Company

Allspring is a leading asset management firm with close to $600 billion of assets under management, 24 offices globally, and specialized investment teams supported by more than 480 investment professionals. Allspring and our investment teams provide a broad range of differentiated products and solutions to help our diverse range of clients meet their investment objectives. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals.

With a rich and established history in the asset management industry, Allspring is now a “start-up at scale” having spun off from Wells Fargo and acquired by GTCR and Reverence Capital Partners in November 2021. The new name, Allspring Global Investments, reflects our commitment to renewal, growth, and meaningful client outcomes. With decades of trusted expertise propelling us forward, we’re a company staying true to our core investment roots while reinventing ourselves to offer today’s investors a fresh perspective.

For more information, please visit www.allspringglobal.com.

Position

The Investment Operations team within Allspring Global Investments has responsibility for the day-to-day business management of the firm’s business functions and processes.

A Client Reporting Specialist acts as a liaison between the client area and the technical organization by planning, conducting, and directing the analysis of complex business problems to be solved with automated systems. Provides technical assistance in identifying, evaluating, and developing systems and procedures that are cost effective and meet business requirements. A Client Reporting Specialist within the Information Reporting Team must be a seasoned operations contributor with a passion for excellence, client experience, efficiency, control, and transformation.

Works with users’ groups to provide training, resolve questions, assess user needs, and recommend changes. Prepares specifications for system changes. May develop systems test plan components and test scripts. May act as an internal consultant within technology and business groups by using quality tools and process definition/improvement to re-engineer technical processes for greater efficiencies.

Responsibilities:

• Supporting team In-box requests by acting as a central point of contact for a wide range of operational and administrative inquires.
• Leading Information Reporting / Client Reporting projects and coordinating internally.
• Analyze business processes and automate manual tasks to gain efficiencies and volume tolerance.
• Respond to client requests and conduct special projects/analyses.
• Produce a wide variety of scheduled and ad-hoc reports related to portfolio and benchmarking holdings, characteristics, performance, and attribution.
• Serve as a subject matter expert (S.M.E.) on Allspring investment data footprint, key data sources, timing, methodologies, and usage across channels.
• Leverage third party market data tools to support institutional client reporting, including products such as Clearwater Analytics, Bloomberg, Advent APX, FactSet PA, FactSet SPAR, and Castine commission reporting.
• Maintain and update data reporting procedures, standard operating procedures.
• Provide direction and guidance to less experienced staff.
• Onboard institutional clients via an Admin Portal for on-line access to our client reporting portal.
• Design client reports in Vermilion and maintain report package schedules.

Skills & Experience:

• Build strong business partnerships across business, including but not limited to relationship managers, distribution, risk, compliance, product specialists, data, and technology.
• Have excellent verbal, written, and interpersonal communication skills.
• To develop partnerships and collaborate with other business and functional areas.
• To independently provide summary and recommendations on operational data.
• Research, compile, and perform complex analysis on critical operational data.
• Perform advanced Microsoft Office skills.
• Have knowledge and understanding of operations policies and procedures.
• Have Solid critical thinking skills.
• Provide strong analytical skills and high attention to detail and accuracy.
• Have leadership skills including coaching, training, and mentoring.
• Ability to partner with and lead other functions on operations-related projects by coordinating with all areas of the combined organization to improve support capabilities and efficiencies.
• Ability to evaluate operating processes and controls for potential risks and enhancement opportunities.
• Experience with a broad set of asset classes including equity, fixed income, derivative instruments (swaps, futures, options, & etc.).
• Strong project management skills and ability to work independently.
• Outstanding technical and critical thinking skills.
• Ability to independently develop strategic recommendations on operational data.
• Proven self-starter and ability to implement creative solutions with limited tech support/resource, utilizing appropriate technologies to automate.
• Willingness to answer team inbox requests.
• Demonstrating sound decision making and strategic thinking which reflects an understanding of our businesses and its priorities.
• Experience identifying inefficiencies, finding opportunities to streamline business processes, and implementing change.
• Driving for results, conveying a sense of urgency, and bringing issues to closure despite obstacles and opposition.
• Demonstrating outstanding flexibility, teamwork, and leadership skills across all levels of WFAM and its affiliates.
• Monitoring, assessing, and analyzing accounts on an ongoing basis for data quality to minimize operation and systemic risk.
• Willingness to work off hours, cover different time zones when needed.

• Ability to work outside of regular business hours.

Candidate

Qualifications:

• A BS/BA degree or higher in accounting, finance, or economics.
• 5+ years of business systems analysis or design experience.
• 5+ years of investment industry experience.
• 5+ years of experience of strong, direct knowledge of the operations area of an asset management firm across a variety of functions including performance attribution, client reporting, portfolio accounting, investment data management and financial reporting.
• Past practical experience with investment software including FactSet Analytics, Vermilion, Advent APX, Clearwater Analytics, Bloomberg, and outside Benchmark vendor sites (MSCI, BofA, and Barclays).
• Advanced experience with building and understanding portfolio attribution reports.
• Experience with developing complex spreadsheets and analysis with Microsoft Excel using advanced Excel functions.

Base Pay Range: $85,000 to $95,000

Salary Range for NYC and CA Candidates only. Actual based may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)

The firm invites all interested and qualified candidates to apply for employment opportunities. All offers for employment with Allspring are contingent upon the candidate having successfully completed a criminal background check.

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)