portfolio analyst

AllianceBernstein

<div><div>Company Description:</div><div>
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&rsquo; most valued asset-management partner.</div><div></div><div>
Group Description:</div><div></div><div>
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.</div><div></div><div>
What You'll Do:</div><div></div><div>
Research &amp; Quantitative Analysis</div><ul><li>
Support our product development research effort by gathering data on trading costs, withholding taxes, shorting fees and more</li><li>
Conduct peer and competitor analysis to benchmark performance and strategy</li></ul><div>
Portfolio Management Support</div><ul><li>
Identify and analyze outlier accounts to understand performance deviations</li><li>
Produce risk and exposure dashboards</li><li>
Prepare quarterly attribution and risk decomposition reports across a wide range of investment products</li></ul><div>
Tax Management Analytics</div><ul><li>
Apply after-tax reporting logic and formulas to large datasets</li><li>
Compile after-tax performance data and flag underperforming strategies</li><li>
Assist in managing tax estimate communications for equity and alternative products</li><li>
Support our mutual fund postponement process</li></ul><div>
Marketing &amp; Client-Facing Materials</div><ul><li>
Update prospect decks and investment presentations</li><li>
Write performance commentaries and provide insights to support marketing campaigns</li></ul><div></div><div>
Qualifications, Experience, Education:</div><div>
This position requires:</div><ul><li>
Education: Bachelor&rsquo;s degree (or higher) with some math and programming content</li><li>
Experience: 5+ years in data analytics, preferably within financial services or investment management</li><li>
Technical Skills:<ul><li>
Strong SQL skills for querying large datasets</li><li>
Proficient in Python for data manipulation and analysis</li><li>
Comfortable with math-heavy concepts and quantitative modeling</li></ul></li><li>
Soft Skills:<ul><li>
Strong interpersonal skills and ability to work effectively in team settings</li><li>
Organized, curious, and eager to learn and grow in a dynamic environment</li></ul></li></ul><div></div><div>
Location: Pune, India</div><div></div>
Pune, India</div>

