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  1. Home
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  5. Senior Portfolio Operations Analyst
Allspring Global Investments logo

Senior Portfolio Operations Analyst

Not Disclosed•Full-TimeHybrid

location_on1041, East Knapp Street, Juneautown, Downtown, Milwaukee, Milwaukee County, Wisconsin, 53202, United States

Apply Now

About the Team

Allspring Global Investments is seeking a Senior Portfolio Analyst to join our Portfolio Accounting team. This role is pivotal in driving operational excellence, where you will initiate and lead improvements across portfolio accounting and performance functions. You will serve as a key partner in deploying new products and services, ensuring the team maintains high standards of accuracy and efficiency while managing complex derivatives and daily cash support.

About the Role

In this hybrid position based in Milwaukee, WI, you will act as a leader within the operations landscape. Your day-to-day involves effectively managing escalation efforts with custodians and other parties to resolve discrepancies and address root causes. You will identify opportunities to reduce risk and increase efficiencies, while potentially overseeing team lead responsibilities such as month-end reconciliations and management metrics reporting. Success in this role requires clear communication with custodians, internal operational teams, investment contacts, and relationship managers to build sound working relationships and articulate risks and solutions to various levels of management.

Work Environment

We operate in a hybrid working model, requiring team members to work in the office four days per week. This setup fosters a collaborative business environment where you will work in close quarters with peers, balancing focused task execution with the dynamic nature of a changing operational landscape.

Hiring Process

Please note that this position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in the United States without sponsorship now or in the future.

Our Commitment to Diversity

Allspring Global Investments is 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.

Work location

Work model: Hybrid

location_on

1041, East Knapp Street, Juneautown, Downtown, Milwaukee, Milwaukee County, Wisconsin, 53202, United States

Milwaukee, Wisconsin

Key Responsibilities

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Frequently asked questions about Senior Portfolio Operations Analyst at Allspring Global Investments

What does a Senior Portfolio Operations Analyst at Allspring Global Investments do?expand_more
Day-to-day, the Senior Portfolio Operations Analyst at Allspring Global Investments will support deployment of new products and services as part of project teams; identify opportunities to reduce risk and increase efficiencies in core accounting functions; oversee preparation of daily and month-end reconciliations and management metrics reporting; and communicate effectively with custodians and internal teams to resolve issues and build relationships.
What are the requirements for this Senior Portfolio Operations Analyst role?expand_more
Allspring Global Investments is looking for candidates who meet the following requirements: 5+ years investment operations experience; Must be legally authorized to work in the United States without sponsorship; Experience with Advent Portfolio Exchange (APX), Bloomberg, CRD, Wall Street Office (WSO), and SS&C Recon; Advanced experience with MS Excel; and Experience with MS Access and Power BI.
Where is the Senior Portfolio Operations Analyst role at Allspring Global Investments located?expand_more
Senior Portfolio Operations Analyst at Allspring Global Investments is based in 1041, East Knapp Street, Juneautown, Downtown, Milwaukee, Milwaukee County, Wisconsin, 53202, United States. This is a hybrid role.
Is this Senior Portfolio Operations Analyst job remote, hybrid, or on-site?expand_more
  • check_circleSupport deployment of new products and services as part of project teams
  • check_circleIdentify opportunities to reduce risk and increase efficiencies in core accounting functions
  • check_circleOversee preparation of daily and month-end reconciliations and management metrics reporting
  • check_circleCommunicate effectively with custodians and internal teams to resolve issues and build relationships
  • check_circleLead escalation efforts with custodians to resolve discrepancies and address root causes
  • check_circleInitiate and lead improvements across portfolio accounting and performance functions

Requirements

  • verified5+ years investment operations experience
  • verifiedMust be legally authorized to work in the United States without sponsorship
  • verifiedExperience with Advent Portfolio Exchange (APX), Bloomberg, CRD, Wall Street Office (WSO), and SS&C Recon
  • verifiedAdvanced experience with MS Excel
  • verifiedExperience with MS Access and Power BI

Nice to Have

Experience in other mid- and back-office roles including trade support, performance, portfolio operations, and client administration. Experience with Advent Portfolio Exchange (APX), Bloomberg, CRD, Wall Street Office (WSO), and SS&C Recon. Advanced experience with MS Excel and general facility with technology tools such as MS Access and Power BI. Ability to enjoy working in a changing environment while maintaining focus on tasks.

