What are the responsibilities and job description for the Portfolio Analyst, Fixed Income position at Allspring Careers?
Elevate Your Career
Work where your ideas have impact
COMPANY
Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit About Us - Allspring Global Investments.
At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It’s also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.
POSITION
The Plus Fixed Income team is looking for a Portfolio Analyst to join their team. The successful candidate will work with the portfolio management team, supporting the portfolio managers in the management of client accounts.
RESPONSIBILITIES
- Assist in day-to-day portfolio activities including monitoring cash balances and cash flow activity, maintaining portfolio database analytics, producing and distributing daily reports, and performing attribution analysis on portfolios.
- Perform various client-facing duties including preparing reporting and marketing materials, reviewing and editing requests for proposals, and assisting relationship management team members with ad hoc client requests.
- Work with portfolio managers, traders, and other team members on ad hoc projects as appropriate.
- Engage daily with the firm’s operations groups such as risk management, relationship management, consultant relations, performance measurement, and portfolio operations to complete routine duties and ad hoc requests.
- Formulate and recommend ideas for process improvements and efficiency gains.
- Become proficient in portfolio management systems and processes used by the Plus Fixed Income team.
- Demonstrate consistent outstanding teamwork and communication within the team
REQUIRED QUALIFICATIONS
- 1 years of client service, client administration, accounting, or equivalent experience in the investment industry.
- Proven success with attention to detail.
- Proficient in all Microsoft Office Programs including Excel, Word, and PowerPoint. Experience in crafting and running macros is a plus.
- Basic understanding of investments or client portfolio reporting.
- Excellent verbal, written, and interpersonal communication skills.
- Strong independent thinking skills and demonstrated problem-solving abilities.
- Effective organizational, multi-tasking, and prioritizing skills.
- Ability to thrive in a fast-paced, time-sensitive environment.
- Ability to work effectively, as well as independently, in a team environment.
- Self-starter.
PREFERRED QUALIFICATIONS
- Strong quantitative skills (analysis and statistics).
- Basic understanding of fixed income securities.
- Solid understanding of investment products, operations, and servicing requirements.
- Experience in communicating with institutional investors, consultants, and/or internal sales.
- Familiarity or proficiency in use of Bloomberg and/or Factset.
- Programming and/or database management skills are a plus.
- BA/BS Degree in Business, Accounting, Mathematics, Economics, Engineering, Finance, Computer Science, or Physics.
- CFA Charter holder or have equivalent experience.
#LI-BA1
#LI-Hybrid
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.