What are the responsibilities and job description for the Senior Client Reporting Analyst position at Allspring Global Investments?
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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
We are seeking a detail-oriented Senior Client Reporting Analyst to join our growing team. This role is responsible for producing and delivering high-quality investment reports to institutional clients, ensuring data accuracy, and supporting the firm’s commitment to transparency and client service. Experience with Clearwater Analytics is essential for success in this role.
We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week.
Location(s): Milwaukee, WI
Responsibilities
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.)
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.
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
We are seeking a detail-oriented Senior Client Reporting Analyst to join our growing team. This role is responsible for producing and delivering high-quality investment reports to institutional clients, ensuring data accuracy, and supporting the firm’s commitment to transparency and client service. Experience with Clearwater Analytics is essential for success in this role.
We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week.
Location(s): Milwaukee, WI
Responsibilities
- Generate and distribute periodic and ad hoc investment reports using Clearwater Analytics and internal systems.
- Reconcile portfolio data, including performance, holdings, and transactions, ensuring accuracy and consistency.
- Collaborate with internal teams (portfolio management, accounting, performance, distribution, compliance) to gather and validate reporting inputs.
- Maintain and enhance reporting templates and dashboards to meet evolving client needs.
- Monitor reporting schedules and ensure timely delivery.
- Assist in onboarding new clients and configuring Clearwater Analytics to align with reporting specifications.
- Identify and implement process improvements to enhance reporting efficiency and data quality.
- Support internal and external audits related to client reporting.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 5 - 10 years of experience in investment reporting, performance analysis, or a similar role within asset management.
- Strong Excel skills
- Excellent attention to detail, organizational, and problem-solving skills.
- Strong communication skills and ability to work collaboratively across departments.
- Familiarity with investment products such as mutual funds, ETFs, SMAs, and insurance portfolios.
- Experience with data visualization tools (e.g., Tableau, Power BI).
- Familiarity with programming languages such as Python, especially for data manipulation and automation.
- Experience working with Advent Portfolio Exchange (APX) as a portfolio accounting and reporting system.
- Proficiency with Bloomberg.
- Proficiency with FactSet Vermilion, and Clearwater Analytics
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.)
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 : $95,000 - $105,000
