• Fact Sheet Production & Data Associate

    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 c lients 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 fact sheet production and data associate within our fact sheet team. This team is responsible for the production of recurring, high-volume, onshore and offshore data-driven fund fact sheets for sales, marketing, financial advisor and investor use. The candidate will interact internally with Product Management, Marketing (US and global divisions), Legal/Compliance, Fund Performance and Global Fund Administration, as well as externally with vendors.

    Job Description

    Specific responsibilities include but are not limited to:

    • Review and quality control of all data and editorial content on fund fact sheets
    • Manage the entire data process, including tracking, running, requesting, entering and importing all fact sheet data from multiple sources
    • Establish and utilize internal relationships with Fund Performance, Global Fund Administration and Product Management to identify data anomalies and trouble-shoot data issues
    • Work with Legal/Compliance to ensure compliance of all marketing materials, resolve comments and track approvals
    • Maintain detailed documentation for entire data and production process
    • Manage relationship and daily communication with external vendor who owns fact sheet production system, including working to develop new features to support AB’s needs
    • Coordinate vendor invoicing process


    Job Qualifications & Key Attributes

    The ideal candidate should have:

    • A bachelor’s degree, Economics/Finance/Marketing/Business preferred
    • 1–3 years business experience preferred
    • Impeccable attention to detail is critical
    • Strong organizational and time-management skills, ability to work against strict deadlines, multitask and prioritize
    • Ability to quickly learn new systems and programs
    • Proficiency in working with numbers and data
    • Strong written and verbal communication skills
    • Ability to self-manage and work independently
    • Excellent interpersonal and relationship-building skills

    Required Skills

    • Expertise in MS Office (especially Outlook, Word and Excel), Adobe Acrobat
    • Familiarity with Seismic a plus

    Location: Nashville, TN


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