AO / Portfolio Analyst

CBRE

<div><div><div><div><div><div><b>Senior Real Estate Portfolio Analyst
</b></div></div></div></div></div><div><div><div><div><div><b>Job ID
</b></div><div>241132
</div></div><div><div><b>Posted
</b></div><div>06-Oct-2025
</div></div><div><div><b>Service line
</b></div><div>Corporate Segment
</div></div><div><div><b>Role type
</b></div><div>Full-time
</div></div></div></div></div><div><div><div><div><div><b>Areas of Interest
</b></div><p>Accounting/Finance
</p></div></div></div></div><div><div><div><div><div><b>Location(s)
</b></div><p>Hyderabad - Telangana - India
</p></div></div></div></div><div><div><div><div><div><div><b>Why CBRE Business Services Organization (BSO):</b></div><div>
When you join CBRE Business services Organization (BSO), you become part of a global leader in commercial real estate and investment services that help businesses and people thrive.</div><div>
At CBRE- Business services Organization (BSO), We are dynamic problem solvers and forward-thinking professionals who create significant impact.</div><div>
CBRE Business Services Organization (BSO), Our collaborative culture is built on our shared values &mdash; respect, integrity, service and excellence &mdash; and we value the diverse perspectives, backgrounds and skillsets of our people and you have the opportunity to realize your full potential.</div><div></div><div><b><br>
Job Title &ndash; Senior Real Estate Portfolio Analyst</b></div><div></div><div><b><br>
About the Role:</b></div><div>
The candidate will join the Portfolio Services Team and play an integral role in a Data Management Team and will be responsible for Lease Abstraction activities. The candidate will report to Portfolio Services Team Leader and cooperate closely with global teams delivering service to the Client from other corners of the world.</div><div></div><div><b><br>
What You&rsquo;ll Do:</b></div><div><ul><li>
Management of all incoming Client work demands and assignment to proper Teams</li><li>
Management of all lease and key property documentation</li><li>
Understanding of commercial leases and key events such as deeds of variations, breaks, rent reviews, assignment, and termination.</li><li>
Ability to review complex legal documents to extract relevant points relating to lease abstraction.</li><li>
Initiation of abstraction process of lease/property documentation</li><li>
Review and signoff of the abstraction output.</li><li>
Provide feedback to team members via quality report on quality of the abstracted output.</li><li>
Set up of all new leases and maintenance of existing records.</li><li>
Ensure all lease management process documentation is kept up to date and accurate in accordance to our clients SLA&rsquo;s &amp; KPI&rsquo;s</li><li>
Preparation of lease abstraction reports to agreed timescales</li><li>
Daily support in lease abstraction queries and responding to requestors via e-mail</li><li>
Cooperation with team members and other departments</li><li>
Adherence to internal and external audit requirements</li></ul></div><div></div><div><b><br>
What You'll Need:</b></div><div><ul><li>
You must be Fluent in spoken and written English</li><li>
Professional experience in Lease Abstraction, Database Management, Real Estate maintenance is a must</li><li>
Experience with Salesforce or any other CRM would be an advantage</li><li>
Strong analytical skills</li><li>
Strong commitment to quality, orientation to details</li><li>
Interest in analysis of written legal documentation</li><li>
You should have good knowledge of MS Office tools (Excel, Word)</li><li>
You should have capability to adapt to quickly changing and demanding environment</li><li>
Deep understanding of real estate laws and senior housing needs.</li><li>
Excellent interpersonal, negotiation, and leadership skills.</li><li>
Ability to manage multiple transactions and mentor junior agent</li></ul></div><div></div><div><b><br>
Company Perks and benefits:</b></div><div><ul><li>
Health Care: Health Insurance to Self, Immediate family &amp; Parents/In-laws</li><li>
Accident &amp; Term life Insurance for all employees Accident &amp; Term life Insurance for all employees.</li><li>
Food &amp; Snacks: Free Meals &amp; snacks are provided in all shifts.</li><li>
Mental Wellbeing: A confidential service that provides facility of counselling to keep you emotionally &amp; mentally well while dealing with the challenges.</li><li>
Child Care: We partner with Klay day care and CBRE employees get 100% waiver on admission fee. This Day school is in our HYD campus.</li><li>
Entertainment: On floor - Chess, Carrom board, Table tennis, Foosball.</li></ul></div><div></div><div><b><br>
Our Values in Hiring:</b></div><div>
At CBRE, we are committed to fostering a culture where everyone feels they belong.</div><div>
We value diverse perspectives and experiences, and we welcome all applications.</div><div></div><div><b><br>
CBRE Business Services Organisation (BSO) is a part of CBRE Group, Inc. (NYSE:CBRE):</b></div><div>
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&amp;P 500 company headquartered in Dallas, is the world&rsquo;s largest commercial real estate services and investment firm (based on 2023 revenue). The company has more than 130,000 employees (including Turner &amp; Townsend employees) serving clients in more than 100 countries. CBRE serves a diverse range of clients with an integrated suite of services, including facilities, transaction, and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services. Please visit our website at www.cbre.com. We routinely post important information on our website, including corporate and investor presentations and financial information. We intend to use our website as a means of disclosing material, non-public information and for complying with our disclosure obligations under Regulation FD. Such disclosures will be included in the Investor Relations section of our website at https://ir.cbre.com. Accordingly, investors should monitor such portion of our website, in addition to following our press releases, Securities and Exchange Commission filings and public conference calls and webcasts.</div></div></div></div></div></div></div><p></p>

