AllianceBernstein (AB) is a leading global investment-management firm that offers high-quality research and diversified investment services to institutional investors, financial intermediaries and private-wealth clients in major global markets. Our client base includes some of the world’s leading institutions as well as private-wealth clients and retail investors. We maintain research, portfolio-management, wealth-management and client-service offices around the world, reflecting our global capabilities and the needs of our clients. Partnering closely with clients, our research and portfolio management teams collaborate across asset classes, regions, sectors, and investment strategies to spark new thinking and deliver superior outcomes. We foster an inclusive environment that offers opportunities for team members to continually learn, develop their skills and take on new challenges to progress in their careers.
Client Group Overview
The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of five main areas:
AllianceBernstein is an equal opportunity employer. We do not discriminate based race, color, creed, national origin, sex, age, disability, marital status, sexual orientation or citizenship status.
AllianceBernstein’s Request for Proposal (RFP) team is in search of a RFP Financial Operations Associate to contribute to business development and client service efforts through the completion of operational due diligence and onboarding questionnaires, as well as the completion of RFPs, RFIs, and DDQs for our equity and fixed income strategies. The Writer will support the Senior RFP Writers by working with our Subject Matter Experts (SMEs) and completing RFPs and Operationally focused Due Diligence Questionnaires, for our retail and institutional strategies, in a timely and accurate manner, while also contributing, where needed, to the completion of other RFPs, RFIs, and DDQs for our fixed income and equity strategies. The Writer will be expected to be able to work effectively with the firm’s Senior RFP Writers and Management Team as well as various members of our Global Operations, Technology, Audit, Risk Management, Trading, Compliance and Legal Teams to help write and maintain (keep updated) original and technical content to support our institutional and retail platform.
This position will provide an opportunity to develop knowledge in the entire new business development process: from the initial screening of an RFP, to the organization and project management of an RFP, to the actual content creation and updating of RFP language and then, finally, to the onboarding of new client relationships. The candidate will be expected to handle a high volume of requests simultaneously and productively. Projects will be both new business development and client servicing-related and include both standard and customized RFPs, Onboarding Questionnaires, and client Due Diligence Questionnaires.
Specific responsibilities include but are not limited to:
Job Qualifications & Key Attributes
The ideal candidate should have:
Nashville, TN, US