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Client Reporting Analyst

Company: AllianceBernstein
Location: Nashville
Posted on: September 15, 2020

Job Description:

We are seeking a Nashville, Tennessee based Client Reporting Analyst to join our Client Reporting Team in IMO.

The Institutional Client Reporting Team is responsible for the production of monthly, quarterly, annual and ad-hoc accounting and investment reports for institutional clients. These reports cover the full range of the firm's investment capabilities, including Fixed Income, Equity, Index / Enhanced, as well as Alternative Investments, Blend, Multi-Asset strategies, with an expanding range of derivative content.

There are extensive interactions and exposure to many functions of the AB business, notably Client Relationship Management, the Portfolio Management Team, Global Product Development team along with Operations and Information Technology.

In addition to the production support, the team also works on projects related to new report development and automation.

The reporting analyst role will assist the Client Reporting Department in servicing the reporting needs of the firm's institutional clients. A large focus of responsibility is sending out monthly and quarterly reporting packages to clients. In supporting this mandate, the Client Reporting Team is also responsible for maintaining data integrity between accounting and reporting platforms along with fixed income portfolio analytics.

Describe the applications and business or enterprise functions the role supports:

The Client Reporting Analyst supports mostly the institutional business but does offer some support to the retail and private client businesses. This is done through creating and delivering client reports, while also supporting internal functions in portfolio management, client relations and fund administration.

The key job responsibilities include, but are not limited to:

The analyst's key job responsibilities time will be devoted to production support, where they will be involved in the following activities:


  • Preparing and reviewing custom reports on a monthly, quarterly or ad-hoc basis.
  • Reconciling data between internal accounting and reporting systems.
  • Data analysis and quality control in regards to projects and department enhancements.
  • Respond to ad-hoc requests, issue resolution and provide answers to advisor/associate inquiries.
  • Support offshore team at AXA-Business Services.
  • Updating process documents

    In addition to production support the associate will be involved in Client Reporting projects, including the Vermilion reporting tool implementation.

    What makes this role unique or interesting (if applicable)?

    This is an opportunity to join and support a business unit that has direct client impact which is looking to implement new technology (Vermilion Reporting software) to become more efficient while mitigating risk as business demands continue to grow. The strategic plan for the reporting group includes transitioning to and developing a new client reporting platform while retiring current reporting applications and tools.

    What is the professional development value of this role, i.e. what learning and professional growth does the role offer the candidate?

    • The analyst will learn about AB's equity, fixed income portfolio analytics and characteristics client reports along with advanced performance attribution. The analyst will have hands-on experience on a variety of fixed income, equity and derivative securities and products.
    • The analyst will be able to improve their time management skills and gain more exposure working within a team. The analyst will gain exposure to the fixed income business as the clients investing in our fixed income products require the most complicated reporting support. They will work on their time management skills as they will need to work on and manage multiple tasks/projects/deliverables at one time.
    • The analyst will be able to improve their communication skills as they will have frequent contact with other groups within the firm to provide information and resolve issues. They will be able to work on communicating effectively to complete tasks.

      Qualifications, Experience, and Education:

      The ideal candidate should have the following:

      • 4 year undergraduate degree preferably in business related discipline
      • 2 years of work experience in a function that has some related financial analysis or use of analytical skills.
      • Prefer some experience in Corporate Actions or data management areas
      • Previous internships working in financial services

        Skills: Knowledge of multiple asset classes and how they can be used in portfolios and strong knowledge of Microsoft Office

        Special Knowledge (if applicable): The candidate should be able to communicate effectively, work well in a team setting, and be able to effectively handle changes with a positive outlook.

        Location: Nashville, Tennessee

        AB is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world. AB employs more than 500 investment professionals with expertise in growth equities, value equities, fixed income securities, blend strategies, and alternative investments, and, through its subsidiaries and joint ventures, operates in more than 20 countries. AB's research disciplines include fundamental research, quantitative research, economic research and currency forecasting capabilities. Through its integrated global platform, AB is well-positioned to tailor investment solutions for its clients. AB also offers independent research, portfolio strategy and brokerage-related services to institutional investors.Nashville, Tennessee

Keywords: AllianceBernstein, Nashville , Client Reporting Analyst, Advertising , Nashville, Tennessee

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