About this opportunity
Allspring Global Investments lists this SMA Implementation Analyst opportunity in charlotte, North Carolina. Review the employer’s description below for duties, qualifications and application requirements.
Job description
SMA Implementation Analyst
Location
US-NC-Charlotte
ID
Position Type
Full-Time
Category
Investments
Overview
We are seeking an SMA Implementation Analyst to support the continued growth of our $7.4 billion Custom SMA platform. This role sits within the SMA Portfolio Implementation team based in Charlotte, NC and focuses on building and maintaining efficient, scalable, and risk-aware portfolio implementation processes across a growing direct indexing platform.
Allspring's Custom SMA platform is in a period of significant growth and momentum. Demand and adoption are accelerating, and we are actively expanding our availability across the industry. This is a dynamic, high-priority area of the business with strong visibility and continued investment.
This role sits at the center of that growth. You will support a platform that is actively scaling-where the decisions you make and the processes you help shape will directly influence how the business evolves. Your work will have immediate impact, with clear line of sight into both results and outcomes.
At the same time, there is a robust pipeline of strategic initiatives underway to further enhance the platform. These include advancements in portfolio management capabilities, implementation workflows, and the tools used by both clients and internal teams. You will have the opportunity to contribute to these efforts and help drive the next phase of platform development.
The team operates with an entrepreneurial mindset. We encourage new ideas and expect individuals to take initiative in driving improvements. Whether refining workflows, contributing to product enhancements, or helping scale operations, you'll have the opportunity to make a meaningful impact.
This role offers a unique blend of hands-on portfolio implementation and broader platform development work-providing exposure to both day-to-day execution and longer-term strategic growth within one of the firm's most rapidly evolving areas.
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
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
Qualifications
Required Qualifications
3-5 years of investment analysis experience
Experience with equity direct indexing
Understanding of portfolio management principles
Ability to work independently and collaboratively in a cross-functional environment.
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
Working knowledge of mean-variance optimization
Basic to intermediate ability with SQL or similar data tools
Experience with process improvement, automation, or technology initiatives
Exposure to non-equity asset classes is a plus
CFA charter, relevant graduate degree, or progress toward either
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: $90,000 - $110,000
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
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.