Sales Reporting Analyst

Position Summary

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 applicableCreate data adjustments needed for accuracy completeness consistency or aggregation / disaggregation of dataPrepare and distribute daily sales reporting (e.g. Fund Flows Report)Systems and Business WorkflowsProvides intimate knowledge on business processes data mapping and system configurations

Essential Job Functions

• 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

Basic Qualifications

• 2+ years of experience 
• Bachelors Degree Preffered 

Salary Details

Annual base salary between $75,000 to $85,000.

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 Us

Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with expertise in fixed income, equity, and alternative strategies. We focus on the return and risk needs of our diverse client base that includes insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high net worth investors.

#Guggenheim Investments 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 GuggenheimInvestments.com and follow us on LinkedIn.