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Allspring Global Investments · 15 hours ago

Portfolio Analyst

Charlotte, NC

Full-time

Hybrid

Entry Level

$95K/yr - $125K/yr

1+ years exp

Allspring Global Investments is seeking a Portfolio Analyst to join their Options Solutions team, focusing on managing options-based investment strategies. The role involves portfolio construction, trading, and collaboration with experienced professionals in asset management.

Asset ManagementConsultingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Assist in the construction and monitoring of investment portfolios, helping to identify potential risks, opportunities, and performance trends

Collaborate with cross-functional teams, including research analysts, portfolio managers, and traders, to support investment initiatives

Engage in ad hoc projects, such as performance attribution analysis, risk management assessments, and scenario modeling

Actively participate in team meetings and training sessions, seeking opportunities to learn from experienced professionals and contribute to discussions

Qualification

Financial markets experiencePythonSQLAdvanced Microsoft ExcelAnalytical skillsCommunication skillsProactive mindsetInterest in investmentsFinancial conceptsTeam collaboration

Required

1-2 years of financial markets experience, ideally with a quantitative emphasis

Bachelor's and/or Master's degree in Finance, Economics, Accounting, Mathematics, Computer Science or a related field

Passion for investments and a keen interest in public markets

Solid understanding of financial concepts and basic investment principles

Proficiency in Python, SQL, or similar programming languages

Proficiency in Microsoft Excel, including advanced functions such as pivot tables, financial modeling and relevant business intelligence tools

Strong analytical and problem-solving skills, with the ability to interpret and manipulate financial data effectively

Excellent communication skills, both verbal and written

Demonstrated ability to work collaboratively in a team-oriented environment

Proactive mindset, showing initiative, curiosity, and a desire to learn and grow

Preferred

Prior experience in asset management firms or investment banks

Experience with Bloomberg, Charles River Development (CRD) and APX

Benefits

Participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or 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)