Portfolio Operations Analyst

Allspring Global Investments Holdings, LLCMilwaukee, WI
7d$75,000 - $85,000Hybrid

About The Position

This position is responsible for processing, mitigating risk and resolving questions related to Corporate Actions. We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days a week. Location(s): Milwaukee, WI

Requirements

  • Knowledge of corporate actions.
  • Strong attention to detail and accuracy.
  • Demonstrated time management, analytical and organizational skills.
  • Ability to articulate issues, risks, and proposed solutions to various levels of staff and management.
  • Proven ability to manage risk, mitigate risk and make sound decisions.
  • Ability to work effectively in a team environment.
  • Excellent verbal, written and interpersonal communication skills.
  • Ability to drive continuous improvement and execution excellence.
  • Enjoys working in a changing environment but able to focus on the task at hand.

Nice To Haves

  • Experience with BBH Infomediary, Advent Portfolio Exchange (APX), Bloomberg and Microsoft Office suite of products.

Responsibilities

  • Gathers time critical information, communicates internally to reach decisions on each action and accurately prepares corporate action instructions for delivery to custodians within tight timeframes.
  • Updates client accounts in internal systems for corporate action transactions.
  • Identifies and escalates potential voluntary corporate action related risk issues that may result in financial losses if not acted upon timely.
  • Provides feedback and recommendations to continuously improve processes and mitigate risk.
  • Completes special projects.
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