Performance Analyst II
Allspring Global Investments Holdings, LLC•Milwaukee, WI
•$75,000 - $85,000•Hybrid
About The Position
The Performance Analyst will be responsible for calculating and reviewing Composite level performance as well as researching any outliers. The Analyst will also be responsible for addressing ad-hoc requests from Investment teams and other internal partners and supporting ongoing GIPS verification. We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.
Requirements
- Bachelor’s degree in accounting, finance or related field
- 3+ Years of performance analysis for investment performance
- Experience with Global Investment Performance Standards (GIPS®)
- Excellent analytical and problem-solving skills
- Strong proficiency in Microsoft Apps
- Good verbal, written, and interpersonal communication skills
- Effective organizational, multi-tasking, and prioritizing skills
- Ability to work in a fast-paced deadline driven environment
- Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
- Ability to work at a computer and use standard business software for extended periods during the workday.
- Communicate effectively with colleagues, clients, and business partners in person and electronically as needed.
- Engage in regular in-person interaction and collaboration with team members and other stakeholders.
- Work effectively in a professional office environment with ongoing collaboration, activity, and shifting priorities.
- Maintain productivity and focus while balancing multiple tasks and interruptions common in an in-person business setting.
Nice To Haves
- Experience with Archer/Confluence StatPro or Advent/APX preferred
- Experience with data visualization and business intelligence tools such as Power BI, Tableau, or similar platforms
- Experience with market systems such as: FactSet, Bloomberg, Morningstar
- Experience with automated financial systems such as: Confluence StatPro, Archer, Confluence Unity, Advent APX
- Experience with Microsoft Copilot or other AI tools is a plus
- CIPM Preferred
Responsibilities
- Review monthly composite performance calculations for completion and accuracy
- Reconcile performance between multiple platforms
- Collaborate effectively with other teams on special strategic initiatives
- Proactively identify areas to increase efficiency
- Enhance the controls of the audit review process
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
