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56 Job openings at AllianceBernstein
Administrative Assistant

Pune, Maharashtra, India

0 - 2 years

Not disclosed

On-site

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-` 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 simultaneously.Undergraduate degree Preferred Financial Industry background Pune, India

Client Servicing Senior Analyst

Pune, Maharashtra, India

5 - 8 years

Not disclosed

On-site

Full Time

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 issuesProactive approach to continuous improvement Qualifications, Experience, Education A bachelor's 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 team's success by fostering strong r Pune, India

ABIS Operations Senior Analyst

Pune, Maharashtra, India

3 - 5 years

Not disclosed

On-site

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 4,000 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 you're 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 Accounts. 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 launderingPerform review, assess match validity, and document research details on accounts and holdings in relation to hits on sanctions lists and adverse mediaExecute trading related functions for Defined Contribution Plans, and ensure delivery/confirmation of daily tradesProcess, reconcile, and generate reporting on Separate Account transactions and their corresponding money movementsPerform ancillary tasks to support functions within Fund Services and the Client GroupDevelop and maintain relationships with internal and external clientsUpdate documentation of department processes and procedures Meet SLA delivery and productivity targets for each functionMeet 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. Qualifications, Experience, Education Job Qualifications (The ideal candidate should have the following): 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 flowExperience in compliance-focused processes and strong aptitude in researching and analyzing risk3-5 years’ experience in financial back-office operations and transfer agency processesExperience working within a team environment with time sensitive deadlines is required Skills Detail-oriented – Delivers high quality, accurate work in a fast-paced environmentOrganized and thorough - Establishes priorities and follows through on tasks to completionStrong analytical skills – Ability to follow documented procedures and apply sound professional judgmentThe 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 skillsAbility to work in a fast paced, dynamic, and changing environment which includes daily interaction internally and externally with various Transfer Agent and Operations teamsWorking 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

AO/Senior Proposal Writer

Pune, Maharashtra, India

5 - 7 years

Not disclosed

On-site

Full Time

Summary Firm’s Client Response Center (CRC) Team is in search of a Senior Proposal Specialist to play an integral role in client service and retention efforts through the completion of Due Diligence Questionnaires, Onboarding Questionnaires, Contract Renewal/Sub-Advisory Questionnaires and RFIs (DDQs) for Firm’s retail and institutional clients worldwide. Projects will be primarily client servicing-related and include both standard and customized client DDQs. The Senior Proposal Specialist will write and review complex equity asset class and firm/entity level operational DDQs. The Senior Proposal Specialist will be responsible for writing, maintaining in repository and customizing for DDQs, an identified universe of language and data. The topics under Senior Proposal Specialist’s purview would relate to 1) Firm’s entire equities platform, such as equity trading, and, 2) firm level language for the Firm’s UK and European subsidiaries. The Senior Proposal Specialist will be expected to work directly and effectively with CRC Management, Equity Business Development Teams (BD Teams), RFP Writers and other Senior Subject Matter Experts (SMEs) from across the firm for writing assigned DDQs and maintaining language. The Senior Proposal Specialist would be responsible for reviewing the work of and guiding and training the assigned Mid-Senior and Junior Specialists/Writers. How You Will Grow This is an exciting opportunity for you to grow -- to further increase your expertise and knowledge of the equity asset class and the asset management business by working at a large, global asset manager handling challenging equity and firm level DDQs for some of the firm’s largest and most strategically important clients. You will work directly with and would be tagged to some of Firm’s highly experienced internal subject matter experts to write and manage such DDQs. You will be empowered to maintain and customize existing language, and develop new language, for the topic areas under your purview. Having full ownership of these projects and topic areas will further deepen and broaden your technical expertise in the intricacies of each topic, positioning you as a subject matter expert yourself. This role also enables you to expand your sphere of influence, and further develop your leadership skills, by managing Mid-and Junior Specialists/Writers, sharing your expertise, coaching, and developing them to take more responsibility. Job Description Specific responsibilities include but are not limited to: Write Complex Equity and Firm DDQs: Write complex DDQs for Firm’s equity products platform and also handle standalone firm and operational DDQs.Produce High Quality Drafts: Ensure high quality drafts which follow Firm specific best practices related to content and style.Customize: Ensure final documents are customized to reflect a nuanced and targeted response to the specific client request.Handle Follow-ups: Handle follow-up responses associated with previously completed DDQs, including researching responses as needed and coordinate with CRC Management, SMEs and BD Teams for the additional information needed.Maintain Equity Platform and Firm’s UK and European Entity Language: It is the Senior Proposal Specialist’s one of the core responsibilities to keep the Firm’s equity platform and Firm’s European entities’ language fully updated and compliance-approved in the response repository (Responsive).Customize Language: Customize existing language and develop new language to answer technical due diligence questions as needed.Understand Best Practices: Understand the policies, procedures and best practices for providing responses and reporting information in our DDQs.Understand Systems and Sources: Establish processes for and stay up-to-date on the systems, documents, websites and internal resources available to access the necessary information to complete DDQs.Stakeholder Management: Show high degree of independence and professionalism in managing all internal stakeholders, including all communications with these stakeholders, so as to maintain long term and productive engagements.Review for Mid- and Junior Specialists/Writers: Review DDQ drafts of assigned Mid-Senior and Junior Specialists/Writers.Train and Guide Mid- and Junior Specialists/Writers: Guide, train and develop the assigned Mid-Senior and Junior Specialists/Writers. Job Qualifications & Key Attributes The ideal candidate will have: Experience: 5-7 years of due diligence and/or RFP writing experience with a 5 to 10 years of overall experience. Sound knowledge of the equity asset class and the functioning and organization of an asset management firm.Track Record of Execution: Must be an excellent and highly productive writer and reviewer of technical investment material. Must be able to handle multiple different projects simultaneously to meet tight client deadlines. Strong Initiative and Judgment: Must have demonstrated initiative and good judgment as well as the ability to work well under pressure, within time constraints, and across time zones. Must be able to interact directly and effectively with multiple internal SMEs across the firm.Exceptional Attention to Detail: Must be highly organized and have strong attention to detail. Strong Industry Knowledge: Familiarity of key terms used to describe portfolio characteristics and portfolio management styles with an understanding of what does and does not apply to equity portfolios. Knowledge of GIPS regulations, Composite requirements, and global Fund marketing regulations.Technical Knowledge: Expert-level knowledge of full MS Office Suite required, but especially Word and Excel.Technology-Forward: Preference will be given to candidates with strong experience in leveraging technology, including new and emerging AI technology, to complete DDQ drafts in as fast and efficient a manner as possible. Experience with the Responsive, content and project management software a strong plus.College education: MBA/MS/MA. CFA (L1 Cleared or higher) would be added advantage. Pune, India

