Research Analyst jobs in United States
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Guggenheim Partners · 18 hours ago

Research Analyst

Guggenheim Partners is a diversified financial services firm, and they are seeking a Research Analyst to identify new investment managers and perform due diligence. The role involves working with senior analysts and supporting client service efforts while maintaining and analyzing performance data.

FinanceFinancial ServicesVenture Capital

Responsibilities

Work with senior analysts to source, identify, evaluate, and monitor investment managers across multiple strategies on a global basis
Perform detailed investment due diligence and document through meeting notes and investment memos
Present findings and results to internal and external constituents, as needed
Maintain and analyze manager performance data
Coordinate RFP process for manager searches
Maintain qualitative and quantitative information for prospective and existing investment managers within the firm’s proprietary databases
Provide support to internal investment professionals and other business partners
Participate in ad hoc research projects, write investment-related articles, and other duties as assigned

Qualification

CFA designationInvestment analysisPortfolio constructionAttention to detailEffective communicatorProactive approachActive listenerTeam-oriented

Required

Completion of a bachelor's degree and a minimum of five years of experience analyzing investments
Ability to travel on a regular basis; this position may require 10% - 20% travel

Preferred

CFA designation preferred
Genuine interest in capital markets, investment analysis, and portfolio construction
Effective communicator; both orally and in writing
Excellent attention to detail
Has a proactive approach and is an active listener/interpreter
Demonstrated ability to work effectively in a team-oriented environment

Company

Guggenheim Partners

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Guggenheim Partners is a diversified financial services firm, offers investment management and banking, and insurance services.

Funding

Current Stage
Late Stage

Leadership Team

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Alexander Ramirez
Senior Managing Director - Technology, Media & Telecom (TMT)
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Joe McCurdy
Senior Managing Director
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Company data provided by crunchbase