Fixed Income Product Specialist - US West
Guggenheim Investments, Santa Monica, California, United States, 90403
Overview
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 the full suite of investment capabilities to current and prospective clients and internal partners. 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, and the ability to thrive in a fast-paced environment with multiple workstreams and clear internal/external communication. The position is located in Santa Monica or Chicago. Responsibilities
Serve as liaison between US Intermediary 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, rationale for portfolio holdings and activity, risk attributes, 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 Maintain a deep understanding of the evolving investment needs, product structures (jurisdictions, liquidity profiles, fees, vehicle types, etc.) and competitive landscape for both institutional and retail asset owners Proactively position and market solutions to up- and cross-sell to existing client base and identify potential areas of new growth Partner with and support distribution and client service teams to cultivate and support new business opportunities and 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 for use 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 engaging 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 Demonstrate in-depth knowledge 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 of the internal workings of the Distribution and Investment lines of business Experience in client-facing roles Salary Range
Annual base salary between $205,000.00-$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.
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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 the full suite of investment capabilities to current and prospective clients and internal partners. 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, and the ability to thrive in a fast-paced environment with multiple workstreams and clear internal/external communication. The position is located in Santa Monica or Chicago. Responsibilities
Serve as liaison between US Intermediary 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, rationale for portfolio holdings and activity, risk attributes, 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 Maintain a deep understanding of the evolving investment needs, product structures (jurisdictions, liquidity profiles, fees, vehicle types, etc.) and competitive landscape for both institutional and retail asset owners Proactively position and market solutions to up- and cross-sell to existing client base and identify potential areas of new growth Partner with and support distribution and client service teams to cultivate and support new business opportunities and 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 for use 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 engaging 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 Demonstrate in-depth knowledge 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 of the internal workings of the Distribution and Investment lines of business Experience in client-facing roles Salary Range
Annual base salary between $205,000.00-$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.
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