Business Analyst - Originations

Guggenheim Investments•New York City, NY

12d•$135,000 - $150,000•Onsite

About The Position

Guggenheim Investments is seeking a Business Analyst to join our Corporate Funding team based in New York. Reporting to the Head or Private Debt Origination, the BA will support the team with their origination efforts, budgeting & forecasting, market research, maintaining CRM systems, special projects, and daily operations. This position is office based 4 days per week.

Requirements

4+ years related experience, buy-side strongly preferred
Bachelor's degree in Finance, Economics, or related

Nice To Haves

Salesforce or other CRM experience
Strong technical acumen
Advanced Microsoft Office skills (Excel, PowerPoint, Word, & Outlook)
Highly organized
Exceptional communication and presentation skills

Responsibilities

Maintain and update deal pipeline databases, tracking origination opportunities.
Support the origination team in preparing investment committee materials and deal summaries.
Create and maintain profiles for lending partners, co-investment relationships, and strategic referral sources.
Track participation agreements, fee arrangements, and revenue sharing structures with syndication partners.
Support relationship mapping and coverage coordination across the private debt platform.
Manage budget requests and approval workflows for T&E and other origination expenses; assist in consolidating departmental budget forecasts.
Conduct market research and competitive analysis on middle-market lending trends, pricing, and terms.
Support management in annual goal-setting by providing historical performance analysis, market benchmarking, and forecasts.
Create reports and analyze data for purposes of tracking and escalating information.
Develop and maintain dashboards to monitor pipeline velocity, conversion rates, and deal flow metrics.
Assist with new hire requests, including role definition, budget approval, and job description development.
Assist in projects to streamline pre and post-close processes, enhance data management, and implement new technologies.
Coordinate with Legal, Compliance, and Operations on documentation and process standardization.
Prepare management reports on origination activity, pipeline status, and fund performance.
Work with marketing to create or update presentation materials for internal strategy meetings and external investor updates.
Standardize reporting templates and metrics across the private debt platform.
Complete adhoc projects as assigned by Head of Private Debt Originations
Manage post-closing deal activities and processes to ensure seamless integration and operational readiness.
Oversee fund operations and portfolio management tasks, including cash management, to optimize vehicle performance and ensure compliance with documentation.