Business Systems Operations Analyst

Pune, Maharashtra, India

0 years

Not disclosed

On-site

Full Time

OPS Group Description We are seeking a Business Systems Operations Analyst to join our Business Systems Operations Group. Business Systems Operations builds and maintains a variety of software applications and tools that facilitate the investment process across ABIS. The applications range from SS&C software to other vendor-provided tools. The products and tools we support are critical to day-to-day operations and AB’s commitment to deliver positive client-outcomes. OPS Job Description Describe the role: Requirements A Business Systems Operations Analyst at our organization collaborates with stakeholders, including internal clients, operations, and IT teams, to understand and document business requirements for transaction processing systems. They will also be responsible for and able to: Analyzes current systems and processes to identify areas for improvement. Designs and proposes solutions to enhance efficiency, accuracy, and compliance in transaction processing. Ensures the integrity and accuracy of transaction data. Works on data mapping, validation, workflows, visio diagrams for visual representation, and reconciliation processes to support seamless transaction flows. Identifies and implements process improvements to streamline transaction workflows, reduce errors, and enhance overall operational efficiency. Participates in the implementation of new systems or system upgrades. Develops test plans, conducts testing, and ensures that systems meet business requirements and function correctly. This includes facilitating end user testing and performing testing on systems and applications. Provides IT help desk level support to end-users, addressing system-related issues and queries. Ensures that transaction processing systems and practices comply with regulatory requirements and internal policies. Identifies and mitigates risks associated with transaction processing. Prepares detailed documentation, including system specifications, process flows, and user manuals. Generates reports and analytics to support decision-making and performance monitoring. Provides some after hours and weekend support for testing and disaster recovery exercises. Describe the applications and business or enterprise functions the role supports: System Maintenance for our organization’s applications System enhancements research and implementation Fund and ID administration Data analysis and mining using software for reporting purposes Product support for shareowner and broker dealer self-servicing Research issues utilizing a documentation repository for the recordkeeping system Microsoft Office Suite of tools The key job responsibilities include, but are not limited to: Oversee the review, research, and management of system enhancements in collaboration with the system owners. Supports disaster recovery and business continuity exercises and documents results. Act as a system administrator for vendor and ABIS applications, ensuring the accurate creation of user IDs for system access and removal of access in a timely manner. Maintain, implement, and improve the Vendor Suite of Tools as part of system administration duties. Design and implement new process workflows. Implement updates and changes to Vendor applications. Coordinate with the department to schedule reports (daily, monthly, quarterly, annual) and verify their accuracy. Respond to requests from internal associates for additional reports, ensuring they meet the required specifications. Document systems and processes to improve team efficiency. Collaborate with internal development teams to create, test, and implement system enhancements. Validate new systems, software, and processes through rigorous testing, ensuring they meet operational requirements and standards. What makes this role unique or interesting (if applicable)? No two days in this area are exactly alike. Due to the variety of systems, reports and projects we are involved with, each day brings a unique learning opportunity. What is the professional development value of this role, i.e. what learning and professional growth does the role offer the candidate? Individuals will develop and maintain strong relationships with internal business departments, including Operations, Fund Accounting, IT and other external partners/vendors, aligning the development and implementation of strategies, plans, and system models and keeping clients informed and engaged throughout the project lifecycle. They will have the opportunity to learn the core system files and how they interact both for the mainframe and in support of the peripheral recordkeeping system products ABIS utilizes; this enables the individual to be an asset within any group within the transfer agency. Job Qualifications (The Ideal Candidate Should Have The Following) Working knowledge of Microsoft Outlook, Word, Excel, and Access. The ability to use command line, install and reinstall applications, and troubleshoot technical issues. Professional, personable, and responsible in manner. A team player that is motivated to learn and be innovative. Organized, thorough, and conscientious. Establishes priorities and follows through on tasks to completion. Strong verbal and written communication skills. Strong problem solving and analytical skills. Number and detail-oriented. Ability to work independently and cooperatively in a team setting. Qualifications, Experience, Education The ideal candidate should have a Bachelor’s Degree (or equivalent hours) in a business related or information technology discipline and/or work related experience in an equivalent position. Special Knowledge (if applicable): Application Support and Project Management Location: City/State/Country: Pune / India Pune, India Show more Show less

