Performance Analyst - Asset Consulting Group
Guggenheim Partners
- Location
- St. Louis, MO
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 21
- 3 days ago
Career path
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About the company
Guggenheim Partners
Financial services · 1,001 to 5,000 employees
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. We provide guidance and perspective to help our clients sift through the many complex investment issues they are faced with, and work with them to 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.
What you'll do
- Manage and coordinate data collection from investment managers and custodians
- Establish client accounts on reporting system
- Create and produce client reporting packages
- Reconcile return information collected from multiple sources
- Maintain data feeds into and out of client reporting system
- Prepare management level reports analyzing data extracted from performance system
- Handle multiple assignments concurrently
What you need
- At least one year of experience in financial services industry
- Proficient Microsoft Excel skills (functions, formulas & pivot tables)
- Bachelor’s degree (preferred)
- Experience with accounting systems (preferred)
- Strong working knowledge of investment products (preferred)
- Experience using Advent APX product (preferred)
- Strong organizational skills (preferred)
- Strong attention to detail (preferred)
Key skills
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