Portfolio Specialist - Menomonee Falls, United States - Allspring Global Investments

Description

Elevate Your CareerWork where your ideas have impactCOMPANYAllspring 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 .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.
POSITIONFixed Income Portfolio Specialist 1 (FIPS-1) are value add members of the investment teams.

FIPS-1 are responsible for working with senior members of the team to help to develop and grow the AUM/revenue of their respective team by ensuring that their team's products are aligned with each distribution channel; creating content to support the team's products; directly marketing to internal constituents and external clients; and assisting the PMs with the business and financial management of their team.

This role will support the Plus Fixed Income team.

RESPONSIBILITIESDevelop expert level product knowledge with ability to clearly articulate and market portfolio strategies to internal constituents and external clients.

Develop and deliver high impact presentation decks for various Plus Fixed Income products.
Manage RFP process for Plus Fixed Income team and write quarterly/monthly commentaries for respective strategies.
Coordinate development of thought leadership pieces and other client materials.
Use the firm's different communication channels to help promote the Plus team's products/brand and maximize the team's messaging impact.
Participate in investment strategy meetings with investment team.
Help prepare and participate in finals presentations, consultant meetings, etc.

Provide clients, prospects, and consultants with ongoing updates regarding the investment philosophy, process, and performance of portfoliosCoordinate the team's content schedule with Marketing to ensure timely and efficient production.

Help deliver a quarterly performance scorecard for the team.

CANDIDATEThe candidate should be a dynamic individual that can work in a fast-paced role that interfaces with a wide range of constituents, including senior portfolio managers, analysts, internal sales people and external clients.

The candidate should have very strong interpersonal skills, be quantitatively competent, analytically rigorous, and able to write with a flair.

In addition, this person should have a keen interest in investment management with some understanding of the fixed income markets.

REQUIRED QUALIFICATIONSBA/BS or equivalent. An emphasis in finance, economics or quantitative/analytical field preferred.1+ years of investment management experience.
PREFERRED QUALIFICATIONS3-5+ years of financial services experience.
Successful experience in fixed income and bond markets.
Superior verbal and written communication skills.

Experience leveraging multimedia tools to create investment views and opinions for diverse audiences including creating PowerPoint presentations, charts and graphs for investment clients.

Quantitative skills across a variety of data management systems.
Understanding of investment products, operations, and servicing requirements.
Experience in communicating with institutional investors, consultants and/or internal sales.
Familiarity or proficiency in use of Bloomberg, Charles River and/or Factset.
An understanding of investments or client portfolio reporting.
Strong independent thinking skills, demonstrated problem solving skills.
Demonstrate flexibility, communication, teamwork, and leadership across all levels of interactions.
CFA/MBA also helpful, but not required.#LI-KC1We 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.

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