• Associate Fund Commentary Project Manager

    Location : Location US-TN-Nashville
    Client Services (Sales, Marketing, Product Strategy)
    Position Type
  • Company Overview

    About AllianceBernstein


    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:

    • Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth
    • Business Development is a conduit to the firm’s investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education
    • Product Strategy & Development designs, develops and manages the firm’s global lineup of investment services and considers clients’ evolving needs to identify new opportunities
    • Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events
    • Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability 

    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.


    Job Summary

    We are looking for a data owner within our commentary writing and production team. This team is responsible for the creation of high-volume, time sensitive performance commentaries for equity, fixed income and alternative funds for financial advisor and institutional and retail client use globally. The candidate will interact with Marketing (US and global divisions), Legal/Compliance, Fund Performance and Global Fund Administration, and is expected to manage the data process for multiple commentaries on a monthly, quarterly, semi-annual and annual basis.

    Job Description

    Specific responsibilities include but are not limited to:

    • Running all fund performance reports
    • Analyzing the data and composing performance-related language
    • Managing internal relationship with Fund Performance and Global Fund Administration, including tracking outstanding data, identifying data anomalies and trouble-shooting data issues
    • Managing internal relationship with Legal/Compliance, including receiving commentary approvals and filing approvals in system
    • Maintaining process documentation
    • Working in Monthly Reporting System to customize commentaries and distribute to clients


    Job Qualifications & Key Attributes

    The ideal candidate should have:

    • A bachelor’s degree, Economics/Finance preferred
    • Ability to synthesize data to arrive at a compelling conclusion/tell a story
    • Strong organizational and time-management skills, ability to work against strict deadlines and multitask
    • Ability to self-manage and work independently
    • Impeccable attention to detail
    • Excellent interpersonal and relationship-building skills

    Required Skills

    • Expertise in MS Office (especially Outlook, Word and Excel), Adobe Acrobat
    • Working knowledge of SharePoint is preferred but not required

    Location: Nashville, TN


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