Consultant Database Analyst, Senior Associate

Guggenheim Investments • New York, NY

1d • $115,000 - $120,000 • Onsite

About The Position

Guggenheim Investments is recruiting for a new role on our Due Diligence Services team. This role involves comprehensively managing consultant databases, ensuring the accuracy and timeliness of data through periodic reviews and updates. Key responsibilities include collaborating with product-specific subject matter experts for profile quality, facilitating regular data updates (performance, characteristics, personnel, AUM, and accounts) with internal teams and vendors, and addressing ad hoc inquiries. The overarching goal is to maintain high-quality, accurate, and up-to-date consultant database profiles across all products. This role is located in our New York City office, full-time.

Requirements

• Minimum five years of experience in asset management with at least 3 years of specific experience related to consultant database management or RFP process
• Bachelor’s degree in related field preferred or equivalent work experience
• Strong data and project management experience, with a proven ability to apply strategic and critical thinking when developing/enhancing processes and systems
• Detail-oriented person who places a high priority on accuracy
• Demonstrated experience working in an environment with multiple tasks and strict deadlines, with flexibility to adapt to frequently changing priorities
• Robust technology skill set with proficiency in process improvement a demonstrated ability to learn and master new technology
• Excellent communication, interpersonal and teamwork skills. Ability to collaborate across teams and develop strong relationships
• Candidates must be authorized to work in the US without current or future visa sponsorship or transfer.

Nice To Haves

• Experience in developing in-depth product knowledge to support solution definition and identify red flags and issues in Consultant Database and RFP requirements
• Experience in consultant database maintenance and end-to-end proposal management, collaborating with multiple stakeholders through the iteration process
• Extremely strong writing skills and very strong spoken and written English
• Strong expertise in MS Office products (Word, Excel, PowerPoint)
• Experience effectively managing multiple conflicting tasks and priorities in a fast-paced, agile and high-stakes environment
• Ability to communicate and influence at multiple levels of seniority/leadership

Responsibilities

• Ensure quality profiles are represented within consultant databases, including continuing periodic profile reviews by collaborating with product-specific SMEs to ensure appropriate data and language is represented in profiles.
• Facilitate periodic (quarterly/monthly) consultant database updates by collaborating with various teams to gather data.
• Work with vendor to ensure data is loaded into consultant databases supplying complete, accurate, and timely: performance, characteristics, personnel, AUM & accounts data for upload.
• Consultant Database Review: Answer various ad hoc questions/requests regarding the consultant databases from internal/external clients.
• Manage ongoing improvement on database profiles across all Guggenheim products.
• Establish proper reviews of data to verify accurate data is being provided in consultant databases
• Process Improvement: Ensure constant evaluation aimed at streamlining processes by creating more efficient methods of gathering, sorting, and accessing data.
• Able to lead projects, partner, and work collaboratively in a team environment. This includes ongoing communication and partnership with the RFP Team, Sales, Portfolio Specialists, Head of Consultant Relations, and other internal partners to drive strategic priorities.
• Provide regular reporting regarding database profiles, including fill rates, click-throughs, views, etc.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level