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Guggenheim Investments · 1 month ago

Business Analyst - Originations

New York, NY

Full-time

Onsite

Mid Level

$135K/yr - $150K/yr

4+ years exp

Guggenheim Investments is seeking a Business Analyst to join our Corporate Funding team based in New York. The BA will support the team with their origination efforts, budgeting & forecasting, market research, maintaining CRM systems, special projects, and daily operations.

FinanceFinancial ServicesVenture Capital

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