Job Description
The Product Analyst, Investment Strategy is a key operational and analytical contributor within Bernsteins Private Wealth Management Investment Strategy Group (ISG), based in Pune. Working in close partnership with US-based Investment Strategy Analysts and Senior Investment Strategists, this role ensures that high-quality investment content is produced accurately, efficiently, and on schedule, while also contributing original analytical and technical work.
The Product Analyst will have real ownership of data workflows, automation initiatives, and select content areas. It offers meaningful exposure to US wealth management and a platform for career development within ABs global organization.
AT A GLANCE
Reports To
SVP/Senior National Director, Core Allocation Strategies, Senior Investment Strategies
Team
Investment Strategy Group (ISG), Private Wealth Management
Collaborates With
US-based Investment Strategy Analysts, Marketing, Legal, Performance, RFP, F&E, UHNW, Global Families
Experience
1–3 years in asset management, wealth management, or investment analytics
Credentials
Graduate degree in finance or related field; CFA/CFP progress is a plus
Skills
Excel, PowerPoint, FactSet, Morningstar; programming skills (Python) a strong plus
Core Responsibilities
Content Production & Quarterly Deliverables
- Support production of quarterly client servicing decks, CAP presentations, and FA/Associate training materials
- Prepare and maintain marketing presentation materials by gathering and validating market data, portfolio characteristics, and performance data
- Partner with US analysts and offshore marketing teams to ensure timely and accurate updates to quarterly factsheets, commentaries, and individual product decks
- Maintain up-to-date product content on OfficeMobile, Product Central, and Bernsteins internal materials directory
- Prepare and communicate portfolio performance and attribution analyses, leveraging FactSet, Morningstar, Bloomberg, and Global Analytics
- Own and maintain data workflows that power recurring deliverables; proactively identify errors, inconsistencies, or process gaps
- Support development and maintenance of large-scale structured and unstructured datasets used across ISG deliverables
- Lead automation and standardization initiatives using Excel macros, or Python to reduce manual effort and improve delivery speed
- Respond to ad hoc requests from the Investment Strategy team for product views, portfolio attributes, and asset class positioning data
- Provide product and investment strategy support for specialist teams including Foundation & Endowment, RFP, Global Families, and UHNW
- Assist with preparation of customized reports and performance analysis as needed
- Serve as a capable backup for US analyst responsibilities during coverage gaps, maintaining continuity of key deliverables
This role offers a genuine platform for professional development within ABs global operations:
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- Deep exposure to US private wealth management products, investment strategy, and client communication best practices
- Opportunity to own automation and technology initiatives with firm-wide impact
Required
- 1–3 years of experience in asset management, wealth management, investment analytics, or a related financial services role
- Strong written and verbal English communication skills
- Understanding of major asset classes, investment products, and portfolio analytics
- Proficiency in Excel and PowerPoint; ability to build and maintain complex models and presentation templates
- Working knowledge of FactSet and/or Morningstar; Bloomberg familiarity is an advantage
- High attention to detail, strong time management, and ability to meet strict deadlines across multiple concurrent workstreams
- Progress toward CFA, CFP, or equivalent designation
- Experience with programming languages such as Python for data workflows or automation
- Experience working with large structured or unstructured datasets
- Prior experience collaborating with US-based teams in a global or offshore capacity
Skills
Product AnalystIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
AllianceBernstein has tons of funds. The investment manager administers about 200 domestic and international mutual funds. Institutional investors, including public retirement funds, employee benefit plans, foundations, endowments, government entities, and insurance firms, account for a majority of the firm's approximately $475 billion in assets under management. For retail investors, the company provides private client services, managed accounts, annuities, retirement plans, and college savings plans. AllianceBernstein also owns wealth advisor and research firm Sanford C. Bernstein.
AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $646 billion in assets under management as of December 2022. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.
At AB, there’s no one size fits all and no mold to break. We celebrate idiosyncrasy and make sure everyone’s voice matters. We seek and include talented people with diverse skills, abilities and backgrounds who expand our thinking. We encourage all employees to become more complete versions of themselves. A mosaic of perspectives makes us stronger, helping us nurture strong relationships and build actionable solutions.
Intellectual curiosity is in our DNA—and is a way of life. We embrace challenging problems and ask the tough questions. We don’t settle for easy answers as we look to understand the world around us—and that’s what makes us better investors and partners to our colleagues and clients. We are independent thinkers—we go where the research and data take us. And knowing more isn’t the end of the journey: it’s the start of a deeper conversation.
Insight is a catalyst, expanding our thinking and unlocking opportunity. And opportunity is more than financial returns—it drives us to think about the bigger picture for our clients and help them achieve their goals.
Important dates & deadlines?
Application Deadline
29 Jul 26, 04:57 PM IST
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