Private Wealth Performance Analyst

Private Wealth Performance Analyst

Who You'll Work With :

We are seeking a Nashville based Private Wealth Performance Analyst to join our Private Wealth Performance team in Global Technology & Operations. The candidate will report to a senior performance analyst and will provide support to the AB Private Client Sales force with respect to all aspects of investment performance measurement. AB uses a vendor's performance measurement system to calculate gross and net-of-fee returns for more than 225,000 active accounts. These portfolios include equity, fixed income, and alternative products. The role involves analyzing and explaining portfolio performance results in a comprehensive and understandable manner that can easily be conveyed to associates and our sales teams.

What You'll Do :

• Ensure that investment performance results for client portfolios are calculated and reported accurately.
• Collaborate with Private Client Sales on new products launches.
• Manage calculation and distribution of daily / monthly performance summary firm-wide for marketed composites and simulations.
• Partner with offshore team and learn all performance measurement functions.
• Enhance all aspects of performance measurement including Bernstein.com.
• Create, daily, monthly, and custom performance reports.
• Work with PW Operations teams to research and resolve any issues / out of balances.
• Coordinate User Acceptance Testing with respect to reporting requirements and changes.
• Client Servicing- Provide ongoing support to Sales Advisors, Marketing, Portfolio Management, Client Reporting, and other internal departments.

What We're Looking For :

About AB :

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!