Portfolio Operations Analyst

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

Job summary

A financial services firm is seeking a detail-oriented professional to manage risks related to Corporate Actions. Responsibilities include processing corporate actions, communicating critical information, and updating client accounts. The ideal candidate will possess strong analytical and time management skills. This full-time role operates in a hybrid work environment, requiring 4 days in the office each week. Salary ranges from $75,000 to $85,000, based on experience and performance incentives.

Qualifications

• Ability to articulate issues, risks, and solutions.
• Proven ability to manage and mitigate risk.
• Enjoys working in a changing environment.

Responsibilities

• Processes and mitigates risk in Corporate Actions.
• Communicates internally to reach decisions.
• Updates client accounts for transactions.
• Identifies potential corporate action risk issues.
• Provides feedback to improve processes.

Skills

Knowledge of corporate actions

Strong attention to detail and accuracy

Demonstrated time management

Analytical skills

Organizational skills

Excellent communication skills

Ability to work effectively in a team

Ability to drive continuous improvement

Tools

BBH Infomediary

Advent Portfolio Exchange (APX)

Bloomberg

Microsoft Office Suite

Job description

Location: US-WI-Milwaukee

ID: 2025-1079

Position Type: Full-Time

Category: Operations

Overview

This position is responsible for processing, mitigating risk and resolving questions related to Corporate Actions. We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days a week.

Responsibilities

• Gathers time critical information, communicates internally to reach decisions on each action and accurately prepares corporate action instructions for delivery to custodians within tight timeframes.
• Updates client accounts in internal systems for corporate action transactions.
• Identifies and escalates potential voluntary corporate action related risk issues that may result in financial losses if not acted upon timely.
• Provides feedback and recommendations to continuously improve processes and mitigate risk.
• Completes special projects.

Qualifications

• REQUIRED QUALIFICATIONS
  • Knowledge of corporate actions.
  • Strong attention to detail and accuracy.
  • Demonstrated time management, analytical and organizational skills.
  • Ability to articulate issues, risks, and proposed solutions to various levels of staff and management.
  • Proven ability to manage risk, mitigate risk and make sound decisions.
  • Ability to work effectively in a team environment.
  • Excellent verbal, written and interpersonal communication skills.
  • Ability to drive continuous improvement and execution excellence.
  • Enjoys working in a changing environment but able to focus on the task at hand.
• PREFERRED QUALIFICATIONS
  • Experience with BBH Infomediary, Advent Portfolio Exchange (APX), Bloomberg and Microsoft Office suite of products.
• 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.