Company Description:
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.
Group Description:
We are seeking a driven, analytical, and collaborative Portfolio Analyst to join our Tax-Managed Strategies team. This is an exciting opportunity for someone passionate about using data to inform investment decisions, optimize tax management strategies, and contribute to high-impact portfolio research. The role offers strong potential for growth across both investment and client-facing career paths.
What You'll Do:
Research & Quantitative Analysis
- Support our product development research effort by gathering data on trading costs, withholding taxes, shorting fees and more
- Conduct peer and competitor analysis to benchmark performance and strategy
Portfolio Management Support
- Identify and analyze outlier accounts to understand performance deviations
- Produce risk and exposure dashboards
- Prepare quarterly attribution and risk decomposition reports across a wide range of investment products
Tax Management Analytics
- Apply after-tax reporting logic and formulas to large datasets
- Compile after-tax performance data and flag underperforming strategies
- Assist in managing tax estimate communications for equity and alternative products
- Support our mutual fund postponement process
Marketing & Client-Facing Materials
- Update prospect decks and investment presentations
- Write performance commentaries and provide insights to support marketing campaigns
Qualifications, Experience, Education:
This position requires:
- Education: Bachelor’s degree (or higher) with some math and programming content
- Experience: 5+ years in data analytics, preferably within financial services or investment management
- Technical Skills:
- Strong SQL skills for querying large datasets
- Proficient in Python for data manipulation and analysis
- Comfortable with math-heavy concepts and quantitative modeling
- Soft Skills:
- Strong interpersonal skills and ability to work effectively in team settings
- Organized, curious, and eager to learn and grow in a dynamic environment
Location: Pune, India
Pune, IndiaTop Skills
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.
