Welcome page Returning Candidate? Log back in! Sales Reporting Analyst Posted Date 19 hours ago(7/30/2024 12:23 PM) ID 2024-2913 Job Category Sales/Trading/Research Position Type Full-Time 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 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 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 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.

 

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