Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with expertise in fixed income, equity, and alternative strategies.

The Junior Business Analyst will be part of a team in the Office of the President. The role will work directly with the Senior Business Analyst and the marketing and distribution team to develop internal and external analytics, tracking and budgeting distrubiton related expenses, and serve as the point person for the team in salesforce. The Junior Business Analyst role presents an opportunity to be involved in key workflow and business decisions for Guggenheim Investments. This role can be based either in Darien, CT or the NY office.

Essential Job Functions

• Regularly reviews sales databases (i.e. Salesforce), adding or maintaining new data as needed
• Using sales databases, create reports and analyze data by clients, prospects, strategic partners, and internal salespersons/groups.
• Use sales databases to create and track strategic partner relationship profiles, revenue sharing agreements and information regarding product strategy and development
• Work cross functionally across business groups to aggregate budget requests related to conference spend and other T&E
• Manage a process to track and facilitate approvals for T&E spend
• Work with Sales team to track and standardize sales pipelines for reporting and presentation purposes
• Assists management by conducting various research and data analysis for budget forecasting
• Work with Sales and Product Strategy teams to collect and present information on competitor commission analysis, sales commission modeling, and Guggenheim’s commission scenario analysis
• Maintain datasets for large scale conferences to track information around internal and external participation
• Part of team responsible for maintaining and updating job descriptions defining roles and responsibilities for across the firm.
• Work with Finance and Sales departments to create and track P&L for Guggenheim funds and strategies
• Work with all business areas to solution departmental operational, data, and technology projects affecting multiple departments
• Work with Management, Sales and Finance to set annual sales goals
• Work with Sales Management, Product Strategy and Finance to assess sales territories and identify new territory development opportunities based on sales data from databases
• Part of team responsible for maintaining and updating organizational charts across the firm
• Assist managers and complete new hire requests and approvals, aggregating necessary information regarding role responsibilities and budget

Preferred Qualifications

• Highly organized, detail oriented, and analytical
• Experience working in a matrixed environemnt
• Experience working with Salesforce CRM

Basic Qualifications

• 2-4 years of experience
• Undergraduate Degree required, preferably with concentrations in Business, Finance, Data Analytics Economics, or related field
• Proficient in Microsoft Word, Excel, Outlook and PowerPoint
• Ability to multi-task effectively in a fast-paced environment
• Ability to travel between our Darien, CT and New York City offices