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Guggenheim Investments · 6 hours ago

Junior Business Analyst - Strategic Initiatives Operations

300 First Stamford Place (Suite 300), Stamford, CT, US

Full-time

Onsite

New Grad, Entry Level

$100K/yr - $110K/yr

Guggenheim Investments is a prominent investment management firm, and they are seeking a Junior Business Analyst to support their strategic initiatives operations. This role involves translating business needs into structured requirements, assisting with project management, and ensuring the successful implementation of solutions across various business units.

FinanceFinancial ServicesVenture Capital

No H1B

Responsibilities

Document clear, structured business requirements, user stories, and supporting materials for strategic initiatives

Assist in translating business needs and reporting requirements into specifications for technical teams

Support project planning, scheduling, and coordination activities led by various business units and Strategic Initiatives Operations

Track progress of assigned tasks, action items, and deliverables, escalating issues when needed

Help prepare materials and summaries for project meetings and executive updates

Assist business stakeholders in finalizing testing activities, including confirming requirements have been met

Help track completion of project deliverables and ensure documentation is up to date

Support measurement and tracking of adoption, KPIs, and KRIs related to strategic initiatives

Build and maintain strong working relationships with Operations, Front-,Middle, Back- Office, Compliance, and Data & Application Solutions

Participate in cross-functional working sessions and capture decisions, issues, and follow-ups

Provide general project support to the Head of Strategic Initiatives and PMO on large initiatives and special projects

Qualification

Business analysisTechnical requirements translationMS ExcelAI toolsAnalytical mindsetAsset Management knowledgeCommunication skillsAttention to detail

Required

Bachelor's degree (or equivalent) in math, finance, economics, or related analytical field

Demonstrated ability to translate business needs into clear functional and technical requirements

Experience and exposure in AI tools

Strong written and verbal communication skills

Proficient in MS Excel

Analytical mindset and attention to detail

Preferred

Advanced Excel skills and building data sets

Knowledge and experience in Asset Management, Private Equity, or related field

Ability to simplify complex ideas

Advanced degree

Company

Guggenheim Investments

Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners.

Founded in 1999

Rockville, Maryland, USA

1001-5000 employees

https://www.guggenheiminvestments.com

Funding

Current Stage

Late Stage

Leadership Team

Anne Walsh

Chief Investment Officer of Guggenheim Partners Investment Management

Robert Zable

Global Head of CLOs and Liquid Loans at Guggenheim Investments

Recent News

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LGT backs Guggenheim’s $250m private debt fund

2026-01-11

GlobeNewswire

Guggenheim Investments Announces New Private Debt Vehicle Backed by LGT Capital Partners

2026-01-09

MarketScreener

Guggenheim's DiLorenzo Sees Private Credit Growing Into 2026

2025-12-18

Company data provided by crunchbase