AO / Portfolio Analyst

Role Overview: As a Portfolio Analyst at AB, you will play a key role in supporting the Tax-Managed Strategies team by conducting research, quantitative analysis, and portfolio management support. Your responsibilities will include identifying and analyzing outlier accounts, preparing risk and exposure dashboards, and applying after-tax reporting logic to large datasets. Additionally, you will contribute to marketing and client-facing materials by updating prospect decks, writing performance commentaries, and providing insights to support marketing campaigns. This position offers a unique opportunity to leverage data for informed investment decisions and tax management strategies, with strong growth potential in both investment and client-facing career paths. Key Responsibilities: - Support product development research by gathering data on trading costs, withholding taxes, and shorting fees - Conduct peer and competitor analysis to benchmark performance and strategy - Identify and analyze outlier accounts to understand performance deviations - Produce risk and exposure dashboards - Prepare quarterly attribution and risk decomposition reports for various investment products - Apply after-tax reporting logic and formulas to large datasets - Compile after-tax performance data and flag underperforming strategies - Assist in managing tax estimate communications for equity and alternative products - Update prospect decks and investment presentations - Write performance commentaries and provide insights for marketing campaigns Qualification Required: - Bachelors degree (or higher) with some math and programming content - 5+ years of experience in data analytics, preferably within financial services or investment management - Strong SQL skills for querying large datasets - Proficient in Python for data manipulation and analysis - Comfortable with math-heavy concepts and quantitative modeling - Strong interpersonal skills and ability to work effectively in team settings - Organized, curious, and eager to learn and grow in a dynamic environment,