Responsible Investing Portfolio Solutions and Research Analyst
Apply NowCompany: AllianceBernstein Holding LP
Location: New York, NY 10025
Description:
Who You'll Work With:
The Responsible Investing Portfolio Solutions and Research Analyst works within AB's Responsible Investing (RI) Unit. The RI Unit is part of the Investments Group at AB and partners with the other Investment units-Equities, Fixed Income, Multi-Asset & Hedge Fund Solutions, and Private Alternatives-to deliver better outcomes to our clients through rigorous responsible investing research, integration, stewardship and solutions.
The Responsible Investing Portfolio Solutions and Research Analyst will report to our Director-Responsible Investing Portfolio Solutions and Research for Equities and Fixed Income and be part of the five-person Solutions team, which is one of four teams within the RI Unit, along with Research, Stewardship, and Data/Technology.
The Solutions team is responsible for partnering with investment teams to build and implement responsible investing-focused approaches, methodologies and frameworks, conduct engagements and perform research in order to incorporate ESG factors most efficiently into our investment portfolios so as to deliver better outcomes to our clients.
What You'll Do:
Our Responsible Investing Portfolio Solutions and Research Analyst develops strategies and tools for investment teams for integrating environmental, social and governance (ESG) considerations and managing ESG risks throughout the teams' research, engagement and investment processes. This role is heavily focused on solving problems, creating efficiencies, implementing new processes and finding unique ways to add value via responsible investing.
The Analyst will likely also take on an industry specialization in order to effectively partner with similar research analysts across the Investment Group.
The analyst must be able to communicate our RI capabilities to clients in writing and participate in client meetings.
Specific responsibilities include:
What We're Looking For:
We are seeking candidates with intellectual curiosity and experience working in asset management. In particular:
Who We Are:
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!
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:
Base Salary Range: $150,000 to $180,000
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 well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.
New York, New York
The Responsible Investing Portfolio Solutions and Research Analyst works within AB's Responsible Investing (RI) Unit. The RI Unit is part of the Investments Group at AB and partners with the other Investment units-Equities, Fixed Income, Multi-Asset & Hedge Fund Solutions, and Private Alternatives-to deliver better outcomes to our clients through rigorous responsible investing research, integration, stewardship and solutions.
The Responsible Investing Portfolio Solutions and Research Analyst will report to our Director-Responsible Investing Portfolio Solutions and Research for Equities and Fixed Income and be part of the five-person Solutions team, which is one of four teams within the RI Unit, along with Research, Stewardship, and Data/Technology.
The Solutions team is responsible for partnering with investment teams to build and implement responsible investing-focused approaches, methodologies and frameworks, conduct engagements and perform research in order to incorporate ESG factors most efficiently into our investment portfolios so as to deliver better outcomes to our clients.
What You'll Do:
Our Responsible Investing Portfolio Solutions and Research Analyst develops strategies and tools for investment teams for integrating environmental, social and governance (ESG) considerations and managing ESG risks throughout the teams' research, engagement and investment processes. This role is heavily focused on solving problems, creating efficiencies, implementing new processes and finding unique ways to add value via responsible investing.
The Analyst will likely also take on an industry specialization in order to effectively partner with similar research analysts across the Investment Group.
The analyst must be able to communicate our RI capabilities to clients in writing and participate in client meetings.
Specific responsibilities include:
- Meeting regularly and building rapport with analysts and PMs globally to understand their opportunities and challenges around RI and to develop solutions to address these opportunities/challenges. This will include short-term ad hoc projects and longer-term strategic projects.
- Partnering with our RI Research and Stewardship sub-teams to leverage our best-practice research and engagement approach in problem solving, addressing ESG risks and opportunities with investment teams and preparing for and conducting engagements.
- Developing frameworks and investment processes in collaboration with investment teams, business development and product management for strategies to meet AB standards around ESG integration as well as comply with evolving global RI investment and product regulations (SFDR, SDR and others). This includes:
- Understanding investment philosophies, processes, strategies, asset classes and client needs.
- Working with our other internal teams (Data/Tech, IT, BD, PD, Operations, Legal & Compliance, PMG, IGC and others) to implement and institutionalize these frameworks.
- Working day-to-day with our investment teams to aid them in complying with these frameworks - such as assessing good governance for SFDR compliance on companies we're invested in, diligencing or lending to.
- Building a deep understanding of 1-2 corporate industries (e.g., TMT, Industrials), which will then be used to partner with analysts in those industries across the firm - including research projects, monitoring company activities and preparing for/conducting engagements.
- Developing expert knowledge of our RI-related PM tools in particular Prism 3.0, Materiality Matrix, ESIGHT, SFDR and Carbon Transition Assessment Dashboards, and AB's ESG data sets. This includes:
- Helping to maintain and enhance the tools (with our Data/IT teams)
- Answering investor questions about them
- Demonstrating them during client meetings.
- Responding to client queries - e.g., RFP and other similar inquiries
What We're Looking For:
We are seeking candidates with intellectual curiosity and experience working in asset management. In particular:
- Familiarity with global RI regulation and client requirements - SFDR, SDR, net zero, impact etc.
- Familiarity with AB's investment capabilities and investment strategies across asset classes.
- Critical thinker with the ability to assess large amounts of disparate information, apply our RI research and relevant global regulations and construct thoughtful recommendations, responses and decisions.
- Collaborative and team-oriented with strong interpersonal skills balanced with an ability to work and think independently.
- Excellent written and verbal communication skills a must, with a focus on deliverables
- Detail-oriented, ability to multitask and work in a fast-paced environment.
- Strong competency in MS Office suite, particularly Excel and PowerPoint, with solid quantitative ability to analyze data and articulate results. Familiarity with Bloomberg, Factset and/or AB's internal portfolio management and other systems (RAP/PRISM, ESIGHT, Sentinel, ACE) a plus. Python skills a plus.
- Bachelor's degree with 5+ years industry-related experience in areas such as portfolio management, research, responsible investing, risk management or similar areas. Experience in client relations a plus. CFA and/or MBA is a plus.
Who We Are:
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!
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:
Base Salary Range: $150,000 to $180,000
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 well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.
New York, New York