17 days old

Portfolio Analyst

Guggenheim Partners
St Louis, MO 63101
  • Job Code
    126047182
Guggenheim Partners

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.

ID: 2020-1179
Category: Asset/Investment Management
Position Type: Regular Full-Time


Overview

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.

Responsibilities

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


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 the Firm

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.


PI126047182

Categories

Posted: 2020-11-14 Expires: 2020-12-15

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Portfolio Analyst

Guggenheim Partners
St Louis, MO 63101

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast