What are the responsibilities and job description for the Client Reporting Analyst position at Allspring Global Investments?
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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 .
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
At Allspring Global Investments, we are seeking a dedicated and ambitious Client Reporting Analyst to join our team. This opportunity allows you to be part of an organization where you can successfully implement innovative solutions and deliver excellent client services.
We currently operate in a hybrid working model, whereby you will be required to work in-office days a week.
Location(s) : Minneapolis
RESPONSIBILITIES
- Gather and package information using various internal and external applications to produce ad-hoc and routing client communications
- Responsible for responding to ad-hoc and routing client and consultant data requests
- Email routing client and consultant information including but not limited to performance, monthly and quarterly reports, and investment strategy characteristics
- Completing client and / or consultant specific questionnaires
- Management of deadline dependencies, coordination of information from various internal providers, and packaging and assembly of reports
- Work closely with a variety of diverse teams including Investment Technology, Investments, Operations, Client Service, Marketing, and Compliance
- Participate in peer reviews of information, performance quality control procedures, and spot check data for accuracy
- Peak reporting periods require additional hours. These periods are typically in January, April, July and October
CANDIDATE
We are in search of a proactive individual with a vibrant attitude, who excels in a fast-paced setting, particularly during peak reporting periods. The preferred candidate will be determined to find effective solutions and excel in delivering outstanding client services.
PREFERRED QUALIFICATIONS
LI-KC
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.
