Senior Portfolio Operations Analyst

FINRA • Milwaukee, WI

132d • $85,000 - $100,000 • Hybrid

About The Position

Allspring Global Investments is seeking a Senior Portfolio Analyst professional to join our Portfolio Accounting team. We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week. Location(s): Milwaukee, WI.

Requirements

• 5 plus years of investment operations experience.
• Strong attention to detail, accuracy and work ethic.
• Demonstrated time management, analytical and organizational skills.
• Proven ability to manage risk, mitigate risk, articulate risk, make sound decisions and propose solutions to various levels of staff and management.
• 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

• Perform daily reconciliation of cash, positions, and transactions.
• Ensure accurate and timely posting to accounting and trading systems.
• Communicate effectively with custodians, internal operations, investment professionals, and relationship managers to resolve issues promptly and build strong working relationships.
• Identify opportunities to reduce risk and enhance efficiency across portfolio accounting functions.
• Address root causes of recurring issues, often through technology-driven solutions.
• Initiate and lead improvements across portfolio accounting processes.
• Contribute to team activities including reconciliations, performance analysis, daily cash support, and complex derivatives.
• Support implementation of new products and services through active project team participation.

Benefits

• Base Pay Range: $85,000 - $100,000
• Participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Executive, Legislative, and Other General Government Support