What are the responsibilities and job description for the Fixed Income Product Specialist position at Guggenheim Partners?
Position Summary
Guggenheim Investments is seeking a seasoned Senior Product Specialist to join its Product Strategy team, reporting to the Head of Fixed Income Product Strategy. The Product Specialist will serve as a liaison between distribution and investment teams to represent full suite of investment capabilities to current and prospective clients and internal partners.In addition, the candidate should 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 and home office research teams. The ideal candidate will have strong analytical, written and presentation skills, experience in both retail and institutional business development. The ability to thrive in a fast-paced and dynamic environment where it is important to balance multiple workstreams and communicate effectively both internally and externally will be key.
The position is located in our New York office.
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
- Grow and retain business by representing the investment team and key investment strategies to prospects and clients in partnership with distribution
- Responsible for maintaining a deep understanding of the evolving investment needs, product structures (i.e. jurisdictions, liquidity profiles, fees, vehicle types, etc.) and competitive landscape for both institutional and retail asset owners.
- Proactively position and market our solutions to up- and cross-sell to existing client base as well as identify potential areas of new growth.
- Partner with and support our distribution and client service teams to cultivate and support new business opportunities and to service our existing institutional client base.
- Position and prioritize product suite and collaborate with Head of Fixed Income Product Strategy, Head of Distribution, and Marketing team on campaigns.
- Build frameworks to share deep understanding across the firm of regional client needs, competitive dynamics, regulatory trends, and money in motion, across institutional and retail segments which are then used in product design/roadmap
- Act as a subject matter expert for fixed income strategies, providing product commentary, performance attribution, and responding to ad-hoc client requests.
- Serve as a point of contact and client facing strategist to address questions on existing product and product development from the internal sales force, existing clients, and prospects.
- Assist the distribution team on the engagement of existing clients for re-ups and cross marketing opportunities
- Maintain a high level of communication with investment teams and regional distribution leaders, ensuring product strategy needs and expectations are fulfilled
- In-depth knowledge on a variety of clients including Family Offices, Endowments, Foundations, Pension Plans, Taft-Hartley Plans, Sub-Advisory, Consultants, Insurance and home office research teams, gatekeepers, and financial advisors.
Qualifications
10 years of experience in fixed income strategies
Vast knowledge on the internal workings of the Distribution and Investment lines of business
Experience in client facing roles
Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with expertise in fixed income, equity, and alternative strategies. We focus on the return and risk needs of our diverse client base that includes insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high net worth investors.
#GuggenheimInvestments 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 GuggenheimInvestments.com and follow us on LinkedIn.
Salary Range
Annual base salary between
$220,000.00-$225,000.00
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 Guggenheim Investments
We focus relentlessly on delivering results through innovative solutions. We relish opportunities to solve complex problems through exhaustive approaches. As we conduct our business every day, every member of Guggenheim is expected to uphold our uncompromising standards for integrity and excellence and to be personally accountable for their actions and business results.
Our principles entail engaging highly talented people, challenging them to think creatively, and encouraging them to achieve extraordinarily high standards in their fields of expertise. To succeed at Guggenheim, candidates should be a strong fit with our business principles, culture, and value system. We encourage you to review Our Firm page to learn more about how we seek to create value through our diversified businesses. Visit the link below to review our current openings and job descriptions and to apply today.
We offer compelling opportunities for self-starters who take great pride in the quality of their work and seek to exceed expectations. We are looking for people who take ownership, adhere to the highest standards, and think creatively to realize opportunities.
Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: #GuggenheimInvestments, 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.
Salary : $220,000 - $225,000
