Corporate Access & Advisory Services Specialist

AllianceBernstein•Nashville, TN

About The Position

Corporate Access & Advisory Services Specialist The Corporate Access & Advisory Services Specialist partners with internal investment professionals and external corporate and sell-side stakeholders. The primary responsibility of this role is to facilitate connections between AllianceBernstein investment professionals and corporate management teams by coordinating and delivering end-to-end management meetings. This individual will take a consultative and collaborative approach when working with investment professionals and key stakeholders to support the origination, coordination, and seamless execution of management meetings from planning through completion. In addition, the role supports the management of the firm’s research budget, research vote process, and market data vendors. This includes coordinating a global, firm-wide research vote and communicating AllianceBernstein’s research and advisory priorities to our sell-side partners.

Requirements

Bachelor’s degree and 3-5 years of work experience in corporate access, investor relations, broker relations, commission management or the financial services industry strongly preferred
Attention to detail and critical thinking skills
Ability to multitask, prioritize workload and perform assignments independently in a fast-paced environment
Demonstrated ability to proactively problem solve employing independent judgement in decision making
Strong customer service, interpersonal and leadership skills
Ability to handle highly sensitive information with discretion
Strong relationship management skills and a demonstrated ability to build trust, rapport and credibility with stakeholders (analysts, PM’s and CIO’s)
Strong technical skills, including Excel and PowerPoint, with experience leveraging AI tools to improve efficiency, enhance data analysis, and develop presentations

Responsibilities

Partner with investment teams to originate and execute in-house and offsite company meetings, as well as bespoke, high-value investor research trips that facilitate fundamental and ESG engagement with corporate management teams
Identify and contribute ideas to enhance and streamline processes for facilitating company meeting requests from investment professionals.
Facilitate internal and external communications to ensure a coordinated and efficient corporate access process.
Ensure company meetings are accurately captured in internal systems (including company details, host information, location, date, and time) to support effective reporting and analysis.
Collaborate with the team to produce and distribute periodic and ad hoc reports summarizing corporate access activity.
Develop and maintain external relationships with corporate management teams, sell-side corporate access desks, broker-dealers, and other third-party partners.
Foster collaboration across investment teams to identify shared research priorities, coordinate corporate access opportunities, and maximize engagement with corporate management teams.
Assist in coordinating AllianceBernstein’s global research vote across Equities, Arya, and Multi-Asset teams.
Support the oversight of the firm’s research budget, including market data vendor management.
Manage AllianceBernstein’s soft dollar and commission management processes, including reconciling CSA commissions with brokers, coordinating research payments, and analyzing trading commission reports.
Partner with Compliance, Client Reporting, and other internal teams on soft dollar–related requests.
Support investment teams in leveraging AI tools and research technologies to enhance data gathering, streamline research workflows, and improve insight generation.
Prepare presentations and analysis to support relationship management, highlighting engagement, service quality, and alignment with business priorities across investment teams.