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9 Job openings at AB Global
Reconciliation Analyst

Pune

0 - 2 years

INR 5.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Description of the role: Within Portfolio Administration, the individual will be responsible for the governance and oversight of all daily Reconciliation activities. This includes interaction with AB Sales and Portfolio Management teams, Auditors and Custodian banks. The individual will be expected to manage the manage the Investment management operations and will need to be able to communicate effectively with various internal and external clients. Description of the applications and business or enterprise functions the role support s: The Portfolio Administration team services a number of internal and external applications. On a daily basis the Analyst will use reconciliation systems (CTC), Portfolio Management System, Cash flow management tool (AceWin), Microsoft Office, other internal applications such as EPA, ERP, BOSS, APEX, AB Advantage, etc. Along with external and potentially new applications that include Bloomberg as well as a number of custodian websites. Responsibilities Daily monitoring and evidencing of oversight controls related to reconciliation. Working collaboratively internal and external stakeholders. Participation in various firm initiatives and working groups Participation in internal/external audit best practice discussions Managing vendor relationship & building service delivery benchmarks Leading automations & efficiency projects What makes this role unique or interesting? Fast paced, dynamic environment which includes daily interaction with a large number of internal and external stakeholders. Problem solving, out of the box thinking, managing escalations & analyzing risk before taking any action. What is the professional development value of this role ? The Oversight manager will learn about the various products that AB offers and the differences amongst them. They will also have significant contact with the front and middle offices, as well as external clients, making this a demanding and rewarding position. The goal is also to develop this individual into strategic leadership. Qualifications The ideal candidate should have a Bachelor s degree in Finance, Economics, Accounting or another relevant discipline. Has experience in business operations, working with a team and meeting time sensitive deadlines. Skills: Our analysts typically have track records of outstanding professional performance or academic achievement, along with excellent analytical skills, financial skills, technical skills, attentions to detail and as well as strong communication skills. Candidates should have a strong ability to work and manage in a collaborative environment and to present results to both expert and non-expert audiences. Special Knowledge: The Candidate should be outgoing, work well in a team setting, and handle changes with a positive outlook. Knowledge of strategic outsourcing relationships preferred. Pune, India

Reconciliation Senior Analyst

Pune

5 - 6 years

INR 7.0 - 8.0 Lacs P.A.

Work from Office

Full Time

Description of the role: Within Portfolio Administration, the individual will be responsible for the governance and oversight of all daily Reconciliation activities. This includes interaction with AB Sales and Portfolio Management teams, Auditors and Custodian banks. The individual will be expected to manage the manage the Investment management operations and will need to be able to communicate effectively with various internal and external clients. Description of the applications and business or enterprise functions the role support s: The Portfolio Administration team services a number of internal and external applications. On a daily basis the Analyst will use reconciliation systems (CTC), Portfolio Management System, Cash flow management tool (AceWin), Microsoft Office, other internal applications such as EPA, ERP, BOSS, APEX, AB Advantage, etc. Along with external and potentially new applications that include Bloomberg as well as a number of custodian websites. Responsibilities Daily monitoring and evidencing of oversight controls related to reconciliation. Working collaboratively internal and external stakeholders. Participation in various firm initiatives and working groups Participation in internal/external audit best practice discussions Managing vendor relationship building service delivery benchmarks Leading automations efficiency projects What makes this role unique or interesting Fast paced, dynamic environment which includes daily interaction with a large number of internal and external stakeholders. Problem solving, out of the box thinking, managing escalations analyzing risk before taking any action. What is the professional development value of this role The Oversight manager will learn about the various products that AB offers and the differences amongst them. They will also have significant contact with the front and middle offices, as well as external clients, making this a demanding and rewarding position. The goal is also to develop this individual into strategic leadership. Qualifications The ideal candidate should have a Bachelor s degree in Finance, Economics, Accounting or another relevant discipline. Has experience in business operations, working with a team and meeting time sensitive deadlines. Skills: Our analysts typically have track records of outstanding professional performance or academic achievement, along with excellent analytical skills, financial skills, technical skills, attentions to detail and as well as strong communication skills. Candidates should have a strong ability to work and manage in a collaborative environment and to present results to both expert and non-expert audiences. Special Knowledge: The Candidate should be outgoing, work well in a team setting, and handle changes with a positive outlook. Knowledge of strategic outsourcing relationships preferred. Pune, India

Marketing Coordinator

Pune

3 - 8 years

INR 5.0 - 10.0 Lacs P.A.

