Company Description:
As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner.
Group Description:
Each analyst will own two remits (a “major” and “minor”) across a two to four-year period. Balancing multiple responsibilities requires the analyst to master a broad skill sets, have a wide understanding of business development in asset management, and complete projects that are critical to the success of the group, department or firm. On a biannual basis, the analyst will present learnings and contributions to the broader Global Business Development organization. Analysts will meet with their major and minor stakeholders regularly to collaborate on their responsibilities and will have the opportunity to become embedded in the teams they are supporting. After successfully completing two to three years in the program, the firm has the option based on performance and personnel needs to place the analyst in a full time position on the team they are supporting or in other areas in which the analyst expresses interest and where there is skills alignment. Throughout the program, the program sponsors invest in the analysts’ growth through intensive training, development opportunities, and mentorship. A non-exhaustive list of potential major and minor remits include: the various asset class business development teams, Request for Proposal, Client Response Center, Product Strategy and Development, and vehicle teams (ETF, SMA, etc).
Specific responsibilities may include but are not limited to:
Prepare and maintain marketing presentation materials: gather market data, portfolio characteristics, performance data, etc. to support product messaging across investment products Respond to ad hoc inquiries and requests for investment product views, portfolio attributes, and current positioning across products, as well as our firm’s asset class views and outlooks Analyze and report on the competitive positioning of our investment products as well as industry trends; help support our product development and commercial efforts Contribute to monthly portfolio performance commentaries and market outlooks. This involves an understanding of market events and investment products Attend relevant investment strategy meetings to stay current on investment strategies Actively seek ways to leverage technology for process improvements, presentation standardization, and automation
What makes this role unique or interesting (if applicable)?
- The opportunity to work on multiple teams across the course of two to three years prepares analysts well for a successful career in the Client Group.
Qualifications, Experience, Education:
This position requires:
- Top Priority is creative thinking: Experience in roles that require innovative thinking and the ability to develop creative solutions to complex problems. Do not prefer candidates in purely operational, data controls, or reconciliation roles
- Professional Experience
- Years of Relevant Experience: Prefer 3-5 years of experience, demonstrating progressive responsibility. Beneficial to have direct experience in asset management or other financial services field
- Judgment-Based Responsibilities: Proven track record in roles that require sound judgment and decision-making
- Progress Toward CFA: Progress toward the CFA, CFP, or similar designation.
- Accomplishments: Degree from a premier university or other academic or extracurricular achievements.
- Technical Proficiency
- Excel Skills: Proficient in Microsoft Excel, including functions such as pivot tables, VLOOKUP, SUMIFS to draw insights
- PowerPoint Skills: Preferred proficiency in Microsoft PowerPoint, with experience in creating impactful presentations that effectively communicate key messages.
- Communication Skills
- Verbal Communication: Articulate with strong verbal communication skills. Prefer experience presenting information.
- Written Communication: Demonstrated ability to produce clear, concise, and persuasive written materials.
- Decision-Making and Critical Thinking
- Analytical Skills: Ability to analyze data and make informed decisions based on quantitative and qualitative information.
- Problem-Solving: Experience in identifying issues, evaluating options, and implementing effective solutions.
- Prioritization and Time Management
- Balancing Priorities: Proven ability to manage multiple tasks and projects simultaneously while meeting deadlines and maintaining high-quality standards.
- Adaptability: Flexibility in adjusting priorities based on changing business needs and circumstances.
Special Knowledge (if applicable):
Location: Pune, India
Pune, India
