Portfolio Specialist

Allspring Global Investments Holdings, LLC; City Of London; Híbrido; GBP 60.000 - 110.000; Jornada completa

Descripción de la vacante

Allspring Global Investments Holdings, LLC in London seeks a Portfolio Specialist to support growth of our core equity strategies. You will coordinate content, data analysis, and client reporting while collaborating with sales and investment teams.

The role requires experience in asset management, strong communication skills, and the ability to work in a hybrid environment with four in-office days per week. You will engage with UK, Europe, and international clients and partners.

Formación

• 3+ years of asset management experience.
• IMC and CFA beneficial.
• Naturally curious, proactive and independent problem solver with strong attention to detail.
• Ability to juggle multiple tasks in a fast-paced environment.
• High integrity and ability to maintain confidentiality.
• Effective team player with a can-do attitude.
• Proficient in Microsoft Office (Excel, Word, PowerPoint, Copilot).
• Passion for financial markets and asset management industry.

Responsabilidades

• Drive net new business in international markets with focus on UK, Europe, Middle East and APAC.
• Create standard and ad hoc marketing materials and package data for product sets.
• Be the first point of contact for investment-related client queries and deliver regular client reports.
• Build deep knowledge of investment products and present to internal and external audiences.
• Develop strong relationships with distribution partners to become the go-to requests handler.
• Collaborate with analytics and investment teams to derive insights and differentiate capabilities.
• Provide clear communication and maintain high organizational standards.

Conocimientos

Asset management

Client engagement

Research & analysis

Communications

Educación

IMC

CFA

Herramientas

Microsoft Office (Excel, Word, PowerPoint, Copilot)

Descripción del empleo

Overview

We are now recruiting a Portfolio Specialist to join the team in London to support the growth of our global core equity range of strategies. In this role you will represent the core equity investment teams in driving new business and client retention. You will be responsible for content creation, data analysis and delivery, and be a key point of contact with our partner functions across the business. Reporting to the head of the team, you will primarily support our global ex US client base and international sales team, and your primary product focus will be to help drive the growth of our systematic equity platform.

In this role you will represent a broad range of quantitative investment strategies and also support our core fundamental offerings as required.

While focused on growing our business across the UK, Europe, Asia Pacific and the Middle East, you will be part of a global team gaining exposure to investment professionals and clients around the world.

We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.

Location(s): London, UK

Responsibilities

• Work with the investment and sales teams to drive net new business in international markets focusing on clients in the UK, Europe, Middle East and Asia Pacific
• Create both standard and ad hoc marketing materials, manage and package data related to your product set and be the subject matter expert for RFPs
• Be the first point of call for investment related client queries and deliver regular client reporting
• Build and retain deep knowledge of our investment products and be able to present these in a confident and persuasive manner to internal and external audiences
• Build strong relationships with our distribution partners with the goal of becoming the go-to person for our team for all requests and queries.
• Partner with investment analytics and the investment teams to derive insights and positioning to help differentiate our capabilities and reinforce our value proposition
• Provide highly effective communication (both verbal and written) as well as excellent organisational skills with a high attention to detail.

Qualifications

Required Qualifications:

• 3+years experience in asset management
• Ideally passed the IMC and CFA beneficial
• Naturally curious, proactive, independent problem solver with a strong eye for detail
• Ability to juggle multiple tasks at one time and remain focused in fast paced environment
• High degree of integrity and ability to maintain confidentiality always are essential
• An effective team player with a positive attitude and a can-do mindset
• Demonstrated proficiency in Microsoft Office (Excel, Word, PowerPoint, Copilot)
• A passion for financial markets and the asset management industry

Disclosure

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