Work from Office

Full Time

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner. With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether youre producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to clients, we re looking for unique voices to help lead us forward. If you re ready to challenge your limits and build your future, join us. Describe the role: We are seeking a Pune based Coordinator for the Marketing team within Bernstein Private Wealth Management, a unit of AB. This person will support and partner with the National Director of National Event Strategy. The ideal candidate will be responsible for the following tasks: Schedule internal and external calls Create campaigns in Salesforce Create and send internal and external communications (invites/announcements/landing pages, etc.) in Pardot Create nomination and post-event surveys in Survey Monkey Assist with event logistics, including venue searches, vendor coordination, payments, budget tracking and reconciliation Create biography books in Microsoft Word Create Agenda Documents in Microsoft Word Create webinars in Zoom for virtual events Send slides, recordings, marketing materials, etc. to legal for approval Reconcile attendance in Salesforce Manage National Event calendar Assist with ad-hoc project work as needed Job Qualifications: We are interested in candidates with the following attributes: Good organization skills, an eye for detail, the ability to meet tight deadlines, skill to juggle multiple projects, and flexibility to re-prioritize when needed. Effective oral and written communication skills Capable of prioritizing and executing multiple tasks and projects in a dynamic environment The candidate must thrive in a busy environment and work well under pressure A positive and can-do attitude Ability to use good judgment regarding administrative issues Minimum of 3 years-experience in an administrative or support role preferred Marketing and/or event experience is a plus Experience with Microsoft Office suite (Word, Excel, and PowerPoint) Salesforce, Pardot, Survey Monkey, and Zoom is preferred. Pune, India

Performance & Analytics Analyst

Pune

1 - 2 years

INR 5.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner. With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether youre producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to clients, we re looking for unique voices to help lead us forward. If you re ready to challenge your limits and build your future, join us. Describe the role: Role Description: The Analyst is a key role for our firm providing fund and peer group performance and analytics. Analyst will be responsible for day-to-day activities of the team which include: Ensure timely delivery of standard and ad-hoc analytics/reports. Contribute towards process improvement initiatives/automations within the team. Adhere to the quality standards as per business requirements by ensuring accuracy and timeliness parameters are met according to target. Key job responsibilities include, but not limited to: Review fund and peer group performance data and resolve/escalate issues wherever necessary. Handle standard fund reporting and respond to ad-hoc requests in a timely manner with 100% accuracy. Support production process, contribute to process improvements, and participate in user-acceptance testing for system projects. Maintain excellent service level standards by adhering to key performance indicators targets for the team. Maintain procedure documents and review regularly for changes. Pune, India