Private Wealth Operations Associate

Pune, Maharashtra, India

0 years

Not disclosed

On-site

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 you're 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 Wealth Advisors and their clients. The Operations Associate will gain exposure to the full breadth of the prospecting & client service processes, as this role is responsible for the 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 directly with Wealth Advisors and their Client Service Associates to execute the operational needs of the practice, such as performance reporting, client/prospect meeting preparation, account creation and maintenance, & portfolio analysis 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 Pune, India Show more Show less

Global Analytics Risk Operations Analyst

Pune, Maharashtra, India

0 years

Not disclosed

On-site

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 you're 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 based Global Analytics Risk Operations Analyst to join our Global Analytics and Performance department in Global Technology & Operations. Team/Group Description Global Analytics (GA) and Performance department is AB’s strategic provider of standardized and consistent portfolio analytics across all products in support of portfolio management, client servicing and marketing. GA & Performance department produces analytics reports in post investment portfolio analytics including account performance, GIPS composite performance, performance attribution, risk analysis, benchmark data, and other analytical studies for institutional, retail, and private client investors. Department covers various services in equity, fixed income, multi-asset, and alternative investments. As an asset management firm that applies fundamental and quantitative research to the investment process, our value-added scalable analytics solutions can help develop and sustain a global competitive advantage. GA & Performance Department Includes Equity/Fixed Income/Multi-Asset Performance Attribution and analytics Investment Risk analytics Benchmark Data Team Institutional Performance team Role Description The Global Analytics Risk Operations Analyst is a key role in our firm by supporting the Global Risk liquidity and risk reporting. As a Global Analytics Risk Operations Analyst, you will be responsible for overseeing the day-to-day activities of the team, which include: Ensuring the timely delivery of standard and ad-hoc analytics/reports. Reviewing and performing quality control on data to ensure the accuracy of risk reports, and resolving or escalating issues as necessary. Contributing to process improvement initiatives and automations within the team. Adhering to quality standards as per business requirements by ensuring accuracy and timeliness parameters are met according to targets. Managing data operations, including data acquisition, data cleaning, and data transformation. Collaborating with cross-functional teams to ensure data accuracy and consistency across systems. Developing and maintaining documentation of data processes and procedures. Staying up-to-date with industry trends and best practices in data management and analysis. Applications And Business Or Enterprise Functions The Role Supports The Global Analytics Risk team provides and supports risk analytics utilizing MSCI RiskMetrics and Barra. The team reviews and remediates portfolio and security-level issues within risk systems and processes. MSCI RiskMetrics is used to support the firm's Global Risk team liquidity and risk reporting of market exposures and sensitivities. MSCI Barra risk models are used primarily by Equity Investment teams for active risk, predicted beta, and risk decomposition. Key Job Responsibilities Include, But Are Not Limited To Monitor SLA and ensure timely delivery of standard and ad-hoc analytic reports. Handle overrides 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. What makes this role unique or interesting (if applicable) ? This is a challenging position allowing an individual to learn advanced business and technical skills related to the financial industry. Being part of GA & performance teams, the candidate has an opportunity to get exposure to a variety of AB products, and many instruments. This role is on a widely diversified and knowledgeable team that works well together and takes pride in quality of its people and work Qualifications, Experience, Education Graduate / post graduate in finance, computer science, economics, accounting. Ability to work independently, set priorities and deliver results (under tight time frames and pressure). Experience in SQL query writing is a must. Experience with portfolio performance and investments products is a plus. Strong attention to detail, highly motivated, proactive and self-starter Strong interpersonal and communication skills Ability to work well on a global integrated team. Proficiency with Excel. Knowledge in Power BI or Python is a plus. Candidate with 2 + years relevant experience who can join immediately would be preferred. Pune, India Show more Show less

