Separately Managed Accounts Resource Team Analyst

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.

What You'll Do:

The Separately Managed Accounts Resource Team (SMART) Hub Analyst will be responsible for a diverse scope of responsibilities ranging from handling internal and external inquiries about SMA accounts, products, and services to researching and resolving problems with new accounts and trading, generating reports for clients and internal groups, partnering with AB sales staff to launch new products and onboarding new sponsors.  The best candidate for this position will possess outstanding communication and relationship management skills, analytical and problem-solving skills, and strong time management skills.  The analyst will be expected to develop intermediate operational knowledge involving securities, trading, portfolio management, trade settlement/reconciliation, corporate actions and reporting.  

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

The SMART Hub Analyst will be responsible for providing service and support to AB SMA sponsors, advisors, AB Sales and various groups within the firm.  Some of the primary functions of this role will be to partner with the Strategic Relationship Group Managers’ and Associate Relationship Managers to manage client support and service functions.  The analyst will be tasked with managing projects that span across AB’s various business units including, product management, legal, operations, billing, and data management as well as act as the liaison between these business units.  Key applications used are MS Excel, MS Access, as well as a variety of web-based sponsor trading and trade support applications that we will be happy to train the right candidate on.

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

• Manage client deliverables on both a repeating and ad hoc basis – sales, operations, vendor, etc.
• Maintain client internal and external client relationships
• Manage projects and business functions related to client onboarding
• Develop and maintain sponsor/platform/product-specific information
• Facilitate communication through working closely with Product, Business Development, Portfolio Management and Relationship Managers related to respective guidelines by sponsor

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 ever-evolving businesses within our firm.  He or she will be encouraged to develop better practices for existing tasks, enhance procedures and continuously cross train on other areas of our business within SMA.

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 drive the success of this department by partnering with various internal and external groups to enhance processes, mitigate risks, and launch new clients and products.  This person will also be exposed to many areas within our firm and will become familiar with the processes of various groups over time. 

What We're Looking For:

The ideal candidate should have a Business or Finance degree, and financial experience is always a plus, but not required.  While the degree is preferred, it is not required for the right candidate bringing relevant work experience to our firm and the skills required for the position.

Skills:

The candidate should have strong communication and relationship management skills, they should be highly organized and have the proven ability to manage multiple projects and work in a fast paced, dynamic work environment.  They must also be very detail oriented and demonstrate proficiency in manipulating and generating Excel spreadsheets to generate data/reports.

Special Knowledge (if applicable):<