Senior Business Analyst

OPS Group Description:

Partner Distribution Services is a global business unit specializing in the support of AB Sales, Product and the back offices of our retail, retirement and insurance Intermediaries.

OPS Job Description:

We are seeking a San Antonio based Business Analyst to join our ABIS Partner Distribution Services Department.

Describe the role:

We are looking for an individual to serve as a Business Analyst in the Partner Distribution Services Department within the Transfer Agency Operations. This person will be responsible for managing the relationship between AB and intermediary back offices to ensure daily operations, critical events and service matters are effectively coordinated. The person is expected to develop and maintain relationships with intermediary back offices, AB Product, ABI Sales, various ABIS teams and other groups, as needed to facilitate communication and coordination of initiatives between AB and the firms. The person in this role must be highly organized and have outstanding communication and relationship management skills.

Describe the applications and business or enterprise functions the role supports:

• DST TA2000 - Record keeping system for AllianceBernstein retail mutual fund accounts
• DST SMARTDESK
• DTCC Mutual Fund Profile
• DTCC Mutual Fund Information Exchange
• TA2000 Rumba - TA2000 Mainframe
• AWD Automated Workflow Distribution (AWD) - Imaging and workflow utility for TA2000
• StorQM - Web-enabled application-to extract daily reports
• Microsoft Office Applications - with a heavy focus on EXCEL

The key job responsibilities include, but are not limited to:

• Manage relationships, communication and initiatives with intermediary back offices, AB Product, ABI Sales and ABIS Ops
• This person will be responsible for reaching out to firms (call campaigns) to obtain information AB may require as it pertains to various AB initiatives
• Participate in various AB initiatives as needed, assess impact to and coordinate with intermediaries
• Manage ad-hoc projects resulting from requests from our intermediaries or other internal AB groups. Examples of these requests include, but are not limited to broker conversions, omnibus conversions, complete RFPs. fund fact and "spec-pack" sheets, questionnaires, customized reporting and record-keeping for internal groups
• Support AB intermediary oversight processes
• Develop and present information related to AB initiatives and funds to internal and external clients as needed
• Serve as a resource for escalated issues from intermediaries, ABI Sales or other ABIS groups
• Become familiar with industry issues/trends affecting operations between intermediaries and AB and serve as a resource to PDS Management and other ABIS and AB Management groups
• Maintain intermediary profile database
• PDS management reporting as needed
• Perform additional responsibilities as needed, based on department requirements

What makes this role unique or interesting (if applicable)?

The person in this diverse and fast-paced role will be exposed to a wide scope of business within our firm. They will be encouraged to be entrepreneurial and will be given the autonomy to manage and develop the assigned client relationships.

What is the professional development value of this role, i.e. what learning and professional growth does the role offer the candidate?

The person in this role will have an opportunity to demonstrate skills such as time management, project planning, relationship development, problem solving and communication. This person will be exposed to many areas within our firm and will become familiar with the processes of various groups over time. This role is considered a stepping stone for future leaders, relationship managers and senior business analysts.

Job Qualifications (The ideal candidate should have the following):

Qualifications, Experience, Education:

• Business or Finance degree is helpful for this role, but not required
• Experience in a fast-paced environment in a supporting role for a vendor, client, or firm
• Previous mutual fund operations experience is a plus, but not required

Skills:

• Exceptional written and verbal communication skills
• Outstanding time management and organizational skills with a proven ability to work independently and follow up to ensure tasks and other deliverables are completed
• Strong attention to detail
• Experience in problem solving
• Ability to build relationships with external and internal clients of all levels
• Proficient in the use of Office desktop packages such as Outlook, Word, Excel (Access experience is a plus, but not required)
• Ability to work in a fast-paced environment and adapt to change
• Ability to work collaboratively in a team setting
• Candidate must be customer-focused and extremely flexible
• Demonstrate the ability to further develop skills through training and as provided through coaching and feedback
• Prior knowledge & experience in handling initiatives and/or projects

Special Knowledge (if applicable):

• A strong level of knowledge regarding mutual fund operations are desired, but not required
• People leadership and business operations management experience are desired, but not required

San Antonio, Texas