Avp, Salesforce Developer

Alliancebernstein Holding LP Nashville , TN 37201

Posted 2 months ago

Job Number:10012

Position Title:M2-AVP-2

Location_formattedLocationLong:Nashville, Tennessee US

External Description:

CGM is responsible for the daily management of client investment guidelines through multiple compliance systems, most notably, Fidessa Sentinel. We ensure that investment guideline restrictions are maintained and followed; ensuring proper notification of guideline compliance is dispersed to all relevant parties. The CGM team plays a key role in the investment process; a critical part of performing our fiduciary responsibility is properly implementing and monitoring key investment guidelines.

Job Description:

We are seeking a Nashville based team leader to join our Client Guideline Management team, which is part of the Investment Management Operations Portfolio Services department. They will be responsible for leading a team of individuals and performing compliance coding functions for the Client Guideline Management function.

Describe the role:

To perform various Investment Compliance tasks including interpreting guidelines, coding, and ad hoc functions. The individual will be expected to work as the team leader and will need to be able to communicate effectively with various internal and external clients.

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

Client Guideline Management analysts support and/or deal with the following internal clients Portfolio Managers, Assistant Portfolio Managers, Traders, Trade Support, Legal and Compliance, Sales, and Risk. On a daily basis, the Analyst will use Sentinel, Linedata, Microsoft Excel, and Microsoft Office; internal applications such as Apex, Portfolio Management System, ACE, and Global Optimizer (GO); and use multiple vendors such Bloomberg.

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

Read, identify, and interpret investment restrictions from guidelines and various other sources used for effective account management.

Code rules into our compliance applications from client guidelines.

Test new investment restrictions in UAT and document test cases to ensure coding is accurate in Compliance systems.

Perform data integrity checks in the compliance applications and address gaps by working with Data Management and Technology to source or update information.

Develop and perform manual testing for portfolio constraints/rules that cannot be coded into the compliance systems.

Produce reports, document records, maintain and archive such records and reports.

What makes this role unique or interesting?

This role will expose the employee to many functional areas within the investment management process, including sales, portfolio management and risk; the employee will also have the opportunity to learn about the data required to support the client guidelines process, and gain an appreciation for the complexity of the instruments we invest in. The engagement with both front office/trading/portfolio management and back office/technology areas, makes this role especially interesting and challenging.

The exposure to multiple business areas including Fixed Income, Equity and Multi Asset will provide the analyst with broad exposure to the different business disciplines. The role consists of daily fixed responsibilities and duties; however, the individual will also be expected to help with many projects and ad hoc tasks.

Job Qualifications:

The Team Lead will learn a lot about all of the different products that AB offers and the differences between them. They will also have a lot of contact with the front office making this a demanding and rewarding position.

Qualifications, Experience, Education:

The ideal candidate should have a degree in Finance, Economics, Accounting or another relevant discipline. The candidate should have 4 plus years' experience in the financial services industry; compliance experience is necessary.

The candidate has experience working with a team and meeting time sensitive deadlines. Experience with compliance tools is a necessity, however additional training will be provided to support the role. Familiarity with Fixed Income instruments is a plus.

Special Knowledge:

Our analysts typically have track records of outstanding professional performance or academic achievement, along with excellent analytical skills, financial skills, technical skills, attentions to detail and as well as strong communication skills. Candidates should have a strong ability to work in a collaborative environment and to present results to both expert and non-expert audiences.

Location: Nashville / Tennessee / United States

Community / Marketing Title:AVP/Coding Team Leader

Company Profile:

AB is a leading global investment-management and research firm with more than $500 billion in assets under management and a presence in 22 countries, with more than 3,400 employees worldwide. We serve clients ranging from institutions to individuals and private clients, and we offer independent research, portfolio strategy and brokerage-related services tailored to our clients' unique needs.

With forward-looking perspective and expertise in equities, fixed-income, alternatives and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across disciplines, geographies, asset classes and sectors. These collective insights drive innovation and better solutions, helping us keep our clients AHEAD OF TOMORROW.

EEO Employer Verbiage:



See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
AVP Process Innovation

HCA

Posted 4 days ago

VIEW JOBS 11/9/2018 12:00:00 AM 2019-02-07T00:00 The AVP is responsible for managing and coordinating a variety of operations and activities centered on optimizing RCPS' payment compliance performance as well as operational performance across lines of business and for each line of business. Working with leadership in each RCPS line of business, the AVP will drive the most effective utilization of software solutions throughout the RCPS organization in conjunction with process re-design and process optimization. In addition, as required, the AVP will oversee certain operational and divisional special projects. WHAT YOU WILL DO: * Serve as subject matter expert for Payment Compliance for RCPS clients * Serve as the business owner for RCPS Payment Compliance Tools * Oversee Payment Compliance projects for RCPS Clients * Collaborate with leadership in each RCPS line of business to ensure the most effective utilization of software solutions to drive operational excellence * Assist in the identification of key performance indicators and benchmarking * Analytical, communication and problem solving skills * Ability to collect, create and research complex or diverse information * Experience coaching, mentoring, and developing others in a variety of key skills including: relationship management, project management, staffing and execution * Excellent project management skills * Deep functional experience in healthcare revenue cycle with emphasis on payment compliance * Bachelor's Degree in Accounting, Finance, Business or related field preferred or a combination of relevant work experience and training including familiarity with Revenue Cycle Management. * Minimum of 8 years accounting / auditing / hospital or physician revenue cycle multi-facility or Centralized Business Office Setting preferred. * Minimum of 2 years supervisory / leadership experience ABOUT US Parallon believes that organizations that continuously learn and improve will thrive. That's why after more than a decade We remain dedicated to helping hospitals and hospital systems operate knowledgeably, intelligently, effectively and efficiently in the rapidly evolving healthcare marketplace, today and in the future. As one of the healthcare industry's leading providers of business and operational services, Parallon is uniquely equipped to provide a broad spectrum of customized revenue cycle services. We are an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status. #ParallonBCOM HCA Nashville TN

Avp, Salesforce Developer

Alliancebernstein Holding LP