AO / Portfolio Analyst

4 weeks ago

Pune India AllianceBernstein Full time

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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