Guggenheim Securities Tech Stack

Investment banking and capital markets division of Guggenheim Partners

Financial Services New York, NY 1,001–5,000 employees Privately Held

Guggenheim Securities operates the investment banking and capital markets arm of Guggenheim Partners from New York, serving institutional clients across advisory, trading, financing, and research. The tech stack is traditional finance—Excel, Bloomberg, FactSet, Tableau, Power BI—with growing adoption of workflow tools like DealCloud and Alteryx. Hiring skews heavily toward finance and research roles, and active projects center on new asset classes, warehouse lending expansion, and equity research, while pain points cluster around client servicing efficiency and analytics capacity on large datasets.

Tech Stack 22 technologies

Core StackWorkday Tableau Power BI ADP Excel Outlook Word PowerPoint Google Slides Keynote Google Maps VBA DealCloud Alteryx FactSet Bloomberg Microsoft Office R ADP Workforce Now HTML CSS

What Guggenheim Securities Is Building

◆Challenges

Generate incremental revenue
High volume client services
Improving event roi measurement
Inefficient premises operations
Expand client base
Establishing compliance program for warehouse lender
Improving client servicing efficiency
Advanced analytics for large data sets
Balance sheet recapitalization
Liability management

▲Active Projects

Market research and industry review projects for new asset classes
Strategic advisory project
Sector thematic programs
Flagship conferences
Fundamental analysis and investment research in equity markets
Real estate committee (rec) package creation
Capital release memos for executive committee
Project tracking software support and maintenance
Build and launch warehouse lending business
Execute warehouse lending transactions

Hiring Activity

Steady65 roles · 20 in 30d

Department

Finance

Research

Sales

Marketing

Compliance

Legal

Data

Seniority

Mid

Junior

Intern

Senior

Manager

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About Guggenheim Securities

Guggenheim Securities delivers investment banking, sales and trading, financing, and research services as part of Guggenheim Partners. The firm operates across equities, real estate, and emerging lending verticals (notably warehouse lending), with recent project focus on market research for new asset classes, strategic advisory mandates, sector thematic programs, and flagship conferences. The organization spans finance, research, sales, and compliance functions across the United States, United Kingdom, and Ireland. Current challenges include scaling client services, improving event ROI measurement, and deploying advanced analytics against large datasets.

HeadquartersNew York, NY

Company Size1,001–5,000 employees

Hiring MarketsUnited States, United Kingdom, Ireland

Frequently Asked Questions

What tech does Guggenheim Securities use?

Core stack: Excel, Outlook, Word, PowerPoint, Bloomberg, FactSet, Tableau, Power BI, Alteryx, and DealCloud for deal workflow. Also uses Workday for HR, R for analysis, and standard Microsoft Office tools.

What is Guggenheim Securities working on?

Market research for new asset classes, warehouse lending business launch and transaction execution, equity research programs, real estate advisory packages, sector thematic programs, and flagship client conferences.