SMA Implementation Analyst – Direct Indexing Growth

Allspring Global Investments

Charlotte (NC)

Hybrid

USD 90,000 - 110,000

Full time

14 days+

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Job summary

Allspring Global Investments is seeking an SMA Implementation Analyst in Charlotte, NC, to support the Custom SMA platform's growth and scalable implementation work. The role blends hands-on portfolio execution with platform development to drive efficiency and client success.

You will engage with onboarding, operations, research, and technology teams to optimize workflows, monitor risk, and enhance processes in a fast-moving environment. Hybrid in-office 4 days per week in Charlotte.

Qualifications

3-5 years of investment analysis experience.
Experience with equity direct indexing.
Understanding of portfolio management principles.

Responsibilities

Perform pre-trade analytics to support portfolio construction and implementation decisions.
Analyze in-kind funded accounts to determine appropriate transition outcomes.
Evaluate portfolio optimization tradeoffs, including tracking error and tax cost/benefit.
Perform non-trade analytics to support ongoing portfolio monitoring and client service needs.
Monitor and process corporate actions across SMA accounts.
Respond to internal inquiries on portfolio risk characteristics, expected outcomes, implementation constraints, account-level results and issues, and client-driven requirements.
Partner with onboarding, operations, research, enterprise technology, and investment teams to support end-to-end workflow alignment.
Identify and contribute to improvements in portfolio implementation processes and scalability.