PDS Back Office Associate

Who We Are:

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.

Who You'll Work With:

We are seeking a San Antonio based PDS Back Office Operations Associate to join our Partner Distribution Services Department in Global Technology & Operations.

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.

What You'll Do:

We are looking for an individual to serve as a Back Office Operations Associate in the Partner Distribution Services Department within the Transfer Agency Operations.  This person will perform various operational tasks and respond to intermediary back offices, ABI Sales and other internal groups. They will have the opportunity to develop relationships with intermediary back offices. The best candidates for this position must be highly organized, possess outstanding customer service and problem-solving skills.

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

Key job responsibilities include, but are not limited to

• Respond to requests and inquiries from intermediary back offices, AB Product, ABI Sales and ABIS Ops

• Become familiar with industry issues/trends affecting operations between intermediaries and AB

• Support mutual fund back office trading processes

• Coordinate the processing of trades, corrections, and other account activities

• Perform tasks supporting Intermediary onboarding and termination

• Maintain AB fund data housed in our industry utility (DTCC MFPII)

• Perform functions supporting AB Intermediary Oversight

• Update procedure documentation and support cross training of co-workers

• Support monthly management and productivity reporting

• 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 client relationships. 

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 steppingstone for senior roles within Partner Distribution Services and other departments.

What We're Looking For:

• 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