Portfolio Analyst
1 week ago
Work where your ideas have impact
COMPANY
Allspring is a leading asset management firm with close to $600 billion of assets under management, 24 offices globally, and specialized investment teams supported by more than 480 investment professionals. Allspring and our investment teams provide a broad range of differentiated products and solutions to help our diverse range of clients meet their investment objectives. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals.
With a rich and established history in the asset management industry, Allspring is now a "start-up at scale" having spun off from Wells Fargo and acquired by GTCR and Reverence Capital Partners in November 2021. The new name, Allspring Global Investments, reflects our commitment to renewal, growth, and meaningful client outcomes. With decades of trusted expertise propelling us forward, we're a company staying true to our core investment roots while reinventing ourselves to offer today's investors a fresh perspective.
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.
For more information, please visit www.allspringglobal.com.
POSITION
Join our Options Solutions team as a Portfolio Analyst to help manage Allspring's options-based investment strategies. This full-time role offers deep exposure to portfolio construction, trading and implementation, technology development and client strategy within our options-based investment team. You will gain exposure to one of the fastest growing and most complex areas of public markets, learning from a recognized industry thought leader. You will work closely with experienced portfolio managers and other asset management professionals, gaining hands-on experience and building a strong foundation for a long-term career in asset management.
We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week.
Location(s): Charlotte, NC
RESPONSIBILITIES
- Assist in the construction and monitoring of investment portfolios, helping to identify potential risks, opportunities, and performance trends.
- Collaborate with cross-functional teams, including research analysts, portfolio managers, and traders, to support investment initiatives.
- Engage in ad hoc projects, such as performance attribution analysis, risk management assessments, and scenario modeling.
- Actively participate in team meetings and training sessions, seeking opportunities to learn from experienced professionals and contribute to discussions.
- 1-2 years of financial markets experience, ideally with a quantitative emphasis.
- Bachelor's and/or Master's degree in Finance, Economics, Accounting, Mathematics, Computer Science or a related field.
- Passion for investments and a keen interest in public markets.
- Solid understanding of financial concepts and basic investment principles.
- Proficiency in Python, SQL, or similar programming languages.
- Proficiency in Microsoft Excel, including advanced functions such as pivot tables, financial modeling and relevant business intelligence tools.
- Strong analytical and problem-solving skills, with the ability to interpret and manipulate financial data effectively.
- Excellent communication skills, both verbal and written.
- Demonstrated ability to work collaboratively in a team-oriented environment.
- Proactive mindset, showing initiative, curiosity, and a desire to learn and grow.
- Prior experience in asset management firms or investment banks.
- Experience with Bloomberg, Charles River Development (CRD) and APX
Base Pay Range: $95,000 - $125,000
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)
#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
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
-
Portfolio Management Analyst
6 days ago
Charlotte, NC, United States Quarterra Full timePosition Summary The Portfolio Management Analyst will support the management and performance analysis of a multifamily real estate portfolio. This role involves data analysis, financial modeling, reporting, and supporting strategic decision-making to maximize portfolio returns and mitigate risk. The Analyst will work closely with development, asset...
-
Charlotte, NC, United States Horizon Investments Full timeThe Analyst will support the daily oversight and operations of Horizon's Custom Portfolio Offering within the Investment Management team. This role combines investment analysis, portfolio management, trading, and performance reporting, with an emphasis on precision, process improvement, and collaboration across teams. The Analyst will manage client account...
-
Charlotte, NC, United States Horizon Investments Full timeThe Analyst will support the daily oversight and operations of Horizon's Custom Portfolio Offering within the Investment Management team. This role combines investment analysis, portfolio management, trading, and performance reporting, with an emphasis on precision, process improvement, and collaboration across teams. The Analyst will manage client account...
-
Charlotte, NC, United States Horizon Investments Full timeThe Analyst will support the daily oversight and operations of Horizon's Custom Portfolio Offering within the Investment Management team. This role combines investment analysis, portfolio management, trading, and performance reporting, with an emphasis on precision, process improvement, and collaboration across teams. The Analyst will manage client account...
-
Charlotte, NC, United States Horizon Investments Full timeThe Analyst will support the daily oversight and operations of Horizon's Custom Portfolio Offering within the Investment Management team. This role combines investment analysis, portfolio management, trading, and performance reporting, with an emphasis on precision, process improvement, and collaboration across teams. The Analyst will manage client account...
-
Analyst Program
1 week ago
Charlotte, NC, United States Barings Full timeAt Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We...
-
Analyst Program
4 days ago
Charlotte, NC, United States Barings Full timeAt Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We...
-
Analyst Program
2 weeks ago
Charlotte, NC, United States Barings Full timeAt Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We...
-
Analyst Program
2 weeks ago
Charlotte, NC, United States Barings Full timeAt Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We...
-
Analyst Program
1 week ago
Charlotte, NC, United States Barings Full timeAt Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We...
