Portfolio Specialist

Company: Allspring Global Investments
Location: San Francisco
Posted on: October 16, 2024

Job Description:

DescriptionElevate 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 .
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
We are seeking a Portfolio Specialist to assist in the maintenance, development and growth of the Municipals team. The Portfolio Specialist is accountable for developing of relationships with clients, prospects and our distribution teams across the whole Allspring Distribution platform for the Municipals team, developing appropriate narrative and marketing collateral, meeting with existing clients to collaborate on existing mandates and working with prospects to grow our business. The Portfolio Specialist will also collaborate with the firm's existing investors and prospects to facilitate the design and delivery of appropriate investment strategies and solutions to meet their financial and sustainability objectives.
We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days per week.
Location(s): Charlotte, NC, San Francisco, CA, Menomonee Falls, WI
RESPONSIBILITIES

• 
  
• Serve as the primary 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
  
• Work with clients across investor types to meet their unique needs, putting clients first in everything they do
  
• Support Client & Consultant Relations Directors and Sales team in broad fixed income solutions and investment team/portfolio-specific meetings by participating in calls, attending client meetings when necessary and contribute to RFP submissions etc.
  
• Contribute to Municipals investment narrative, pitch books, thought leadership, market views and research
  
• Contribute to sustainability and climate integration into the investment process and client portfolios
  
• Perform quantitative analysis on client investment portfolios to highlight key characteristics and determine how to meet client outcomes
  
• Participate in promoting the team and the Muni Platform's capabilities and products through writing and overseeing relevant and interesting research and positioning papers/support material
  
• Keep business management informed regarding the business and performance of the investment team
  
• Assist in directing the business in the most commercially appealing direction and inform/develop future generations of fixed income products and services
  
• Work across the Allspring Fixed Income Platform in collaboration with the wider team of Portfolio Specialists to help represent the platform to its full extent
  
• In addition to these functions employees are required to carry out such other duties as may reasonably be required
  
• 
  
  REQUIRED QUALIFICATIONS
  
  • 
    
  • Recent Investment Management Certificate or equivalent qualification
    
    PREFERRED QUALIFICATIONS
    
    • 
      
    • CFA
      
    • 5-7 years of strong investment analysis and/or consulting experience with a focus on Munis
      
    • Global experience and exposure
      
    • Proven experience and ability to understand portfolio construction and investment risk management
      
    • Strong academic background
      
    • Excellent quantitative analysis
      
    • Top communication, interpersonal and presentations skills (written and verbal)
      
    • Ability to multi-task in a fast-paced environment
      
    • Commensurate with the business unit's risk appetite and all risk and compliance program requirements
      
      
      Base Pay Range: $130,000 - $175,000
      Salary Range for California candidates only.Actual based 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-KC1
      #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 DisabilitiesThe 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)

Keywords: Allspring Global Investments, Santa Cruz , Portfolio Specialist, Other , San Francisco, California