Portfolio Specialist

Allspring Global Investments; Greater London; Híbrido; GBP 60 000 - 90 000; Tempo integral

Resumo da oferta

Allspring Global Investments seeks a Portfolio Specialist in London to support the growth of its core equity strategies. You will represent the core equity investment teams in driving new business and client retention, and you will be responsible for content creation, data analysis and regular client reporting.

You will collaborate with investment analytics and partner with the sales team to expand across the UK, Europe, Asia Pacific and the Middle East, while operating in a hybrid model with

Qualificações

• 3+ years experience in asset management.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Copilot).
• Curious, proactive, detail-oriented problem solver.
• Ability to juggle multiple tasks in a fast-paced environment.
• High integrity and confidentiality.
• Team player with a can-do mindset.
• Passion for financial markets and asset management.

Responsabilidades

• Drive net new business in international markets focusing on UK, Europe, MEA and Asia Pacific.
• Create marketing materials and package data; be subject-matter expert for RFPs.
• Serve as first point of call for investment queries and deliver client reporting.
• Build knowledge of products and present them to internal/external audiences.
• Develop relationships with distribution partners to become go-to contact.
• Collaborate with analytics and investment teams to differentiate capabilities.
• Provide clear verbal and written communication with strong organizational skills.

Conhecimentos

Asset management experience

MS Office proficiency

Client-facing communication

Team collaboration

Formação académica

IMC

CFA

Descrição da oferta de emprego

Company

Work where your ideas have impact

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 .

Company

Elevate Your Career

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.

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

Please note

This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.

Compensation

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