Global Investment Consultant Databases Intern

About AB

We are 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.

With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we're looking for unique voices to help lead us forward. If you're ready to challenge your limits and build your future, join us

Client Group Overview

The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of five main areas:

• Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth

• Business Development is a conduit to the firm's investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education

• Product Strategy & Development designs, develops and manages the firm's global lineup of investment services and considers clients' evolving needs to identify new opportunities

• Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events

• Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability

Global Investment Consultant Databases

Project Details: The intern is expected to develop a comprehensive checklist of the fields (qualitative and quantitative) which are usually present in each of the consultant databases. There are multiple data elements and attributes which needs an update on a monthly and quarterly basis. There can be multiple data elements like fund performance, holdings, Assets under management (firmwide and based on multiple strategies which are marketed to outside consultants), holdings, performance attribution data, characteristics of fund/strategy, Personnel Data (joiners and leavers – like portfolio managers, traders, portfolio analysts etc). Additionally, there is also a section where the asset managers must update their Investment Objective/Approach/Portfolio Construction Methodology/buy and sell approach etc.

What's in it for you:

Third party Investment Consultant Databases are online platforms that provide data/information/analysis on investment managers, funds and strategies. These databases are used by consultants/ institutional investors and wealth managers to make informed investment decisions. By working on creating an inventory of multiple data points you will learn what kind of data the institutional investors are looking and how comprehensive one of the consultant databases can be from data collection and analysis perspective. This data is further used for competitive analysis comparing various asset managers performance from different asset classes like equity/fixed income/alternatives. You will also come across some of the product profiles which are updated in the multiple consultant databases, and which is more comprehensive. This will also enrich your knowledge from a few financial aspects which are absolutely a must in today's financial markets.

What's in it for you:

This presents a compelling opportunity for professional growth, enabling you to enhance your expertise and understanding of investment strategy management within asset management firms and also understanding the broader asset management landscape. By interning with a prominent global asset manager, you will collaborate closely with seasoned DDQ Writers to develop Standard RFPs and Platform Cheat Sheets. You will be entrusted with devising the most suitable format for these documents to effectively communicate essential information to investors. Assuming full ownership of this project and subject matter will further enrich and broaden your technical proficiency in comprehending the operational and managerial aspects of these strategies.