Portfolio Analyst

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."