Account Transition Analyst

Who you’ll work with:

We are seeking a Nashville, TN based Account Transitions Analyst to join our Account Transitions group in Investment Management Operations - Account Transitions.

OPS Group Description:
The Global Portfolio Administration department provides operational support to the firms Institutional, Private Client and Retail business channels through account transitions. The Account Transitions team is responsible for ensuring and maintaining the accuracy of client portfolios throughout the account transition lifecycle. The overall responsibility is to achieve operational excellence by consistently providing a superior level of service to our clients while improving efficiencies without compromising controls or risk management discipline.

We are seeking a Nashville based Analyst to join our Account Transitions group in Investment Management Operations - Account Transitions.

To perform various transition and client on boarding tasks including new accounts, custodian changes, in kind movements, market openings and account closings. The individual will be expected to work as a part of a team and will need to be able to communicate effectively with various internal and external clients.

The Portfolio Administration - Account Transitions team services a number of internal and external applications. On a daily basis the Analyst will use Microsoft Office; internal applications such as BOSS, SNAP, Portfolio Management System, ACE and AB Advantage, along with external applications that include Bloomberg as well as a number of custodian websites.

What You’ll Do:

• Ownership of all operational aspects relating to account transitions; account openings, in-kind asset transfers, custodian changes and account closures

• Communication of transition related issues and impacting events to various internal departments

• Confirmation and processing of time sensitive events including asset transfers and local market openings

• Participation in various firm initiatives and working groups

• Participation in internal/external audit best practice discussions

Fast paced, dynamic environment which includes daily interaction with a large number of internal and external clients.

What We’re Looking For:

• The ideal candidate should have a Bachelor’s degree in Finance, Economics, Accounting or another relevant discipline

• 1+ years’ experience in business operations, working with a team and meeting time sensitive deadlines

• We will also consider strong candidates that are recent college graduates with internship experience

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 and manage in a collaborative environment and to present results to both expert and non-expert audiences.

Who we are:

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.

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.