Performance Analyst II
Listed on 2026-10-15
-
Finance & Banking
Financial Analyst, Financial Reporting
Performance Analyst II
Location:
US-WI-Milwaukee
:
Position Type:
Full-Time
Category:
Global Investment Services
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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.
The Performance Analyst will be responsible for calculating and reviewing Composite level performance as well as researching any outliers. Analyst will also be responsible for addressing ad-hoc requests from Investment teams and other internal partners and supporting ongoing GIPS verification.
We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.
Location(s):
Milwaukee, WI
- Review monthly composite performance calculations for completion and accuracy
- Reconcile performance between multiple platforms
- Collaborate effectively with other teams on special strategic initiatives
- Proactively identify areas to increase efficiency
- Enhance the controls of the audit review process
Required Qualifications
- Bachelor's degree in accounting, finance or related field
- 3+ Years of performance analysis for investment performance
- Experience with Global Investment Performance Standards (GIPS)
- Excellent analytical and problem-solving skills
- Strong proficiency in Microsoft Apps
- Good verbal, written, and interpersonal communication skills
- Effective organizational, multi-tasking, and prioritizing skills
- Ability to work in a fast-paced deadline driven environment
- Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
- Ability 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.
Preferred Qualifications
- Experience with Archer/Confluence Stat Pro or Advent/APX preferred
- Experience with data visualization and business intelligence tools such as Power BI, Tableau, or similar platforms
- Experience with…
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