SMA Platform Implementation & Analytics Analyst

Allspring Global Investments; Charlotte (NC); Hybrid; USD 90,000 - 110,000; Full time

Job summary

Allspring Global Investments is seeking an SMA Implementation Analyst to support the growth of our Custom SMA platform in Charlotte, NC. The role focuses on building scalable, risk‑aware portfolio implementation processes and ongoing platform development.

You will work in a hybrid model, combining hands‑on implementation with broader platform initiatives, and collaborate across onboarding, operations, research, and technology teams to drive efficiency and client outcomes.

Qualifications

• 3–5 years of investment analysis experience.
• Experience with equity direct indexing.
• Understanding of portfolio management principles.
• Ability to work independently and in cross‑functional environments.
• Proficient with standard business software; strong communication.

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.

Skills

Investment analysis

Equity direct indexing

Portfolio management

Cross-functional teamwork

Communication skills

Education

CFA charter

Graduate degree

Pursuing CFA

Tools

SQL

Job description

Allspring Global Investments is seeking an SMA Implementation Analyst to support the growth of our Custom SMA platform in Charlotte, NC. The role focuses on building scalable, risk‑aware portfolio implementation processes and ongoing platform development.

You will work in a hybrid model, combining hands‑on implementation with broader platform initiatives, and collaborate across onboarding, operations, research, and technology teams to drive efficiency and client outcomes.