Proposal Writer

Pune, Maharashtra, India

2 - 4 years

Not disclosed

On-site

Full Time

Summary Firm’s Client Response Center (CRC) Team is in search of a Proposal Specialist to play an integral role in client service and retention efforts through the completion of Due Diligence and Onboarding Questionnaires, Contract Renewal/Sub-Advisory Questionnaires and RFIs (DDQs) for Firm’s retail and institutional clients worldwide. Projects will be primarily client servicing-related and include both standard and customized client due diligence and onboarding questionnaires. The Proposal Specialist will write equity asset class DDQs and firm and operational DDQs. The Proposal Specialist will be responsible for writing, maintaining in repository and customizing for DDQs an identified universe of language and data. The topics under Proposal Specialist’s purview would relate to Firm’s Luxembourg Fund Platform and Firm’s Luxembourg entity. The Proposal Specialist will be expected to work directly and effectively with CRC Management, RFP Writers, Business Development Teams (BD Teams) and other Senior Subject Matter Experts (SMEs) from across firm for writing assigned DDQs and maintaining language. The Proposal Specialist will also be expected to contribute, where needed, to other projects and requests based on available bandwidth. How You Will Grow This is an exciting opportunity for you to grow -- to further increase your expertise and knowledge of the equity asset class and the asset management business by working at a large, global asset manager handling challenging equity and firm level DDQs for some of the firm’s largest and most strategically important clients. You will work directly with Firm’s highly experienced internal subject matter experts to write and manage such DDQs. You will be empowered to maintain and customize existing language, and develop new language, for the topic areas under your purview. Having full ownership of these projects and topic areas will further deepen and broaden your technical expertise in the intricacies of each topic, positioning you as a subject matter expert yourself. Job Description Specific responsibilities include but are not limited to: Write Equity and Firm DDQs: Write DDQs for Firm’s equity products platform and also handle standalone firm and operational DDQs. Produce High Quality Drafts: Ensure high quality drafts which follow Firm specific best practices related to content and style. Customize: Ensure final documents are customized to reflect a nuanced and targeted response to the specific client request. Handle Follow-ups: Handle follow-up responses associated with previously completed DDQs, including researching responses as needed and coordinating with SME and BD Teams for the additional information needed. Maintain Luxembourg Funds Platform and Firm’s Luxembourg Entity Language: It is the Proposal Specialist’s one of core responsibilities to keep the Firm’s Luxembourg Funds Platform and Luxembourg Entity language fully updated and compliance-approved in the response repository (Responsive). Customize Language: Customize existing language and develop new language to answer technical due diligence questions as needed. Understand Best Practices: Understand the policies, procedures and best practices for providing responses and reporting information in our DDQs. Understand Systems and Sources: Establish processes for and stay up-to-date on the systems, documents, websites and internal resources available to access the necessary information to complete DDQs. Stakeholder Management: Show high degree of independence and professionalism in managing all internal stakeholders, including all communications with these stakeholders, so as to maintain long term and productive engagements. Job Qualifications & Key Attributes The ideal candidate will have: Experience: 2-4 years of due diligence and/or RFP writing experience with a 2 to 6 years of overall experience. Sound knowledge of fundamentals of equity asset class and the functioning and organization of an asset management firm. Track Record of Execution: Must be an excellent and highly productive writer of technical investment material. Must be able to handle multiple different projects simultaneously to meet tight client deadlines. Strong Initiative and Judgment: Must have demonstrated initiative and good judgment as well as the ability to work well under pressure, within time constraints, and across time zones. Must be able to interact directly and effectively with multiple internal Senior SMEs across the firm. Exceptional Attention to Detail: Must be highly organized and have strong attention to detail. Strong Industry Knowledge: Familiarity of key terms used to describe portfolio characteristics and portfolio management styles with an understanding of what does and does not apply to equity portfolios. Knowledge of GIPS regulations, Composite requirements, and global Fund marketing regulations. Technical Knowledge: Expert-level knowledge of full MS Office Suite required, but especially Word and Excel. Technology-Forward: Preference will be given to candidates with strong experience in leveraging technology, including new and emerging AI technology, to complete DDQ drafts in as fast and efficient a manner as possible. Experience with the Responsive, content and project management software a strong plus. College education: MBA/MS/MA. CFA (L1 Cleared or higher) would be added advantage. Pune, India Show more Show less

