Who You’ll Work With:
The Product Analyst will work closely with the Custom Defined Contribution (DC) Product Director and DC Business Development Team members of the Multi-Asset Solutions investment group, and the US institutional sales team to help drive the growth of AllianceBernstein’s $75B+ custom defined contribution business. The individual will be focused on supporting the product management and customization of AB’s custom target-date and lifetime income offerings.
What You’ll Do:
The Product Analyst’s primary responsibilities include:
Develop product-related collateral for AB’s custom target-date offerings, including our investment process and philosophy, portfolio positioning, and operations
Complete recurring updates to product servicing materials including consultant and plan sponsor presentations, pricing database and reporting as needed
Catalogue and analyze competitor solutions, helping to position our solutions accordingly for the broader team
Assemble and update presentations for new business opportunities and customize them as needed for prospective meetings
Research and prepare responses to ad-hoc requests from the institutional sales team, or other client-facing professionals
Execute deliverables for fiduciary service for insurer selection and monitoring associated with managing insurer bidding process for Lifetime Income Strategy clients
Analyze and draw conclusions from existing client data for use with external reporting and in generating compelling conclusions for use during the sales process
Develop an efficient process to organize and track the sales prospecting effort for our services
Provide internal support for Lifetime Income Strategy services such as dedicated call center and participant-facing web site
What We’re Looking For:
The ideal candidate should have:
2-5 years of financial services experience with defined contribution plan familiarity
Working-level understanding of target-date funds and various Qualified Default Investment Alternatives. Working knowledge of annuities is a plus.
Highly motivated self-starter; ability to work both independently as well as part of a team
Highly organized with strong analytical skills. Attention to detail is exceptionally important
Strong verbal and writing skills. Creativity and a marketing “sense” is a distinct plus
Comfort working with large data sets and using Excel properly to analyze and organize the data before drawing conclusions
Must be a direct “do-er” of work, not a “delegator” or “coordinator” of work done by others
Effective time management and data management skills
Strong project management skills. Experience working under both tight deadlines and undefined deadlines. Must be able to define milestones for projects without strict deadlines and stick to them
A track record of making time for self-development in a fast-paced work environment
Ability to collaborate well with fellow Product Team members and other colleagues
BA/BS in Finance or related field
Advanced Excel and PowerPoint skills
Strong quantitative orientation. Working knowledge of SQL or VBA a plus.
Some work experience in financial industry
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:
Base Salary Range: $90,000 to $110,000
Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off