Account Services Analyst

COMPANY

Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit About Us - Allspring Global Investments.

At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It's also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.

POSITION

Work closely with internal stakeholders-including portfolio management, operations, compliance, and client service teams-to gather, validate, and synthesize data for client reporting. The role of the Client Reporting team is to provide information to the client or consultant for Galliard's Institutional stable value and fixed income products. This position reports to the Manager of the Client Reporting 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

RESPONSIBILITIES

• Gather and package information using various internal and external applications to produce ad-hoc and routing client communications
• Monitor reporting deadlines and ensure timely delivery in accordance with client expectations.
• Responsible for responding to ad-hoc and routing client and consultant data requests
• Email routing client and consultant information including but not limited to performance, monthly and quarterly reports, and investment strategy characteristics
• Completing client and/or consultant specific questionnaires
• Management of deadline dependencies, coordination of information from various internal providers, and packaging and assembly of reports
• Work closely with a variety of diverse teams including Investment Technology, Investments, Operations, Client Service, Marketing, and Compliance
• Participate in peer reviews of information, performance quality control procedures, and spot check data for accuracy
• Peak reporting periods require additional hours. These periods are typically in January, April, July and October.

CANDIDATE

We are seeking a highly motivated and detail-oriented individual to join our Client Reporting team. A self-starter who is comfortable operating in a fast-paced environment during peak reporting periods.

PREFERRED QUALIFICATIONS

• Strong attention to detail and commitment to data accuracy
• Strong organizational, multi-tasking, and prioritizing skills
• Investment industry experience
• Reporting experience
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Ability to understand client concerns, questions, and problem solve
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• Excellent verbal, written, and interpersonal communication skills
• Ability to work in a fast-paced, deadline driven environment
• Strong time management skills and ability to meet deadlines
• Willingness to understand and learn about stable value and fixed income investments
• Experience using systems such as Vermilion Reporting Suite and ePAM
• Recognize potential problems with data and escalate as needed
• Eager to find ways to improve and enhance processes
• Consistent and timely follow-up
• Embraces change
• Comfortable working with colleagues at all levels of the organization
• Ability to work additional hours as needed

Base Pay Range: $65,000 - $75,000

Actual base salary 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.)

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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.