Senior Real Estate Portfolio Analyst

Western Alliance Bank

<div><div>Job Title:</div>
Credit Portfolio Risk Analyst 2<div></div><div>
Location:</div>
CityScape<div></div><div>
What you'll do:</div>
As a Credit Portfolio Risk Analyst II you'll be responsible for enhancing portfolio credit risk management objectives through delivery of data, reporting, analytic projects that increase visibility into the Bank's portfolio of loans, leases, deposits and other services. Working in the role you'll also have production responsibilities as well as ad hoc or project based work. You'll be responsible for reducing risk in the Bank&rsquo;s portfolio by identifying, monitoring and assessing KRIs/KPIs, producing standard or ad hoc analysis, portfolio segment reporting or similar activities. You will become a SME for one or more of these activities. One of your key responsibilities is to monitor one or more segments of the portfolio for performance, accuracy of consolidated data, and implement process improvements. As the Credit Portfolio Analyst II you'll perform all duties in compliance with SOX controls, the Bank's RCSA framework, and internal or external audit requirements.<ul><li>
Responsible for supporting the Credit Portfolio leadership in creating or using various database objects, reporting tools, or other Bank approved technology in the execution of regular duties and proposing improvements to processes, gains approval, documents and implements upgrades. Partner with IT and Business Data Governance as required.</li><li>
Complete assigned projects, which may be individual or team projects and include acquiring new data sources, defining and documenting transformations required to load, writing load scripts and testing. Independently frame requirements for moderately complex data and business processes. Develop reporting dashboards, monitoring concentration limits, KRIs, RCSA or other projects.</li><li>
Apply technical expertise and software knowledge to address complex projects and manage a pipeline of data, reporting, and process related projects, identifying and elevating road blocks and executing within designated time frames.</li><li>
Participate in the development of relevant policies, procedures, methodologies and training and collaborate with Credit Administration group. Collaborate cross functionally on projects.</li></ul><div></div><div>
What you'll need:</div><ul><li>
3+ years of related experience in Accounting, Finance, Economics or similar field.</li><li>
Bachelor's degree in related field required.</li><li>
Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.</li><li>
Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.</li><li>
Intermediate knowledge of commercial credit-related discipline with experience with a variety of lending products and segments.</li><li>
Intermediate ability to independently problem solve, adapt to changing priorities, act with a sense of urgency, on-time delivery and support diverse projects.</li><li>
Intermediate speaking and writing communication skills.</li><li>
Data Science / Data Analytics Certificate, CFA, CPA, CAIA, or CRM Certification preferred.</li><li>
Occasional travel required.</li></ul><div></div><div>
Benefits you&rsquo;ll love:<br>
We offer all the important things you'd want &mdash; like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you&rsquo;ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!</div><div></div><div>
About the company:</div><div>
Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.</div><div></div><div>
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email <div>HR@westernalliancebank.com</div> or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.</div><div></div><div>
&copy; Western Alliance Bancorporation</div></div>

Credit Portfolio Risk Analyst 2

Citi

<div><p>The Credit Portfolio Intermediate Analyst is an intermediate-level position responsible for conducting credit reviews, credit approval and monitoring the portfolio to identify credit migration in coordination with the Risk Management team. The overall objective of this role is to manage Citi's portfolio exposure to clients and counterparties globally.<br>
<br>
<b>Responsibilities:</b></p><ul><li>
Resolve issues and recommend solutions to moderate problems</li><li>
Integrate specialty area knowledge with an understanding of industry standards and practices and how teams collaborate to accomplish goals of the sub-function/ job family</li><li>
Serve as an industry expert and advisor</li><li>
Analyze and approve counter-party credit limits for trading, transactional and financing businesses with funds</li><li>
Develop risk management framework and processes for funds</li><li>
Advise businesses and clients on transaction structures and negotiate credit terms</li><li>
Has the ability to operate with a limited level of direct supervision.
</li><li>Can exercise independence of judgement and autonomy.
</li><li>Acts as SME to senior stakeholders and /or other team members.</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul><p><b>
Qualifications:</b></p><p></p><ul><li>
5+ years of relevant experience</li><li>
Experience in financial analysis, accounting and valuation</li><li>
Consistently demonstrate clear and concise written and verbal communication</li></ul><p><b>
Education:</b></p><p></p><ul><li>
Bachelor's degree/University degree or equivalent experience</li></ul><p></p><p>
-</p><p><b>
Job Family Group:
</b></p>Risk Management<p>
-</p><p><b>
Job Family:</b></p>
Portfolio Credit Risk Management<p>
-</p><p><b>
Time Type:</b></p>
Full time<p>
-</p><p><b>
Most Relevant Skills
</b></p>Analytical Thinking, Constructive Debate, Escalation Management, Industry Knowledge, Policy and Procedure, Policy and Regulation, Process Execution, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment.<p>
-</p><p><b>
Other Relevant Skills
</b></p>For complementary skills, please see above and/or contact the recruiter.<p>
-</p><p><i>
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</i></p><p></p><p><i><br>
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review </i><i>Accessibility at Citi</i><i>.</i><br>
<br>
<i>View Citi&rsquo;s </i><i>EEO Policy Statement</i><i> and the </i><i>Know Your Rights</i><i> poster.</i></p></div>

