Portfolio Analyst
Hours | Full-time, Part-time |
---|---|
Location | San Francisco, California |
About this job
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
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.