PDS Back Office Operations Analyst

AllianceBernstein LP•San Antonio, TX

30d

About The Position

We are seeking a San Antonio based PDS Back Office Operations Analyst to join our Partner Distribution Services Department . We are looking for an individual to serve as a Back Office Operations Analyst in the Partner Distribution Services Department within the Transfer Agency Operations. This person will be responsible for managing the relationship between AB and intermediary back offices to ensure daily operations, critical events and service matters are effectively coordinated. The person is expected to develop and maintain relationships with intermediary back offices, AB Product, ABI Sales, various ABIS teams and other groups, as needed to facilitate communication and coordination of initiatives between AB and the firms. The person in this role must be highly organized and have outstanding communication and relationship man

Requirements

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
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

Nice To Haves

Previous mutual fund operations experience is a plus, but not required
Access experience is a plus, but not required

Responsibilities

Manage relationships, communication and initiatives with intermediary back offices, AB Product, ABI Sales and ABIS Ops
This person will be responsible for reaching 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