Sales Analyst

Location
Charlotte, North Carolina OR New York City, New York
Salary
Base + Bonus
Posted
02 May 2022
Closes
01 Jun 2022
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

The Analyst is part of a dedicated Insurance business development, relationship management and solutions team with ultimate responsibility for growing, and supporting all activities associated with ensuring Allspring Global Investments remains a leader in the Insurance asset management space.

RESPONSIBILITIES:

  • Provide support to the team’s Insurance Client Advisors, Vice Presidents, and Associates in business development and client retention activities related to large and complex insurance clients, prospects, and consultants.
  • Create presentations, prepare marketing and service materials, assess compliance implications, and manage the client, prospect, and consultant questionnaire process.
  • Responsible for preparation and provision of portfolio performance and competitive analysis, interpreting the data and making recommendations based on the analysis.
  • Develop and analyze complex client reports and commentaries and prepares portfolio review material.
  • Lead various projects by identifying resources, establishing timeframes, and managing to milestones.
  • Resolve complex operational, systems-related and/or issues for internal and external clients.
  • Develop a deep understanding of client/prospect/consultant needs and may consult certain relationships around investment strategy, performance, new solutions, and market developments. 
  • Identify opportunities to streamline processes and procedures providing for more efficient and timely execution of team tasks.

REQUIRED QUALIFICATIONS:

  • 0 -2 years of experience in a finance, accounting, or analytical field.
  • Excellent written and verbal communication skills. 
  • Strong attention to detail and analytical ability.

DESIRED QUALIFICATIONS:

  • Familiarity with fixed income and equity markets.
  • Knowledge and understanding of the asset management industry and products.
  • Experience with Client Relationship Management (CRM) systems. Active Series 7 license. 
  • Progress toward, or desire to pursue CFA.
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