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Portfolio Analyst

Company: Guggenheim Partners
Location: Saint Louis
Posted on: June 9, 2021

Job Description:

Position Summary

Asset Consulting Group (ACG) is seeking a Portfolio Analyst to provide support on all aspects of the investment program for a select group of client relationships. The position is in St. Louis.Specific Responsibilities IncludeHandle complex client needs including creating investment policies conducting asset allocation analyses analyzing and interpreting investment performance conducting investment manager searches analyzing and interpreting investment performanceServe as direct day-to-day point of contact for clients and address complex questions and requestsWork closely with Consultants other members of the consulting team and broader ACG teamParticipate in select client meetings.Skills & Experience RequiredBachelor's degree or equivalent experience3 to 5 years' experience in financial services industryStrong working knowledge of a wide array of investment strategiesExcellent communication skillsDetail oriented with the ability to work effectively with others including Consultants fellow portfolio analysts clients custodian banks investment managers and others within our firmAbility to handle multiple assignments concurrentlyAbout Asset Consulting GroupAsset Consulting Group (ACG) is a wholly owned subsidiary of Guggenheim Partners and located in St. Louis MO. ACG is an investment consulting firm focused exclusively on providing sophisticated comprehensive investment expertise to a select group of institutional and ultra high net worth investors typically with $100 million+ in investable assets. We develop investment programs that are tailored to each of our clients' unique profiles. We provide guidance and perspective to help our clients make well-informed investment decisions and we provide ongoing monitoring and oversight on their investments.

Essential Job Functions

Specific Responsibilities Include:

  • Handle complex client needs including creating investment policies conducting asset allocation analyses, analyzing and interpreting investment performance, conducting investment manager searches analyzing and interpreting investment performance
  • Serve as direct day-to-day point of contact for clients and address complex questions and requests
  • Work closely with Consultants other members of the consulting team and broader ACG team
  • Participate in select client meetings

Preferred Qualifications

Skills & Experience Required:

  • Bachelor's degree or equivalent experience
  • 3 to 5 years' experience in financial services industry
  • Strong working knowledge of a wide array of investment strategies
  • Excellent communication skills
  • Detail oriented with the ability to work effectively with others including Consultants, fellow portfolio analysts, clients, custodian banks, investment managers, and others within our firm
  • Ability to handle multiple assignments concurrently

About Us

Asset Consulting Group (ACG) is a wholly owned subsidiary of Guggenheim Partners and located in St. Louis MO. ACG is an investment consulting firm focused exclusively on providing sophisticated comprehensive investment expertise to a select group of institutional and ultra high net worth investors typically with $100 million+ in investable assets. We develop investment programs that are tailored to each of our clients' unique profiles. We provide guidance and perspective to help our clients make well-informed investment decisions and we provide ongoing monitoring and oversight on their investments.

Keywords: Guggenheim Partners, St. Louis , Portfolio Analyst, Other , Saint Louis, Missouri

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