SMA Implementation Analyst
Allspring Global Investments - Charlotte, NC
Hiring: SMA Implementation Analyst Company: Allspring Global Investments Location: Charlotte, NC Job Posted Time: 2026-09-10 15:08:03 Employment Type: Hybrid Target Skills & Keywords : CFA, Portfolio Management, SQL, Workday About the job Experience: •5 years of investment analysis experience Required Skills: •Perform pre-trade analytics to support portfolio construction and implementation decisions •Analyze in-kind funded accounts to determine appropriate transition outcomes •Evaluate portfolio optimization tradeoffs, including tracking error and tax cost/benefit •Perform non-trade analytics to support ongoing portfolio monitoring and client service needs •Monitor and process corporate actions across SMA accounts •Respond to internal inquiries on portfolio risk characteristics, expected outcomes, implementation constraints, account-level results and issues, and client-driven requirements •Partner with onboarding, operations, research, enterprise technology, and investment teams to support end-to-end workflow alignment •Identify and contribute to improvements in portfolio implementation processes and scalability Qualifications: •3–5 years of investment analysis experience •Understanding of portfolio management principles •Demonstrated capacity to work independently and collaboratively in a cross-functional environment. •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. •Work effectively in a professional office environment with ongoing collaboration, activity, and shifting priorities. •Maintain productivity and focus while balancing multiple tasks and interruptions common in an in-person business setting. •Solid functional working knowledge of mean-variance optimization •Basic to intermediate ability with SQL or similar data tools Compensation: •$90,000 - $110,000 / 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!