Accounts Payable Analyst

Pune, Maharashtra, India

0 years

Not disclosed

On-site

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 you're 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. Operational Responsibilities The primary function of the Accounts Payable Department is to ensure that all authorized vendor/employee reimbursement payments are paid out and reported accurately in line with the Standard Operating Procedures as agreed with the client. The candidate must be able to demonstrate responsibility for processing / handling of customer calls training and delivering performance and quality as set for given process. Ensure productivity & quality targets are achieved consistently and meet all critical service delivery parameters. To demonstrate strong theoretical and practical knowledge on technical support and managing work volumes within agreed authority levels Proactively manage work volumes and maintain agreed accuracy Proactively manage work volumes within agreed authority levels in compliance with company policy. Develop good relationships with team members. Adherence to organizational values and compliance parameters Key Skills and Competencies Workflow Management Good communication skills with ability to communicate clearly concisely and effectively with Finance staff and other areas of the business Training Process Notes Updating Attention to detail and accuracy Client Communication (Process Related Calls) Good interpersonal skills and strong client focus Ability to communicate clearly, concisely, and effectively Ability to handle process escalations, identify issues and risks and propose resolution Ability to multi-task and prioritize work Ability to work harmoniously as part of a team Basic numerical & analytical skills and capability to perform tasks on multiple Computer applications Ability to work under pressure to tight deadlines. Technical Competencies Knowledge of Accounts Payable (Invoice Processing and Travel & Expense Management) Good knowledge of MS Office applications, especially Word and Excel required Ability to perform tasks on multiple computer applications Pune, India Show more Show less

Reconciliation Analyst

Pune, Maharashtra, India

0 years

Not disclosed

On-site

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 Show more Show less

AO/Credit Research Analyst

Pune, Maharashtra, India

0 years

Not disclosed

On-site

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. Corporate Credit Research 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 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. Credit Research Job Description We are seeking an Analyst to join our Corporate Credit Research Team . Describe The Role AllianceBernstein is seeking a High-Yield Bond and Loan Analyst for the buy-side research team. The individual who fills this role will conduct primary credit research in a collaborative manner with the team. The key job responsibilities include, but are not limited to: All aspects of research and diligence of companies, including financial, industry, ESG, and covenant analysis 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 is the professional development value of this role, i.e. what learning and professional growth does the role offer the candidate? Develop high yield credit fundamental skills in various sectors Regularly present to senior members of the investment team about sectors and issuers Develop an understanding about how we run client portfolios Job Qualifications 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 Understanding of financial statement modeling Qualifications, Experience, Education BS or higher in Accounting, Finance, or Economics Pune, India Show more Show less

