Client Reporting 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

Work closely with internal stakeholders-including portfolio management, operations, compliance, and client service teams-to gather, validate, and synthesize data for client reporting. This role requires strong interpersonal skills and the ability to coordinate effectively across departments to ensure the timely and accurate delivery of customized investment reports.

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

• Assist in the creation and distribution of recurring and ad hoc client reports.
• Ensure accuracy and consistency of portfolio data, including performance, holdings, and transactions.
• Work closely with internal teams to gather and validate data inputs for reporting.
• Maintain and update reporting templates using Microsoft Excel and other internal tools.
• Monitor reporting deadlines and ensure timely delivery in accordance with client expectations.
• Support process improvement initiatives to enhance reporting efficiency and quality.

CANDIDATE

We are seeking a highly motivated and detail-oriented Client Reporting Analyst to join our Client Reporting team. This is an excellent opportunity for early-career professionals looking to launch a career in asset management. You will play a key role in supporting the preparation and delivery of investment reports for institutional clients.

REQUIRED QUALIFICATIONS

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Strong attention to detail and commitment to data accuracy.
• Proficiency in Microsoft Excel (pivot tables, formulas, charts).
• Excellent organizational and time management skills.
• Strong written and verbal communication skills.
• Ability to work both independently and collaboratively in a fast-paced environment.

PREFERRED QUALIFICATIONS

• 1-3 years experience in investment reporting, performance analysis, or a similar role within asset management.
• Familiarity with investment products such as mutual funds, ETFs, or SMAs.

Base Pay Range: $65,000 - $75,000

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.