Allspring Global Investments→
Portfolio Analyst at Allspring Global Investments in San Francisco, CA
Entry LevelHybridFull-timeSan Francisco, CA$90k–$120k/yr
Skills
portfolio analysisstructured productsexcelpowerpointcapital marketsbloombergfactsetfxconnectmacroeconomicsfixed income markets
Job Description
Summary: Allspring Global Investments is seeking a Portfolio Analyst to support the Investment Grade Income team. The role involves assisting portfolio managers and traders with various tasks, including client support, trade support, and portfolio monitoring.
Responsibilities:
- Support Portfolio Managers with daily portfolio analytic and trading tasks
- Provide daily support for institutional client base and sales and marketing efforts
- 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
Required Qualifications:
- 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
- Remain in stationary position for prolonged periods of time
- Operate computer programs and software
- Ability to communicate effectively with audiences in person and in electronic formats
- Day-to-day contact with others (co-workers and/or public)
- Ability to work in a collaborative business environment in close quarters with peers and varying interruptions
Preferred Qualifications:
- Experience with capital markets and industry-specific jargon
- Familiarity with relevant systems such as Bloomberg, FactSet, and FXConnect, etc
- Interested in pursuing CFA designation
- Conceptual understanding of macroeconomic trends and fixed income markets
Required Skills: Portfolio analysis, Structured products, Excel, PowerPoint, Capital markets, Bloomberg, FactSet, FXConnect, Macroeconomics, Fixed income markets
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)
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)