OPS Group Description:The ABDC Operations department is responsible for all transfer agency related services for our Collective Investment Trust (CIT), Defined Contribution Products: Custom Retirement Strategies (CRS), Lifetime Income Strategy (LIS) and Multi Asset Select Retirement, CIT and Wealth Strategies products. This includes but is not limited to processing and quality control verifications on all daily trading activity, reconciling client holdings and producing daily trade confirmations. Other duties include monthly fee assessment, production and distribution of client level reports, procedural documentation and implementation, responding to client requests, problem research and resolution.
AllianceBernstein (AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity and relentless ingenuity. We offer high-quality research and diversified investment services to institutional and individual investors worldwide. Our clients include some of the world's top institutions as well as private-wealth clients and retail investors. Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes.
We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community.
If you're ready to innovate and grow your career, join us.
AllianceBernstein is an equal opportunity employer. We do not discriminate based race, color, creed, national origin, sex, age, disability, marital status, sexual orientation or citizenship status.
OPS Job Description:
We are seeking a San Antonio based AO/Business Analyst to join our AllianceBernstein Defined Contribution group in ABDC Operations Team.
Describe the role:
We are seeking a San Antonio based Business, Data, and Systems Business Analyst to support the business and our teams in Operations Defined Contribution team. The successful candidate will work closely with colleagues in San Antonio New York, Nashville, London, & Taiwan.
Key Responsibilities Include
Functional Responsibilities Include
Basic knowledge is sufficient Excel
Used frequently. Basic knowledge and experience required. Strong knowledge and working experience advantageous Ability to write VBA macros to aid data analysis PowerPoint
Used quite often. Working experience advantageous Visio
Used quite often. Experience advantageous. Also, an aptitude for converting hand-drawn diagrams into clear electronic versions Access
Experience not required although working understanding of databases potentially useful as role develops
Understanding of Securities industry and financial instruments are desirable
Ability to understand algorithms for performance calculations
Knowledge of mutual funds, financial or business operations including: banking, securities, and bookkeeping- preferred.
Alliancebernstein Holding LP