Performance Analyst

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

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

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 .

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

At Allspring Global Investments, the Performance Analyst plays a key role in delivering accurate and reliable investment performance information across the organization. Responsibilities include calculating and reviewing mutual fund performance, publishing monthly performance reports, and investigating performance-related discrepancies with external vendors. The analyst will partner with internal stakeholders to address ad hoc inquiries and support ongoing regulatory filings. This position offers the opportunity to work closely with investment professionals and business partners while helping ensure the integrity and quality of performance data used to drive decision-making.

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

Location(s): Milwaukee, WI

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

Qualifications

Required 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 skills.
• Effective organizational, multi-tasking, and prioritizing skills.
• Ability to work at a computer and use standard business software for extended periods during the workday.
• Communicate effectively with colleagues, clients, and business partners in person and electronically as needed.
• Engage in regular in-person interaction and collaboration with team members and other stakeholders.
• Work effectively in a professional office environment with ongoing collaboration, activity, and shifting priorities.
• Maintain productivity and focus while balancing multiple tasks and interruptions common in an in-person business setting.

Preferred Qualifications

• Experience with automated financial systems such as: Confluence StatPro, Confluence Unity, and Advent APX
• Experience with market systems such as: Bloomberg, Morningstar, Lipper
• Experience with Crystal Reports is a plus
• Experience with Global Investment Performance Standards (GIPS ® )
• Experience with Microsoft Copilot or other AI tools is a plus
• CIPM Preferred

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

Base Pay Range: $75,000 - $85,000

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.)

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