Guggenheim Services, LLC

Portfolio Analyst

Job Locations US-MO-St. Louis
Posted Date 5 months ago(6/4/2020 5:25 PM)
ID
2020-1179
Job Category
Asset/Investment Management
Position Type
Regular Full-Time

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.

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.

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