Who You’ll Work With:
The Global Business Development Organization (GBDO) is seeking a Technical Specialist for our Client Response Center. The Client Response Center is the unit within our GBDO responsible for managing, writing, compiling, and producing the wide range of servicing materials needed to service AllianceBernstein’s many different types of clients. The Technical Specialist will use our firm’s technical resources (data, systems, people, AI, other) to service clients across regions and distribution channels. Reporting to the Managing Director and Technical Specialist within the Client Response Center, the Technical Specialist will deeply understand and help develop the optimal approach to complete reporting/servicing documents for clients, using our firm’s universe of available data, technical resources and systems. For new requests, the Technical Specialist will work with our Client Response Center Team in Pune to explicitly document all requirements and the agreed-upon approach (processes, sources, methodologies, footnotes and disclosures, etc.) As requested, the Technical Specialist will also support the Managing Director and Technical Specialist on various projects related to the wide range of product data that is used to service clients, including, for example, documenting product data, requirements, and related governance rules and processes needed to efficiently produce a range of client deliverables.
What You’ll Do:
Specific functions include, but are not limited to:
Complete Client Deliverables: Complete client servicing reports and requests. In doing so, seek efficiencies, leverage, and scale while ensuring regulatory and other risk control requirements are met. Follow existing documentation, and where that documentation does not exist, create the written documentation for standard operating procedures now required for all recurring client deliverables.
“Process Map” Technical Client Requests: Work with our Client Response Center Team in Pune to write and formally document, including via screenshots, instructions, processes, and systems used (“process map”) to complete each deliverable so that others will be also able to produce the resulting reports and servicing requests consistently and efficiently each time, in an industry-leading manner.
Complete All Deliverables with High Attention to Detail: Client requests must be completed efficiently and correctly and reflect the Client Response Center’s best practices for all components of the deliverable. In completing requests, you should continually seek efficiencies, leverage, and scale while ensuring regulatory and other risk control requirements are met.
Ability to Prioritize and Adapt to Client Needs: As needed, work with Managing Director and Technical Specialist to redesign existing servicing reports, documents, and approaches to reflect best practices, to make optimal use of automation technology where applicable, and to fully leverage existing systems and data, all with the objective of making our servicing deliverables more consistent, efficient, leverageable, risk controlled, and scalable across all channels.
Instill a Forward-Thinking “Best Practices” Mindset: Focus on “best practices” for the servicing of our clients, helping AB deliver the information clients are requesting today, and may be requesting in the future, in the most professional, efficient, and risk-focused manner possible. Learn from the data and information to help evolve our Client Response approach to be more efficient, proactive and client needs-driven.
What We’re Looking For:
Experience: 8+ years of experience in the financial services industry. Ideally will have knowledge of technical portfolio management and AB reporting systems and processes. Fixed income expertise a major plus.
Client Orientation: Strong knowledge of AB clients and client reporting requirements.
Technical Systems Expertise: High comfort level in working in a range of technical, data-oriented systems.
Strong Process Orientation: Process-oriented with an intuitive understanding of the sequencing of multiple components of an overall complex project.
Execution-Oriented: Results-driven and execution-focused. Will be highly organized and be able to work on multiple simultaneous projects and sometimes meet tight deadlines. This role requires a strong focus on consistent productive execution to enhance internal operational efficiencies, reduce associated costs, improve risk management, and enable our firm to service and support our clients more efficiently.
Communication skills: Able to convey highly technical information with clarity and precision. This communication is with other teams within AB, as well as junior members of the Client Response Center team.
About AB
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!
Nashville, Tennessee
