced Excel skillsInvestment knowledgeMicrosoft Office proficiencyAnalytical skillsMultitaskPythonFront office applicationsPresentation skillsWritten communication

Required

BA/BS degree with a graduation date by January or May 2026

Internship experience in Asset Management or Investment Management

Relevant coursework in finance, investments, or data analysis

Advanced Excel skills

Strong analytical, written, and presentation skills

Ability to balance multiple workstreams

Preferred

A college degree in Finance, Economics, or STEM, or related fields is preferred, must be scheduled to graduate by January or May 2026

Solid understanding of the current market environment and various asset classes (Fixed-Income, Equity, Alternative Investments)

Knowledge of investment business, buy-side processes, and investment products

Experience in front office applications is preferred (Aladdin, CRD, Bloomberg)

Skilled in Microsoft Office applications; experience and ability to write and create Excel macros and create thoughtful and well-organized PowerPoint presentations

Python experience is a plus