Product Specialist- Fixed Income
AllianceBernstein L.P., Nashville, Tennessee, United States, 37247
Product Specialist- Fixed Income page is loaded## Product Specialist- Fixed Incomelocations:
Nashville, Tennesseetime type:
Full timeposted on:
Posted Todayjob requisition id:
R0017882**What You'll Do:**The Municipal Product Specialist / Investment Strategist partners with both investments and distribution to promote and drive the growth of municipal platform for AB. The Product Specialist / Investment Strategists supports the efforts to serve as product champion for specific municipal fixed income products, as well as focuses on various channels and/or regions to ensure advisor support, product advocacy and competitive insight. This specific role will be focused on AB’s wealth management business, Bernstein Private Client.**Job Description**This is a dynamic role that requires the ability to work across several products and initiatives at a time. Specific responsibilities include but are not limited to:* Serve as first point of contact for Bernstein Private Wealth Management (Associates / Advisors) for the municipal platform, 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. In addition, seeks broad feedback from investment management and distribution to identify areas for improvement.* Build a presence and deep understanding of the investment process, market outlook, and become a strong advocate for the services (e.g. Portfolio Specialist). Serve as the go-to resource for product knowledge, articulating complex concepts in a clear and compelling manner.* 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 product. Anticipate market trends and client needs through deep market knowledge and analytical prowess. Craft compelling value propositions that resonate with clients and prospects.* Understand overall region/channel strategies to communicate priorities to broader team and members of investment management* Collaborate with the Global Product Management Team to define focus areas, business development initiatives, areas for training* Support Learning & Development for regional training initiatives* Assist on/review RFPs, and answer advisor/relationship manager questions on specific sales opportunities* Identify areas for thought leadership that connect with product responsibilities* In addition, the Product Analyst / Product Manager is responsible for the following in their respective platform:
+ Review and update prospecting decks, marketing collateral and product overviews for products on the municipal platform
+ Write compelling market commentary and updates
+ Respond to incoming client inquiries and internal request**What We're Looking For:**The ideal candidate should have:* 2-6 yrs experience with fixed income instruments and experience in the investment-management industry. Heavy preference for prior municipal fixed income experience* Experience building pitchbooks, client materials, and working on marketing campaigns* A desire to interact with both internal and external clients and to guide their product knowledge and support our sales effort* Experience working with large data sets and technology infrastructure to promote scale and automation within the municipal business* Intellectually curious about the capital markets, and finding creative ways to connect with our clients & prospects* Ability to influence decisions leveraging strategic insights based on experience/knowledge of Alternatives and global distribution* Excellent communication skills, both written and verbal. Highly detail-oriented and organized. A commitment to strategic thinking, innovative problem-solving, and collaborative teamwork.* An understanding of the institutional and retail marketplace: understanding client needs, market trends and the competitive landscape* Strong marketing and messaging skills, with the vision to create and maintain a compelling story for the firm’s municipal platform and individual municipal products* A team player with highly developed interpersonal skills, including collaboration, negotiation and consensus building* Current CFA or progressing towards preferred* Experience with Microsoft Powerpoint, Microsoft Excel, Morningstar as well as investment management data platform.**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! Nashville, TennesseeWe 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 51 locations operating in 25 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!*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, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.*Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role.
If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply. #J-18808-Ljbffr
Nashville, Tennesseetime type:
Full timeposted on:
Posted Todayjob requisition id:
R0017882**What You'll Do:**The Municipal Product Specialist / Investment Strategist partners with both investments and distribution to promote and drive the growth of municipal platform for AB. The Product Specialist / Investment Strategists supports the efforts to serve as product champion for specific municipal fixed income products, as well as focuses on various channels and/or regions to ensure advisor support, product advocacy and competitive insight. This specific role will be focused on AB’s wealth management business, Bernstein Private Client.**Job Description**This is a dynamic role that requires the ability to work across several products and initiatives at a time. Specific responsibilities include but are not limited to:* Serve as first point of contact for Bernstein Private Wealth Management (Associates / Advisors) for the municipal platform, 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. In addition, seeks broad feedback from investment management and distribution to identify areas for improvement.* Build a presence and deep understanding of the investment process, market outlook, and become a strong advocate for the services (e.g. Portfolio Specialist). Serve as the go-to resource for product knowledge, articulating complex concepts in a clear and compelling manner.* 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 product. Anticipate market trends and client needs through deep market knowledge and analytical prowess. Craft compelling value propositions that resonate with clients and prospects.* Understand overall region/channel strategies to communicate priorities to broader team and members of investment management* Collaborate with the Global Product Management Team to define focus areas, business development initiatives, areas for training* Support Learning & Development for regional training initiatives* Assist on/review RFPs, and answer advisor/relationship manager questions on specific sales opportunities* Identify areas for thought leadership that connect with product responsibilities* In addition, the Product Analyst / Product Manager is responsible for the following in their respective platform:
+ Review and update prospecting decks, marketing collateral and product overviews for products on the municipal platform
+ Write compelling market commentary and updates
+ Respond to incoming client inquiries and internal request**What We're Looking For:**The ideal candidate should have:* 2-6 yrs experience with fixed income instruments and experience in the investment-management industry. Heavy preference for prior municipal fixed income experience* Experience building pitchbooks, client materials, and working on marketing campaigns* A desire to interact with both internal and external clients and to guide their product knowledge and support our sales effort* Experience working with large data sets and technology infrastructure to promote scale and automation within the municipal business* Intellectually curious about the capital markets, and finding creative ways to connect with our clients & prospects* Ability to influence decisions leveraging strategic insights based on experience/knowledge of Alternatives and global distribution* Excellent communication skills, both written and verbal. Highly detail-oriented and organized. A commitment to strategic thinking, innovative problem-solving, and collaborative teamwork.* An understanding of the institutional and retail marketplace: understanding client needs, market trends and the competitive landscape* Strong marketing and messaging skills, with the vision to create and maintain a compelling story for the firm’s municipal platform and individual municipal products* A team player with highly developed interpersonal skills, including collaboration, negotiation and consensus building* Current CFA or progressing towards preferred* Experience with Microsoft Powerpoint, Microsoft Excel, Morningstar as well as investment management data platform.**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! Nashville, TennesseeWe 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 51 locations operating in 25 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!*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, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.*Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role.
If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply. #J-18808-Ljbffr