Portfolio Specialist

1 month ago

San Francisco, United States Allspring Global Investments Full time

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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

We are seeking a Portfolio Specialist to assist in the maintenance, development and growth of the Municipals team. The Portfolio Specialist is accountable for developing of relationships with clients, prospects and our distribution teams across the whole Allspring Distribution platform for the Municipals team, developing appropriate narrative and marketing collateral, meeting with existing clients to collaborate on existing mandates and working with prospects to grow our business. The Portfolio Specialist will also collaborate with the firm’s existing investors and prospects to facilitate the design and delivery of appropriate investment strategies and solutions to meet their financial and sustainability objectives. 

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

Location(s): Charlotte, NC, San Francisco, CA, Menomonee Falls, WI, Milwaukee, WI

RESPONSIBILITIES

Serve as the primary liaison between client facing teams and the investment team 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 contribute to RFP submissions etc. Contribute to Municipals investment narrative, pitch books, thought leadership, market views and research Contribute to sustainability and climate integration into the investment process and client portfolios 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 In addition to these functions employees are required to carry out such other duties as may reasonably be required

REQUIRED QUALIFICATIONS

Recent Investment Management Certificate or equivalent qualification

PREFERRED QUALIFICATIONS

CFA - 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 Commensurate with the business unit's risk appetite and all risk and compliance program requirements

Base Pay Range: $, - $,

Salary Range for California candidates only. Actual based 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-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.

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