Performance Data & Reporting Analyst

Guggenheim Partners; St. Louis (MO); On-site; USD 60,000 - 80,000; Full time

Job summary

Guggenheim Partners, through its subsidiary Asset Consulting Group (ACG), is seeking a competent Performance Analyst for their St. Louis office. This position involves managing data collection and creating client reporting packages while ensuring accuracy and attention to detail.

The ideal candidate has at least one year of experience in financial services and strong proficiency in Microsoft Excel. The role also requires collaboration with various teams and the ability to handle changing deadlines.

Qualifications

• At least one year of experience in the financial services industry required.
• Strong working knowledge of investment products.
• Ability to manage and reconcile data from investment managers.

Responsibilities

• Manage data collection from investment managers and custodians.
• Create and produce client reporting packages.
• Prepare management level reports analyzing performance data.

Skills

Data management

Strong attention to detail

Organizational skills

Team-oriented

Proficient with Microsoft Excel

Education

Bachelor's degree preferred

Tools

Advent APX

Job description

Guggenheim Partners, through its subsidiary Asset Consulting Group (ACG), is seeking a competent Performance Analyst for their St. Louis office. This position involves managing data collection and creating client reporting packages while ensuring accuracy and attention to detail.

The ideal candidate has at least one year of experience in financial services and strong proficiency in Microsoft Excel. The role also requires collaboration with various teams and the ability to handle changing deadlines.