Client Reporting Analyst — Data & Delivery

Allspring Global Investments Holdings, LLC; Minneapolis (MN); Hybrid; USD 65,000 - 75,000; Full time

Job summary

Allspring Global Investments Holdings, LLC in Minneapolis, MN seeks a detail-oriented Client Reporting Analyst to gather, validate, and package data for client communications across the Galliard Reporting team. The role collaborates with portfolio management, operations, compliance, and client service to meet tight deadlines.

Hybrid work requires in-office presence 4 days per week; peak periods in January, April, July, and October may demand extra hours. Prior reporting experience is preferred.

Qualifications

• Strong attention to detail and commitment to data accuracy.
• Strong organizational, multi-tasking, and prioritizing skills.
• Ability to communicate effectively with audiences in person and in electronic formats.
• Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills.
• Investment industry experience.
• Reporting experience.
• Willingness to understand and learn about stable value and fixed income investments.
• Experience using Vermilion Reporting Suite and ePAM.

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.
• Respond 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.

Skills

Attention to detail

Organizational skills

Multitasking

Communication skills

Team collaboration

Tools

Vermilion Reporting Suite

ePAM

Microsoft Office

Job description

Allspring Global Investments Holdings, LLC in Minneapolis, MN seeks a detail-oriented Client Reporting Analyst to gather, validate, and package data for client communications across the Galliard Reporting team. The role collaborates with portfolio management, operations, compliance, and client service to meet tight deadlines.

Hybrid work requires in-office presence 4 days per week; peak periods in January, April, July, and October may demand extra hours. Prior reporting experience is preferred.