What are the responsibilities and job description for the Performance Analyst position at Guggenheim Securities?
Job Description
Asset Consulting Group (ACG) is seeking a Performance Analyst. Reporting to the Manager of Performance Reporting, this person will maintain and develop performance reporting process, as well as provide support to internal consultants and other business partners.
In addition to strong organizational, multitasking and prioritization skills, the ideal candidate will demonstrate the ability to act upon deadlines that may change often. They will also be detail oriented, reliable, and be able to work effectively with multiple clients including consultants, customers, custodians, management, and other departments.
This position is located in the St. Louis office.
Essential Job Functions
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.
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."
Asset Consulting Group (ACG) is seeking a Performance Analyst. Reporting to the Manager of Performance Reporting, this person will maintain and develop performance reporting process, as well as provide support to internal consultants and other business partners.
In addition to strong organizational, multitasking and prioritization skills, the ideal candidate will demonstrate the ability to act upon deadlines that may change often. They will also be detail oriented, reliable, and be able to work effectively with multiple clients including consultants, customers, custodians, management, and other departments.
This position is located in the St. Louis office.
Essential Job Functions
- Manage and coordinate data collection from investment managers and custodians with an emphasis on importing, reconciling, transforming and validating data for use across departments.
- 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 including client, manager, and returns information
- Handle multiple assignments concurrently
- Bachelor’s degree preferred
- Experience with accounting systems - balancing accounts, capital changes, income tracking, contribution/withdrawal tracking
- Strong working knowledge of investment products
- Experience using Advent APX product is a plus
- Must be team-oriented and reliable, with strong attention to detail
- Ability to work effectively with multiple clients including consultants, custodians, management, coworkers and other departments
- Ability to act upon deadlines that may change often
- Strong organizational skills
- At least one year of experience in financial services industry required
- Proficient Microsoft Excel skills required (functions, formulas & pivot tables)
- Base salaries may vary depending on factors such as location and experience.
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.
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."
