Managed Accounts Onboarding and Reporting Analyst

Description

Elevate Your Career

Work where your ideas have impact

COMPANY

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 visit About 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.

POSITION

The Managed Accounts Onboarding and Reporting Analyst will work closely with our internal and external clients to provide daily support of the Managed Accounts business.

The analyst will act as a liaison between various internal and external business partners resolving questions regarding the Managed Accounts product.

They also provide AUM reporting and assist with RFP related information and inquiries. Technical and Professional skills are needed for this dynamic work environment, with opportunities to expand responsibilities and gain visibility throughout the firm.

The Managed Accounts Onboarding and Reporting Analyst must be an operations contributor continuously striving for excellence, improving the client experience, gaining process efficiencies, and adding controls where needed.

RESPONSIBILITIES

• Reviewing updates and communications for account changes and terminations ensuring compliance with policies and regulations.
• Monitoring and responding to e-mail inquiries from sponsors and internal business partners.
• RFP assistance : providing answers to quarterly sponsor surveys, collaborating with various departments such as Legal, Risk, and the Portfolio Implementation team.
• Monthly SMA including SMAs and model delivery assets.
• Reporting for dual contract market values ensuring accurate and timely assessment of AUM
• Generating comprehensive reports with a breakdown of assets to facilitate monthly accruals and sponsor billing for accounts receivable.
• Gathering AUM information from all model delivery sponsors and SMA AUM numbers for comprehensive analysis.
• Participate in ongoing reviews of end-to-end business processes to determine where we can simplify and create more efficiencies.
• Establish familiarity with internal systems / procedures to understand how client requests are processed.

REQUIRED QUALIFICATIONS

• Able to work independently and self-manage high volumes of data with tight deadlines and limited support.
• Possesses strong time management and prioritization skills.
• Strong communication skills.
• Attention Detail
• Advanced organizational skills and the ability to multi-task
• Works effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are critically important.
• Takes initiatives on a variety of projects and utilizes problem solving to complete effectively and efficiently.
• Experience onboarding new strategies with new and existing sponsors.
• Workflow tool experience (Microsoft Power Automate)

PREFERRED QUALIFICATIONS

• Ability to drive change toward continuous improvement and excellence.
• Experienced in Microsoft Office especially excel V-Lookup, Macros.
• Ability to articulate issues, risks, and proposed solutions to various levels of staff and management.
• Thoughtful and decisive style with ability to negotiate critical issue resolution.
• Positive, can-do attitude and willingness to get the job done.

LI-CD1

LI-HYBRID

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.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)