What are the responsibilities and job description for the Portfolio Operations Analyst position at Allspring Careers?
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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 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
This position is responsible for processing, mitigating risk and resolving questions related to Corporate Actions.
Location(s): Milwaukee, WI
RESPONSIBILITIES
- Gathers time critical information, communicates internally to reach decisions on each action and accurately prepares corporate action instructions for delivery to custodians within tight timeframes.
- Updates client accounts in internal systems for corporate action transactions.
- Identifies and escalates potential voluntary corporate action related risk issues that may result in financial losses if not acted upon timely.
- Provides feedback and recommendations to continuously improve processes and mitigate risk.
- Completes special projects.
CANDIDATE
Seeking candidates with 5 years of investment operations experience.
REQUIRED QUALIFICATIONS
- Knowledge of corporate actions.
- Strong attention to detail and accuracy.
- Demonstrated time management, analytical and organizational skills.
- Ability to articulate issues, risks, and proposed solutions to various levels of staff and management.
- Proven ability to manage risk, mitigate risk and make sound decisions.
- Ability to work effectively in a team environment.
- Excellent verbal, written and interpersonal communication skills.
- Ability to drive continuous improvement and execution excellence.
- Enjoys working in a changing environment but able to focus on the task at hand.
PREFERRED QUALIFICATIONS
- Experience with BBH Infomediary, Advent Portfolio Exchange (APX), Bloomberg and Microsoft Office suite of products.
Base Pay Range: $75,000 - $85,000
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.)
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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.
Salary : $75,000 - $85,000