VP/QA Manager

Pune, Maharashtra, India

9 years

Not disclosed

On-site

Full Time

The Software Quality Assurance Manager will support this team as a collaborator and liaise with business partners across multiple workstreams, as well as with other technology groups. Initially the Software Quality Assurance Manager will provide quality assurance support for several of key applications for Private Wealth, including our core system for the associates of the firm. As new systems and technology are implemented the Software Quality Assurance Manager will build out testing capabilities to meet the new needs. This role will also be responsible for implementing a long-term automated testing strategy. The key job responsibilities include, but are not limited to: Collaborating with project managers, business analysts, and business partners to understand and analyze business requirements for projects Working in partnership with users/developers to gain an understanding of in-flight functionality (agile) as it is being developed and creating test plans/cases based upon that understanding Analyzing business requirements documentation, when provided, to create test plans and test cases for the verification of functionality yet to be delivered Managing an offshore QA team to assist in test case development for new functionality and regression testing Reporting defects and issues; tracking resolution of open defects/issues; communicating results to the project team and senior management Supervising construction of regression test suite and working with offshore team to automate it Certifying periodic development releases, identifying potential areas of risk, and working with developers and project management to mitigate them What makes this role unique or interesting (if applicable)? The Private Wealth team will be working on automation and workflow projects across the AllianceBernstein’s business units, giving the Software Quality Assurance Manager the unique opportunity to view multiple aspects of how a mature, global asset management/financial firm operates. In addition, the Software Quality Assurance Manager will be exposed to innovative technology including data analytics and AI-enabled automation tools. The projects he or she will work on are innovative projects that have a real impact on AllianceBernstein’s business. What is the professional development value of this role, i.e. what learning and professional growth does the role offer the candidate? This role will allow the candidate to learn multiple aspects of AllianceBernstein’s operations and grow his or her knowledge of the financial industry. The Software Quality Assurance Manager will develop experience improving complex problems with innovative solutions. The person taking this role will gain a rare glimpse of the big picture, portable to all levels of the financial industry. They will meet key individuals throughout the company and learn to think in integrative, holistic terms. From a Quality Assurance/Testing perspective, they will be challenged to find new testing solutions for a development process that prizes rapid response to users’ needs over more structured methodologies. Qualifications, Experience, Education Job Qualifications (The ideal candidate should have the following): BS in Computer Science, Math, Engineering, Economics or related major 9+ years’ experience in the field of Quality Assurance with strong QA fundamentals, experience in functional testing, regression testing and exploratory testing 4+ years’ experience in testing complex enterprise web applications with multiple upstream and downstream integrations 2+ years’ experience with automated testing 1+ years’ experience with mobile application testing Experience in managing and reporting of defects Keen understanding of SDLC, STLC Experience in the financial services sector a plus Skills Excellent verbal and written communication skills Experience writing, managing and executing end to end test plans and test cases Analytical and problem-solving skills Detail oriented, self-starter and a team player Ability to follow a project schedule, juggling tasks and priorities to meet rapidly changing deadlines Ability to write automated tests using Selenium or an equivalent automation tool Ability to prioritize tasks within the project and work with minimal supervision Ability to work and deliver in an agile environment supporting multiple teams Proficient in SQL and Excel Experience working with offshore teams is a plus Accessibility testing experience is a plus Pune, India Show more Show less

Sr Data Analyst

Pune, Maharashtra, India

2 years

Not disclosed

On-site

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 you're 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 Work closely with Client’s (a leading Asset Management) Multi-Asset technology team to develop content for Enterprise Data Catalog. Looking for someone with financial industry knowledge, excellent communication and data modeling skills to manage and enrich metadata content of an investment management enterprise data catalog. As a technical writer the individual will be responsible for curating metadata sourced from various data warehouses, adding “color” to basic data access interface documentation to inform users of proper data usage. Ideal candidate should be familiar with security reference data and market data, and capable to learn other quantitative research domains quickly, such as: fundamental data, risk analytics, macro-economic metrics, et. al. Experience 2 years Qualification BS in Computer Science/Engineering, Finance, Mathematics/Statistics or a related major Skills Required Has strong verbal and written communication skills - especially in being able to explain his/her projects from business problem to how they solved the problem Good understanding of Security Reference Data, Market Data Basic understanding of SQL and / or Python Hands on experience in Bloomberg. Excellent problem-solving skills and detail oriented Can demonstrate the ability and willingness to quickly learn new data domains Be a self-starter and willingness to take initiative with little supervision. Pune, India Show more Show less

