Private Wealth Performance Analyst

Who you’ll work with:

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.

We are seeking a Nashville based Private Wealth Performance Analyst to join our Private Wealth Performance team in Global Technology & Operations. The candidate will report to a senior performance analyst and will provide support to the AB Private Client Sales force with respect to all aspects of investment performance measurement. AB uses a vendor’s performance measurement system to calculate gross and net-of-fee returns for more than 225,000 active accounts. These portfolios include equity, fixed income, and alternative products. The role involves analyzing and explaining portfolio performance results in a comprehensive and understandable manner that can easily be conveyed to associates and our sales teams.

What you’ll do:

The Private Wealth Performance Analyst is a key role for our firm providing high-level, accurate performance data to our high net worth clients via our proprietary reports and on Bernstein.com.

The Private Wealth Performance Team sits within the Private Wealth Operations Department and supports associates and sales with detailed questions about client portfolios. The team is often tasked with implementing new products, and is involved with several firmwide goals to fully invested for the future.

Description:

• Ensure that investment performance results for client portfolios are calculated and reported accurately.

• Collaborate with Private Client Sales on new products launches.

• Calculation and distribution of daily/monthly performance summary firm-wide for marketed composites and simulations.

• Partner with offshore team and learn all performance measurement functions

• Enhance all aspects of performance measurement including Bernstein.com

• Creating, daily, monthly, and custom performance reporting

• Work with PC Operations teams to research and resolve any issues/out of balances.

• Coordinate user acceptance testing with respect to reporting requirements and changes

• Client Servicing- Provide ongoing support to Sales Advisors, Marketing, Portfolio Management, Client Reporting, and other internal departments.

What we’re looking for:

• The ideal candidate should have a Bachelor’s degree. 

• Limited performance measurement experience is preferred but not required.

• Solid mathematical skills, knowledge of time-weighted and dollar-weighted rates of return, calculation methodologies, and GIPS are a plus.

• The candidate must be responsible, highly organized, detail oriented and efficient.

• Strong interpersonal skills and clear communication skills, both written and oral, are required.

• The candidate should also have problem solving and analytical skills and the ability to work in a fast-paced, deadline-oriented environment.

• A strong ability to multi-task, prioritize and manage various projects or tasks at once is also required.

• The ideal candidate should be able to independently research and resolve issues.

• The candidate should demonstrate proficiency in generating Excel spreadsheets and documents in Microsoft Word and PowerPoint.

Who we are: 

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it’s our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. 

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you’re producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you’re ready to challenge your limits and empower your career, join us! 

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.