Senior Client Reporting Analyst

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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

The Allspring Global Fund and Client Services (GFCS) team is responsible for the day-to-day operations, planning, and execution of a range of initiatives designed to achieve better outcomes for our funds and institutional clients and drive value for Allspring by delivering value through our expertise and innovative mindset.

As a Senior Client Reporting Analyst, you work closely with client facing teams and enterprise technology to plan, direct and execute on client reporting transformation initiatives. You will utilize excellent project management skills and strong understanding of data management and analysis to solve complex business problems through automation. As a part of the Client Reporting team this candidate must be a seasoned operations contributor with a passion for excellence, client experience, efficiency, control, and transformation.

RESPONSIBILITIES

• Lead client reporting projects and coordinating internally.
• Analyze business processes and automate manual tasks to gain efficiencies.
• Respond to client requests and conduct special projects/analyses.
• Produce a wide variety of scheduled and ad-hoc reports related to portfolio and benchmarking holdings, characteristics, performance, and attribution.
• Serve as a subject matter expert on Allspring investment data footprint, key data sources, timing, methodologies, and usage.
• Leverage third party market data tools to support institutional client reporting, including products such as Clearwater Analytics, Bloomberg, FactSet PA, FactSet SPAR, and Castine commission reporting
• Design client reports in Vermilion and maintain report package schedules. Ensure that clients receive accurate, timely, and comprehensive reporting.
• Manage and coordinate client reporting projects, including setting project objectives, timelines, and resource requirements.
• Collaborate with other teams to ensure client reporting data is up-to-date and accurate.
• Communicate effectively with internal and external clients to ensure their reporting needs are met.
• Provide training and guidance to other team members on client reporting processes and procedures.
• Develop and maintain relationships with internal stakeholders.
• Maintain accurate and up-to-date documentation of client reporting processes and procedures.

REQUIRED QUALIFICATIONS

• Past practical experience with investment software including FactSet Analytics, Vermilion, and Clearwater Analytics.
• Experience with Bloomberg and outside Benchmark vendor sites (MSCI, BofA, and Barclays) is a plus.
• 5+ years of business systems analysis or design experience
• 5+ years of investment industry experience
• 5+ years of experience of strong, direct knowledge of the operations area of an asset management firm across a variety of functions including performance attribution, client reporting, portfolio accounting, investment data management and financial reporting
• Experience with developing complex spreadsheets and analysis with Microsoft Excel using advanced Excel functions
• Must have solid critical thinking and analysis skills and a high attention to detail and accuracy

PREFERREDQUALIFICATIONS

• Demonstrating sound decision making and strategic thinking which reflects an understanding of our businesses and its priorities
• Experience identifying inefficiencies, finding opportunities to streamline business processes, and implementing change
• Driving for results, conveying a sense of urgency and bringing issues to closure despite obstacles and opposition
• Monitoring, assessing, and analyzing accounts on an ongoing basis for data quality in order to minimize operation and systemic risk
• Willingness to work off hours, cover different time zones when needed

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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.