What are the responsibilities and job description for the Sales Reporting Analyst position at Guggenheim Partners?
Position Summary
Guggenheim Investments is seeking a highly organized and detail oriented Sales Reporting Analyst to join our Finance team. Reporting to the Sales Reporting Team Lead, the Analyst will assist the team with daily trade review, research discrepancies, and prepare various sales reports for stakeholders.
Responsibilities
Key Responsibilities
- Perform daily review of trade, identification, and other data received from multiple sources, including from: internal sales and contact management systems, internal shareholder trading systems, firm-supplied trade and identification files, and from internal sales management (including for territory re-alignment)
- Research records flagged through automated stewardship; determine needed adjustments through lookup using internal stewardship, sales, trading, reporting, and other systems; Web searches; FINRA databases; and firm-supplied data. Call external firm contacts, internal sales management, etc. to resolve discrepancies where applicable
- Create data adjustments needed for accuracy, completeness, consistency, or aggregation / disaggregation of data
- Prepare and distribute daily sales reporting (e.g. Fund Flows Report)
- Systems and Business Workflows
- Provides intimate knowledge on business processes, data mapping, and system configurations
Qualifications
- 2 years of experience
- Bachelors Degree Preferred
- Strong Microsoft Office skills (Excel, PowerPoint, Word, Outlook)
Salary Range
$85,000.00 - $110,000.00
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Guggenheim Investments
We focus relentlessly on delivering results through innovative solutions. We relish opportunities to solve complex problems through exhaustive approaches. As we conduct our business every day, every member of Guggenheim is expected to uphold our uncompromising standards for integrity and excellence and to be personally accountable for their actions and business results.
Our principles entail engaging highly talented people, challenging them to think creatively, and encouraging them to achieve extraordinarily high standards in their fields of expertise. To succeed at Guggenheim, candidates should be a strong fit with our business principles, culture, and value system. We encourage you to review Our Firm page to learn more about how we seek to create value through our diversified businesses. Visit the link below to review our current openings and job descriptions and to apply today.
We offer compelling opportunities for self-starters who take great pride in the quality of their work and seek to exceed expectations. We are looking for people who take ownership, adhere to the highest standards, and think creatively to realize opportunities.
Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: #GuggenheimInvestments, 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.
Salary : $85,000 - $110,000
