- Work as part of a systematic investment team looking to design and develop new and innovative investment products.
- Assist in the design and development of active and passive systematic investment strategies.
- Play a key role in the SMA platform and strategy development and manage client portfolios using systematic investment approach.
- Identify new investment insights, leverage investment platform and senior research team to rigorously research these insights to determine their efficacy and orthogonality to existing insights in the products. Seek out new sources of data to support this effort.
- Design and develop analysis and monitoring tools to achieve best practices in all aspects of the investment process (research, portfolio management, trading, and tax aware attribution).
- Support the implementation of investment strategies with focus on high-quality execution and transparency.
- Perform ad hoc analysis for portfolio management and strategy teams.
- Effectively collaborate with researchers and portfolio managers across the rest of Allspring.
- Advanced degree in Engineering, Physics, Mathematics, Economics, Finance, Computer Science, or other quantitative discipline.
- At least 3-5 years of working experience in building and managing portfolios, portfolio optimization/construction tools/processes etc.
- Demonstrated ability to conduct high quality empirical research.
- Relevant experience working with large datasets, quantitative model development and statistical hypothesis testing.
- Strong understanding of equities and fixed income markets, including drivers of return, risk control and portfolio construction techniques.
- Demonstrated understanding of needs of taxable investors and ways of meeting those.
- Excellent quantitative skills, as evidenced by formal training in econometrics or statistics, and extensive experience in utilizing those skills in a research environment.
- Passion for sourcing and leveraging large datasets to develop new insights about financial markets.
- Strong understanding of computer technology in financial research, with proficiency in programming (Python), statistical analysis, numerical techniques, and database (SQL) Creativity and out-of-the-box thinking.
- Excellent teamwork - work cooperatively and effectively in a small team with other researchers and portfolio managers in a fast-paced environment.
- CFA Charter holder is preferred.
- Experience with fixed income trading is preferred
- Experience with municipal bonds is preferred
-
Portfolio Analyst
1 week ago
Brown Advisory San Francisco, United StatesCompany Overview · Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and ...
-
Portfolio Analyst
3 days ago
Brown Advisory San Francisco, United StatesCompany Overview · Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and ...
-
Portfolio Analyst
5 days ago
Evolve Talent Partners San Francisco, United StatesJob Description · Job DescriptionPortfolio Analyst · Wealth Management Firm · San Francisco, California · Established wealth management and advisory firm is seeking a Portfolio Analyst to join their growing San Francisco office. The ideal candidate must have at least a year of di ...
-
Portfolio Analyst
1 week ago
Natixis Global Asset Management San Francisco, United States· Overview: · A primary focus for the Portfolio Analyst will be to assist the portfolio management team in the selection and monitoring process for managers engaged as sub-advisors, mutual funds, and exchange traded funds. This includes developing and using analytical tools to ...
-
Client Portfolio Analyst
1 week ago
Dodge & Cox San Francisco, United StatesThe Client Portfolio Analyst plays an important role in Dodge & Cox's broader client service effort by working closely with members of the investment and client services teams to help craft client messaging, create and maintain client exhibits, and produce custom reports and comm ...
-
Financial Portfolio Analyst
1 week ago
University of California , San Francisco San Francisco, United StatesFinancial Portfolio Analyst · Psych-LPPI-ACAF · Full Time · 77982BR · Job Summary · The Financial Portfolio Analyst is a critical member of the Department of Psychiatry and Behavioral Sciences (DPBS) Financial Services Team and plays a crucial role in the overall successful ...
-
Financial Portfolio Analyst
12 hours ago
University of California , San Francisco San Francisco, United StatesFinancial Portfolio Analyst · Psych-LPPI-ACAF · Full Time · 77982BR · Job Summary · The Financial Portfolio Post Award Analyst is a critical member of the Department of Psychiatry and Behavioral Sciences (DPBS) Financial Services Team and plays a crucial role in the overall s ...
-
Portfolio Data Analyst
1 week ago
Addepar West Valley City, United StatesWho We Are · Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the ...
-
Systematic Portfolio Analyst
1 week ago
Allspring Global Investments San Francisco, United StatesElevate Your Career · 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 insp ...
-
Systematic Portfolio Analyst
2 weeks ago
Allspring Global Investments San Francisco, United States· Elevate Your Career · 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 ...
-
Senior Analyst, Portfolio Operations
1 week ago
ICONIQ Capital San Francisco, United StatesWe are seeking a talented individual to join ICONIQ Growth's highly strategic Portfolio Operations team to help drive commercial and strategic opportunities between the technology companies in our portfolio and our broader ecosystem of industry-leading businesses. The Portfolio O ...
-
Lead Financial Portfolio Analyst
1 week ago
Penn Foster Inc San Francisco, United StatesThe Lead Financial Portfolio Analyst is a critical member of the Psychiatry Financial Services Team and plays a crucial role in the overall successful support and management of funding for the Faculty & Principal Investigators (PIs) within the Department of Psychiatry and the suc ...
-
Portfolio Analyst
2 weeks ago
Franklin Templeton San Ramon, United StatesAt Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make p ...
-
Associate Portfolio Manager
2 hours ago
State Teachers' Retirement System San Francisco County, CA, United States**This position is eligible for incentive compensation and has a maximum incentive opportunity of 50% of base salary.** · To help bolster its co-investment activity, the Private Equity team seeks to recruit an Associate Portfolio Manager to support the Portfolio Managers of Direc ...
-
Customer Success Manager
3 days ago
Enable San Francisco, United States**Job Summary** · As a **Customer Success Manager**, you will work closely with our customers to help them reach their goals and realize maximum value from Enable. In this position, you will lead and manage a team of Implementation Analysts. You will demonstrate dedication and pr ...
-
Space Information Analyst Ii
2 days ago
University of California San Francisco San Francisco, United StatesThe Space Information Analyst at UCSF is a member of the Space Analytics team, dedicated to ensuring the accuracy, completeness, and utility of spatial data across campus buildings, floors, and rooms. This role involves conducting detailed site surveys to validate and update spat ...
-
Business Development Analyst
1 week ago
ForeFront Power San Francisco, United States**JOB OVERVIEW** · The Business Development Analyst will support new solar power, energy storage, and fleet electrification sales, and the management of current accounts in the US. You will directly assist Sales Managers in driving the growth of our client portfolios and project ...
-
Senior Portfolio Compliance Analyst
1 week ago
Franklin Templeton Investments San Mateo, United StatesAt Franklin Templeton, were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering ma Compliance Analyst, Portfolio, ...
-
Senior Portfolio Compliance Analyst
1 week ago
Franklin Resources San Mateo, United StatesAt Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make ...
-
Senior Portfolio Compliance Analyst
1 week ago
Franklin Templeton Investments San Mateo, United StatesWe respect the privacy of candidates for employment. The · Privacy Notices · set forth how we will use the information we obtain when you apply for a position through this career site. · If you do not consent to the terms of your country's respective Privacy Notice, please do ...
Systematic Portfolio Analyst - San Francisco, United States - Allspring
Description
Elevate Your CareerWork where your ideas have impact
COMPANY
Allspring Global InvestmentsTM 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 visitAbout 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
The candidate will work closely with portfolio managers and traders to support the investment implementation across internal systems. The candidate will also be expected to work with distribution partners as well as collaborate with other fundamental and systematic investments systems to drive process improvements and execute on investment initiatives.
RESPONSIBILITIES
The ideal candidate would be somebody who has been working for a few years in an investment firm managing a large SMA book of business. They would ideally be experienced working with both internal and external teams.
REQUIRED QUALIFICATIONS
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.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)