Portfolio Operations Analyst
WELLS FARGO ASSET MANAGEMENT HOLDIN - Milwaukee, WI
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JOB REQUIREMENTS: Portfolio Operations Analyst Location US-WI-MilwaukeeID 2025-1080 Position Type Full-Time Category Operations OverviewAllspring Global Investments is seeking a detail-oriented and proactivePortfolio Accountant to join our Portfolio Accounting team. The idealcandidate has 3+ years of experience in portfolio accounting or relatedoperational roles, demonstrating a consistent progression inresponsibilities. Candidates should demonstrate the ability to identifyand implement process improvements, particularly those that enhancecontrols and reduce risk. We currently operate in a hybrid workingmodel, whereby you will be required to work in-office 4 days a week.Location(s): Milwaukee, WI Responsibilities Prepare and review daily,weekly, and monthly reconciliations for separate accounts, ensuringalignment between the internal accounting system, trading platforms, andcustodians. Thoroughly investigate and resolve reconciliationdiscrepancies promptly. Collaborate effectively with team members tomanage shared responsibilities and ensure operational consistency. Leadand support initiatives aimed at process improvement and enhancedoversight. Communicate clearly and professionally with custodians,internal operations, investment teams, and relationship managers toresolve issues and foster strong working relationships. QualificationsREQUIRED QUALIFICATIONS Minimum of 3 years of experience in investmentportfolio operations. Exceptional attention to detail and commitment toaccuracy. Proven time management, analytical and organizational skills.Skilled in clearly articulating issues, assessing risks, and presentingeffective solutions to stakeholders across all levels. Proven ability toidentify, manage, and mitigate operational risks while making sounddecisions. Effective team collaborator with a proactive and cooperativeapproach. Excellent communication skills, both verbal and written, withstrong interpersonal abilities. Broad experience across mid- andback-office functions, including trade support, performance reporting,portfolio operations, and client administration. Proficient in MicrosoftExcel, with intermediate-level skills in formulas, pivot tables, andmacros. PREFERRED QUALIFICATIONS Advanced proficiency in MicrosoftOffice applications, with a focus on Excel, Word, and Outlook.Familiarity with key industry systems, including Advent APX, SS&C Recon,and Bloomberg. Please note: This position does not offer sponsorship foremployment visas. Applicants must be legally authorized to work in TheUnited States without sponsorship now or in the... For full info followapplication link. We are an Equal Opportunity/Affirmative ActionEmployer. We consider all qualified applicants for employment regardlessof age, race, color, national origin, sex, religion, veteran status,disability, sexual orientation, gender identity, or any other protectedstatus. APPLICATION INSTRUCTIONS: Apply Online:ipc.us/t/1D5A3C3465234D51
Created: 2026-03-23