Jobs at Guggenheim Investments

Provides administrative and client-service support to two senior executives, including calendar management, travel booking, expense processing, phone support, CRM maintenance, mailing lists, document organization, and project tracking. Leads logistics for approximately 24 bespoke client meetings per quarter, coordinating venues, catering, technology, guest registration, materials, and meeting spaces. Requires strong organization, communication, attention to detail, and proficiency with Salesforce and Microsoft Office.

Manage end-to-end accounting and financial reporting for private funds, including quarterly closes, audit preparation, investor reports, fee calculations, invoice payments, review of administrator deliverables, and regulatory filings (Form PF/ADV, PQR/PR, Reg U, TIC). Interface with investment and operations teams and drive process and reporting improvements.

Analyzes security-level investment accounting data, maintains GAAP and statutory portfolio values, verifies transactions and corporate actions, reconciles assets, cash, positions, and market values, resolves discrepancies with custodians, prepares internal reports, and supports accounting process improvement initiatives.

Reconcile and analyze investment activity across fixed income, equity and derivatives; monitor trading-accounting interfaces; resolve breaks with internal and external parties; coordinate settlements; maintain position accuracy across systems; support controls, documentation, and client/broker communications.

Perform full-cycle trade allocation, confirmation, clearing, and settlement for fixed income, equity, financing and derivatives. Monitor fails, resolve discrepancies with custodians/brokers, manage margin calls, maintain allocation archives, support audits, and participate in process improvement projects and cross-team coordination.

Own and maintain the firms intranet and extranet as a senior full‑stack engineer. Debug, enhance, and build new features across presentation, application, and integration layers. Lead large projects from intake through release, collaborate with design/content/product teams, enforce technical standards (testing, CI/CD, version control), ensure performance, security, and accessibility (WCAG 2.1 AA), and mentor junior engineers.

Conduct in-depth municipal credit research and analysis, evaluate new issue and secondary market credits, build analytical models and tools, monitor portfolios, formulate sector investment strategy, author research and thought leadership, and support compliance, trading, and marketing materials.

Support production of DDQs by coordinating with sales and client service teams. Maintain and improve RFP/database processes, queries, and automation. Streamline internal data, manage deadlines across teams, ensure accurate content with legal/compliance/investments, update standard responses, maintain consistent messaging, and identify process improvements.

Drive growth of Guggenheim mutual fund, SMA, ETF, DCIO and UCITS products in the Mid-Atlantic. Build and maintain intermediary relationships, deliver presentations and territory business plans, track CRM activity, comply with licensing and regulatory requirements, manage expenses, and collaborate with internal wholesaling and portfolio specialists to meet sales goals.