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City National Bank
San Francisco, CA | Full Time
$107k-150k (estimate)
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City National Bank
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Albourne
San Francisco, CA | Full Time
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Allspring Careers
San Francisco, CA | Full Time
$135k-188k (estimate)
3 Months Ago
ICONIQ Capital
San Francisco, CA | Full Time
$117k-147k (estimate)
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Hunter SF
San Francisco, CA | Full Time
$149k-205k (estimate)
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Allspring Global Investments
San Francisco, CA | Full Time
$117k-165k (estimate)
2 Months Ago
Portfolio Analyst
Allspring Careers San Francisco, CA
$135k-188k (estimate)
Full Time 3 Months Ago
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Allspring Careers is Hiring a Portfolio Analyst Near San Francisco, CA

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

The Global Liquidity Solutions team is responsible for the investment of assets through the management of 2a7 money market mutual funds and customized short duration fixed income portfolios. We are seeking a motivated, fast learning candidate with strong analytical and technical skills with a desire to learn and grow in short-term fixed income portfolio management. While the team has members located in San Francisco, Minneapolis and Charlotte, this position will be in San Francisco, CA. 

RESPONSIBILITIES

  • Support Portfolio Managers with daily portfolio analytics reports
  • Provide daily support for internally developed portfolio and risk management systems including our internal money market fund software
  • Develop new functionality documentation and oversee implementation and quality assurance
  • Maintain, update, and develop spreadsheets to support models, provide for presentations and meet reporting needs
  • Complete weekly, monthly, and quarterly tasks that include portfolio characteristics, return information, performance attribution, market commentary, and presentations for internal and external clients
  • Create sample portfolios for prospects and existing clients
  • Create presentation slides and books as needed
  • Assist in authoring white papers on timely, relevant topics

REQUIRED QUALIFICATIONS 

  • An undergraduate degree in business administration, finance, computer science, mathematics, economics, statistics, actuarial science 
  • Proven analytical, problem solving, and quantitative abilities that can be demonstrated through coursework in finance, accounting, statistics, and math, as well as in work-related and project management experience
  • Ability to design PowerPoint presentations that tell the story through clean, concise, and well-organized slides
  • Must be able to interpret complex concepts and translate them into easy-to-understand graphs, charts, and visual graphics
  • Strong technical skills with demonstrated experience in Excel and basic SQL coding
  • Superior organizational, interpersonal, verbal, and written communication abilities
  • Demonstrated leadership ability, a quick intellect, and a willingness to work in a "hands-on" environment
  • Business experience through internship, co-op, part-time, or full-time position preferred
  • Ability to manage multiple tasks in a fast-paced and fluid environment

PREFERRED QUALIFICATIONS

  • Interest in pursuing CFA designation
  • 1-3 years of fixed income experience

Base Pay Range: $75,000-$110,000

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-KC1

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.

Job Summary

JOB TYPE

Full Time

SALARY

$135k-188k (estimate)

POST DATE

02/11/2024

EXPIRATION DATE

07/10/2024

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Allspring Careers
Full Time
$64k-88k (estimate)
1 Month Ago
Allspring Careers
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Allspring Careers
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The job skills required for Portfolio Analyst include Leadership, Accounting, Economics, Presentation, Innovation, Asset Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Analyst. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Portfolio Analyst positions, which can be used as a reference in future career path planning. As a Portfolio Analyst, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Analyst. You can explore the career advancement for a Portfolio Analyst below and select your interested title to get hiring information.

Albourne
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1 Week Ago

If you are interested in becoming a Portfolio Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Portfolio Analyst for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Portfolio Analyst job description and responsibilities

Yet, despite the differences, portfolio analysts typically perform several common duties, such as conducting detailed portfolio analysis and preparing reports.

02/11/2022: Fort Collins, CO

The portfolio analyst job description entails undertaking data analytics of a bank’s credit portfolios and providing monthly and quarterly credit risk reporting over the health and composition of a bank’s lending portfolios to the executive management and

03/10/2022: Medford, OR

The credit portfolio analyst performs various functions related to the development and maintenance of the loan portfolio, and support credit analysis function.

04/07/2022: Jackson, MS

Portfolio analysts are responsible for managing and analyzing investments on behalf of their organization.

03/16/2022: Madison, WI

Portfolio analysts may also be tasked with creating reports that summarize the performance of various investments over time. These reports can be used by senior management to make decisions about future investments or to inform employees about how well th

03/05/2022: Johnstown, PA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Portfolio Analyst jobs

Learn how to build a winning data analytics portfolio, even with no prior job experience.

05/08/2022: Temple, TX

Portfolio analysts are typically required to have a bachelor’s degree in finance, economics, statistics or another closely related field. Many portfolio analysts choose to pursue a master’s degree in finance or a related field to increase their earning po

05/02/2022: El Paso, TX

Portfolio analysts typically receive on-the-job training after they are hired. This training may last for a few weeks to a few months and may include instruction on the company’s specific software and processes.

02/20/2022: Portsmouth, NH

Certifications are required to become a portfolio analyst, but they can help you become a more competitive candidate when applying for jobs.

02/25/2022: Lawrence, MA

Join professional organizations or associations.

03/02/2022: Mcallen, TX

Step 3: View the best colleges and universities for Portfolio Analyst.

Florida Southern College
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Dartmouth College
University of Notre Dame
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Canisius College
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