AO/Quality Assurance Analyst

Pune, Maharashtra, India

7 years

Not disclosed

On-site

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 you're 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 The Quality Assurance Analyst will manage the testing program for the Business Process Management team. This role will manage testing in an agile, dynamic environment. It will include developing a testing strategy, managing a testing team, supervising test automation, and ensuring quality delivery of projects. The person in this role will liaise with business partners, business analysts and systems developers to ensure effective test plans and cases. In addition, the Senior Quality Assurance Analyst will facilitate communication with stakeholders, ensuring that all are informed on testing progress and outcomes. The Quality Assurance Analyst must be adept both at traditional QA best practices (analyzing business requirements and creating test plans for their verification) and agile methodology (working closely with users and developers to create test cases as new functionality emerges). In support of both approaches, this role will utilize both manual and automated testing techniques. The key job responsibilities include, but are not limited to: Analyzes complex functional requirements, performs research on current processes, design documents test strategy, and interacts with the business analysts and developers to author comprehensive test plans and test scripts Collaborating with project managers, business analysts, and business partners to understand and analyze business requirements for projects Managing an offshore QA team to assist in test case development for new functionality and regression testing Reviews and validates system data and product quality to ensure system integrity and data fixtures Develops, reviews, refines, uses and documents plans for both automated and manual functional, integration, and regression tests and assures that tests are successfully completed prior to production Functional, Compatibility and Regression test execution across various environments. Identifies, report and manages defects Provides support for smoke testing of production releases after regular business hours Provides accurate testing status to leadership and project team(s) Active participant in process improvements, voice project concerns and impacts Acts as an advocate for the end user experience Qualifications, Experience, Education Job Qualifications (The ideal candidate should have the following): BS in Computer Science, Math, Engineering, Economics or related major 7+ years’ experience in the field of Quality Assurance with strong QA fundamentals, experience in functional testing, regression testing and exploratory testing, including API testing 5+ years’ experience in testing complex enterprise applications with multiple upstream and downstream integrations, both in Windows and Web based systems (Java/Python/C++ with Selenium) 5+ years of experience in testing complex reports (SSRS, PowerBI etc..) and/or Salesforce testing Experience working in the finance industry or with financial systems/data is preferred, but not required Experience with leading testing projects for complex, cross functional systems Experienced project leader with ability to formulate testing strategies with limited availability of documentation or support Experience in managing and reporting of defects Keen understanding of SDLC, STLC Skills Excellent verbal and written communication skills Experience writing, managing and executing end to end test plans and test cases Analytical and problem-solving skills Detail oriented, self-starter and a team player Ability to follow a project schedule, juggling tasks and priorities to meet rapidly changing deadlines Ability to prioritize tasks within the project and work with minimal supervision Ability to work and deliver in an agile environment supporting multiple teams Working knowledge of JIRA (or similar tool) for release management and issue tracking Experience with relational database technology (e.g., Sybase, SQL Server) and SQL queries Experience working with local and international teams is a plus Experience working with automation tools such as Playwright and Provar are a plus Pune, India Show more Show less

AO/Quantitative Developer

Pune, Maharashtra, India

0 years

Not disclosed

On-site

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 We are seeking a Pune-based senior quantitative researcher to join our buy-side Index and Derivative Solutions unit. The job will focus on research and development of tools and processes to support all aspects of the systematic investment process and research working in tandem with the group of quantitative research analysts and portfolio managers. The candidate will leverage and contribute to our state-of-the-art options investment platform, including modules for simulation, portfolio construction, automatic trade routing, reporting and integration utilities. Work will include quantitative analysis and modeling; portfolio construction and reporting; as well as building various dashboards and reports. All software is being developed in Python and SQL. While most of the users and staff are in New York, the candidate will join a growing team in Pune and Nashville. Specific Responsibilities Participate in development of the next generation platform for options strategies. Assistance in factor research and risk-management approaches unique to option investment strategies Development of front-end tools to aid portfolio optimization, monitoring, trade building and trade routing. Onboarding data from various internal and external sources Simplification, automation, and support of existing manual processes What makes this role unique or interesting (if applicable)? AB investment units are making a significant investment in building out a platform to improve our ability implement systematic investment strategies. This project is still in its early stages, and the candidate will be given significant opportunities to make contributions at the ground-level. The candidate will have an opportunity to work alongside an established team of developers, quantitative analysts and portfolio managers to create a derivatives strategies platform encompassing quantitative modeling, portfolio construction, performance attribution, data consolidation and quality control. Qualifications, Experience, Education Undergraduate degree in Engineering (required); Master's in Engineering, Economics, or Finance (preferred). CFA/FRM (pursuing or completed) is a plus. Proficiency in Python and one other programming language (MATLAB preferred, or R/C++) is required. Strong understanding of statistical analysis and techniques (hypothesis testing, distributions, regression modeling) is required. Machine learning, Natural Language Processing methods is a strong advantage Academic-level exposure to option pricing methods is required. High attention to detail, accuracy, and ability to work independently and as part of a team. Experience in quantitative analysis with exposure to multiple asset classes (equities, fixed income, commodities, currencies) is a plus. Experience with large data sets and SQL for data processing. Knowledge of macroeconomic and broad capital markets (equities, credit, rates, volatility) is a plus. Experience in asset management and factor research is an advantage. Familiarity with financial databases and tools (FactSet, Bloomberg) is required. Ability to quickly learn new tools, multi-task, and thrive in a fast-paced environment. Special Knowledge (if Applicable) Nice to have: Experience with Git/GitHub Experience working with risk models/attribution tools such as BarraOne, Experience with market data vendors - Bloomberg, QADirect, Barclays POINT, etc Experience with machine learning or big data Experience working in the finance industry, demonstrable curiosity in quantitative research and investment Location: Pune, India Pune, India Show more Show less

