- 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.
- Work with portfolio management team to help formulate and implement strategy
- 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
- Experience with capital markets and industry-specific jargon
- Familiarity with relevant systems such as Bloomberg, FactSet, and FXConnect
- Currently pursuing or interested in pursuing CFA designation
- Conceptual understanding of macroeconomic trends and fixed income markets
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Associate Portfolio Manager - San Francisco, United States - Allspring Global Investments
Description
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 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 About 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 Investment Grade Income team is responsible for the management of approximately $40bn in fixed income assets from a diverse set of institutional clients around the world. The team is looking for a portfolio management analyst to assist with portfolio management, client servicing and trading functions for our separately managed account base.
The portfolio management analyst would sit directly with the portfolio managers and traders of the investment grade income team, and aid in the implementation of the strategy. This role would involve a breadth of tasks, from responding to client-specific requests, trade support, monitoring portfolios, and interfacing with other internal teams (ie. Accounting, operations, distribution enablement).
RESPONSIBILITIES
CANDIDATE
The ideal candidate will have 3-5 years of experience in relevant capital markets roles, ideally in an investment grade role on the buy-side. Other relevant experience could include sell-side sales & trading, fixed income operations or macroeconomic strategy roles.
REQUIRED QUALIFICATIONS
PREFERRED QUALIFICATIONS
Base Pay Range: $100,000-$140,000
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.)
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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 DisabilitiesThe 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)