Jobs at AllianceBernstein

Prepare, review, and coordinate annual, semi-annual, and quarterly shareholder and regulatory reports for pooled funds; incorporate comments from auditors, legal, and accounting; manage SEC filings and vendor coordination; maintain reporting schedules, checklists, and bank accuracy sheets; communicate GAAP rule changes and liaise with internal teams to resolve fund reporting issues.

Processes mutual fund transactions, trade settlements, corrections, and related transfer agency activities. Reviews electronic communications and investor data alerts for FINRA and company-policy compliance, researches trade inquiries, resolves workflow items, documents outcomes, and meets service-level, productivity, and quality targets. The role offers exposure to financial operations, transaction processing, risk, compliance surveillance, transfer agency functions, and capital markets.

Supports Financial Advisors serving high-net-worth clients through portfolio analysis, account maintenance, client meeting preparation, wealth planning support, and relationship management. Partners with advisors to grow the business, delivers exceptional client service, and participates in comprehensive training covering investments, trusts and estates, wealth planning, sales, and financial management.

Supports investment guideline compliance through reviewing client restrictions, coding and testing rules in compliance systems, performing data integrity checks, maintaining records, updating restricted lists, producing reports, and responding to inquiries. The role requires collaboration with portfolio management, trading, risk, data management, technology, and other internal and external stakeholders. Familiarity with Excel, investment compliance tools, fixed income, fund regulations, ESG data, SQL, or MS Access is beneficial.

Supports multiple financial advisors by preparing client meeting materials, managing calendars, handling client inquiries, coordinating events, maintaining databases, overseeing expenses, arranging travel, supporting reception, ordering supplies, and managing general office tasks. The role requires strong organization, communication, client service, prioritization, and attention to detail in a fast-paced wealth management environment.

Design, build, and operate a FastAPI-based platform and Snowflake-backed data services for trading, analytics, risk, and back-office workflows. Integrate LLMs (Bedrock, Snowflake Cortex) into applications, create scalable APIs, implement background processing (Redis Queue), connect BI tools, and manage infrastructure with Terraform and AWS. Maintain high code quality through testing and CI/CD while collaborating with stakeholders to translate data needs into reliable systems.

Supports global liquidity and risk reporting by delivering standard and ad hoc analytics, monitoring SLAs, reviewing data quality, resolving portfolio and security-level issues, and managing data acquisition, cleaning, and transformation. The role also supports production processes, automation, user-acceptance testing, documentation, and cross-functional data consistency initiatives using MSCI RiskMetrics and Barra.

Supports class action and proxy voting operations for institutional investment management clients. Responsibilities include quality checking proxy voting activity against third-party research and internal guidelines, monitoring unvoted meetings, preparing voting reports, processing class action workflows, resolving inquiries, maintaining procedures, training new joiners, and identifying process improvements. The role requires financial analysis, capital markets, corporate actions, proxy voting, regulatory knowledge, and coordination with internal teams, vendors, and custodians.

Develop, deploy, analyze, and support client-facing web applications, intranet tools, REST services, and reporting solutions for private wealth clients and advisors. Translate complex business requirements into high-performance user experiences, maintain UI architecture, troubleshoot SQL and application issues, collaborate with business and development teams, and provide outage support.

Supports global trading desks by allocating, confirming, rebooking, and settling trades across fixed income, equities, futures, foreign exchange, repurchase agreements, collateral, and private placements. Coordinates with traders, brokers, custodians, compliance, and offshore teams to resolve discrepancies, claims, failed trades, and settlement issues. Uses multiple order management, internal, vendor, and Microsoft Office systems while communicating with internal and external stakeholders.

Supports AllianceBernstein’s SimCorp investment operations transformation by documenting requirements and processes, developing test scenarios, performing UAT and data validation, tracking defects, supporting change management, and maintaining project governance materials. Partners with operational, technology, and project stakeholders across trade support, settlements, compliance, reconciliations, pricing, corporate actions, performance, and reporting functions to validate future-state workflows and improve efficiency, controls, scalability, and risk management.

Provides administrative and data management support for a private credit investment team. Responsibilities include maintaining DealCloud records, entering and reconciling vendor invoice data, preparing payment submissions, organizing documentation, performing data cleanup and quality control, resolving discrepancies, and supporting reporting and operational projects. Requires strong Excel skills, accuracy, organization, discretion, communication, and the ability to manage multiple deadlines independently.

Supports Financial Advisors serving high-net-worth clients through portfolio analysis, account maintenance, client and prospect meeting preparation, wealth planning support, and relationship management. The Associate participates in extensive training covering investments, trusts and estates, wealth planning, client service, sales, and professional development. Responsibilities also include collaborating across the firm, supporting business growth, and delivering high-quality client service.

Provides executive and client-service support to a Managing Director and Financial Advisors. Responsibilities include calendar and meeting management, confidential communications, recruiting coordination, advisor onboarding, client support, reporting, expense reconciliation, office and facilities coordination, presentations, special projects, and training new team members. The role requires strong organization, communication, discretion, attention to detail, and flexibility for overtime in a fast-paced wealth management environment.

The Files & Productivity Product Manager oversees enterprise technology, managing product lifecycles, collaborating across teams, and enhancing productivity tools. The role includes project management, user feedback, and analytics to improve user experience and adoption.

Hands-on Windows systems engineer responsible for designing, building, securing and maintaining Windows Server environments across physical, virtual (VMware/Hyper-V/XenServer) and cloud (Azure/AWS) platforms. Duties include OS build design, patching and vulnerability management, scripting (PowerShell/Python), performance troubleshooting, storage integration, replication/recovery, compliance and cross-team collaboration within finance.

Provide advanced troubleshooting, handle escalations, manage hardware/software deployments, support desktop environments, and enhance customer service in technology operations.

Lead quantitative research for a systematic merger arbitrage strategy: develop and backtest signals, maintain the deal database and data quality, apply ML/AI techniques, support portfolio construction and risk decisions, and represent the strategy to institutional clients.

Supports Financial Advisors serving high-net-worth clients through portfolio analysis, account creation and maintenance, client meeting preparation, wealth planning support, and relationship management. Associates provide exceptional client service, assist with business growth, and complete comprehensive training in investments, trusts and estates, financial strategies, communication, leadership, and sales. The role requires strong analytical, communication, relationship-building, multitasking, and teamwork skills, along with proficiency in Word and Excel.

Manage CLM system rollout and procurement initiatives, develop templates and reporting, support RFPs and sourcing execution, coordinate stakeholders, and produce executive updates to strengthen procurement governance.