Portfolio Analyst
About The Position
Join our Options Solutions team as a Portfolio Analyst to help manage Allspring’s options-based investment strategies. This full-time role offers deep exposure to portfolio construction, trading and implementation, technology development and client strategy within our options-based investment team. You will gain exposure to one of the fastest growing and most complex areas of public markets, learning from a recognized industry thought leader. You will work closely with experienced portfolio managers and other asset management professionals, gaining hands-on experience and building a strong foundation for a long-term career in asset management. We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days a week. Location(s): Charlotte, NC
Requirements
- 1-2 years of financial markets experience, ideally with a quantitative emphasis.
- Bachelor’s and/or Master’s degree in Finance, Economics, Accounting, Mathematics, Computer Science or a related field.
- Passion for investments and a keen interest in public markets.
- Solid understanding of financial concepts and basic investment principles.
- Proficiency in Python, SQL, or similar programming languages.
- Proficiency in Microsoft Excel, including advanced functions such as pivot tables, financial modeling and relevant business intelligence tools.
- Strong analytical and problem-solving skills, with the ability to interpret and manipulate financial data effectively.
- Excellent communication skills, both verbal and written.
- Demonstrated ability to work collaboratively in a team-oriented environment.
- Proactive mindset, showing initiative, curiosity, and a desire to learn and grow.
Nice To Haves
- Prior experience in asset management firms or investment banks.
- Experience with Bloomberg, Charles River Development (CRD) and APX
Responsibilities
- Assist in the construction and monitoring of investment portfolios, helping to identify potential risks, opportunities, and performance trends.
- Collaborate with cross-functional teams, including research analysts, portfolio managers, and traders, to support investment initiatives.
- Engage in ad hoc projects, such as performance attribution analysis, risk management assessments, and scenario modeling.
- Actively participate in team meetings and training sessions, seeking opportunities to learn from experienced professionals and contribute to discussions.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
