Trade Support Analyst

Allspring Global Investments Holdings, LLC; Charlotte (NC); Híbrido; USD 60.000 - 70.000; Jornada completa

Descripción de la vacante

Allspring Global Investments Holdings, LLC is seeking a Trade Support Analyst to support the fast-growing SMA business and join the portfolio implementation team coordinating trading activities for equity and fixed income strategies.

The role requires collaboration with distribution, portfolio management, custodians and brokers in a fast-paced environment. Location options include Charlotte, NC or Milwaukee, WI with a hybrid work model.

Formación

• Customer service mindset with active listening and issue resolution.
• Strong interpersonal skills to work across groups with varied objectives.
• Advanced experience in Microsoft Office (Word, Excel, Outlook).
• Ability to manage multiple systems and search tools effectively.
• Excellent written and verbal communication.

Responsabilidades

• Support investment teams as they implement model changes or enter trades for SMA accounts.
• Serve as liaison when communicating trade allocation details to custodians or other parties.
• Handle daily, weekly and monthly operational tasks with accurate execution.
• Coordinate with brokers and custodian banks to resolve complex trading issues promptly.
• Oversee outsourced operations team responsible for trading and account management.
• Coordinate cancel/re-billing of trades with custodian partners.
• Proactively improve processes, solve problems and create solutions for one-off issues.
• Build effective relationships with team members, traders, brokers and custodians.

Conocimientos

Customer service

Interpersonal skills

Multitasking

Organizational skills

Communication

Team collaboration

Tech savvy

Quick learner

Educación

BA/BS or relevant work experience

Herramientas

Microsoft Office

Power Platform

Power BI

Descripción del empleo

Company

Elevate Your Career

Work where your ideas have impact

Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visitAbout Us - Allspring Global Investments.

At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It’s also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.

Overview

Allspring is seeking a Trade Support Analyst to support the fast-growing retail Separately Managed Account(SMA) business. This analyst will play a key role in the portfolio implementation team which supports both, equity and fixed income-based strategies. Applicants should expect to operate in a fast-paced, deadline-driven environment while working to control the significant financial risk inherent in securities trading. This analyst will build important relationships and play a critical role as a subject matter expert for the business partners we routinely support, such as distribution and portfolio management.

We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.

Location(s): Charlotte, NC, or Milwaukee, WI

Responsibilities

• Support investment teams as they implement their model changes, or enter trades for separately managed accounts
• Function as liaison when in communication of trade allocation details to custodians or other interested parties
• Responsible for daily, weekly and monthly operational tasks with flawless execution
• Effectively correspond with brokers and custodian banks to coordinate timely resolution of complex operational or trading matters
• Provide daily oversight of the outsourced operations team responsible for trading and general account management
• Timely coordinate any cancel/re-billing of trades with custodian partners
• Follow procedures while also thinking critically and creatively to actively improve processes, problem solve, trouble shoot and create solutions to one-off issues
• Establish effective relationships with team members, investment teams, traders, brokers and custodians

Qualifications

Required Qualifications

• Customer service mentality with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
• Possess strong inter-personal skills with the ability to work with distinct groups that may be looking to accomplish varied objectives
• Tech savvy with advanced experience in Microsoft Office (Word, Excel, and Outlook)
• Eagerness to learn and integrate information from multiple people and sources
• Ability to manage multiple computer systems, applications, and utilize search tools to find information
• Strong organizational, multi-tasking and communication skills
• Remain in stationary position for prolonged periods of time
• Operate computer programs and software
• Ability to communicate effectively with audiences in person and in electronic formats
• Day-to-day contact with others (co-workers and/or public)
• Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.

Preferred Qualifications

• General knowledge of Fixed Income, Equities, and other investment security types
• Excellent prioritization skills with the ability to make quick and accurate decisions
• Capacity to interact effectively and professionally with peers as well as external parties under time pressure
• Desire to drive change toward continuous improvement, automation and business excellence
• Familiarity with Microsoft Power Platform, particularly Power Automate, Power Apps, and Power BI
• BA/BS or relevant work experience

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: $60,000 - $70,000

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