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Institutional Sales Associate

Allspring Global Investments

Institutional Sales Associate

Boston, MA +2 locations
Full Time
Paid
  • Responsibilities

    Job Description

    Allspring Global Investments has a number of client focused distribution teams. This role will exist within the International Client Group – a team focused on client outcomes outside of the United States. For geographical context, the International Client Group has team members located in:

    • London
    • Paris
    • Frankfurt
    • Singapore
    • Hong Kong
    • Tokyo
    • United States

    Our distribution team is purpose built to understand client needs and address a subset of investment opportunities that reflect the intersection our firm capabilities and client demand. We execute on this objective primarily via a regional coverage model whereby our teams: remain close to the end client, leverage local language advantages, and utilize local market knowledge. The team will also selectively adopt channel specialization thereby allowing for: client need expertise, client advocacy, and focus.

    ROLE RESPONSIBILITIES - INSTITUTIONAL BUSINESS DEVELOPMENT & CLIENT RELATIONS

    An institutional associate role within the International Client Group combines elements of both traditional sales and client associate responsibilities. We have found that regional teams focused on the client experience allows for consistent and better outcomes. Additionally, the career experience for the associate is enhanced given the breadth of work and agile approach to projects/client inquires. The candidate will:

    • Partner with sales, portfolio managers, product specialists and/or client relations staff on support activities for relationships
    • Prepare competitive analysis, interpret data and make recommendations to Institutional Client Group Directors regarding investment teams, products, and/or market segments to target
    • Lead projects including identifying resources, establishing timeframes, and managing to milestones while coordinating across various internal parties
    • Prepare and develop marketing presentations while assessing compliance implications
    • Prepare service materials, managing client questionnaire requests and regular reporting deliverables
    • Analyze and resolve complex operational, systems-related and/or issues
    • Identify opportunities to streamline processes and procedures to gain efficiencies
    • Lead, organize and execute multi-faceted late-stage due diligence events in San Francisco.
    • Act as a connectivity point and partner for International Client Group distribution enablement projects. Distribution enablement meaning: marketing, product, strategy and technology partners.
    • Become proficient in jurisdictional marketing procedures. Partner with legal and compliance on a case-by-case basis to support complex opportunities.
    • Adopt and execute business controls associated with international efforts in partnership with the Head of Business Development.
    • Coach, cross-train and lead other support team members

    REQUIRED QUALIFICATIONS

    • 5+ years of institutional quality sales support, equivalent relationship management support, or a combination of both

    DESIRED QUALIFICATIONS

    • A Master of Business Administration (MBA)
    • Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation
    • Proficiency in Excel and other Microsoft Office products (Power Point, Word, Access)
    • Knowledge and understanding of capital markets or trading
    • Reporting experience, analytics experience or a combination of both
    • Ability to produce high level summary analysis in a meaningful and understandable format

    OTHER DESIRED QUALIFICATIONS

    • 5+ years of Asset Management experience highly preferred
    • Proficiency in institutional reporting and associated systems
    • Understanding of global institutional asset owner types. Particularly relevant regions are Asia Pacific and, to a lesser extent, Latin America

    Company Description

    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 global company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. At Allspring, we leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. Promoting diversity, equity, and inclusion in all aspects of our business is vital to our success. We drive creativity and innovation by bringing together multiple perspectives –diversity and inclusion are key to understanding our clients more fully and seeing business opportunities in new ways. Making differences, our difference. For more information, please visit www.allspringglobal.com. Allspring is an Equal Opportunity Employer, and all qualified candidates will receive equal consideration for employment without regard to race, color, religion, national origin, disability status, veteran status, gender identity, sexual orientation or any other protected characteristics.

  • Locations
    Los Angeles, CA • Boston, MA • Charlotte, NC