Performance Analyst at Guggenheim Partners

Posted in Human Resources 28 days ago.

Location: St. Louis, Missouri





Job Description:

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: 2021-1797


Position Summary

About the Position
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. The 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



Preferred Qualifications

  • Bachelor's degree preferred

  • Experiene with accounting systems - balancing accounts, capital changes, income tracking, contribution/withdrawal tracking

  • Strong working knowledge of investment prodcuts

  • Experience using Advent APX product is a plus

  • Ability to work effectively with multiple clients including consultants, custodians, management, co-workers and other departments

  • Ability to act upon deadlines that may change often

  • Strong organizational skills

  • Must be team-oriented and reliable, with strong attention to detail

Basic Qualifications

  • One to three years' experience in financial services industry required

  • Must be proficient in Microsoft Excel (functions, formulas & pivot tables)

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, 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 global investment and advisory firm with three primary businesses: investment management, investment banking, and insurance services. We have a track record of delivering results through innovative solutions, with professionals based in offices around the world. Our commitment is to advance the strategic interests of our clients and to deliver long-term results with excellence and integrity. You can learn more about our expertise and values by visiting GuggenheimPartners.com and following us on Twitter at twitter.com/guggenheimptnrs.

To succeed in the Guggenheim culture, candidates must be self-starters and strive for results. We are looking for people who operate as business owners, adhere to the highest standards and think creatively to realize opportunities, wherever they may be.

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.

PI148144852


More jobs in St. Louis, Missouri


Kforce Inc

Kforce Inc

Kforce Inc
More jobs in Human Resources


Spire Global

ATN International

MSA, The Safety Company