Portfolio Analyst - Asset Consulting Group
Guggenheim Securities, Saint Louis, MO, United States
Job Description
Asset Consulting Group (ACG) is seeking a Portfolio Analyst to provide investment‑related support on a select group of client relationships.
This position is located in the St. Louis office and will report onsite.
Essential Job Functions
Handle complex client needs, including creating investment policies, conducting asset allocation analyses, performing investment manager searches, and analyzing and interpreting investment performance.
Serve as the 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 the broader ACG team.
Participate in select client meetings as appropriate.
Preferred Qualifications
Working knowledge of a wide array of investment strategies.
Excellent communication skills.
Strong attention to detail and ability to work effectively with consultants, fellow portfolio analysts, clients, custodian banks, investment managers, and others within our firm.
Adaptability and flexibility to handle various concurrent assignments.
Basic Qualifications
Completion of a Bachelor’s degree or equivalent experience.
A minimum of 3 years’ experience in the financial services industry.
Salary Base salaries may vary depending on factors such as location and experience.
About Asset Consulting Group 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, creative investment expertise to a select group of clients. We partner with our clients to recommend customized investment solutions, provide guidance and perspective on complex investment issues, and develop and monitor comprehensive investment strategies in the most effective, efficient way possible. ACG delivers investment consulting and advisory services such as multi‑asset allocation, research, and related investment services to institutions and ultra‑high net worth individuals and families.
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 GuggenheimPartners.com, and follow us on LinkedIn and Twitter @GuggenheimPtnrs.
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This position is located in the St. Louis office and will report onsite.
Essential Job Functions
Handle complex client needs, including creating investment policies, conducting asset allocation analyses, performing investment manager searches, and analyzing and interpreting investment performance.
Serve as the 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 the broader ACG team.
Participate in select client meetings as appropriate.
Preferred Qualifications
Working knowledge of a wide array of investment strategies.
Excellent communication skills.
Strong attention to detail and ability to work effectively with consultants, fellow portfolio analysts, clients, custodian banks, investment managers, and others within our firm.
Adaptability and flexibility to handle various concurrent assignments.
Basic Qualifications
Completion of a Bachelor’s degree or equivalent experience.
A minimum of 3 years’ experience in the financial services industry.
Salary Base salaries may vary depending on factors such as location and experience.
About Asset Consulting Group 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, creative investment expertise to a select group of clients. We partner with our clients to recommend customized investment solutions, provide guidance and perspective on complex investment issues, and develop and monitor comprehensive investment strategies in the most effective, efficient way possible. ACG delivers investment consulting and advisory services such as multi‑asset allocation, research, and related investment services to institutions and ultra‑high net worth individuals and families.
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 GuggenheimPartners.com, and follow us on LinkedIn and Twitter @GuggenheimPtnrs.
#J-18808-Ljbffr