AllianceBernstein (AB) is a leading global investment-management firm that offers high-quality research and diversified investment services to institutional investors, financial intermediaries and private-
wealth clients in major global markets. Our client base includes some of the world’s leading institutions as well as private-
wealth clients and retail investors. We maintain research, portfolio-management, wealth-management and client-service offices around the world, reflecting our global capabilities and the needs of our clients.
Partnering closely with clients, our research and portfolio management teams collaborate across asset classes, regions, sectors, and investment strategies to spark new thinking and deliver superior outcomes.
We foster an inclusive environment that offers opportunities for team members to continually learn, develop their skills and take on new challenges to progress in their careers.
The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of five main areas :
Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help c lients build and preserve their wealth
Business Development is a conduit to the firm’s investment teams and supports our clients and internal business partners through investment-
platform and product content, messaging, competitive analysis and education
Product Strategy & Development designs, develops and manages the firm’s global lineup of investment services and considers clients’ evolving needs to identify new opportunities
Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events
Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability
Nashville-based Product Analyst to provide internal product support primarily for AB’s US retail business. Individual will work closely with AB’s Business Development, Portfolio Management and Sales teams to help drive new business and support the existing client base.
Individual will be responsible for maintaining deep product-related knowledge to assist in the development of marketing and client servicing materials, responding to client requests on portfolio strategy or market-
related events, and providing product support for client-facing teams.The role is part of AB’s Business Development Team.
This unit is responsible for driving new business and maintaining the existing client base by providing product and market expertise.
The unit supports the Sales teams through product management (materials, positioning, sales ideas, market knowledge) and direct prospect and client meetings (client-
facing portfolio managers). This role provides exposure to senior investment professionals and the opportunity for career advancement.
Specific responsibilities include but are not limited to :
Prepare and maintain marketing presentation materials : gather market data, portfolio characteristics, performance data, etc.
to support product messaging
Contribute to monthly portfolio performance commentaries and market outlooks. This involves an understanding of market events and portfolio strategies
Analyze and report on the competitive positioning of our strategies
Regularly attend investment strategy meetings to stay current and updated on investment strategies
Respond to ad hoc inquiries and requests for Strategy views, portfolio attributes, and current positioning on our income, global and credit strategies, as well as our firm’s fixed income market views and outlooks
Actively seek ways to leverage technology for process improvements, presentation standardization, and automation
The ideal candidate should have :
Bachelor’s Degree, preferably in Finance, Economics, or Marketing
1-3 years of experience in the financial services industry
Series 7 FINRA certification preferred
Knowledge of and intellectually curious about capital markets
Strong quantitative and analytical skills. Must be very comfortable pulling and analyzing data from multiple systems and using data to drive sales and positioning ideas.
Strong excel knowledge is required, with programming experience (Python a plus), and familiarity with systems, such as Morningstar Direct and Bloomberg È Strong writing skills
Highly motivated self-starter; ability to work both independently as well as part of a team, with strong technological aptitude
Must be proactive, with the ability to thrive in a busy, deadline-driven work environment and multi-task to meet multiple deadlines simultaneously
Effective time management, data management, and organizational skills
Plans to pursue a CFA or MBA a plus
Experience in the asset management business, Mutual Fund Sales, and / or prior experience working on an Investment Product team a strong plus
Creativity and a marketing sense is a distinct plus