Private Client Reporting Analyst

Who you’ll work with:

We are seeking a Nashville based Wealth Management Reporting Senior Analyst to join our reporting team within Wealth Management Operations.

This individual will partner with our vendor (Addepar) to provide consolidated reporting services to our Ultra High Net Worth client segment.  The goal being to provide a consolidated view of client’s assets regardless of manager and custodian. Success allows our Financial Advisors to be the quarterback enabling them to discuss a client’s overall  asset allocation,  performance across managers and risk metrics.

What you’ll do:

• Insight Reporting- produce and quality control consolidated reports for high-net-worth clients

• Collaborate with Private Client Sales on new products launches and reporting enhancements

• Partner with offshore team and learn all private client reporting processes and functions

• Enhance all aspects of the client reporting experience including Bernstein.com

• Daily, monthly and custom reporting

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

What we’re looking for:

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

• Previous client reporting experience is strongly preferred

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

• Previous experience using the Addepar platform is strongly preferred.

• 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 well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.