Private Client Reporting Senior Analyst

Who We Are:

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. AB employs more than 500 investment professionals with expertise in growth equities, value equities, fixed income securities, blend strategies, and alternative investments, and, through its subsidiaries and joint ventures, operates in more than 20 countries. AB’s research disciplines include fundamental research, quantitative research, economic research and currency forecasting capabilities. Through its integrated global platform, AB is well-positioned to tailor investment solutions for its clients. AB also offers independent research, portfolio strategy and brokerage-related services to institutional investors.

Who You'll Work With:

Global Technology & Operations plays a critical role in supporting AB’s infrastructure, global technology and operations functions, as well as partnering with the business to deliver new products and expand the business in new and innovative ways.

What You'll Do:

We are seeking a Nashville based Private Client Reporting Senior Analyst to join our Private Client Reporting Team within Private Client Operations.

The candidate will report to the department manager and provide support to the AB Private Client Sales force with respect to all aspects of Client Reporting (Monthly and Quarterly, Custom, Brokerage Statements, Audit, Regulatory, and Consolidated).  Private Client Reporting plays an integral role in the Private Client Business as the main responsibility is overall data quality on internal reports and Bernstein.com. 

Job Description Specific responsibilities may include but not be limited to:

• Custom Reporting- produce and quality control consolidated reports for high net worth clients

• Collaborate with Private Client Sales on new products launches and reporting enhancements

• Partner with offshore team and learn all private client reporting processes and functions

• Enhance all aspects of the client reporting experience including Bernstein.com

• Daily, monthly and quarterly reporting.

• Coordinate user acceptance testing with respect to reporting requirements and changes

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

does the role offer the candidate? This position can lead to a team management role within a 3-year time frame.

What We're Looking For:

The ideal candidate should have a Bachelor’s degree.  1-2 years of experience at AB.. The candidate must be responsible, highly organized, detail oriented and efficient. Strong interpersonal skills and clear communication skills, both written and oral, are required. The candidate should also have problem solving and analytical skills and the ability to work in a fast-paced, deadline oriented environment. A strong ability to multi-task, prioritize and manage various projects or tasks at once is also required. The ideal candidate should be able to independently research and resolve issues. The candidate should demonstrate proficiency in generating Excel spreadsheets and documents in Microsoft Word and PowerPoint.

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed,  ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law.  AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.

Nashville, Tennessee