Allspring Global Investments is focused on equity and multi-asset investment strategies, and they are seeking a Portfolio Specialist Associate to support the maintenance and growth of their investment teams. The role involves building relationships with sales teams, providing client support, and developing communication materials about portfolio strategies and market insights.
Responsibilities
- Coordinate closely with team leadership to set and achieve business priorities
- Serve as a liaison between client-facing teams and the investment team
- Develop expert level product knowledge to clearly articulate and market portfolio strategies to clients and prospects both inside and outside of Allspring
- Work with internal teams to meet deadlines and deliverables related to business needs team
- Support Client & Consultant Relations Directors and Sales team in investment team/portfolio-specific meetings by participating in calls, on-sites, attending client meetings when necessary
- Play a key role in the completion of RFP submissions, client and consultant questionnaires, and product databases
- Develop strong skills with various technology systems (Bloomberg, Y-Charts, APX, AlphaSense) used to drive effective communication about our strategies
- Contribute to team investment narratives, pitch books, thought leadership, market views and research
- Participate in promoting the team’s capabilities and products through writing and overseeing relevant and interesting research and positioning papers/support material
- Assist in directing the business in the most commercially appealing direction and inform/develop future generations of products and vehicles
- In addition to these functions employees are required to carry out such other duties as may reasonably be required
Skills
- 0-3 years' experience in a similar role or a distribution role with a desire to move into a more technical role
- Top communication, interpersonal and presentations skills (written and verbal)
- Working knowledge across distribution channels including intermediary, institutional, consultant, DCIO, subadvisory and platforms
- Strong skills with technology and application tools provided by Allspring (MS Teams, Outlook, Excel, Word, PowerPoint)
- CFA Charter holder or candidate
- Strong investment management experience with a focus on equities
- Proven experience and ability to understand portfolio construction and investment risk management
- Ability to multi-task in a fast-paced environment
- Strong skills with portfolio related technology tools and platforms
- Sense of urgency in responding to in-bound requests to assist with internal partners and external clients
Benefits
- Participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans)
Company Overview
Allspring Global Investments is a provider of financial services. It is a sub-organization of Wells Fargo. It was founded in 1980, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.allspringglobal.com.