Hybrid Performance Analyst, Fund Data & Reporting

Allspring Global Investments; Charlotte (NC); Hybrid; USD 75,000 - 85,000; Full time

Job summary

Allspring Global Investments seeks a Performance Analyst to deliver accurate fund performance information. You will calculate monthly fund performance, publish reports, and investigate discrepancies with external vendors while partnering with internal stakeholders on ad hoc inquiries and regulatory filings.

The role offers a hybrid work model with in-office days and close collaboration with investment professionals to ensure data integrity for decision-making.

Qualifications

• Bachelor’s degree in accounting, finance or related field.
• 2+ years of performance analysis for fund performance.
• Excellent analytical and problem-solving skills.
• Strong proficiency in Microsoft Apps.
• Good verbal, written, and interpersonal communication.

Responsibilities

• Calculate and distribute monthly fund performance reports
• Review Shareholder Reports and Prospectuses for all fund classes
• Help produce and review international regulatory documents for Worldwide Funds
• Reconcile performance between multiple platforms to ensure consistency and accuracy
• Collaborate with other teams on central initiatives to drive success.
• Proactively identify areas to increase efficiency and streamline processes
• Assist with creation and maintenance of benchmarks used by the firm
• Address ad-hoc requests from investment teams and other internal partners promptly and accurately

Skills

Analytical skills

Communication

MS Office

Multi-tasking

Education

Bachelor's degree

Tools

Confluence StatPro

Confluence Unity

Advent APX

Bloomberg

Morningstar

Lipper

Crystal Reports

GIPS

AI tools

Job description

Allspring Global Investments seeks a Performance Analyst to deliver accurate fund performance information. You will calculate monthly fund performance, publish reports, and investigate discrepancies with external vendors while partnering with internal stakeholders on ad hoc inquiries and regulatory filings.

The role offers a hybrid work model with in-office days and close collaboration with investment professionals to ensure data integrity for decision-making.