Jobs · Finance · Wisconsin

Investment Innovation Strategist

Allspring Global Investments · Milwaukee, WI · 1 mo ago
Finance$135k–$175k/yrFull-time

Responsibilities

  • Serve as Allspring’s primary liaison with Bloomberg to co-develop and deploy agentic AI workflow solutions tailored for investment professionals.
  • Translate investment team needs into AI-enabled use cases that can be operationalized within Bloomberg tools, APIs, and data environments.
  • Prototype, test, and iterate AI workflows in partnership with research analysts, traders, and portfolio managers.
  • Assess existing investment processes and identify opportunities where AI can automate, augment, or accelerate decision-making.
  • Evaluate data quality, model performance, and workflow reliability, ensuring solutions meet the standards of institutional asset management.
  • Provide subject-matter guidance to investment teams on AI capabilities, limitations, and best practices for adoption.
  • Collaborate with Engineering & Technology to align Bloomberg-integrated AI workflows with firmwide AI strategy.
  • Support change management, training, and documentation for newly deployed AI workflows.

Qualifications

  • Direct experience working as part of the investment process (e.g., investment research analyst, trader, or portfolio manager).
  • Strong understanding of institutional investment workflows, including research processes, data usage, trading workflows, and portfolio construction.
  • Demonstrated experience collaborating with or leveraging Bloomberg systems, data, and tools in an investment context.
  • Hands-on experience applying analytical, technical, or AI capabilities to improve investment or trading workflows.
  • Ability to translate investment problems into structured technical requirements and partner with engineers/data scientists to deliver solutions.
  • Strong communication skills with the ability to engage senior investment professionals and external partners.
  • Bachelor’s degree in finance, economics, engineering, computer science, or a related field.
  • Remain in stationary position for prolonged periods of time
  • Operate computer programs and software
  • Communicate effectively with audiences in person and in electronic formats
  • Work in a collaborative business environment in close quarters with peers and varying interruptions.

Preferred Qualifications

  • Professional programming experience in Python, particularly for workflow automation, API integration, or model prototyping.
  • Experience working with AI/ML models, LLMs, or agentic frameworks in an applied business environment.
  • Familiarity with Bloomberg APIs (e.g., BLPAPI) or AI-related Bloomberg initiatives.
  • Prior experience producing investment technology tools or serving in a hybrid investment-technology role.
  • Advanced degree (MBA, MS, or similar) or relevant industry certifications (CFA, CAIA, etc.).

Benefits

The competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans).

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