Credit Portfolio Intmd Analyst

Insight Global

<div>
 <p>
  We are seeking a skilled
  <strong>
   Jira Program Portfolio Analyst
  </strong>
  to support a behavioral health modernization initiative for a State Program. This role will work closely with program leadership to drive OKR tracking, workflow governance, and training delivery across Atlassian tools.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Analyze OKR and financial tracking data to provide actionable insights
  </li>
  <li>
   Monitor workflows and approval processes for program products
  </li>
  <li>
   Track roadmap milestones and escalate risks as needed
  </li>
  <li>
   Generate reports on progress and variances
  </li>
  <li>
   Collect and analyze stakeholder feedback for continuous improvement
  </li>
  <li>
   Develop and deliver training programs on Jira, Jira Align, and Confluence
  </li>
  <li>
   Coordinate training logistics and materials
  </li>
  <li>
   Report on training effectiveness and participation
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Required Qualifications
  </strong>
 </p>
 <ul>
  <li>
   Strong communication and instructional skills
  </li>
  <li>
   Excellent analytical and problem-solving abilities
  </li>
  <li>
   Proficiency in Atlassian tools (Jira, Jira Align, Confluence)
  </li>
  <li>
   Experience with data analysis tools (Atlassian Analytics, Power BI, Tableau)
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Compensation
  </strong>
  : $50.00/hr to $55.00/hr. Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
 </p>
</div>


