AO / Portfolio Analyst

4 days ago

Pune, Maharashtra, India AllianceBernstein Full time ₹ 6,00,000 - ₹ 18,00,000 per year

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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