Proposal Writer

Summary

AllianceBernstein’s (AB) Client Response Center (CRC) Team is in search of a Proposal Writer to play an integral role in client service and retention efforts through the, 1) completion of firm and strategy level Due Diligence and Onboarding Questionnaires, Contract Renewal/Sub-Advisory Questionnaires and RFIs (DDQs) for AllianceBernstein’s retail and institutional clients worldwide, 2) maintenance of firm and strategy profiles on DOOR Platform, 3) work on low to medium complexity portal based DDQs, and, 4) extract data to be used in due diligence questionnaires completed by the CRC Team. The Proposal Writer would also contribute, where needed, to other firm and operational DDQs based on bandwidth.

How You Will Grow

This is an exciting opportunity for you to grow - to further increase your expertise and knowledge of various asset classes and of asset management due diligence by handling qualitative and quantitative portions of firm and fund level DDQs for some of the firm’s largest and most strategically important clients and by working to manage DOOR profiles for firms key strategies. Having full ownership of these projects would deepen and broaden your technical expertise in the intricacies of each.

Job Description

Specific responsibilities include but are not limited to:

- Write Low to Medium Complex Fund and Firm DDQs: Work on low to medium complex Fund and Firm DDQs.
- Help in Maintenance of DOOR Profiles for AllianceBernstein’s Key Strategies: Help in maintenance of DOOR database entries for AllianceBernstein’s key Strategies.
- Build Proficiency in Independently Sourcing Data to Complete the Quantitative Portions of Assigned DDQs: Work to build proficiency in independently sourcing and working on various types of data for completing quantitative portions of firm and fund level DDQs.
- Produce High Quality Drafts and Ensure Error Free Upload/Maintenance of DOOR Database Entries: Produce high quality drafts which follow AB specific best practices related to content and style and ensure error free upload and maintenance of DOOR strategy and firm profiles. Also work very efficiently on portal based requests.
- Handle Follow-ups: Handle follow-up questions from the client associated with previously completed DDQs, including researching responses as needed and coordinating with CRC Management and other Senior SMEs firmwide for the additional information needed.
- Understand Best Practices: Understand AB policies, procedures and best practices for providing responses and reporting information in our DDQs, for maintaining DOOR profiles and for completing portal based requests.
- Understand Systems and Sources: Establish processes for and stay up-to-date on the systems, documents, websites and internal resources available to access the necessary information to complete DDQs and also for extracting quantitative information to completed DDQs.
- Stakeholder Management: Show high degree of independence and professionalism in managing all internal stakeholders, including all communications with these stakeholders, so as to maintain long term and productive engagements.

Job Qualifications & Key Attributes
- Experience: 1-2 years of due diligence experience with a 1 to 5 years of overall experience.
- Track Record of Execution: Must be an excellent and highly productive writer of technical investment material. Must be able to handle multiple different projects simultaneously to meet tight client deadlines.
- Strong Initiative and Judgment: Must demonstrate initiative and good judgment as well as the ability to work well under pressure, within time constraints, and across time zones. Must be able to interact directly and effectively with multiple internal Senior SMEs across the firm.
- Exceptional Attention to Detail: Must be highly organized and have strong attention to detail.
- Strong Industry Knowledge: Knowledge of GIPS regulations, Composite requirements, and global Fund marketing regulations.
- Technical Knowledge: Expert-level knowledge of full MS Office Suite required, but especially Word and Excel.
- College education: MBA/MS/MA. CFA (L1 Cleared or higher) would be added advantage.

About AllianceBernstein

AllianceBernstein is a global investment-management firm that embraces innovation to help our clients achieve their financial goals. Our distinctive insights fuel a broad range of investment strategies and our commitment to responsibility drives us to create better outcomes for our clients and for the communities in which we live and work. With over 4,000 employees across 54 locations, operating in 27 countries and jurisdictions, we work every day to earn our clients’ trust, whether they’re individual investors or the world’s top institutions. At AB, we are fully invested in you. We invest in one another and put an emphasis on developing diverse talent with unique viewpoints. We provide an environment where colleagues are encouraged to speak with courage and conviction to bring new ideas to