The Role
Job Description: Senior Business Analyst – Distribution Data Stewardship
Team
About AllianceBernstein
AllianceBernstein is a leading global investment management firm committed to
delivering high-quality research and a wide range of diversified investment services
to institutional clients, retail investors, and private-wealth clients in key markets
worldwide. With a workforce of over 4,000 professionals across 57 locations in 26
countries and jurisdictions, our mission is clear: to become the most trusted
investment firm globally.
We firmly believe that our people are the cornerstone of our success, providing us
with a competitive edge in the market. Our inclusive culture emphasizes rewarding
dedication and hard work.
At AllianceBernstein, intellectual curiosity and collaboration drive our workplace
environment, enabling you to achieve your best. Whether you’re conducting
insightful research, identifying compelling investment opportunities, integrating
innovative technologies, or offering expert advice to our clients, we are fully
committed to supporting your growth. If you’re ready to push boundaries and
elevate your career, we’d love to have you on our team!
As guardians of the firm’s sales data, this role holds critical responsibilities that
ensure accuracy, efficiency, and seamless integration of data processes. This
position is a hybrid role that demands a blend of operational and technical
proficiency. The primary duties include, but are not limited to:
Team
About AllianceBernstein
AllianceBernstein is a leading global investment management firm committed to
delivering high-quality research and a wide range of diversified investment services
to institutional clients, retail investors, and private-wealth clients in key markets
worldwide. With a workforce of over 4,000 professionals across 57 locations in 26
countries and jurisdictions, our mission is clear: to become the most trusted
investment firm globally.
We firmly believe that our people are the cornerstone of our success, providing us
with a competitive edge in the market. Our inclusive culture emphasizes rewarding
dedication and hard work.
At AllianceBernstein, intellectual curiosity and collaboration drive our workplace
environment, enabling you to achieve your best. Whether you’re conducting
insightful research, identifying compelling investment opportunities, integrating
innovative technologies, or offering expert advice to our clients, we are fully
committed to supporting your growth. If you’re ready to push boundaries and
elevate your career, we’d love to have you on our team!
As guardians of the firm’s sales data, this role holds critical responsibilities that
ensure accuracy, efficiency, and seamless integration of data processes. This
position is a hybrid role that demands a blend of operational and technical
proficiency. The primary duties include, but are not limited to:
Key Responsibilities
Sales Reporting Support: Address inquiries from all levels of AB sales staff
regarding sales reporting issues.
Data Reconciliation: Align omnibus activity with the sales reporting record-
keeping system, ensuring accuracy and completeness.
Data Flow Analysis: Understand the flow of sales data and assess how data
movement impacts commission calculations and reporting for the sales team.
Data Integrity: Perform audits and updates across multiple systems to
ensure data accuracy and reliability.
Process Optimization: Lead improvement initiatives by automating manual
workflows, transitioning outdated processes to robust platforms, and
supporting existing automated processes.
Commission Administration: Manage wholesaler commission processes,
including adjustments for trade reallocations and manual commission
submissions to the SVP/Director of Financial Control and Analysis.
Manual Data Integration: Oversee processes for incorporating manual
sales reporting data from intermediaries into the firm's sales reporting
systems.
Territory Alignment: Manage and execute territory alignment change
requests to support business goals.
Additional Responsibilities: Undertake other duties as assigned based on
skills and team requirements.
Growth Opportunities
This role provides valuable exposure to all aspects of sales reporting and manual
commission processes, offering opportunities to:
Develop project and relationship management skills while collaborating with
AB staff across multiple levels.
Gain a deeper understanding of the technical processes underlying sales data
management.
Pursue diverse career paths, including roles with greater technical
specialization or leadership in people, process, or project management.
commission processes, offering opportunities to:
Develop project and relationship management skills while collaborating with
AB staff across multiple levels.
Gain a deeper understanding of the technical processes underlying sales data
management.
Pursue diverse career paths, including roles with greater technical
specialization or leadership in people, process, or project management.
Qualifications and Experience
Bachelor’s degree in Computer Engineering with 4-5 years of strong and relevant technical experience.
Demonstrated experience in relationship and customer management.
Proven analytical skills with the ability to interpret and act on complex data
sets.
Leadership experience, including providing feedback, resolving escalated
inquiries, and overseeing task prioritization and quality assurance.
Required Skills
Technical Proficiency: Proficiency in Python and SQL is essential.
Salesforce experience is a plus.
Data Stewardship: Commitment to upholding the accuracy and integrity of
data within the team’s care.
Intellectual Curiosity: A strong drive to explore, learn, and improve
processes and systems.
Communication: Excellent verbal and written communication skills; capable
of engaging effectively at all organizational levels with clarity and
professionalism.
Client Focus: Results-oriented and client-focused with a diligent and
proactive work ethic.
Self-Management: Highly self-directed, assertive, and able to meet
deadlines with accountability.
Project Management: Ability to manage multiple projects, prioritize tasks,
coordinate stakeholders, and ensure deliverables are met on time and within
budget. Experience in process optimization, planning, and executing project
milestones is highly valued.
Software Skills: Proficiency in Microsoft Office, particularly Excel, with the
ability to quickly adapt to new tools and business applications.
This role is an exciting opportunity to contribute to the firm’s data management
excellence while gaining meaningful experience and advancing professional growth.
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The Company
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.
