Hiring: Loan Services - Trade Operations Company: Guggenheim Investments Location: New York, NY Job Posted Time: 2026-09-03 14:39:04 Employment Type: Full-time Target Skills & Keywords : Fixed Income, Microsoft Excel, Microsoft Office, Portfolio Management About the job Experience: •4-6 years of relevant work experience •2-4 years of bank loan related experience is required •4+ years of relevant work experience in investment management or financial services environment •6 years of relevant work experience •4 years of bank loan related experience is required Required Skills: •Process bank loan-related transactions in portfolio management and related systems including transfers, CLO & middle market closings, crosses, CTP and terminations •Process non-loan bookings in Wall Street Office •Book all trade amendments and reallocations for Bank Loan trades •Perform daily confirmation of Bank Loan trades in Aladdin allowing for flow via interface •Reconcile trades between BRS and WSO. Details of loan trades are compared against systems to ensure booking accuracy and the details of bond, repo and FX trades are compared for CLO and Private Funds •Monitor and resolve trade-related cash/position breaks on dashboard •Act as the operations contact with various third parties including custodian banks, trustees, fund administrators, and administrative agent banks to answer or direct various inquiries; Team is responsible for answering and addressing all inquiries which may range from trade & position questions to providing documentation •Assist with requests related to fund audits and various business initiatives Qualifications: •Undergraduate degree with 4+ years of relevant work experience in investment management or financial services environment •Proficient in the use of Microsoft Office Suite, specifically Excel •Must be able to multi-task in a fast paced and challenging environment •Bachelor’s degree with 4-6 years of relevant work experience •At least 2-4 years of bank loan related experience is required •Knowledge of Wall Street Office and Bloomberg a plus •Organized, detail oriented and extremely thorough with strong problem-solving skills and demonstrated ability to take initiative •Excellent written and verbal communication skills with an ability to collaborate with internal teams and external clients and service providers •We are not seeking agency assistance with this role. •We are unable to consider candidates who require current or future visa sponsorship for employment in the United States. Candidates must be authorized to work in the US without current or future visa sponsorship or transfer. Compensation: •$110,000 - $125,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!