Job Summary
AllianceBernstein's Consultant Database Team seeks a Consultant Data Specialist to support global business development and client service. This role involves maintaining and reporting data on Institutional services, US mutual funds, Lux funds, and Retail separately managed accounts to investment consultants, financial intermediaries, and third-party databases. Additionally, the specialist will aid RFP Writes by handling quantitative sections of RFPs, RFIs, and due diligence questionnaires. Responsibilities also include learning about consultant databases, streamlining reporting, and managing other projects and requests as needed. Central to the role is automation, where processes for data dissemination are automated using Robotic Automation Software tools.
Job Description
Specific responsibilities include but are not limited to:
- Update & review consultant databases / websites with performance, assets, personnel, characteristics and other information of various funds and strategies to support consultant and home office sales team
- Respond to consultants for customized requests regarding strategy performance, key statistics, holdings, benchmark, etc.
- Add/Modify products to consultant databases (eVestment/Mercer/Callan) when requested, by liaising with product teams to gather required information.
- Completing various ad-hoc search requests, product additions and other tasks.
- Maintaining a high level of competency when reviewing data and reports, and quickly identifying both data and format issues.
- Ensuring database updates and reports are prepared on a timely basis with the highest level of quality and accuracy.
- Assisting the team in maintaining existing standard operating procedures, tools and workflows necessary to facilitate the process.
- Support all aspects of maintenance and improvement of the processes, including opportunities to build efficiency and enhanced control measures.
Job Qualifications & Key Attributes
The ideal candidate should have:
- BS/BA - concentration in Technology, Finance, Business. Other concentrations are welcomed.
- 2-3 years of related experience automating workflow processes.
- Demonstrate strong interest in the investment management industry or financial markets.
- Demonstrate the ability to use technology to increase productivity and efficiency.
- Ability to collaborate effectively and build strong internal networks with individuals at a range of levels and from a variety of departments.
- Highly motivated self-starter, with strong work ethic.
- Capable of dealing with changing priorities in a dynamic and fast paced environment.
- Detail oriented with ability to work independently and maintain high standards.
Required Skills
- Ability to communicate in a clear, concise and efficient manner with multiple teams.
- Robotic Automation software skills (Automation Anywhere, UiPath etc) is a plus.
- Familiarity with Microsoft Excel using Power Query is a plus.
- Familiarity with SQL is a plus.
Pune, India
Top Skills
What We Do
AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $500 billion in assets under management. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.
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