Full-Time

Associate

Updated on 12/5/2024

AllianceBernstein

AllianceBernstein

1,001-5,000 employees

Investment management and research services

Quantitative Finance
Financial Services

Entry, Junior

Tampa, FL, USA

Category
Private Equity
Finance & Banking
Required Skills
Customer Service
Requirements
  • People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
  • Accomplished team players who thrive in a rigorous and challenging environment
  • Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
  • Individuals who have a bachelor's degree with excellence in academics and strong leadership experience
  • Proficiency in Word and Excel are required
  • 1-2 years client service experience, financial services industry experience a plus
  • The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus
Responsibilities
  • Collaborate and network with senior professionals throughout the firm to fuel career success
  • Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
  • Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
  • Strive to provide a world-class level of customer service and support

AllianceBernstein provides investment management and research services to a wide range of clients, including individual investors, financial advisors, and institutional investors like pension funds and foundations. The firm utilizes its extensive research capabilities and investment strategies to create customized solutions that address the specific needs of its clients. Revenue is generated through management fees and performance-based fees, which are tied to the success of the investments managed. What sets AllianceBernstein apart from its competitors is its commitment to a collaborative culture that values diverse perspectives, enhancing its investment management approach. Additionally, the firm prioritizes corporate responsibility and sustainability, integrating these values into its operations and investment strategies.

Company Stage

IPO

Total Funding

$4.1B

Headquarters

New York City, New York

Founded

1967

Simplify Jobs

Simplify's Take

What believers are saying

  • Recognition as a Best Place to Work for Disability Inclusion underscores a positive and inclusive workplace culture.
  • The launch of new investment products, such as the AB International Low Volatility Equity ETF, demonstrates the firm's proactive approach to addressing client needs in volatile markets.
  • Strong financial performance, as evidenced by recent quarterly results, indicates robust growth and stability.

What critics are saying

  • The departure of key personnel, like the Head of Retail for the UK and Ireland, could disrupt client relationships and strategic initiatives.
  • The competitive nature of the investment management industry requires continuous innovation to maintain market position.

What makes AllianceBernstein unique

  • AllianceBernstein's integration of corporate responsibility and sustainability into its investment practices sets it apart from competitors who may not prioritize these values.
  • The firm's global reach and extensive research capabilities provide a unique advantage in delivering tailored investment solutions to a diverse client base.
  • The appointment of a Chief AI Officer highlights AllianceBernstein's commitment to leveraging technology and innovation in investment management.

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