AVP/Investment Data Oversight Manager

Pune, Maharashtra, India

6 years

Not disclosed

On-site

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 you're 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 Day to day responsibilities will include: Manage a team of 6-8 investment data analysts responsible for daily data oversight workflows, data incident resolution, and data platform quality improvement projects. Relentlessly improve the data quality rules engine by developing smarter exception detection logic using a combination of supplemental/corroborative data and cross-checking statistical/structured and non-structured data analysis (including artificial intelligence/machine learning) algorithms. Play a lead role in the onboarding of new datasets by determining the data quality control requirements, and the feasibility of additional oversight workflows that avoid generating exception “noise”. Mentor team members during data quality test brainstorming sessions and SQL/Python code reviews. Provide periodic team performance reports which measure productivity by the number of test results reviewed, new tests developed, and the number of false versus true positive versus true versus false negatives detected (noise versus signal). Undertake bespoke requests for data analysis. Assist the data engineering team in the testing of new data feeds / pipelines, ensuring job controls include data timeliness and completeness checks. Handle data collation, cleansing and analysis (SQL, Python). Preferred Skill Sets 6+ years of experience of investment data analysis and/or data management operations 4+ years small to medium size team management / leadership 2+ years of SQL / Python scripting experience to support data analysis.– Broad understanding of key investment data domains: market data, fundamental and macroeconomic data, positions and transactions, risk and investment performance analytics Excellent project management / organization skills: ability to manage competing task priorities based on business impact - High level of attention to detail and accuracy, relentless focus on improving team productivity Working experience on building quantitative models; experience with factor research, portfolio construction, systematic models - Academic qualification in Mathematics/Physics/Statistics/Econometrics/Engineering or related field Understanding of company financial statements, accounting and risk analysis would be an added advantage Strong (English) communication skills with proven ability to interact with global clients Pune, India Show more Show less

PM Analyst, AB Private Credit Investors

Pune, Maharashtra, India

2 years

Not disclosed

On-site

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 Private Credit Investors is the $19.2+ billion direct lending platform of AllianceBernstein. We provide flexible financing solutions primarily to private equity–backed companies and directly to private equity funds managed by leading sponsors. We also make equity co-investments alongside our sponsor relationships. 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 (if applicable)? Exposure to a variety of business models Opportunity to present to senior credit team member Opportunity to use and develop diverse skill set including financial modeling, technology (PowerBI, etc.), writing, and presentations Opportunity to be part of a collaborative team 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 Pune, India Show more Show less

Private Wealth-Operations Associate

Pune, Maharashtra, India

2 - 3 years

Not disclosed

On-site

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 you're 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 Wealth Advisors and their clients. The Operations Associate will gain exposure to the full breadth of the prospecting & client service processes, as this role is responsible for the 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 directly with Wealth Advisors and their Client Service Associates to execute the operational needs of the practice, such as performance reporting, client/prospect meeting preparation, account creation and maintenance, & portfolio analysis 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 Pune, India Show more Show less

Marketing Coordinator

Pune, Maharashtra

3 years

Not disclosed

On-site

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 you're 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

Marketing Coordinator

Pune

3 years

INR Not disclosed

On-site

Part 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 you're 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

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