Fund Administration Regulatory Reporting Analyst

Pune

2 - 4 years

INR 4.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner. With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether youre producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we re looking for unique voices to help lead us forward. If you re ready to challenge your limits and build your future, join us. Job Description Summary We are seeking a Pune, India based regulatory reporting analysis to join our Global Fund Administration department in Global Technology & Operations. Team/Group Description The Global Fund Administration department is responsible for the oversight of approximately 600 pooled vehicles domiciled in the US, Luxembourg, Cayman Islands, as well as other global locations across the world. We oversee the day to day Net Asset Value calculation as well as the regulatory and client reporting requirements as required on a product by product basis. The candidate should have a proficient knowledge of mutual fund accounting. The job requires knowledge of tax issues, SEC regulations, financial reporting and the use of spreadsheets. It also requires excellent analytical skills, communication skills, organizational skills, and problem-solving skills. The knowledge and skills required are acquired through the completion of a college education as well as experience in the mutual fund industry. The candidate should demonstrate proficiency in standard desktop applications (excel, word, outlook, etc). Role Description The Regulatory Reporting Analyst will be responsible for reviewing and approving Form N-PORT on a monthly basis (N-PORT is a portfolio reporting form requiring registered funds to provide portfolio wide and position level holdings ), reportable to the SEC. The analyst will also be responsible for compiling answers from various internal and external sources, reviewing and approving Form N-CEN (census type information needed annually on all registered investment companies). The role could expand to include the review and approval of other regulatory filings. The role requires excellent analytical skills, communication skills, organizational skills, and problem-solving skills. The knowledge and skills required are acquired through the completion of a college education as well as experience in the mutual fund industry. The candidate should demonstrate proficiency in standard desktop applications (excel, word, outlook, etc). Applications and business or enterprise functions the role supports This role supports the firm s pooled vehicles and GFA overseas all pooled products for the firm. The GFA team supports our global customers information needs by supplying timely and accurate data that support various critical functions. The analyst will work directly with both internal and external business partners. The application used allows the ability to view all data in a central location in order to review and approve the form being filed with the regulatory agencies. Key job responsibilities include, but are not limited to Specific responsibilities may include but not be limited to: Downloading the filings from our vendors portal Downloading all support from the vendors web portal and other sources Refreshing missing data for new funds, name changes, liquidations, etc. Preparing review templates Performing consistency, data integrity and completeness checks of the reports Liaise with our vendors and various internal teams in preparation of the regulatory reports What makes this role unique or interesting (if applicable) ? The vast line of products we have within GFA, should provide you with great exposure and experience you normally will not see within a fund complex. The role requires analytical thinking in support of the reporting process. Professional development value of this role (i.e., what learning and professional growth does the role offer the candidate?) The oversight nature of this role allows a candidate to take their accounting knowledge to become more analytical in the analyst role. We have a vast array of product types for candidates to learn over time and we are a department that prefers to promote from within when the opportunity arises. Job Qualifications (The ideal candidate should have the following) Qualifications, Experience, Education The ideal candidate should have a minimum of 2 - 4+ years of experience in the mutual fund or finance industry as well as a 4 year degree in a business field (preferably accounting or finance related). Skills The candidate should have a proficient knowledge of mutual fund accounting. The job requires knowledge of SEC regulations, financial reporting as well as the use of spreadsheets. It also requires excellent analytical skills, communication skills, organizational skills, and problem-solving skills. The knowledge and skills required are acquired through the completion of a college education as well as experience in the mutual fund industry. Special Knowledge (if applicable) The candidate should demonstrate proficiency in standard desktop applications (excel, word, outlook, etc). Knowledge of various reporting requirements (RIC, Lux, Partnership, etc), financial reporting experiences and any alternative product knowledge is a plus. Candidates with process management/improvement experience is preferred. Pune, India

Administrative Assistant

Pune

3 - 5 years

INR 1.0 - 4.0 Lacs P.A.

Work from Office

Full Time

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-` Administrative Assistant Supporting Investment Professionals Location: Pune, India Overview: Alliance Bernstein is seeking an Administrative Assistant to support our investment professionals. The ideal candidate will have experience supporting senior investment professionals in a demanding and time-constrained environment. This role requires a resourceful individual capable of managing core administrative tasks efficiently, including calendar management, meeting coordination, travel arrangements, and prioritizing requests from multiple sources. Responsibilities: Provide proactive and high-quality administrative support by responding to daily inquiries and managing ongoing business needs. Manage highly active meeting calendars, including scheduling, confirming, and facilitating meetings, and handling changes when priority issues arise. Regularly review calendars to anticipate needs. Collaborate effectively team members and colleagues from other departments, frequently interacting with administrative assistants for senior management. Gather, organize, and prepare materials for internal and external meetings. Arrange travel (Domestic and International) for business meetings, conferences, etc. Prepare and edit PowerPoint presentations and Excel documents, Assist with project coordination, event planning, and survey creation/distribution. Manage requests for reports, ensuring timely processing and distribution. Quickly learn internal systems - intranet, shared working sites, expense reports, service requests, etc. Qualifications: 3-5 years administrative support experience. Proficiency in Microsoft Office: Outlook, PowerPoint, Excel, Word, OneNote. Strong written and verbal communication skills. High attention to detail. Highly organized and strong time management skills. Proactive team player with the ability to handle multiple tasks simulatnarously. Undergraduate degree Preferred: Financial Industry background Pune, India

Research Analyst - Private Placements, Structured Credit

Pune

2 - 7 years

INR 5.0 - 9.0 Lacs P.A.

