Fixed Income Product Specialist - US West

Guggenheim Investments•Santa Monica, CA

7d•$205,000 - $225,000•Onsite

About The Position

Guggenheim Investments is seeking a seasoned Senior Product Specialist to join its Product Strategy team, reporting to the Head of Fixed Income Product 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 Intermediary Distribution and investment teams to represent 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 Intermediary Distribution and home office research teams. The ideal candidate will have strong analytical, written and presentation skills, experience in retail 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 Santa Monica office, full-time.

Requirements

10 + years of experience in fixed income strategies
FINRA licenses (Series 7, 66) required
Bachelor’s degree
Fluent in fixed income and credit strategies
Demonstrated knowledge on the internal workings of the Distribution and Investment lines of business
Deep experience in fixed income, preferably in a product specialist role, investor relations, or portfolio management position.
Deep understanding of markets and fund structures, including Mutual Funds, SMAs, ETFs, Interval Funds, and BDCs
Demonstrated success supporting capital formation
Strong communication and presentation skills; ability to simplify complex investment concepts
Willingness to travel extensively to support client engagements, roadshows, and platform onboarding across key markets

Nice To Haves

Entrepreneurial mindset with a collaborative approach
Familiarity with regulatory and operational nuances of distribution
Ability to manage multiple stakeholders and deliver under tight timelines
Advanced degree or CFA designation

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, 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.