Teams at AllianceBernstein

Coordinates marketing events and projects for a private wealth management team. Responsibilities include scheduling calls, managing Salesforce campaigns and attendance, creating Pardot communications and landing pages, developing SurveyMonkey surveys, preparing Microsoft Word biographies and agendas, routing materials for legal approval, and supporting ad hoc projects. The role requires strong organization, communication, prioritization, attention to detail, and the ability to manage multiple deadlines in a busy environment.

Owns EMEA and selected global regulatory reporting, including trade, transaction, and holdings reporting. Responsibilities include supervising regulatory data uploads, managing failures, performing root-cause analysis and reconciliations, supporting client onboarding, responding to EMIR and ASIC queries, completing certifications, and preparing KPI reports. The role also identifies opportunities for automation and process improvement while partnering with operations, compliance, portfolio management, sales, and clients.

Oversee financial and shareholder reporting for global mutual funds, including annual, semi-annual, and quarterly reports; incorporate accounting, audit, legal, and operational comments; communicate GAAP changes; coordinate SEC filings, banks, auditors, attorneys, printers, vendors, and internal teams; maintain reporting schedules, calendars, checklists, and accuracy controls; and escalate issues to management.