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Macquarie Group.

Sales Support Representative - Macquarie Investment Management (Philadelphia)

Macquarie Group. - Philadelphia, PA


Macquarie Asset Management




Sophie Miller Chatfield

Macquarie Asset Management (MAM; formerly known as Macquarie Funds Group) is a full-service asset manager, offering a diverse range of products including securities investment management, infrastructure and real asset management, and fund and equity-based structured products.

MAM comprises the following three divisions:

• Macquarie Infrastructure and Real Assets

• Macquarie Investment Management

• Macquarie Specialised Investment Solutions.

The Investment Management division is looking for a Sales Support Representative to join our team in Philadelphia. The Sales Support Representative must be able to research, analyze and process mutual fund firm, branch and representative sales data for distribution and retrieval. They will utilize the Sales Support software to provide clean and accurate data, along with support to internal clients. The Support Representative will also be required to assist with special projects for the distribution channels within the company.

Key responsibilities;

Analyze, research, and take necessary actions when reviewing daily data integrity reports.

Complete manual trade reassignments and rep consolidations on a daily basis and as needed.

Create and distribute daily / weekly/ monthly sales reports. Provide necessary reporting data for all Delaware users.

Retrieve sales information from various partner firms’ websites and integrate the data into our processing environment.

Update and construct simple databases using Excel and Access.

Upon request, complete ad hoc reporting for department contacts.

Assists with numerous data integrity projects and marketing support projects.

Support several types of daily balancing and reconciliation functions

Provide reconciliation analysis for various departmental functions.

Contact external firm partners to verify and identify incomplete transaction data.

Develop processes for new types of sales data the department may be required to support.

Support other departments within broker operations with Intermediary Oversight and Omnibus support.

Process work as assigned by the manager.

To be successful in this role you’ll need;

Industry related experience in financial services or sales organization is desirable.

Conduent / BNY systems experience highly desirable but not required.

Proficient transfer agent knowledge helpful.

Understanding of mutual funds processing is helpful.

Individual must possess excellent communication skills (oral and written) and the ability to interact with various departments both internal and external.

Individual must be able to work in a team environment.

Exceptional time management and organizational skills.

Individual must possess strong analytical skills.

Strong attention to detail is necessary.

Computer Skills: Proficient in Microsoft Office applications: Excel, Access, Word

BS / BA degree or at least 2 years relevant work experience.

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance. Macquarie also takes affirmative action in support of its policy to hire and advance in employment of individuals who are minorities, women, protected veterans, and individuals with disabilities.

We facilitate a range of flexible working arrangements within our teams. Talk to us about what flexibility may be available.

5 days 18 hours ago

Macquarie Group.

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Location: Philadelphia, PA

Company Profile:
Macquarie AirFinance is a global aviation lessor providing aircraft and capital to the world's airlines plus advisory and asset management services to aircraft owners. We own or manage 141 jet aircraft leased to 72 operators in 44 countries, across six continents. Established in 2006 and headquartered in Ireland, Macquarie AirFinance has representatives active around the world focused on working with our global customer base.