Portfolio Operations Analyst

Allspring Global Investments - Milwaukee, WI

Hiring: Portfolio Operations Analyst Company: Allspring Global Investments Location: Milwaukee, WI Job Posted Time: 2026-09-10 15:08:03 Employment Type: Hybrid Target Skills & Keywords : Microsoft Excel, Workday About the job Required Skills: •Prepare and review daily, weekly and monthly separate account reconciliations between internal accounting system and both trading system and custodians •Thoroughly research discrepancies and resolve in a timely manner •Set up newly funded accounts with cash and assets on accounting and trading systems •Work cooperatively with team members on shared responsibilities •Lead and contribute to improvements and oversight •Candidate must be able to clearly and effectively communicate with custodians, internal operational team members, investment team contacts and relationship managers to resolve issues and build sound working relationships Qualifications: •2 plus years of investment operations experience •Strong attention to detail and accuracy •Demonstrated time management, analytical and organizational skills •Demonstrated capacity to articulate issues, risks, and proposed solutions to various levels of staff and management •Proven ability to manage risk, mitigate risk and make sound decisions •Demonstrated capacity to work effectively in a team environment •Excellent verbal, written, and interpersonal communication skills •Demonstrated capacity 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. Compensation: •$70,000 - $85,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!