Performance Analyst

1 month ago

Menomonee Falls, United States Allspring Global Investments Full time
Description 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

At Allspring Global Investments, the Performance Analyst role offers an outstanding opportunity to be at the forefront of our financial performance analysis efforts. The successful candidate will be responsible for calculating and reviewing account-level performances with precision and will conduct detailed research to resolve any discrepancies. This role is integral in ensuring that our investment teams and internal partners have accurate data and insights to make informed decisions.

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

Location(s): Boston, MA, Charlotte, NC, Menomonee Falls, WI, Milwaukee, WI

RESPONSIBILITIES

  • Review all early morning and monthly account performance calculations for completion and accuracy
  • Reconcile performance between multiple platforms to ensure consistency and accuracy
  • Collaborate exceptionally with other teams on central initiatives to drive success.
  • Proactively identify areas to increase efficiency and streamline processes
  • Improve the controls of the audit review process to maintain the highest standards
  • Establish and maintain consolidated performance groups to facilitate improved portfolio management.
  • Address ad-hoc requests from Investment teams and other internal partners promptly and accurately

CANDIDATE

We are looking for a proactive candidate who is eager to bring their analytical expertise to our dynamic team. The ideal candidate will have a proven track record of excellence and a strong dedication to continuous improvement.

REQUIRED QUALIFICATIONS

  • 3-5 years of Analyst/Accounting experience within financial services
  • Bachelor's degree in accounting, finance or related field
  • Excellent analytical and problem-solving skills
  • Strong proficiency in Microsoft Excel
  • Accountability, adaptability and initiative
  • Excellent communication and organizational skills

PREFERRED QUALIFICATIONS

  • Experience with Advent/APX or Clearwater is preferred
  • Familiarity with Power BI is a plus, adding an edge to your analytical capabilities

#LI-KC1

#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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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