AllianceBernstein · 2 days ago
AO/Analyst, Wealth Strategies
Los Angeles, CA
Full-time
Onsite
Entry, Mid Level
$95K/yr - $105K/yr
2+ years expAllianceBernstein is a leading global investment management firm dedicated to providing high-quality research and diversified investment services. The Wealth Strategies Analyst will support Advisors by interpreting data, developing customized analyses, and presenting findings to clients, while also collaborating with a multi-disciplinary team to enhance Bernstein's wealth planning capabilities.
Asset ManagementFinancial ServicesWealth Management
Responsibilities
Completing complex WFAs and developing innovative, customized analyses
Creating high‑quality PowerPoint materials to communicate analysis results in a clear and compelling manner
Quality controlling WFAs nationwide to ensure analytical excellence
Beta testing enhancements to analytical tools and providing feedback
Training new Advisors and Associates on WS tools and methodologies
Partnering with local management on WS‑related business needs
Collaborating on departmental projects that advance Bernstein’s planning capabilities
Qualification
Required
Bachelor's degree and 2+ years of relevant experience, ideally within private wealth management, financial planning, or a related analytical function
Strong analytical and problem‑solving skills, with intellectual curiosity and the ability to think creatively and strategically
Excellent communication and presentation abilities, with a demonstrated capacity to simplify complex concepts
Strong attention to detail, ability to prioritize competing deadlines, and comfort working under pressure
Series 7 & 63 required; candidates who already hold these registrations or are prepared to obtain them promptly are strongly preferred
Preferred
Experience within Bernstein Private Wealth Management or familiarity with Bernstein's planning philosophy, investment approach, and tools is highly preferred
Proficiency in Excel and PowerPoint preferred
CFA or CFP progress a plus; an interest in further licensing or credentialing is encouraged
Benefits
Health insurance coverage
An employee wellness program
Life and disability
Company
AllianceBernstein
AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
1001-5000 employees
H1B Sponsorship
AllianceBernstein has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (45)
2024 (63)
2023 (92)
2022 (173)
2021 (160)
2020 (77)
Funding
Current Stage
Public CompanyTotal Funding
unknown1988-04-22IPO
Leadership Team
Seth Bernstein
President & CEO
James Wallin
Senior Vice President
Recent News
2026-02-05
2026-01-16
2026-01-06
Company data provided by crunchbase