Company Description:
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 3,700 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.
Job Description: Multi-Asset Product Analyst
The Product Analyst will report to the Head of Multi-Asset Business Development - Americas and will primarily interact with the product team, senior investment professionals and the global sales force (including US, EMEA, Asia ex-Japan, Japan and LatAm). They will focus on the positioning, marketing of, and servicing of the firms suite of outcome oriented Multi-Asset portfolios. The Product Analyst’s primary responsibilities include:
Maintaining deep, product-related knowledge for our global multi-asset strategies, including investment process, portfolio positioning, performance, attribution, assets, portfolio management team members, and investment updates
Preparing regularly scheduled (quarterly, monthly) client servicing materials
Researching and fulfilling ad hoc inquiries and requests from clients, Advisors, Associates or other client-facing professionals for portfolio attributes, market views, outlooks, and current investment strategy and positioning.
Preparing and updating marketing presentations used for new business development, including customizing them as needed for finals presentations
Analyzing and reporting on the competitive positioning of our products
Assisting with the product development process for new, or evolving, portfolios
This position will provide the opportunity for:
High level of exposure to senior investment professionals, including attending their investment strategy meetings
An in-depth education of the global markets, instruments and investment strategies
Involvement in bringing new business into the firm
Interaction with many business units globally (US, EMEA, Asia, LatAm) including Product Development, Marketing, Legal and Compliance, SRG, Sales
Being a major contributor to a small team in a large growth area of the firm
Career advancement in various areas
Job Qualifications
An understanding of capital markets, the asset management business, and the sales process
Highly motivated self-starter; ability to work both independently as well as part of a team
Highly organized with strong analytical skills. Attention to detail is exceptionally important
Strong verbal and writing skills. Creativity and a marketing “sense” is a distinct plus
Must be a direct “do-er” of work, not a “delegator” or “coordinator” of work done by others
Ability to thrive in a busy, deadline-driven work environment. Works well under pressure
Ability to multi-task and meet multiple strict deadlines simultaneously
Effective time management and data management skills
Ability to collaborate well with fellow Product Team members and other colleagues globally
Candidate should have:
BA/BS in Finance or related field
Advanced Excel and PowerPoint skills
Strong quantitative orientation
2-4 years of work experience in the financial industry
Plans to pursue a CFA or MBA a plus
Location: Nashville, Tennessee, USA
People of color, women, and those who identify as LGBTQ people are encouraged to apply. 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