Professional - Client Servicing Senior Analyst Job Location: Pune, India Who you will work with The candidate will report to an AVP Private Client Admin Team Manager and support the AB Private Wealth Sales team. Acting as operational generalists, the Private Client Administration team liaises between Sales, Portfolio Management, and Operations. The Professional - Client Servicing Senior Analyst is crucial in servicing a designated client base and will handle day-to-day tasks for Private Client accounts. Key job responsibilities include, but are not limited to: Achieving Key Performance Indicators (KPIs) related to Turnaround Time (TAT) and Accuracy. Calculating inception values and setup new account. Updating cost basis, Free Receive and corporate actions information accurately. Processing Date of Death Valuation and GRAT distributions efficiently. Handling Private Client Sales requests for PMG and Pension teams promptly. Initiate foreign position sales trade on various platform effectively. Managing reconciliation of positions out of balance. Handling journal entries between AB accounts accurately. Creating and submitting expense reports using Extensity. Processing dividend coding for STCG / LTCG using ACE and KM Portal. Reviewing managed and unmanaged assets QC. Managing allocated daily work allocation for self and delivered high standard output to the customer. Process GRAT Start Valuation and GRAT Annuity Distribution. Troubleshooting and addressing process-related issues. Assessing the development and nominating self for required training needs. Coordinate and support the manager for internal error analysis and suggest best controls. Provide implementation ideas to enhance operational efficiency. Support managers for creating daily MIS reporting and publishing with management. Handle Client calls and actively manage Ad-hoc projects. What makes this role unique or interesting (if applicable)? This role offers exposure to various areas within Private Wealth Operations at Alliance Bernstein, providing many opportunities for learning and growth. The multi-faceted nature of the processes allows for cross functional skill development across operational activities such as account opening to account closing activity, asset management, portfolio support, and administration. What is the professional development value of this role, i.e., what learning and professional growth does the role offer the candidate? This role offers significant professional development value by providing learning and growth opportunities within Private Wealth Operations. The candidate will gain experience in various operational functions, enhancing their expertise in managing highly complex processes. Job Qualifications (The ideal candidate should have the following): The ideal candidate should have the following qualifications: Responsible, organized, detail-oriented, and efficient Strong interpersonal, communication, problem-solving, and analytical skills Ability to multitask and manage high volume workload. Independently research and resolve issues Proactive approach to continuous improvement Qualifications, Experience, Education: A bachelors or master s degree in accounting, Business, or Finance is highly desirable 2 to 4 years of experience in Client Servicing, preferably in account maintenance activity. Skills: Proficiency in Microsoft Office, with extensive knowledge of ACE, BOSS, BTS, ABA, PMS and Extensity applications. Moreover, this role demands a keen understanding of the account maintenance platform, The successful candidate will thrive in a dynamic and collaborative environment, leveraging their expertise to optimize operational workflows and contribute to the teams success by fostering strong r Pune, India

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 4,000 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: This position will be responsible for executing a wide range of processes within Fund Services and the Client Group. This includes, but is not limited to, anti-money laundering transaction monitoring, review of accounts/holdings against matches on sanctions lists/adverse media, trading functions for Defined Contribution plans, and trading/reporting functions for pooled and single Equitable Separate Account s. The best candidate for this position will possess outstanding analytical and problem-solving skills, strong stakeholder focus, and excellent communication skills. This individual should also be highly organized and detail oriented. The key job responsibilities include, but are not limited to: Conduct research/analysis, and monitor account transactions to safeguard the firm against money laundering Perform review, assess match validity, and document research details on accounts and holdings in relation to hits on sanctions lists and adverse media Execute trading related functions for Defined Contribution Plans, and ensure delivery/confirmation of daily trades Process, reconcile, and generate reporting on Separate Account transactions and their corresponding money movements Perform ancillary tasks to support functions within Fund Services and the Client Group Develop and maintain relationships with internal and external clients Update documentation of department processes and procedures Meet SLA delivery and productivity targets for each function Meet quality standards as outlines by department management What is the professional development value of this role, i.e. what learning and professional growth does the role offer the candidate? This is an opportunity to contribute to various teams critical functions across ABIS. This individual will be able to learn numerous functions within operations to enhance their skillsets. The candidate will be encouraged to develop better practices for existing tasks, enhance procedures and cross train on various areas of our business. Job Qualifications (The ideal candidate should have the following): Qualifications, Experience, Education: The ideal candidate should have a bachelor s degree or equivalent in Finance, Economics, Accounting or another relevant discipline that provides an understanding and interest in the financial markets and trade flow Experience in compliance-focused processes and strong aptitude in researching and analyzing risk 3-5 years experience in financial back-office operations and transfer agency processes Experience working within a team environment with time sensitive deadlines is required Skills: Detail-oriented - Delivers high quality, accurate work in a fast-paced environment Organized and thorough - Establishes priorities and follows through on tasks to completion Strong analytical skills - Ability to follow documented procedures and apply sound professional judgment The individual will be expected to work as a part of a global team and will need to be able to communicate effectively with various internal and external teams. Candidates should have a strong ability to work in a collaborative environment exhibiting strong verbal and written communication skills Ability to work in a fast paced, dynamic, and changing environment which includes daily interaction internally and externally with various Transfer Agent and Operations teams Working knowledge in MS Excel and MS Access is a plus Special Knowledge (if applicable): Strong knowledge of transfer agency compliance requirements and business operations, as well as familiarity with capital markets, banking, and securities Pune, India

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-` We are seeking a highly motivated and detail-oriented Investments Business Operations Analyst to join our team. The successful candidate will play a critical role in supporting the business aspects of our investment activities with a dynamic set of responsibilities aimed at driving efficiency across the investment teams. Responsibilities: Support Investment Business Heads : Assist the Investment Business Heads for Equities, Fixed Income, and Multi-Asset Hedge Fund Solutions in creating quarterly Town Hall materials, maintaining scorecards, and creating other strategic business material that covers performance, AUM, expenses, and strategic priorities. The goal is to standardize key materials used by the Investment Heads and automate data updates. Market Data Management : Conduct ongoing reviews of the Investment teams market data costs to rationalize demand and reduce the spending. Analyze synergies of services across teams, explore more cost-effective alternatives, and work closely with the AB market data team to manage new service requests and contract renewals. Assess AI tools to create an inventory for key contract terms across vendors and manage renewal cycles. Provide quarterly KPI reporting to investment teams to validate services and costs. Expense Tracking: Leverage various reporting tools to create analytics that monitor the travel and expense cost trends for each business unit, ensuring they remain within budget and identify opportunities for cost savings. Provide monthly KPI reporting to Business heads. Vendor Management: Manage the Investment teams list of critical vendors and execute on the annual Vendor risk review process. Collaborate with the AB Vendor Risk Management team on the process and systems utilized. Indirect Cost Allocation Tracking: Review the allocated costs across Technology and Operations to each Investment Business unit to identify changes and opportunities to reduce overall costs across Investments. Project Management: Participate in and manage various projects related to initiatives aimed at improving business operations. Qualifications: Bachelor s degree in Finance, Business Administration, Economics, or a related field. 2-4 years of experience in investment operations, financial services, or a related field. Strong communication and interpersonal skills with the ability to manage deliverables for senior investment professionals. Excellent analytical and problem-solving skills, with a keen attention to detail. Highly proficient in Microsoft Office Suite, particularly Excel and PowerPoint. Experience with Power BI tools and use of AI. Ability to manage multiple tasks and meet deadlines. Effective communication and interpersonal skills, with the ability to work collaboratively in a team environment Pune, IndiaNashville, Tennessee