Who you'll work with:
We are seeking a San Antonio based PDS Back Office Operations Analyst to join our Partner Distribution Services Department.
We are looking for an individual to serve as a Back Office Operations Analyst in the Partner Distribution Services Department within the Transfer Agency Operations. This person will be responsible for managing the relationship between AB and intermediary back offices to ensure daily operations, critical events and service matters are effectively coordinated. The person is expected to develop and maintain relationships with intermediary back offices, AB Product, ABI Sales, various ABIS teams and other groups, as needed to facilitate communication and coordination of initiatives between AB and the firms. The person in this role must be highly organized and have outstanding communication and relationship management skills.
What you'll do:
DST TA2000 - Record keeping system for AllianceBernstein retail mutual fund accounts
DST SMARTDESK
DTCC Mutual Fund Profile
DTCC Mutual Fund Information Exchange
TA2000 Rumba - TA2000 Mainframe
AWD Automated Workflow Distribution (AWD) – Imaging and workflow utility for TA2000
StorQM - Web-enabled application-to extract daily reports
Microsoft Office Applications – with a heavy focus on EXCEL
Responsibilities:
Manage relationships, communication and initiatives with intermediary back offices, AB Product, ABI Sales and ABIS Ops
This person will be responsible for reaching out to firms (call campaigns) to obtain information AB may require as it pertains to various AB initiatives
Participate in various AB initiatives as needed, assess impact to and coordinate with intermediaries
Manage ad-hoc projects resulting from requests from our intermediaries or other internal AB groups. Examples of these requests include, but are not limited to broker conversions, omnibus conversions, complete RFPs, fund fact and “spec-pack” sheets, questionnaires, customized reporting and record-keeping for internal groups
Support AB intermediary oversight processes
Present information related to AB initiatives and funds to internal and external clients as needed
Serve as a resource for escalated issues from intermediaries, ABI Sales or other ABIS groups
Become familiar with industry issues/trends affecting operations between intermediaries and AB
Maintain intermediary profile database
PDS management reporting as needed
Perform additional responsibilities as needed, based on department requirements
What makes this role unique or interesting?
The person in this diverse and fast-paced role will be exposed to a wide scope of business within our firm. They will be encouraged to be entrepreneurial and will be given the autonomy to manage and develop the assigned client relationships.
What is the professional development value of this role, i.e. what learning and professional growth does the role offer the candidate?
The person in this role will have an opportunity to demonstrate skills such as time management, project planning, relationship development, problem solving and communication. This person will be exposed to many areas within our firm and will become familiar with the processes of various groups over time. This role is considered a steppingstone for future leaders, relationship managers and senior business analysts.
What we're looking for:
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:
A strong level of knowledge regarding mutual fund operations is a plus, but not required
Who We Are:
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.
San Antonio, Texas
