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Advent Apx Jobs (NOW HIRING)

The Third Group

Fund Accounting Lead

Atlanta, GA

Familiarity with Advent APX or similar investment accounting platforms * Experience managing fund administrator and external service provider relationships * Exposure to valuation processes, pricing ...

Brown Advisory

Asset Transfers Analyst

Baltimore, MD · On-site

Experience with systems such as Advent APX or Pega Systems. Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e ...

nexus IT group

Systems Engineer 0326

Manhattan, NY · On-site

... services systems (Advent APX, Bloomberg, Indata, Fix Connections). Company : Nexusitgroup is a company used for recruitment, it allows people to find jobs. Founded in 2010, the company is ...

Stifel

Senior Client Service Associate

San Francisco, CA · On-site

$80K - $111K/yr

Experience in Private Wealth Management or Portfolio Administration. • Proficient in Microsoft Excel, Word, PowerPoint, Outlook • Experience with Adobe, Advent APX, Moxy/Genesis, Black Diamond ...

Brown Advisory

Global Equity Trader

Baltimore, MD

Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred * Bachelor's degree from an accredited institution with preferable focus in accounting ...

Stifel

Senior Client Service Associate

San Francisco, CA · On-site

$80K - $111K/yr

Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook Experience with Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce #LI-JK1 Compensation RangeSalary: USD $80,000 ...

Stifel

Senior Client Service Associate

San Francisco, CA · On-site

$80K/yr

Systems & Technology • Proficient in Microsoft Excel, Word, PowerPoint, Outlook • Experience with Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce #LI-JK1 Compensation Range Salary: USD ...

AllSTEM Connections

Billing Analyst

Manhattan, NY · On-site

$104K/yr

Previous experience with APX (Advent Portfolio Exchange). Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: The pay transparency policy is ...

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How much do advent apx jobs pay per year?

As of Aug 18, 2026, the average yearly pay for advent apx in the United States is $46,962.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $55,500.00 per year, depending on experience, location, and employer.

What is an Advent APX?

An Advent APX job typically involves working with the Advent APX financial software, which is used by investment firms for portfolio management, performance reporting, and accounting. Professionals in this role may be responsible for configuring, maintaining, and troubleshooting the APX system, as well as assisting with data analysis and reporting. Employers often seek candidates with experience in financial services, database management, and technical support. Strong knowledge of SQL, financial instruments, and reporting tools is beneficial.

What are the main responsibilities of an Advent APX?

In an Advent APX role, daily tasks often include managing investment data, generating and analyzing performance reports, and ensuring the integrity of financial information within the Advent APX platform. You may also be responsible for troubleshooting system issues, supporting end-users such as portfolio managers or compliance teams, and assisting in software upgrades or database maintenance. Collaboration with IT, operations, and accounting teams is common, making strong communication skills vital. This position offers opportunities to expand your expertise in financial technology and portfolio analytics, which can support growth into senior systems analyst or investment operations roles.

What are the key skills and qualifications needed for an Advent APX?

To succeed as an Advent APX specialist, you need a solid understanding of investment management processes, financial analysis, and familiarity with the Advent APX portfolio management system. Proficiency in using Advent APX software, SQL, Excel, and knowledge of relevant financial regulations or reporting standards is typically required, with certifications in finance or IT serving as strong assets. Strong problem-solving abilities, effective communication, and attention to detail are essential for collaborating with portfolio managers and resolving technical or data-related issues. These competencies ensure accurate reporting, data integrity, and seamless integration of investment workflows within a financial organization.

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Advent Apx jobs near you
Infographic showing various Advent Apx job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 82% Full Time, 12% Part Time, and 4% Contract. Highlights an 92% Physical, 5% Hybrid, and 3% Remote job distribution, with an average salary of $46,962 per year, or $22.6 per hour.

Performance Analyst - Asset Consulting Group

Guggenheim Partners

Saint Louis, MO • On-site

Full-time

Re-posted just now

Job description

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 reports on-site 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
  • 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,
  • co-workers and other departments
  • Ability to act upon deadlines that may change often
  • Strong organizational skills

Basic Qualifications
  • At least one year of experience in financial services industry required
  • Proficient Microsoft Excel skills required (functions, formulas & pivot tables)

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, 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."

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