Full-Time

PM Analyst

AB Private Credit Investors

Posted on 3/13/2025

AllianceBernstein

AllianceBernstein

1,001-5,000 employees

Investment management and research services

No salary listed

Junior, Mid

Pune, Maharashtra, India

Category
Private Equity
Finance & Banking
Required Skills
Financial analysis
Financial Modeling
Requirements
  • Excellent financial analysis and modeling skills
  • Strong quantitative background, excellent academic credentials
  • Strong analytical, verbal and written communication, organizational, and interpersonal skills
  • Proactive, resourceful, and self-starter mindset
  • Ability to work independently and as well as a part of a team
  • 2+ years relevant professional experience
Responsibilities
  • Ongoing monitoring of portfolio companies
  • Updating and maintaining portfolio company financial reporting models
  • Creation of quarterly valuation and portfolio management materials
  • Ad-hoc projects including legal tracking, industry research and comps projects, KPI tracking, data validation, report generation, etc.
  • Supporting credit team in portfolio company active deal work (amendments, upsizes, etc.)
Desired Qualifications
  • Exposure to a variety of business models
  • Opportunity to present to senior credit team member
  • Opportunity to use and develop diverse skill set including financial modeling, technology (PowerBI, etc.), writing, and presentations
  • Opportunity to be part of a collaborative team

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 various investment strategies to create customized solutions that address the specific needs of its clients. Unlike many competitors, AllianceBernstein focuses on a collaborative culture that values diverse perspectives, which enhances its investment management approach. The company's goal is to help clients navigate the complexities of the global financial market while also prioritizing corporate responsibility and sustainability in its operations.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

New York City, New York

Founded

1967

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for ESG funds aligns with AllianceBernstein's sustainability focus.
  • AI-driven strategies offer opportunities to enhance portfolio management and client services.
  • Expansion in the ETF market supports growth through new buffer ETF launches.

What critics are saying

  • Declining AUM due to market depreciation affects revenue stability.
  • New CFO may lead to strategic shifts in financial management.
  • Increased competition in UK retail distribution may limit market share gains.

What makes AllianceBernstein unique

  • AllianceBernstein combines investment management with extensive research capabilities for tailored client solutions.
  • The firm emphasizes corporate responsibility and sustainability in its investment practices.
  • AllianceBernstein's global reach allows it to serve diverse clients worldwide.

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Benefits

Health Insurance

Wellness Program

Life Insurance

Disability Insurance

401(k) Retirement Plan

Paid Holidays

Paid Sick Leave

Paid Vacation

Company News

TipRanks
Mar 12th, 2025
AllianceBernstein Appoints Thomas Simeone as CFO

Thomas Simeone was appointed CFO of AllianceBernstein on March 12, 2025.

PR Newswire
Mar 11th, 2025
Ab Announces February 28, 2025 Assets Under Management

NASHVILLE, Tenn., March 11, 2025 /PRNewswire/ -- AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding") (NYSE: AB) today announced that preliminary assets under management decreased to $805 billion during February 2025 from $809 billion at the end of January. The 0.5% decline in month-end AUM was entirely driven by market depreciation, as firmwide net flows were flat in February. By channel, net inflows into Private Wealth were mostly offset by Institutional net outflows, while Retail flows were flat

PR Newswire
Jan 24th, 2025
Ab To Report Fourth Quarter 2024 Results On February 6, 2025

NASHVILLE, Tenn., Jan. 24, 2025 /PRNewswire/ -- AllianceBernstein L.P. and AllianceBernstein Holding L.P. (NYSE: AB) today announced that Fourth Quarter 2024 financial and operating results will be released before the market opens on Thursday, February 6, 2025. Management will conduct a teleconference beginning at 10:00 am (CT), to discuss the results. The call will be hosted by Seth Bernstein, President and Chief Executive Officer; Jackie Marks, Chief Financial Officer; and Onur Erzan, Head of Global Client Group and Private Wealth.Parties may access the conference call by either webcast or telephone:To listen by webcast, please visit AB's Investor Relations website athttps://www.alliancebernstein.com/corporate/en/investor-relations.html at least 15 minutes prior to the call to download and install any necessary audio software.To listen by telephone, please dial (888) 440-3310 in the U.S., or +1 (646) 960-0513 from outside the US, 10 minutes before the 10:00 am (CT) scheduled start time

Portfolio Adviser
Jan 21st, 2025
AllianceBernstein hires UK retail distribution head from Goldman Sachs

AllianceBernstein has appointed Adam Peters as the firm's head of UK retail distribution.

PR Newswire
Jan 13th, 2025
Ab Announces December 31, 2024 Assets Under Management

NASHVILLE, Tenn., Jan. 13, 2025 /PRNewswire/ -- AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding") (NYSE: AB) today announced that preliminary assets under management decreased to $792 billion during December 2024 from $813 billion at the end of November. Market depreciation, coupled with net outflows across all three channels (Institutions, Retail and Private Wealth), resulted in a 2.6% decline in month-end AUM during the month of December. For the quarter-ended December 2024, preliminary firmwide net outflows totaled $5.0 billion