Work from Office

Full Time

Company Description: AllianceBernstein ( AB ) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world. Group Description: AB Structured Private Placements is a key strategic vertical within the broader AB Private Alternatives team, managing +$50 billion of AUM. AB Structured Private Placements provides value added investment portfolio solutions to institutional clients, primarily in the insurance industry. The solutions provided by AB Private Alternatives are critical to the competitive positioning and asset liability management requirements of our insurance company clients. Specific Responsibilities: Ongoing monitoring of portfolio companies Updating and maintaining portfolio company financial reporting models Creation of quarterly valuation and portfolio management materials Ad-hoc projects including legal tracking, industry research and comps projects, KPI tracking, data validation, report generation, etc. Supporting credit team in portfolio company active deal work (amendments, upsizes, etc.) What makes this role unique or interesting: Exposure to a variety of asset class and sector business models Opportunity to present to senior credit team member Opportunity to use and develop diverse skill set including financial modeling, technology, writing, and presentations Opportunity to be part of a collaborative team Opportunity to mentor and lead team members as the business grows Qualifications, Experience, Education: This position requires: Excellent financial analysis and modeling skills Strong quantitative background, excellent academic credentials Strong analytical, verbal and written communication, organizational, and interpersonal skills Proactive, resourceful, and self-starter mindset Ability to work independently and as well as a part of a team 2+ years relevant professional experience Location: Pune, India Pune, India

Private Wealth - Operations Associate

Pune

2 - 3 years

INR 9.0 - 10.0 Lacs P.A.

Work from Office

Full Time

Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner. With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether youre producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we re looking for unique voices to help lead us forward. If you re ready to challenge your limits and build your future, join us. Operations Associate Position Overview: We are looking for a Private Wealth Operations Associate to work in a team that supports multiple Financial Advisors and their clients. This role is responsible for many aspects of client service management, including the administrative, transactional and operational functions within the Private Wealth group. This is an exciting and challenging opportunity that will give qualified candidates exposure to advisors, internal business partners, and many other departments within Bernstein Private Wealth Management. A Private Wealth Operations Associate will: Partner with Financial Advisors and their Client Service Associates to execute the operational needs of the practice, such as performance reporting, client/prospect meeting preparation, account maintenance, account valuation, and research requests Partner with Client Service Associates to accomplish a common goal of providing exceptional service Interact and network with senior professionals throughout the firm to fuel career success Ensure accurate and timely completion of responsibilities Training Program: Private Wealth Operations Associates will participate in a comprehensive and robust training program. The customized program will enable Associates to build a foundation of knowledge and develop skills needed to process operational tasks, achieve client service excellence and fuel success as a financial professional. Curriculum will be delivered both in a formal classroom and on the job setting. Qualifications: The ideal candidate should: Postgraduate/Masters degree or equivalent in business, finance or economics with excellence in academics and strong leadership experience. Have 2 to 3 years of industry experience. Be an accomplished team players who seek a rigorous and challenging environment for their career development. Candidates should be detail-oriented with a strong ability to multitask and work under pressure in a fast-paced atmosphere. Possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships. Proficiency in Word and Excel are required. Pune, India

AVP / Credit Research Analyst

Pune

5 - 9 years

INR 25.0 - 30.0 Lacs P.A.

Work from Office

Full Time

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner. Group Description: Sitting within the Fixed Income department, the Corporate Credit Research team is a global organization with team members in New York, Nashville, London, Hong Kong, Taiwan, Singapore, Pune, Mumbai, and Hangzhou. Our research analysts and associates play key roles in identifying and analyzing market inefficiencies and opportunities and working closely with our portfolio managers to translate the most attractive opportunities into appropriate risk exposures in client portfolios. Analysts specialize by market segment (Investment Grade, High Yield, and Emerging Markets) and collaborate closely across teams to leverage their industry knowledge and specialized credit skills across all our fixed income strategies. Specific Responsibilities: All aspects of research and diligence of companies, including financial modeling, and company, industry, ESG, and covenant analysis Remain current on industry news, trends, and controversies across assigned coverage. Provide relevant updates and presentations to the investment teams about new issue analysis and credit updates Develop an independent view of an issuer and its ratings, leveraging our proprietary ratings framework Provide analysis across performing and distressed credits within given sectors Develop and maintain a strong network of company, sponsor, sell-side and buy-side contacts What makes this role unique or interesting (if applicable)? Develop fundamental credit research skills across various sectors Collaborate across the firm s investment research teams, including credit and equity Regularly present to senior members of the investment team about sectors and issuers Develop an understanding about how we run client portfolios Qualifications, Experience, Education: This position requires: Strong analytical and quantitative skills, demonstrated through academic and professional record Ability to think broadly about the prospects of a business and how those could impact future value Relentless drive with a passion for research Strong work ethic and attention to detail Excellent communications skills Ability to work well both independently and on teams Deep understanding of financial statement modeling Special Knowledge (if applicable): BS or higher in Accounting, Finance, or Economics Location: Pune, India Pune, India

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