Business System Analyst

European Bank for Reconstruction and Development

<div><div><div><div><div>Requisition ID</div> <div>36156</div>
</div><br>
<div><div>Office Country</div> <div>T&uuml;rkiye</div>
</div><br>
<div><div>Office City</div> <div>Istanbul</div>
</div><br>
<div><div>Division</div> <div>Banking Countries of Operations</div>
</div><br>
<div><div>Contract Type</div> <div>Regular</div>
</div><br>
<div><div>Contract Length</div>
</div><br>
<div></div><div><div>Posting End Date</div> <div>22/10/2025</div></div></div></div><br>
<p></p>
<p>
</p><p><b>Purpose of Job</b></p><br>
<p></p>
<p>
The Analyst contributes to all phases of the project cycle, especially concentrating on project implementation and the monitoring. The Analyst will take responsibility for those tasks assigned to him/her by the operation leader or more senior members of the project team, or more senior bankers, which may include undertaking comprehensive due diligence, including financial, market, integrity and EBRD policy compliance, as well as effective post-signing implementation and monitoring. The Analyst carries out these tasks as part of a project team under the guidance of an operation leader or under the supervision/guidance of more senior bankers or Associate Director, Corporates (Turkey) (&ldquo;AD&rdquo;) or Regional Portfolio Associate Directors (&ldquo;PADs&rdquo;).</p><br>
<p></p>
<p>
The Analyst role may also include elements of business/pipeline development, client management and policy dialogue.</p><br>
<p></p>
<p><b>
Accountabilities &amp; Responsibilities</b></p><br>
<p></p>
<p>
Under the guidance of the POLs, or AD, or PADs:</p><br>
<p></p>
<p><b>
Portfolio Monitoring, Value Creation and Reporting</b></p><br>
<p></p>
<p>
Under the POLs, or AD, or PADs, and in coordination with the terms of reference for the POL, the Analyst&rsquo;s main tasks will include, inter alia:</p>
<ul>
<li>Taking responsibility as a team member for the day-to-day implementation and monitoring of all projects to which the Analyst is assigned, including compliance with project agreements and Bank procedures related to disbursement; monitoring of progress of the project implementation and financial performance of the client; assessing evolving risk factors and monitoring and assessing covenant compliance;</li>
<li>Detecting and resolving early signs of distress through proactive client engagement, planning and executing client visits and reporting promptly on potential breaches or issues. The Analyst may participate in restructurings of portfolio transactions.</li>
<li>Preparing timely and comprehensive monitoring reports and include recommendations for corrective actions where required and ensure these proposed corrective actions and recommendations are brought to the attention of more senior team members; perform timely processing of waivers, amendments and consents and conduct self-evaluation of projects and provide feedback to origination teams.</li>
<li>Be alert about new financing opportunities with portfolio clients, and if and when such opportunities are detected, seek immediate guidance from the POL, AD and/or PAD, who will duly inform relevant Head of RO/Sector Director. On a case-by-case basis, participate on new operations with portfolio clients in cooperation with the sector teams;</li>
<li>Undertaking regular surveillance of local economic, political, regulatory and sector environments in the country and region that could affect credit standing of the clients as well as the Bank&rsquo;s internal reporting.</li>
<li>Ensuring that all tasks within his/her are completed within the specified time frames to a high standard and in line with the policies, procedures and objectives of the Bank.</li>
<li>Ensure effective implementation and monitoring of TC assignments to ensure their compliance with donor reporting requirements, operational objectives and that all reports are of a high quality;</li></ul><br>
<p></p>
<p>
Whilst a more senior banker will be the POL of a project and will provide oversight and guidance, the responsibilities of the Analyst are designed to allow for the development of transaction expertise and expansion of responsibilities.</p><br>
<p></p>
<p><b>
Qualifications &amp; Skills / Experience &amp; Knowledge</b></p><br>
<p></p>
<p><b>
Qualifications and Skills:</b></p><br>
<p></p>
<ul>
<li>Bachelor&rsquo;s degree. Master&rsquo;s degree preferred or equivalent experience in the areas of expertise.</li>
<li>Professional qualification such as ACA, CFA, ACCA, or CIMA desirable.</li>
<li>Strong quantitative/numerical skills.</li>
<li>Thorough understanding of accounting concepts, including accruals vs cashflow accounting, the role of auditors and IFRS, and the ability to read and interpret company accounts.</li>
<li>Experience and competence in the design, building and use financial models as part of due diligence for loan investments.</li>
<li>Knowledge and experience in assessing company performance against key financial performance indicators.</li>
<li>Credit analysis skills, with the ability to interpret accounts, understanding local and international accounting principles and practice of credit analysis.</li>
<li>Computer literacy, conversant with Microsoft Office and spread sheet packages including financial analysis and modelling modules.</li>
<li>Ability to work effectively as a team member and to deadlines and under time pressure.</li>
<li>Excellent written and oral communication skills in English and Turkish.</li></ul><br>
<p></p>
<p><b>
Experience &amp; Knowledge</b></p><br>
<p></p>
<ul>
<li>Relevant financial industry experience from an investment or commercial bank, private equity firm, asset management firm, or auditing/financial consulting firm operating to international standards.</li>
<li>Practical experience of participating in transactions.</li>
<li>Exposure to industry/country.</li></ul><p></p><p><b><br>
What is it like to work at the EBRD? / About EBRD</b></p><br>
<p></p>
<p>
Our agile and innovative approach is what makes life at the EBRD a unique experience! You will be part of a pioneering and diverse international organisation, and use your talents to make a real difference to people's lives and help shape the future of the regions we invest in.</p><br>
<p></p>
<p>
At EBRD, our Values &ndash; Inclusiveness, Innovation, Trust, and Responsibility &ndash; are at the heart of how we work. We bring these to life through our Workplace Behaviours: listening well and speaking up, collaborating smartly, acting decisively with full commitment, and simplifying to amplify our impact. These principles shape our culture and define our success. We seek individuals who not only share these values but are also committed to embedding them in their daily work, fostering a positive and high-performing environment.</p><br>
<p></p>
<p>
The EBRD environment provides you with:</p>
<ul>
<li>Varied, stimulating and engaging work that gives you an opportunity to interact with a wide range of experts in the financial, political, public and private sectors across the regions we invest in.</li>
<li>A working culture that embraces inclusion and celebrates diversity. Our workforce reflects a broad range of backgrounds, perspectives, and experiences, bringing fresh ideas, energy, and innovation and enhancing our ability to serve our clients, shareholders, and counterparties effectively.</li>
<li>A hybrid workplace that offers flexibility to teams and individuals; that is based on trust, flexibility and connectedness.</li>
<li>An environment that places sustainability, equality and digital transformation at the heart of what we do.</li>
<li>A workplace that prioritises employee wellbeing and provides a comprehensive suite of competitive benefits.</li></ul><br>
<p></p>
<p>
Diversity is one of the Bank&rsquo;s core values which are at the heart of everything it does. As such, the EBRD seeks to ensure that everyone is treated with respect and given equal opportunities and works in an inclusive environment. The EBRD encourages all qualified candidates who are nationals of the EBRD member countries to apply regardless of their racial, ethnic, religious and cultural background, gender, gender identity, sexual orientation, age, socio-economic background or disability.</p><br>
<p></p>
<p>
Please note, that due to the high volume of applications received, we regret to inform you that we are unable to provide detailed feedback to candidates who have not been shortlisted (for further consideration).</p><br>
<p><br>
<b>Job Segment: </b>Bank, Banking, Credit Analyst, Compliance, Sustainability, Finance, Legal, Energy</p></div>

