Portfolio Strategist
4 days ago
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 SummaryWe 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.
- 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.
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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