Managed Accounts Business Initiatives Analyst

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

Allspring is seeking a hard-working and motivated candidate to support operational workflows within our Managed Accounts team.
The ideal candidate will bring:

• A strong working knowledge of Microsoft Power Platform applications (Power Apps, Power Automate, Power BI)
• A collaborative mindset and the ability to thrive in a team environment
• A proactive approach to problem-solving and a passion for driving operational efficiency through innovation

This role offers the opportunity to contribute to process improvements and help shape the future of managed account operations.

We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week.

Location(s): Milwaukee, WI

RESPONSIBILITIES

• Partner closely with the Head of Managed Accounts to support and execute key operational initiatives
• Collaborate with the Managed Accounts team to design and implement innovative workflows that improve efficiency and service quality
• Leverage Power Platform tools (Power Automate, Power Apps, Power BI) to streamline processes and enhance reporting capabilities, which could include ad hoc initiatives
• Fully support and enhance the Managed Accounts onboarding tool built in Power Apps, ensuring it remains efficient, user-friendly, and aligned with evolving business needs
• Support ongoing process improvements and contribute to a culture of operational excellence
• Manage the annual delivery of ADV documents to retail managed account clients

CANDIDATE

• BA/BS degree or higher
• 4+ years of relevant experience in operations, business analysis, or a related field
• 3-5 years of experience in a Managed Accounts or investment operations role
• Experience working with multiple sponsors and their platforms
• Strong understanding of investment products, including Fixed Income, Equities, Mutual Funds, ETFs, and Alternative Investments
• Strong analytical and critical thinking skills
• Strong Prioritization Skills - Demonstrated ability to effectively manage multiple tasks, competing deadlines, and shifting priorities in fast-paced, dynamic environments. Skilled at organizing workloads, setting clear goals, and maintaining focus under pressure to ensure timely and high-quality outcomes
• Detail-Oriented - Pays close attention to accuracy, especially when handling client data
• Proactive & Self-Motivated - Takes initiative to improve processes and solve problems without being prompted
• Collaborative - Works well with cross-functional teams and communicates effectively

APPLICATIONS

• Proficiency with Microsoft Power Platform (Power Apps, Power Automate, Power BI)
• Strong skills in Microsoft Office Suite (Excel, Word, PowerPoint, OneNote)

PREFERRED QUALIFICATIONS

• Strong knowledge of the investments industry
• Client-Focused - Understands the importance of delivering high-quality service to internal and external stakeholders
• Innovative - Brings fresh ideas to streamline operations and enhance efficiency

Base Pay Range: $95,000 - $115,000

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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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.