Product Specialist, CLOs & Bank Loans, (Senior Associate

Position Summary

The Product Manager sits alongside Portfolio Management and Structuring Teams, helping develop content for investor meetings, responding to investor requests, and driving new product initiatives with a specialization in originated CLOs and bank loan strategies. The Product Strategist serves as a link between the investment and distribution teams, providing product commentary and supporting client‑facing conversations.

Based in our Stamford, CT office, full‑time.

• Create materials across the full suite of investment capabilities, including client decks, RFPs and Due Diligence Questionnaires, specializing in originated CLOs and bank loan strategies.
• Respond to investor questions, reviewing and synthesizing data to clearly communicate portfolio positioning, performance attribution, risk attributes, investment structures and views of the team.
• Maintain a deep understanding of evolving investment needs, product structures (jurisdictions, liquidity profiles, fees, vehicle types, etc.) and competitive landscape.
• Coordinate with and support distribution and client service teams to cultivate and support new business opportunities and service existing institutional clients.
• Act as a subject‑matter expert for originated CLOs and loan strategies, providing commentary, performance attribution, responding to ad‑hoc client requests, and participating in client conversations.
• Assist the distribution team with engaging existing clients for re‑ups and cross‑marketing opportunities.
• Work with CLO Structuring to maintain a database of investor accounts in deals and funds.

• Bachelor’s degree in Finance, Economics, Business, or related field.
• 5+ years of experience in product strategy, product management, investment management, CLO structuring, or investment banking within asset management or financial services.
• Strong knowledge of fixed‑income markets, including leveraged loans, CLOs, and structured credit.
• Demonstrated ability to interpret and communicate portfolio positioning, performance attribution, and risk analytics to technical and non‑technical audiences.
• Experience supporting or collaborating with distribution/sales teams in an institutional asset management or financial services environment.
• Proficiency in creating and contributing to client‑facing materials, including pitch books, RFPs, DDQs, market and investment commentaries, and thought‑leadership content.
• Excellent written and verbal communication skills, with the ability to distill complex investment concepts into clear narratives.
• Strong organizational skills and the ability to manage multiple priorities and deliverables across global teams.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with data/reporting tools.

• Direct experience with CLO structuring, origination, primary/secondary CLO markets, or leveraged loan markets.
• Familiarity with CLO analytics platforms (e.g., Intex, Kanerai, Moody's Analytics) and portfolio management systems.
• Demonstrated intellectual curiosity and a proactive approach to staying current on market developments, competitive dynamics, and evolving client needs.

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. We are not seeking agency assistance for this position.

Salary Range:
Annual base salary between $0.00 and $

Guggenheim is an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.