AllianceBernstein
PDS Back Office Operations Analyst
AllianceBernstein, San Antonio, Texas, United States, 78208
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PDS Back Office Operations Analyst
role at
AllianceBernstein
We are seeking a San Antonio based PDS Back Office Operations Analyst to join our Partner Distribution Services Department. Within the Transfer Agency Operations, the Analyst will manage relationships with intermediary back offices, coordinate daily operations, critical events, and service matters, and facilitate communication across AB product, sales, ABIS teams and partner firms. The role requires exceptional organizational, communication, and relationship‑management skills.
What You’ll Do
Manage relationships, communication and initiatives with intermediary back offices, AB Product, ABI Sales and ABIS Ops
Reach 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 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
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
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!
All 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 and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job‑related criteria.
San Antonio, Texas
Seniority level: Entry level
Employment type: Full‑time
Job function: Management and Manufacturing
#J-18808-Ljbffr
PDS Back Office Operations Analyst
role at
AllianceBernstein
We are seeking a San Antonio based PDS Back Office Operations Analyst to join our Partner Distribution Services Department. Within the Transfer Agency Operations, the Analyst will manage relationships with intermediary back offices, coordinate daily operations, critical events, and service matters, and facilitate communication across AB product, sales, ABIS teams and partner firms. The role requires exceptional organizational, communication, and relationship‑management skills.
What You’ll Do
Manage relationships, communication and initiatives with intermediary back offices, AB Product, ABI Sales and ABIS Ops
Reach 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 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
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
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!
All 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 and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job‑related criteria.
San Antonio, Texas
Seniority level: Entry level
Employment type: Full‑time
Job function: Management and Manufacturing
#J-18808-Ljbffr