AO/Analyst, Wealth Strategies jobs in United States
cer-icon
Apply on Employer Site
company-logo

AllianceBernstein ยท 7 hours ago

AO/Analyst, Wealth Strategies

positionLos Angeles, CA
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$95K/yr - $105K/yr
date2+ years exp

AllianceBernstein is a leading global investment management firm, and they are seeking an Analyst for their Wealth Strategies team. The role involves conducting complex financial analyses, assisting advisors in investment recommendations, and contributing to client planning strategies.

Asset ManagementFinancial ServicesWealth Management
check
H1B Sponsor Likelynote

Responsibilities

Running state-of-the-industry analytics to solve complex investment-related questions
Presenting the findings in one-on-one meetings with clients and prospects
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
Working as a team member on various WS projects
Presenting analyses and research presentations to clients, prospects and intermediaries

Qualification

Analytical skillsAsset allocation theoryExcelPowerPointSeries 7 registrationSeries 63 registrationCFACFP progressMulti-taskingIntellectual curiosityProblem-solving skillsCommunication skillsPresentation skillsDetail-oriented

Required

College education and 2 years of relevant industry experience
Excellent analytical and problem-solving skills
Intellectual curiosity that fosters an ability to think creatively and strategically
Strong communication and presentation skills
Ability to articulate complex concepts and analytics
Strong desire to further develop communication and presentation skills
Willingness to accept feedback
Ability to prioritize, multi-task, focus on details, and work well under pressure to meet tight deadlines
Proficient in Excel and PowerPoint
Series 7 & 63 registrations required

Preferred

Steps towards a CFA or CFP a plus

Benefits

Health insurance coverage
An employee wellness program
Life and disability insurance
A retirement savings plan
Paid holidays
Sick and vacation time off

Company

AllianceBernstein

twittertwittertwitter
Glassdoor3.7
company-logo
AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
dateFounded in 1967
location
New York, New York, USA
people-size1001-5000 employees
web-link
http://www.alliancebernstein.com

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 Company
Total Funding
unknown
1988-04-22IPO

Leadership Team

leader-logo
Seth Bernstein
President & CEO
linkedin
leader-logo
James Wallin
Senior Vice President
linkedin

Recent News

PitchBook
QXO upsizes preferred equity placement to $3B amid strong demand
2026-01-16
thefly.com
AllianceBernstein announces Erzan as President
2026-01-06
MarketScreener
OptimumBank Holdings, Inc. Announces Capital Structure Enhancements Reflecting Strong Institutional and Insider Alignment
2026-01-05
Company data provided by crunchbase