Trade Support Analyst

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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

Allspring is seeking a Trade Support Analyst to support the fast-growing retail Separately Managed Account(SMA) business.  This analyst will play a key role in the portfolio implementation team which supports both, equity and fixed income-based strategies.  Applicants should expect to operate in a fast-paced, deadline-driven environment while working to control the significant financial risk inherent in securities trading. This analyst will build important relationships and play a critical role as a subject matter expert for the business partners we routinely support, such as distribution and portfolio management.

We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days per week.  

Location(s): Boston, MA, Milwaukee, WI

RESPONSIBILITIES

• Support investment teams as they implement their model changes, or enter trades for separately managed accounts
• Function as liaison when in communication of trade allocation details to custodians or other interested parties
• Responsible for daily, weekly and monthly operational tasks with flawless execution
• Effectively correspond with brokers and custodian banks to coordinate timely resolution of complex operational or trading matters
• Provide daily oversight of the outsourced operations team responsible for trading and general account management
• Timely coordinate any cancel/re-billing of trades with custodian partners
• Follow procedures while also thinking critically and creatively to actively improve processes, problem solve, trouble shoot and create solutions to one-off issues
• Establish effective relationships with team members, investment teams, traders, brokers and custodians

REQUIRED QUALIFICATIONS

• Customer service mentality with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
• Possess strong inter-personal skills with the ability to work with distinct groups that may be looking to accomplish varied objectives
• Tech savvy with advanced experience in Microsoft Office (Word, Excel, and Outlook)
• Eagerness to learn and integrate information from multiple people and sources
• Ability to manage multiple computer systems, applications, and utilize search tools to find information
• Strong organizational, multi-tasking and communication skills

PREFERRED QUALIFICATIONS

• General knowledge of Fixed Income, Equities, and other investment security types
• Excellent prioritization skills with the ability to make quick and accurate decisions
• Capacity to interact effectively and professionally with peers as well as external parties under time pressure
• Desire to drive change toward continuous improvement, automation and business excellence
• BA/BS or relevant work experience

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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.