Portfolio Strategist

1 week ago

Milwaukee, Wisconsin, United States Allspring Global Investments Full time
About Allspring Global Investments

We are a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. Our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.

Job Summary

We are seeking a Portfolio Specialist to assist in the maintenance, development, and growth of the Municipals team. The successful candidate will be responsible for developing relationships with clients, prospects, and our distribution teams across the Allspring Distribution platform for the Municipals team.

Key Responsibilities
  • Develop expert-level product knowledge to clearly articulate and market portfolio strategies to clients and prospects.
  • Work with clients across investor types to meet their unique needs, putting clients first in everything they do.
  • Support Client & Consultant Relations Directors and Sales team in broad fixed income solutions and investment team/portfolio-specific meetings by participating in calls, attending client meetings when necessary, and contributing to RFP submissions.
  • Contribute to Municipals investment narrative, pitch books, thought leadership, market views, and research.
  • Perform quantitative analysis on client investment portfolios to highlight key characteristics and determine how to meet client outcomes.
  • Participate in promoting the team and the Muni Platform's capabilities and products through writing and overseeing relevant and interesting research and positioning papers/support material.
  • Keep business management informed regarding the business and performance of the investment team.
  • Assist in directing the business in the most commercially appealing direction and inform/develop future generations of fixed income products and services.
  • Work across the Allspring Fixed Income Platform in collaboration with the wider team of Portfolio Specialists to help represent the platform to its full extent.
Requirements
  • Recent Investment Management Certificate or equivalent qualification.
  • CFA.
  • 5-7 years of strong investment analysis and/or consulting experience with a focus on Munis.
  • Global experience and exposure.
  • Proven experience and ability to understand portfolio construction and investment risk management.
  • Strong academic background.
  • Excellent quantitative analysis.
  • Top communication, interpersonal, and presentations skills (written and verbal).
  • Ability to multi-task in a fast-paced environment.
What We Offer

We offer a competitive compensation package, including a base salary range of $130,000 - $175,000, and the opportunity to work in a dynamic and collaborative environment.

We are an Equal Opportunity/Affirmative Action Employer and 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.

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