Client Response Analyst

About AllianceBernstein

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 51 locations operating in 25 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

Client Group Overview

The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of these areas:

• Sales and Client Services: Works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth:
• Business Development and RFP: Is the conduit to the firm's investment teams and supports our clients and internal business partners through investment platform and product content, messaging, competitive analysis, education, and materials (including RFPs and DDQs) required for both new business development and client servicing.
• Product Development: Designs, develops, and manages the firm's global line-up of investment services and considers clients' evolving needs to identify new opportunities.
• Marketing: Promotes the firm and its services by creating, packaging, and distribution content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events.

Job Summary

The Global Business Development Organization is seeking an Analyst for our Client Response Center. The Analyst will be part of the team that directly produces and oversees servicing documents and other materials for our US Retail Clients. The Analyst will also develop and maintain the related processes and documentation required to support the delivery of a range of client deliverables for AllianceBernstein's US Retail Clients.

Job Description

Specific functions include, but are not limited to:

• "Process Map" All US Retail Client Requests: The analyst will assess each deliverable required to service US Retail clients and, after analysis, write and formally document ("process map") all instructions, processes, and systems used to complete each deliverable, so that the delivery team (Acuity) can then produce the resulting reports and servicing requests consistently and efficiently each time in an accurate and industry-leading manner. Current vehicles within scope are AllianceBernstein US 40 Act Funds, ETFs, and Retail SMAs.
• Improve Approaches for Handling Existing US Retail Client Requests: For existing US Retail Client deliverables, the analyst will work with Client Response Center management to evaluate the current methodology for completion and identify improvements and efficiencies where possible. Analyze whether all compliance, risk, and regulatory requirements are being met and consistent best practices are being employed. Work with Client Response Center management, Information Center and other stakeholders (SRG, US Retail Distribution, GBDO) as needed to redesign existing servicing reports, documents, and approaches to reflect best practices, to make optimal use of automation technology where applicable, and to fully leverage existing systems and data, all with the objective of making our US Retail Client servicing deliverables more effective, professional, consistent, leveragable, risk controlled, and scalable.
• Provide Guidance to DDQ Delivery Team: Provide guidance to the Acuity delivery team as needed, training them on the best practices for US Retail client servicing, by vehicle. Review finished drafts of those deliverables as needed, ensuring all compliance, risk, and regulatory requirements are being met for each vehicle type. Act as a player-coach for Acuity Team deliverables when needed during high-volume periods, completing deliverables directly when needed so that all deadlines can be met.
• Complete Certain US Retail Client Requests Directly: As requested by Client Response Center management, directly complete certain US Retail client requests, documenting the approach ("process mapping"). Adhere to the best practices as developed by the Client Response Center when completing, including ensuring all compliance, risk, and regulatory requirements are met. Deliver in a timely manner.
• Develop New Client Deliverables as Needed: Work with Client Response Center management, the Information Center, and our GBDO Teams to create templates for new client reports where needed. In doing so, seek efficiencies, leverage, and scale while ensuring regulatory and other risk control requirements are met.

Job Qualifications & Key Attributes

The ideal candidate will have:

• Experience: 3+ years of experience in the financial services industry, with strong experience in US Retail and/or Client Servicing. Knowledge of AB, our US Retail business, and our internal systems/processes a distinct plus.
• Exceptional Attention to Detail: Must have exceptionally strong attention to detail.
• Strong "Hands-On" Work Ethic:. Must be hands-on and able to "roll up sleeves" and work directly on deliverables to meet client demands and deadlines.
• Execution-Oriented: Results-driven and execution-focused. He or she will be highly organized and have an ability to work on multiple simultaneous projects and meet tight deadlines. This role requires a strong focus on efficient execution, required to meet the ultimate objectives of enhancing internal operational efficiencies, reducing associated costs, improving risk management, and enabling AB to service and support US Retail clients more efficiently.
• Technical Knowledge: Strong project management & full MS Office knowledge required. Familiarity with US Retail systems and databases, such as Morningstar Direct, Bloomberg, and eVestment a strong plus. Programming experience (Power BI & Python) a plus but not required.
• Bachelor's Degree

Nashville, Tennessee