Guggenheim Partners, LLC

Guggenheim Investments is seeking a Mid-Level Insurance Portfolio Manager.. The Mid-Level Portfolio Manager is responsible for partnering with clients to design investment guidelines and implement those guidelines via an actively managed portfolio strategy.. Candidates must possess portfolio management experience and expertise in structuring portfolios with non-indexed structured securities, asset backed securities, alternatives (real estate, infrastructure, military housing, and structured products) and other esoteric credit asset classes.. Analyzes portfolio strategy incorporating clients risk parameters, regulatory cost of capital, tax position and ALM guidance with the goal of maximizing returns.. Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: #Guggenheim Investments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business.

portfolio manager

Position Summary Guggenheim Investments is seeking a Mid-Level Insurance Portfolio Manager. This position reports to a Senior Portfolio Manager and will have responsibility for a specific set of insurance clients. The Mid-Level Portfolio Manager is responsible for partnering with clients to design investment guidelines and implement those guidelines via an actively managed portfolio strategy. Candidates must possess portfolio management experience and expertise in structuring portfolios with non-indexed structured securities, asset backed securities, alternatives (real estate, infrastructure, military housing, and structured products) and other esoteric credit asset classes. This is an on-site position, with options to join the corporate offices in New York, New York; Santa Monica, California; or Clayton, Missouri. Essential Job Functions <ul><li>Assists senior portfolio managers, sector teams and Insurance strategists to understand client business needs and implement investment process and strategies to address.</li><li>Analyzes portfolio strategy incorporating clients risk parameters, regulatory cost of capital, tax position and ALM guidance with the goal of maximizing returns.</li><li>Responds to ad hoc client requests and projects, including client M&A and Reinsurance transactions.</li><li>Monitors the client relationship and client deliverables for timeliness and quality standards</li><li>Assists the Senior Portfolio Manager with client communications, presentations, meeting material preparations, and ad hoc analyses.</li><li>Monitors the new client onboarding process to assure high quality client service.</li><li>Proficient in Insurance industry regulatory developments. Works with clients on understanding Regulatory matters and assist in planning efforts.</li><li>Participates in NAIC calls and meetings and develops relationships with industry participants.</li><li>Partners with operations team to develop and enhance procedures that improve quality of the insurance client experience. </li></ul>Preferred Qualifications <ul><li> Technical foundation to grasp various fixed income investment strategies. </li><li> Problem solving skills and developing ability to independently lead or participate on projects and analyze processes and procedures as assigned. </li><li> Ability to multi-task effectively in a fast-paced environment. </li><li> Organized, detail oriented and thorough while developing communication skills to ensure work. processes are completed as directed. </li><li> Team oriented individual with ability to work well with diverse groups. </li><li> Proficient in Microsoft Word, Excel, Outlook and PowerPoint. </li></ul>Basic Qualifications <ul><li> Undergraduate Degree required, preferably with concentrations in Business, Finance, Economics, or related field. MBA and/or CFA is preferred. </li><li> Minimum of 6 years of relevant experience. </li></ul> Salary Details The annual base salary for this role is between $150,000 - $170,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: #Guggenheim Investments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. Guggenheim’s professionals are based in offices around the world, and our commitment is to deliver long-term results with excellence and integrity while advancing the strategic interests of our clients. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Learn more at GuggenheimPartners.com, and follow us on LinkedIn and Twitter @GuggenheimPtnrs.

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