Job Description:
Position Summary
Asset Consulting Group (ACG) is seeking a Portfolio Analyst to provide investment related support on a select group of client relationships.
This position is in St. Louis.
Essential Job Functions
- Handle complex client needs, including creating investment policies, conducting asset allocation analyses, 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, as appropriate
Preferred Qualifications
- Working knowledge of a wide array of investment strategies
- Excellent communication skills
- Strong attention to detail; 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
- Bachelor’s degree or equivalent experience
- Minimum of 3 years of experience in 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, 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.
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."
What We Do
Guggenheim Partners is a global investment and advisory firm with more than $325 billion in assets under management*. We have a track record of delivering results through innovative solutions across our three primary businesses of investment management, investment banking, and insurance services.
Our Heritage
Our history stems from Guggenheim Brothers, the Guggenheim family business dating back to the late 1800s. Guggenheim Partners began with the mission of creating exceptional value for our clients by applying the principles that made the Guggenheim family one of the most successful innovators, investors, and business managers in American history. These principles entail engaging highly talented people, challenging them to think creatively, and encouraging them to achieve extraordinarily high standards in their fields of expertise.
Investing involves risk, including the possible loss of principal.
*Assets under management are as of 3.31.2022 and include consulting services for clients whose assets are valued at approximately $81bn.