Analyst, Banking

<div><div>Who You&rsquo;ll Work With:</div><div>
We are seeking a San Antonio, Texas based Analyst to join our Oversight Team in SMA Operations Team. The SMA Analyst will be responsible for performing and overseeing the various tasks that support the SMA fixed income and equity portfolio business. The best candidate for this position will possess outstanding analytical and problem-solving skills; excellent communication skills; intermediate operational knowledge involving securities, trading, portfolio management, trade settlement, reconciliation corporate actions and reporting.</div><div></div><div>
What You&rsquo;ll Do:</div><div>
The SMA Analyst will be responsible for providing service and support to the SMA fixed income and equity portfolio management and sales teams. The Analyst will be responsible for a wide variety of evolving tasks related to but not limited to this support. Key applications used are Fiserv Security APL, MS Excel, MS Access, AWD, Bloomberg and web-based sponsor trading and trade support applications.</div><div></div><div>
What We&rsquo;re Looking For:</div><div>
The candidate should have very strong communication and analytical skills and be highly organized and detail oriented. The candidate should demonstrate proficiency in manipulating and generating Excel spreadsheets and using Access databases. The candidate should demonstrate a strong understanding of securities markets. The ideal candidate would have at three to five years&rsquo; experience in the finance industry and ideally a Business or Finance degree.</div><div></div><div>
About AB</div><div>
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.</div><div>
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!</div><div><i>
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&rsquo;s policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.</i></div>
San Antonio, Texas</div>

SMA Analyst

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