Allspring Global Investments · 3 days ago

Portfolio Analyst

San Francisco, CA

Full-time

Hybrid

Mid Level

$90K/yr - $125K/yr

3+ years exp

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Asset ManagementConsulting

Insider Connection @Allspring Global Investments

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Responsibilities

Support Portfolio Managers with daily portfolio analytic reports.

Provide daily support for internally developed portfolio and risk management system.

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.

Qualification

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FinanceAccountingStatisticsProject managementPowerPointData visualizationExcel formulasExcel functionsAdvanced ExcelGraphsChartsVisual graphicsProblem solvingAnalytical abilitiesQuantitative abilitiesInterpretationOrganizational skillsInterpersonal skillsVerbal communicationWritten communicationLeadership abilityQuick intellectWillingness to workBusiness experienceManage multiple tasksCapital MarketsIndustry JargonBloombergFactSetFXConnect

Required

An undergraduate degree in business administration, finance, economics, statistics, or accounting is preferred.

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 advanced Excel formulas and functions.

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