Senior Portfolio Operations Analyst
About The Position
Allspring Global Investments is looking for a senior level portfolio analyst to join our Portfolio Accounting team. The candidate should have a minimum of 5 years of experience in portfolio accounting or related operations experience with a history of increasing responsibilities and leadership roles. A track record of identifying and implementing improvements, including controls to mitigate risk, is considered a strong plus. In addition, candidate must have proven leadership skills and demonstrate a willingness to lead teams and projects. We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.
Requirements
- 5 plus years of investment operations experience
- 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
Nice To Haves
- Enjoys working in a changing environment but able to focus on the task at hand
- Experience in other mid- and back-office roles including trade support, performance, portfolio operations, and client administration
- Experience with Advent Portfolio Exchange (APX), Bloomberg, CRD, Wall Street Office (WSO) and SS&C Recon.
- Advanced experience with MS Excel and general facility with technology tools such as MS Access and Power BI
Responsibilities
- Initiating and leading improvements across portfolio accounting and portfolio performance functions.
- Supporting the deployment of new products and services as part of project teams.
- Effectively leading escalation efforts with custodians and other parties to resolve discrepancies timely and help address the root cause of ongoing issues.
- Identifying opportunities to reduce risk and/or increase efficiencies across core portfolio accounting functions including team reconciliations, performance analysis, daily cash support and complex derivatives activities.
- Additional responsibilities may include team lead roles, overseeing preparation of daily and month-end reconciliations, aged items and monthly management metrics reporting.
- Candidate must be able to clearly and effectively communicate with custodians, internal operational team members, investment team contacts and relationship managers to resolve issues and build sound working relationships.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
