Investment Management Operations Transformation Analyst

AllianceBernstein Holding LP
  • Nashville, TN
    10 days ago

    Job Description

    Who You'll Work With:

    Investment Management Operations plays a critical role in supporting AllianceBernstein's global investment platform and delivering exceptional outcomes for our Institutional, Retail, Insurance, and Strategic Business Unit clients.

    The organization is responsible for the operational processes, controls, and infrastructure that support the full investment lifecycle across multiple asset classes and investment strategies. Our teams partner closely with Investment Professionals, Technology, Risk and Client Groups to ensure investment activities are executed accurately, efficiently, and in accordance with regulatory and client requirements.

    What You'll Do:

    We are seeking a Nashville based Investment Management Operations Transformation Analyst to join Investment Management Operations in Global Technology & Operations.

    Investment Management Operations is currently leading a multi-year transformation initiative focused on modernizing and simplifying the firm's operating model through the implementation of SimCorp. This strategic program will consolidate legacy platforms, standardize business processes, improve data quality, strengthen operational controls, and enhance scalability across the organization.

    This role will partner directly with operational teams, technology partners, and project stakeholders to support the analysis, design, testing, validation, and implementation of future-state business processes as AllianceBernstein modernizes its operating platform.

    Transformation Analysts serve as embedded business partners within specific operational disciplines and play a key role in ensuring business requirements are understood, solutions are validated, and operational readiness is achieved throughout the implementation lifecycle.

    Successful candidates will initially support a designated operational workstream and may have opportunities to rotate across additional business functions as implementation phases are completed. This rotational model provides broad exposure to the investment management lifecycle while offering the opportunity to contribute to one of the firm's most significant strategic initiatives.

    This role spans a broad range of functions including:

    • Pre- and post-trade compliance

    • Trade support, confirmation, and settlement

    • Reconciliation and operational controls

    • Security reference data management

    • Pricing and valuation operations

    • Corporate actions processing

    • Performance measurement and attribution

    • Client and regulatory reporting

    • Collaborate with subject matter experts to document business requirements, process flows, procedures, and operating controls.

    • Create, execute, and maintain test scenarios, test scripts, and validation plans to support system implementation and business readiness activities.

    • Perform end-to-end business process validation and User Acceptance Testing (UAT) to ensure solutions meet business requirements and operational expectations.

    • Identify, document, track, and assist in the resolution of defects, business exceptions, and process gaps throughout the implementation lifecycle.

    • Validate data conversions, system integrations, reporting outputs, and operational workflows between legacy platforms and SimCorp.

    • Participate in project working groups, requirements workshops, testing forums, and defect triage meetings.

    • Support change management and operational readiness activities, including training, procedure development, and knowledge transfer.

    • Maintain project documentation, action logs, issue trackers, and implementation artifacts to support program governance.

    • Analyze operational impacts of system and process changes and recommend opportunities to improve efficiency, scalability, control, and risk management.

    • Partner with operational teams across pre- and post-trade compliance, trade confirmation, trade settlement, reconciliation, security reference data management, pricing, corporate actions, performance and attribution, and client reporting to support implementation activities and business transformation initiatives.

    What We're Looking For:

    • Bachelor's degree in Finance, Accounting, Economics, Business, Information Systems, or related field.

    • 3+ years of experience within investment management, asset servicing, investment operations, consulting, business analysis, or financial technology.

    • Experience in one or more investment operations disciplines, including: Trade Support and Settlements, Trade Confirmation, Investment Compliance, Security Master and Reference Data, Reconciliation and Control, Pricing Operations, Performance and Attribution, Corporate Actions, and Client Reporting

    • Experience creating business requirements, test cases, process flows, or operating procedures.

    • Knowledge of investment management workflows and investment products.

    • Strong analytical and problem-solving skills.

    • Excellent verbal and written communication skills.

    • Ability to manage competing priorities and work independently in a fast-paced environment.

    • Strong attention to detail and commitment to delivering high-quality outcomes.

    • Intellectual curiosity and willingness to learn new business functions.

    • Ability to build effective relationships across business and technology teams.

    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. If you're ready to challenge your limits and empower your career, join us!

    All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.

    Nashville, Tennessee

    Numbers & Facts

    LocationNashville, TN

    Skills

    • Acceptance Testingunmatched
    • Accountingunmatched
    • Analysis Skillsunmatched
    • Bug Tracking/Defect Managementunmatched
    • Business Analysisunmatched
    • Business Operationsunmatched
    • Business Processesunmatched
    • Business Transformationunmatched
    • Change Managementunmatched
    • Communication Skillsunmatched
    • Consultingunmatched
    • Customer Support/Serviceunmatched
    • Data Qualityunmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • Economicsunmatched
    • Embedded Systemsunmatched
    • Financeunmatched
    • Information Technology & Information Systemsunmatched
    • Insuranceunmatched
    • Investment Managementunmatched
    • Investment Servicesunmatched
    • Investment Strategyunmatched
    • Knowledge Transferunmatched
    • Operational Auditunmatched
    • Operational Supportunmatched
    • Operations Processesunmatched
    • Performance Metricsunmatched
    • Presentation/Verbal Skillsunmatched
    • Pricingunmatched
    • Procedure Developmentunmatched
    • Process Flowunmatched
    • Process Improvementunmatched
    • Process Validationunmatched
    • Product Lifecycleunmatched
    • Quality Managementunmatched
    • Reconciliationunmatched
    • Regulationsunmatched
    • Regulatory Reportsunmatched
    • Requirements Managementunmatched
    • Retailunmatched
    • Riskunmatched
    • Risk Managementunmatched
    • Rotational Modelingunmatched
    • Security Information and Event Management (SIEM)unmatched
    • Strategic Planningunmatched
    • System Integration (SI)unmatched
    • System Operationsunmatched
    • System Validationunmatched
    • Technical Operationsunmatched
    • Test Caseunmatched
    • Test Designunmatched
    • Test Requirementsunmatched
    • Test Scenariounmatched
    • Test Scriptsunmatched
    • Validation Planunmatched
    • Validation Testingunmatched
    • Writing Skillsunmatched

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