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Allspring Global Investments · 2 days ago

Senior Portfolio Operations Analyst

Milwaukee, WI

Full-time

Hybrid

Mid, Senior Level

$85K/yr - $100K/yr

5+ years exp

Allspring Global Investments is looking for a senior level portfolio analyst to join their Portfolio Accounting team. The role involves leading improvements in portfolio accounting functions and effectively managing escalations to resolve discrepancies.

Asset ManagementConsultingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Initiating and leading improvements across portfolio accounting and portfolio performance functions

Supporting the deployment of new products and services as part of project teams

Effectively leading escalation efforts with custodians and other parties to resolve discrepancies timely and help address the root cause of ongoing issues

Identifying opportunities to reduce risk and/or increase efficiencies across core portfolio accounting functions including team reconciliations, performance analysis, daily cash support and complex derivatives activities

Additional responsibilities may include team lead roles, overseeing preparation of daily and month-end reconciliations, aged items and monthly management metrics reporting

Candidate must be able to clearly and effectively communicate with custodians, internal operational team members, investment team contacts and relationship managers to resolve issues and build sound working relationships

Qualification

Investment operations experienceRisk managementAdvent Portfolio Exchange (APX)MS ExcelAnalytical skillsContinuous improvementCommunication skillsTeamwork

Required

5 plus years of investment operations experience

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

Preferred

Enjoys working in a changing environment but able to focus on the task at hand

Experience in other mid- and back-office roles including trade support, performance, portfolio operations, and client administration

Experience with Advent Portfolio Exchange (APX), Bloomberg, CRD, Wall Street Office (WSO) and SS&C Recon

Advanced experience with MS Excel and general facility with technology tools such as MS Access and Power BI

Benefits

Participation in an incentive program linked to performance

Annual discretionary bonus programs

Other annual or non-annual incentive or sales plans

Company

Allspring Global Investments

Allspring Global Investments is a provider of financial services.

Founded in 1980

San Francisco, California, USA

1001-5000 employees

https://www.allspringglobal.com

H1B Sponsorship

Allspring Global Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)

2024 (1)

2023 (3)

2022 (4)