Fixed Income Product Analyst
Who You'll Work With
This role is organized under AllianceBernstein’s Fixed Income Business Development unit within the Global Client Group. 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 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, strategic campaigns, and events
- Business Transformation looks to evolve and scale the business, leveraging digital and data, to drive top-line growth and improve profitability
Responsibilities
As a crucial member of the Fixed Income Business Development team, you will be at the forefront of the firm’s efforts to commercialize fixed income investment products. As a Product Analyst, you will partner with both investment and distribution teams to promote and drive the growth of the business for AB. The Product Analyst will serve as a product champion for specific Fixed Income products, as well as focus on various channels and/or regions. In this position, you will support investment strategists in their day-to-day work and be responsible for articulating AB’s fixed income market views and portfolio strategies with clients, consultants, and prospects.
- Build a presence and deep understanding of the investment process, market outlook, and become a strong advocate for AB’s fixed income products
- Serve as a representative of the investment team and the portfolios by being the point of contact for Global Sales (Regional Consultants/Managers, Institutional Associates/Advisors, etc.) for the specific products, as assigned, but with broad exposure to the full array of fixed income strategies at AB
- Partner with Investment Management to create and update a strong, consistent suite of core product marketing and client-service materials, in collaboration with marketing colleagues. Seek broad feedback from investment management and distribution to identify areas for improvement
- Explain portfolio performance and positioning by conducting attribution and risk reports in coordination with the portfolio management team
- Create new sales ideas/ways to advocate for specific products and asset classes
- Understand strategies to communicate priorities to the broader Business Development team as well as other internal and external stakeholders
- Assist on/review RFPs, and answer advisor/relationship manager questions on specific sales opportunities
- Identify areas for thought leadership that connect with product responsibilities
- Review and update prospecting decks, fact sheets, and product overviews
- Provide market commentary and updates
- Respond to incoming client inquiries and internal requests
Requirements
- 1-4 years of experience in the investment management industry. Experience with fixed income instruments is preferred
- Bachelor’s Degree required
- FINRA Series 7 and 63, 65, or 66 licenses preferred
- Current CFA or progressing toward preferred
- Interest in the capital markets, and finding creative ways to connect with clients and prospects globally
- Marketing and messaging skills, with the vision to create and maintain a compelling story for the firm’s fixed income business and individual products
- Excellent communication skills, highly detail-oriented, and organized
- The ability to turn complex data into actionable insights
- A commitment to strategic thinking, innovative problem-solving, and collaborative teamwork
- Expertise in analytical and presentation software, including Excel, PowerPoint, and Power BI
About AB
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to our clients, we are fully invested in you.