AllianceBernstein (AB) is a global asset manager that is client-centric in its mission, servicing institutional, retail, and private clients. AB encourages diversity of thought across its business, combining insights, expertise, and innovation to deliver investment outcomes for its clients. AB offers investment management services across all the major asset classes; Equities, Fixed Income, Alternatives and Multi-Asset, totalling $592bn*. It has global research coverage, a long-history of ESG integration, and an edge in AI and technology.
Summary of Role
The UK institutional team is made up of Client and Consultant Relations Directors (“Advisors”) and Associates. Together, they are dedicated to building and servicing our institutional client base in the UK. The team is highly proactive, following a strategic plan to broaden and deepen advocacy with consultants and deliver investment solutions to pension funds, insurers and other institutions. Progress is strong and expectations for this team are high.
We are looking for an Associate to join this highly motivated, fast-paced team. The individual will support one or more Advisors directly, with day to day exposure to all Advisors in the group as well as the Head of the UK Client Group. The successful candidate will work within a broader team of EMEA Associates, of which three are focused on the UK institutional business.
The successful candidate will be a motivated team-player with at least a basic level understanding of the UK institutional investment industry, including client types (pensions and insurance ideally). Candidates must be detail-oriented and possess strong analytical, communication, and organisational skills. They will be required to stay on top of their Advisors’ priorities, and their own workload. At particularly busy times they may need to reassess priorities, working closely with their Advisors, Associate colleagues and the team’s Assistant to achieve results.
An undergraduate university degree is mandatory and direct, relevant experience within an institutional client service team preferred. A strong work ethic and healthy ambition for responsibility is essential.
Associates are responsible for handling client, consultant and prospect requests relating to the relationships to which they are assigned. They are also expected to be proactive and demonstrate initiative within the role. Along with their Advisors, the Associate is responsible for day to day contact with internal and external contacts associated with AB’s UK client and consultant relationships. They are accountable to their Advisors to ensure both internal and external expectations for service are met or exceeded. This includes building effective and trusted relationships first and foremost with their Advisors, but also with their Associate peers and colleagues in other departments including portfolio management, operations, client reporting, legal & compliance and finance.
The Associates’ responsibilities include, but are not limited to:
Internally AB expects Associates to be fully trained and competent in dealing directly with clients, consultants, and prospects in a knowledgeable and professional manner. Associates will interact extensively with senior investment professionals, members of the Business Development team, and Client and Consultant Relations Directors globally.
Associates are encouraged to raise their personal profile across the firm. As appropriate, they will be asked to participate in departmental, regional, and firm-wide projects and initiatives. They are given the opportunity to take on greater responsibility where they exceed expectations.
*AUM data: 30th September 2019.