Performance Analyst II: Investment Performance & GIPS

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

Job summary

Allspring Global Investments is seeking a Performance Analyst II in Milwaukee to calculate and review composite performance, investigate outliers, and support investment teams. The role requires collaborating across internal partners and assisting with ongoing GIPS verification.

The position operates in a hybrid model with four in-office days per week, and the team emphasizes accuracy, process controls, and cross-team coordination in a fast-paced environment.

Qualifications

• Bachelor's degree in accounting, finance or related field.
• 3+ years of performance analysis for investment performance.
• Experience with Global Investment Performance Standards (GIPS).
• 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 in a fast-paced deadline driven environment.
• Ability to work effectively in a team environment and across all organizational levels.

Responsibilities

• Review monthly composite performance calculations for completion and accuracy.
• Reconcile performance between multiple platforms.
• Collaborate effectively with other teams on special strategic initiatives.
• Proactively identify areas to increase efficiency.
• Enhance the controls of the audit review process.

Skills

Analytical skills

Microsoft Apps

Communication skills

Team collaboration

Education

Bachelor's degree in accounting, finance or related field

Tools

Archer/Confluence StatPro or Advent/APX

Power BI

Tableau

FactSet

Bloomberg

Morningstar

Job description

Allspring Global Investments is seeking a Performance Analyst II in Milwaukee to calculate and review composite performance, investigate outliers, and support investment teams. The role requires collaborating across internal partners and assisting with ongoing GIPS verification.

The position operates in a hybrid model with four in-office days per week, and the team emphasizes accuracy, process controls, and cross-team coordination in a fast-paced environment.