• Project Analyst

    Location : Location US-TX-San Antonio
    Operations & Technology
    Position Type
  • Company Overview

    OPS Group Description:
    Sales Data Management (SDM) is responsible for the accuracy of the data that flows into the data warehouse
    through various systems and processes. The department supports and interacts with the National Sales Manager,
    Divisional Directors, Regional Managers and their internal consultants, Business Intelligence and Finance.


    Company Description:
    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.


    We are seeking a San Antonio, Texas based Analyst to join our Sales Data Management Team.


    The SDM Analyst will support the various groups through sales reporting projects, handling complex ad-hoc sales
    related issues, performing trade research, managing territory alignment changes, administering the automated and
    manual commission process, and ensuring the accuracy of the data that flows into the data warehouse from various
    sources. The best candidate for this position will possess experience creating reporting products using applications
    such as Microsoft EXCEL and ACCESS. The candidate should possess strong communication skills and an
    analytical and problem-solving background. This person must also demonstrate a strong level of attention to detail
    and be able to manage multiple projects and prioritize new projects in a fast-paced work environment. This person
    will interact with staff from many areas and levels of AB including AB senior sales executives, IT and Operations.


    The SDM Analyst will be responsible for using various standard applications which include, but are not limited
    to, DST SalesConnect,, DST TA 2000 Desktop, SharePoint, Microsoft Excel, Access and other
    proprietary software applications that may be needed to perform daily responsibilities.


    The key job responsibilities may include, but are not limited to:
    • Management of and/or participation in projects relevant to AB sales reporting
    • Administration of wholesaler commissions, including adjustments resulting from trade moves and
    delivery of manual commissions to the SVP/Director of Financial Control and Analysis
    • Management of processes to take in various manual sales reporting data supplied by intermediaries
    and apply it to AB sales reporting
    • Management and execution of territory alignment change requests
    • Development of ad-hoc reporting from various sales reporting resources
    • Responding to inquiries from all levels of AB sales regarding sales reporting issues
    • Management of all intermediary conversions that have an impact on sales reporting
    • Reconciliation of omnibus activity against sales reporting record keeping system
    • Prepare department performance reporting
    • Other responsibilities that may be assigned to the person based on his or her skill and capacity to


    Qualifications, Experience, Education:
    • 2 to 5 years data reporting experience is required (mutual fund data reporting is a plus)
    • 2 to 3 years project management experience
    • Must have strong relationship/customer management experience
    • Experience managing multiple projects and priorities

    • Strong relationship management skills
    • Exceptional communication, time management, problem framing, and follow up skills required
    • Organized, thorough and conscientious. Establishes priorities and follows through on tasks to
    • Proficient in the use of office desktop packages with an intermediate or higher of knowledge in Excel and

    Special Knowledge (if applicable):
    • Ideal candidate will possess a strong knowledge of mutual fund operations and sales reporting
    • Must be able to execute tasks effectively as an individual and through delegation to others
    • Candidate must have the proven ability to learn quickly
    • Ability to work in a fast-paced environment and adapt to change
    • Ability to identify and implement process improvement and risk mitigation opportunities
    • Candidate must be client focused
    • Candidate can work in a fast-paced setting

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


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