AO / Portfolio Analyst
3 days ago
Job Description Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner. Group Description We are seeking a driven, analytical, and collaborative Portfolio Analyst to join our Tax-Managed Strategies team. This is an exciting opportunity for someone passionate about using data to inform investment decisions, optimize tax management strategies, and contribute to high-impact portfolio research. The role offers strong potential for growth across both investment and client-facing career paths. What You'll Do Research & Quantitative Analysis - Support our product development research effort by gathering data on trading costs, withholding taxes, shorting fees and more - Conduct peer and competitor analysis to benchmark performance and strategy Portfolio Management Support - Identify and analyze outlier accounts to understand performance deviations - Produce risk and exposure dashboards - Prepare quarterly attribution and risk decomposition reports across a wide range of investment products Tax Management Analytics - Apply after-tax reporting logic and formulas to large datasets - Compile after-tax performance data and flag underperforming strategies - Assist in managing tax estimate communications for equity and alternative products - Support our mutual fund postponement process Marketing & Client-Facing Materials - Update prospect decks and investment presentations - Write performance commentaries and provide insights to support marketing campaigns Qualifications, Experience, Education This position requires: - Education: Bachelor's degree (or higher) with some math and programming content - Experience: 5+ years in data analytics, preferably within financial services or investment management - Technical Skills: - Strong SQL skills for querying large datasets - Proficient in Python for data manipulation and analysis - Comfortable with math-heavy concepts and quantitative modeling - Soft Skills: - Strong interpersonal skills and ability to work effectively in team settings - Organized, curious, and eager to learn and grow in a dynamic environment Location: Pune, India Pune, India
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AO /Global Product Analyst
4 weeks ago
Pune, India AllianceBernstein Full timeJob Description Global Product Analyst About The Global Product Analyst Program The Global Product Analyst program is seeking a junior to mid-level analyst with some work experience to work in Pune as part of our global teams. Each analyst will own two remits (a major and minor) across a two to four-year period. Balancing multiple responsibilities...
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Portfolio Quality Analyst
6 days ago
Pune, India AllianceBernstein Full timeJob Description Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets...
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AO /Global Product Analyst
3 weeks ago
Pune, India AllianceBernstein Full timeGlobal Product Analyst About the Global Product Analyst Program: The Global Product Analyst program is seeking a junior to mid-level analyst with some work experience to work in Pune as part of our global teams. Each analyst will own two remits (a “major” and “minor”) across a two to four-year period. Balancing multiple responsibilities...
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AO /Global Product Analyst
7 days ago
Pune, Maharashtra, India AllianceBernstein Full time ₹ 5,00,000 - ₹ 12,00,000 per yearGlobal Product Analyst About the Global Product Analyst Program: The Global Product Analyst program is seeking a junior to mid-level analyst with some work experience to work in Pune as part of our global teams. Each analyst will own two remits (a "major" and "minor") across a two to four-year period. Balancing multiple responsibilities requires the...
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AO /Global Product Analyst
7 days ago
Pune, Maharashtra, India AllianceBernstein Full time ₹ 5,00,000 - ₹ 12,00,000 per yearGlobalProduct AnalystAbout The Global Product Analyst ProgramThe Global Product Analyst program is seeking a junior to mid-level analyst with some work experience to work in Pune as part of our global teams. Each analyst will own two remits (a "major" and "minor") across a two to four-year period. Balancing multiple responsibilities requires the analyst to...
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Portfolio Analyst, Associate
2 weeks ago
Mumbai, India Deutsche Bank Full timeJob Description Portfolio Analyst, Associate Position Overview Job Title: Portfolio Analyst (Passive), AS Location: Mumbai, India Role Description: The Portfolio Analyst supports the Passive Portfolio Manager in overseeing and maintaining the performance of investment portfolios. This position involves tracking key portfolio metrics, conducting in-depth data...
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Portfolio Quality Analyst
2 days ago
Pune, Maharashtra, India AllianceBernstein Full timeCompany Description:As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...
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Portfolio Quality Analyst
7 days ago
Pune, Maharashtra, India AllianceBernstein Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...
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Portfolio Quality Analyst
7 days ago
Pune, Maharashtra, India AllianceBernstein Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany Description:As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...
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Portfolio Data Analyst
6 days ago
india, IN Arcana Full timeWe are seeking dynamic Portfolio Data Analysts to join our team and collaborate closely with our founders, financial analysts, product managers, and engineers. In this role, you'll play a pivotal part in supporting our client onboarding and success team. You'll need a strong ability to analyze financial data, translate insights into actionable strategies,...
