Who You’ll Work With:
We are seeking a Business Analyst to join our Client Infrastructure Services team within Global Technology & Operations. This role will support Bernstein’s Wealth Planning Tools, including the firm’s Wealth Forecasting System (WFS), a sophisticated, patent-pending investment-planning tool that helps guide clients toward the appropriate long-term asset allocation.
In this role, you will partner with Private Wealth client service professionals to identify opportunities for technology to drive efficiency and growth within Private Wealth Management. You will collaborate closely with technology, design, and business sponsors to redesign and modernize the legacy WFS application, while also supporting ongoing maintenance and system updates. You will help define, prioritize, test, and deliver enhancements and releases.
What You’ll Do:
Lead stakeholder meetings to gather requirements, clarify priorities, and produce clear documentation.
Partner with UI/UX, engineering, and Private Wealth stakeholders to convert client and advisor needs into clear, actionable work items.
Help create and prioritize backlogs with Product Owner(s), including identifying dependencies and risks.
Contribute to interface and process design by collaborating with development teams through implementation.
Validate functionality through reviews, testing, and stakeholder sign-off.
Monitor deliverables and ensure timely completion.
Simplify complex business problems through structured analysis and practical solutions.
What We’re Looking For:
Bachelor’s degree with a minimum of 5 years' experience as a business analyst.
Background in Agile environments, with a comprehensive understanding of Scrum roles and responsibilities.
Proficient in drafting user stories containing clear, actionable, and testable acceptance criteria for developers and QA teams.
Exceptional planning, organizational, and time-management abilities demonstrated through successful management of multiple projects and deadlines.
Effective communication skills across written, verbal, and presentation formats.
Strong analytical and conceptual skills coupled with a pragmatic approach to problem-solving.
Effective documentation capabilities, including the aptitude to visually map complex process flows.
Proven expertise in building and maintaining relationships with stakeholders and business partners, exhibiting a high degree of ownership and follow-through.
Self-motivated, able to work independently or collaboratively within a team, and adept at rapidly acquiring knowledge of new business areas.
Proficiency in Microsoft applications such as Excel, PowerPoint, Outlook, and SharePoint.
Experience with Jira and Confluence (or comparable tools) for Agile project management and documentation (preferred).
Understanding of high-quality user experience and functionality (preferred).
Knowledge of wealth and estate planning (preferred).
Experience leveraging artificial intelligence to enhance business analyst functions (a plus).
Skills Required
- Bachelor's degree
- Minimum of 5 years' experience as a business analyst
- Background in Agile environments
- Proficient in drafting user stories with acceptance criteria
- Strong planning, organizational, and time-management skills
- Effective communication skills
- Strong analytical and problem-solving skills
- Proficiency in Microsoft applications
- Experience with Jira and Confluence
- Understanding of user experience
- Knowledge of wealth and estate planning
- Experience leveraging artificial intelligence
AllianceBernstein Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AllianceBernstein and has not been reviewed or approved by AllianceBernstein.
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Retirement Support — Retirement programs include a 401(k) with employer match and zero-fee management, plus an employee stock purchase plan and charitable contribution matching. These features form a strong pillar of the total rewards offering.
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Leave & Time Off Breadth — Time-off offerings extend beyond standard PTO to include paid volunteer time, sabbaticals, and periodic 'refresher' vacation. These provisions support work–life balance.
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Wellbeing & Lifestyle Benefits — Workplace perks include free lunches, free snacks, subsidized meals, and company-sponsored events alongside pretax commuter programs. Wellness resources such as fitness centers, wellness groups, and EAP access add day-to-day value.
AllianceBernstein Insights
What We Do
AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $500 billion in assets under management. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.
