AllianceBernstein

  • Back Office Operations Associate

    Location : Location US-TX-San Antonio
    ID
    2019-6731
    Category
    Operations & Technology
    Position Type
    Full-Time
  • Company Overview

    Partner Distribution Services is a global business unit specializing in the support of AB Sales, Product and the back
    offices of our retail, retirement and insurance Intermediaries.

     

    AB is a leading global investment management firm that offers high-quality research and diversified investment
    services to institutional clients, individuals and private clients in major markets around the world. AB employs more
    than 500 investment professionals with expertise in growth equities, value equities, fixed income securities, blend
    strategies, and alternative investments, and, through its subsidiaries and joint ventures, operates in more than 20
    countries. AB’s research disciplines include fundamental research, quantitative research, economic research and
    currency forecasting capabilities. Through its integrated global platform, AB is well-positioned to tailor investment
    solutions for its clients. AB also offers independent research, portfolio strategy and brokerage-related services to
    institutional investors.

     

    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.

    Responsibilities

    We are seeking a San Antonio-based Back Office Operations Analyst to join our Partner Distribution Services
    Department.

     

    The person in this role will be responsible for providing support to and developing relationships
    with intermediary back offices, AB product, ABI Sales, as well as other internal groups. The best candidates for this
    position must be highly organized, possess outstanding customer service and problem-solving skills.

     

    The Back Office Operations Analyst will be responsible for managing operational relationships with our intermediaries and will partner with
    AB Sales, Legal, Product, to manage existing relationships and launch new products and initiatives for our firm
    and industry. This person will be trained to use the various applications that we use internally to support our
    business.

     

    The key job responsibilities include, but are not limited to:
    • Liaise between Intermediary back offices, AB Product, ABI Sales and ABIS Operations
    • Manage open items and provide specialized support to intermediaries
    • Handle Intermediary and AB internal inquiries and problem resolution
    • Establish and maintain firm information
    • Develop and present information related to AB initiatives and funds to internal and external clients
    • Become familiar with industry issues/trends affecting operations between intermediaries and AB
    • Support mutual fund back office trading processes
    • Coordinate the processing of trades, corrections and other account activities
    • Support oversight functions for retail omnibus and retirement firms
    • Update procedure documentation and support cross training of co-workers
    • Support monthly management and productivity reporting
    • Perform additional responsibilities as needed based on department requirements

    Qualifications

    Qualifications, Experience, and Education:
    • Business or Finance degree is helpful for this role, but not required
    • Experience in a fast-paced environment in a supporting role for a vendor, client, or firm
    • Previous mutual fund operations experience is a plus, but not required


    Skills:
    • Exceptional written and verbal communication skills
    • Outstanding time management and organizational skills with a proven ability to work independently and
    follow up to ensure tasks and other deliverables are completed
    • Strong attention to detail
    • Experience in problem solving
    • Ability to build relationships with external and internal clients of all levels
    • Proficient in the use of Office desktop packages such as Outlook, Word, Excel (Access experience is a
    plus, but not required)
    • Ability to work in a fast-paced environment and adapt to change
    • Ability to work collaboratively in a team setting
    • Candidate must be customer-focused and extremely flexible
    • Demonstrate the ability to further develop skills through training and as provided through coaching and
    feedback
    • Prior knowledge & experience in handling initiatives and/or projects

     

    Special Knowledge/Attributes:
    • A strong level of knowledge regarding mutual fund operations is a plus, but not required

     

    Location: City/State/Country: San Antonio, Texas USA

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