Performance Analyst

Job description

Performance Analyst

Location

US-WI-Milwaukee

ID

Position Type

Full-Time

Category

Operations

Overview

At Allspring Global Investments, the Performance Analyst plays a key role in delivering accurate and reliable investment performance information across the organization. Responsibilities include calculating and reviewing mutual fund performance, publishing monthly performance reports, and investigating performance-related discrepancies with external vendors. The analyst will partner with internal stakeholders to address ad hoc inquiries and support ongoing regulatory filings. This position offers the opportunity to work closely with investment professionals and business partners while helping ensure the integrity and quality of performance data used to drive decision-making.

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

Location(s): Milwaukee, WI

Responsibilities

Calculate and distribute monthly fund performance reports

Review Shareholder Reports and Prospectuses for all fund classes

Help produce and review international regulatory documents for Worldwide Funds

Reconcile performance between multiple platforms to ensure consistency and accuracy

Collaborate with other teams on central initiatives to drive success.

Proactively identify areas to increase efficiency and streamline processes

Assist with creation and maintenance of benchmarks used by the firm

Address ad-hoc requests from investment teams and other internal partners promptly and accurately

Qualifications

Required Qualifications

Bachelor's degree in accounting, finance or related field

2+ Years of performance analysis for fund performance

Excellent analytical and problem-solving skills

Strong proficiency in Microsoft Apps

Good verbal, written, and interpersonal communication skills.

Effective organizational, multi-tasking, and prioritizing skills.

Ability to work at a computer and use standard business software for extended periods during the workday.

Communicate effectively with colleagues, clients, and business partners in person and electronically as needed.

Engage in regular in-person interaction and collaboration with team members and other stakeholders.

Work effectively in a professional office environment with ongoing collaboration, activity, and shifting priorities.

Maintain productivity and focus while balancing multiple tasks and interruptions common in an in-person business setting.

Preferred Qualifications

Experience with automated financial systems such as: Confluence StatPro, Confluence Unity, and Advent APX

Experience with market systems such as: Bloomberg, Morningstar, Lipper

Experience with Crystal Reports is a plus

Experience with Global Investment Performance Standards (GIPS )

Experience with Microsoft Copilot or other AI tools is a plus

CIPM Preferred

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: $75,000 - $85,000

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.)

#LI-Hybrid

#LI-KB1

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

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.