AO / Analyst, Wealth Strategies

Wealth Strategist Analyst

Bernstein's Wealth Strategies team is a multi-disciplinary group of professionals with expertise helping individuals and families navigate complex wealth planning. Our mandate is to provide actionable advice for clients as it relates to planning for lifetime spending, wealth transfer, philanthropy, and the investment implementation of these plans. We focus first on uncovering client priorities, values, and defining goals. We next help our clients achieve these goals by crafting a research based financial plan consistent with their priorities and values.

Analysts are integral members of the team, running state-of-the-industry analytics to solve complex investment-related questions, and presenting the findings in one-on-one meetings with clients and prospects.

Analysts will be trained on internally developed analytical tools, including the Wealth Forecasting System (WFS) and other custom analytics. In order to complete the analytical work required, he or she will need to become well versed in asset allocation theory, taxes, retirement, trust and estate planning issues. The WS Analyst will be responsible for interpreting the data from our analyses and assisting advisors in making investment recommendations for clients and prospects. In addition, as part of a team with other WS professionals, he or she will be responsible for helping to brainstorm on new business, including identifying key client planning issues, strategizing solutions, and helping to build custom analytics. Specific duties include completing complex WFAs, building innovative and customized analyses, creating custom PowerPoint displays to communicate analysis results in a clear and compelling manner, quality controlling WFAs nationwide, beta testing analytical tool enhancements, training new Advisors and Associates, partnering with local management to evaluate and address WS related business needs and working as a team member on various WS projects. Successful Analysts will eventually take on an active role presenting analyses and research presentations to clients, prospects and intermediaries.

College education and 2 years of relevant industry experience. Candidate must possess excellent analytical and problem-solving skills, in addition to intellectual curiosity that fosters an ability to think creatively and strategically. Candidate must possess strong communication and presentation skills, with the ability to articulate complex concepts and analytics; should also possess a strong desire to further develop these skills and a willingness to accept feedback. Must be able to prioritize, multi-task, focus on details, and work well under pressure to meet tight deadlines. Proficient in Excel and PowerPoint preferred. Series 7 & 63 registrations required. Steps towards a CFA or CFP a plus.

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!

Base Salary Range : $95,000 to $105,000

Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off.

People of color, women, and those who identify as LGBTQ people 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, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.