Guggenheim Services, LLC

Mid-Level, Client Facing Portfolio Management

Job Locations US-MO-St. Louis
Posted Date 1 month ago(11/7/2023 1:31 PM)
Job Category
Finance & Accounting Jobs
Position Type

Position Summary

  • Reports to SMD, Head of Portfolio Management responsible for portfolio management for a set of key Insurance clients.
  • Insurance Portfolio Management team oversees $140 billion of assets under management across 30 clients incorporating multiple portfolios per client contributing to annual revenues of over $150 million.
  • Partners with clients as key point of client interaction on PM Team for portfolio strategy and maximizing client relationships
  • Leads portfolio design and restructuring based on the firms non-indexed asset category expertise in complex structured securities, asset backed securities, alternative investments, and other esoteric asset classes.
  • Manages portfolio strategy – active portfolio management, multiple portfolio strategies, trading program design to meet client’s business needs.
  • Assures client’s investment objectives are met through proper portfolio design and investment strategy.
  • Advanced knowledge in Insurance regulatory, tax and accounting drawn on to consult with clients on navigating the complexities of insurance industry.
  • Proficiency on Insurance industry results in ability to act as trusted advisor to insurance client’s staff.
  • Supports client on Asset/Liability Management, portfolio and actuarial support for PM team.
  • Partners with clients to analyze potential external reinsurance blocks, company acquisitions, internal reinsurance strategies, Bermuda regulatory trusts

Essential Job Functions

Client Partnership

  • Member of the Portfolio Management team that delivers superior customer service
  • Supports client communication at various levels and stays current with client’s business needs.
  • Coordinates ad hoc client requests and projects, including client M&A and Reinsurance transactions.
  • Monitors the client relationship and client deliverables for timeliness and quality standards
  • Assists senior portfolio managers, sector teams and Insurance strategists to understand client business needs and implement investment process and strategies to address.
  • Partners with operations team to develop and enhance procedures that improve quality of the insurance client experience.
  • Assists on client presentations, meetings and other ad hoc analyses.
  • Monitors the new client onboarded process to assure high quality client service.
  • Coordinates client workflows and develop consistent reporting and communication standards.

Insurance Industry Expertise

  • Stays current with Insurance industry regulatory developments.
  • Participates in NAIC calls and meetings and develops relationships with industry participants.
  • Works with clients on understanding Regulatory matters and assist in planning efforts
  • Support the PM team on insurance industry matters and accounting consultation relevant to our client’s business

Preferred Qualifications

  • Technical foundation to grasp various fixed income investment strategies.
  • Problem solving skills and developing ability to independently lead or participate on projects and analyze processes and procedures as assigned.
  • Ability to multi-task effectively in a fast-paced environment.
  • Organized, detail oriented and thorough while developing communication skills to ensure work processes are completed as directed.
  • Team oriented individual with ability to work well with diverse groups.
  • Proficient in Microsoft Word, Excel, Outlook and PowerPoint.

Basic Qualifications

  • Undergraduate Degree required, preferably with concentrations in Business, Finance, Economics, or related field. MBA and/or CFA is preferred
  • 6 years (VP) 10+ years (Director) of relevant experience

Salary Details

Actual base salaries may vary depending on factors such as location and experience.

About Us

Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: Guggenheim Investments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. Guggenheim’s professionals are based in offices around the world, and our commitment is to deliver long-term results with excellence and integrity while advancing the strategic interests of our clients.

Guggenheim is an equal opportunity employer and 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. Learn more at, and follow us on LinkedIn and Twitter @GuggenheimPtnrs.


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