Trade Support Analyst

Allspring Global Investments Holdings, LLC • Charlotte, NC

1d • $60,000 - $70,000 • Hybrid

About The Position

Allspring Global Investments is seeking a Trade Support Analyst to support its growing retail separately managed account (SMA) business. The analyst will be part of the portfolio implementation team, supporting equity- and fixed-income-based strategies. The role operates in a fast-paced, deadline-driven environment and helps control the financial risks associated with securities trading. The analyst will build relationships and serve as a subject matter expert for business partners, including distribution and portfolio management.

The position follows a hybrid working model and requires working in the office four days per week. The listed locations are Charlotte, North Carolina, or Milwaukee, Wisconsin.

Requirements

• Customer-service orientation, including experience listening actively, eliciting information, understanding customer issues and needs, and recommending solutions.
• Strong interpersonal skills and ability to work with distinct groups that may have varied objectives.
• Technology aptitude and advanced experience with Microsoft Word, Excel, and Outlook.
• Eagerness to learn and integrate information from multiple people and sources.
• Ability to manage multiple computer systems and applications and use search tools to find information.
• Strong organizational, multitasking, and communication skills.
• Ability to remain stationary for prolonged periods, operate computer programs and software, communicate effectively in person and electronically, interact with others day to day, and work collaboratively in close quarters with interruptions.
• Legally authorized to work in the United States without employment visa sponsorship now or in the future.

Nice To Haves

• General knowledge of fixed income, equities, and other investment security types.
• Excellent prioritization skills and ability to make quick, accurate decisions.
• Ability to interact effectively and professionally with peers and external parties under time pressure.
• Desire to drive continuous improvement, automation, and business excellence.
• Familiarity with Microsoft Power Platform, particularly Power Automate, Power Apps, and Power BI.
• BA/BS degree or relevant work experience.

Responsibilities

• Support investment teams as they implement model changes or enter trades for separately managed accounts.
• Communicate trade allocation details to custodians and other interested parties as a liaison.
• Execute daily, weekly, and monthly operational tasks accurately.
• Coordinate with brokers and custodian banks to resolve complex operational or trading matters in a timely manner.
• Provide daily oversight of the outsourced operations team responsible for trading and general account management.
• Coordinate trade cancellations and re-billing with custodian partners in a timely manner.
• Follow procedures while identifying opportunities to improve processes, solve problems, troubleshoot, and address one-off issues.
• Build effective relationships with team members, investment teams, traders, brokers, and custodians.

Benefits

• The competitive compensation package may include participation in a performance-linked incentive program, such as an annual discretionary bonus program or other annual or non-annual incentive or sales plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed