Performance Analyst

Allspring Global Investments Holdings, LLC; Milwaukee (WI); Hybrid; USD 75,000 - 85,000; Full time

Job summary

Allspring Global Investments Holdings, LLC in Milwaukee is seeking a Performance Analyst to deliver accurate mutual fund performance data, publish monthly reports, and investigate discrepancies with external vendors. You will partner with investment professionals and business partners to ensure data integrity for decision-making.

This role operates in a hybrid model with in-office work four days a week. Qualifications include a finance or accounting degree and 2+ years in fund performance.

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.
• Excellent 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

Problem-solving

Communication skills

Microsoft Office

Organizational skills

Education

Bachelor's degree in accounting, finance or related field

Tools

Confluence

Bloomberg

Morningstar

Lipper

Crystal Reports

Advent APX

GIPS

Job description

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.)

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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