Benefits & Perks

check_circleParticipation in an incentive program linked to performance
Allspring Global Investments cover image
Allspring Global Investments logo
Company

Allspring Global Investments

Industry

Financial Services

Headquarters

Charlotte, NC

Open Roles

1

Allspring Global Investments operates within the financial services industry, headquartered in Charlotte, North Carolina. The firm manages assets through its subsidiary entities, including Allspring Global Investments, LLC and Allspring Funds Management, LLC, which are part of a holding company indirectly owned by private funds of GTCR LLC and Reverence Capital Partners, L.P. Products managed by these entities are distributed by Allspring Funds Distributor, LLC, a broker-dealer and member of FINRA and SIPC. The organization focuses on asset management strategies that aim to deliver financial returns while seeking positive outcomes for investors. Drawing on decades of experience, the company emphasizes thoughtful investing and purposeful planning. Its approach involves maintaining core investment principles while adapting to provide a fresh perspective for today's market participants. The firm is dedicated to elevating the value of the investment process, aligning its operations with the goal of creating worth beyond standard financial metrics. This structure allows Allspring to serve a diverse range of clients seeking professional asset management solutions grounded in long-term expertise and strategic reinvention.
View company profilearrow_forwardlanguageWebsitelinkLinkedIn
Quick Overview

Experience

5+ yrs (Senior)

Job Type

Full-Time

Skills Required

Advent Portfolio ExchangeApxBloombergCRDWall Street OfficeWso
Allspring Global Investments has listed this Senior Portfolio Operations Analyst role as hybrid.
How much experience is required for this Senior Portfolio Operations Analyst role?expand_more
Senior Portfolio Operations Analyst at Allspring Global Investments typically requires 5+ years of relevant experience at the senior level.
What skills do you need for the Senior Portfolio Operations Analyst role at Allspring Global Investments?expand_more
Key skills for Senior Portfolio Operations Analyst at Allspring Global Investments include Advent Portfolio Exchange; Apx; Bloomberg; CRD; Wall Street Office; Wso; SS&C Recon; and MS Excel.
What category does the Senior Portfolio Operations Analyst role belong to?expand_more
Senior Portfolio Operations Analyst at Allspring Global Investments is part of the Accounting & Finance job category on Recrutus.

About Allspring Global Investments

Allspring Global Investments operates within the financial services industry, headquartered in Charlotte, North Carolina. The firm manages assets through its subsidiary entities, including Allspring Global Investments, LLC and Allspring Funds Management, LLC, which are part of a holding company indirectly owned by private funds of GTCR LLC and Reverence Capital Partners, L.P. Products managed by these entities are distributed by Allspring Funds Distributor, LLC, a broker-dealer and member of FINRA and SIPC. The organization focuses on asset management strategies that aim to deliver financial returns while seeking positive outcomes for investors.

Drawing on decades of experience, the company emphasizes thoughtful investing and purposeful planning. Its approach involves maintaining core investment principles while adapting to provide a fresh perspective for today's market participants. The firm is dedicated to elevating the value of the investment process, aligning its operations with the goal of creating worth beyond standard financial metrics. This structure allows Allspring to serve a diverse range of clients seeking professional asset management solutions grounded in long-term expertise and strategic reinvention.

Browse more roles: All Allspring Global Investments jobs, Accounting & Finance jobs on Recrutus.

Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

publiclanguageshare
Job seekers
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Company
About usFAQContactPrivacy policyUS privacy notice

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

© 2026 Recrutus. All rights reserved.
Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
SS&C Recon
MS Excel
MS Access
Power Bi
Accessibility