Who You'll Work With: The SMA Product Management team supports Private Wealth and US Retail in growing the Direct Indexing and Tax Managed Strategies platform. The Business Analyst will lead initiatives to expand services and enhance infrastructure and capabilities for the platform. They will function as a key liaison between business stakeholders including the Investment Team, Portfolio Management Group and other AB departments to improve the product platform and client experience.
We are seeking a forward-thinking Business Analyst with strong project management skills and proven ability to lead and execute initiatives effectively. Primary responsibilities include supporting the delivery of products and solutions from ideation to launch. This individual plays a key role in driving product strategy and ensuring that solutions deliver business value while maintaining a positive user experience.
What You'll Do: - Collaborate with the Investment team, Legal and Technology/Operations teams across both Private Wealth and US Retail to lead product and solution launches.
- Manage projects focused on expanding our SMA and tax-advantaged solutions infrastructure, defining business processes and enhancing reporting and service capabilities to create efficiencies for both internal and external clients while improving information transparency.
- Work closely with Private Wealth and US Retail leadership, as well as the Equities Team, on key initiatives and platform enhancements.
- Serve as a subject matter expert on direct indexing and tax-advantaged solutions, providing troubleshooting support and addressing inquiries from Business Development and Sales teams.
- Develop, analyze, and track key performance metrics to assess project success and drive improvements.
- Create and deliver presentations to senior leadership and other stakeholders within the firm.
What We're Looking For: The ideal candidate will:
- An understanding of the Private Wealth or US Retail business and/or 5+ years of relevant industry experience.
- Knowledge of direct-indexing and tax-managed strategies and solutions.
- Strong analytical, organizational, communication and leadership skills.
- The ability to thrive in a busy, deadline-driven environment and work well under pressure.
- A highly motivated self-starter, with the ability to work both independently and as part of a team, along with demonstrated success in managing multiple areas of responsibility simultaneously.
- Proficient use in Microsoft Office Suite and managing projects is expected.
- Experience in SQL is preferred.
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!
Nashville, Tennessee
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