Private Client Performance Analyst jobs in United States
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AllianceBernstein · 10 hours ago

Private Client Performance Analyst

positionNashville, Tennessee
timeFull-time
remoteOnsite
seniorityEntry Level
date2+ years exp

AllianceBernstein is a leading global investment management firm seeking a Private Client Performance Analyst to join their Private Wealth Performance team in Nashville. The role involves providing high-quality performance data to clients and internal stakeholders, ensuring accurate reporting of investment performance results, and collaborating with the sales team on new product launches.

Asset ManagementFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Ensure that investment performance results for client portfolios are calculated and reported accurately
Collaborate with Private Client Sales on new products launches
Manage calculation and distribution of daily/monthly performance summary firm-wide for marketed composites and simulations
Partner with offshore team and learn all performance measurement functions
Enhance all aspects of performance measurement including Bernstein.com
Create, daily, monthly, and custom performance reports
Work with PW Operations teams to research and resolve any issues/out of balances
Coordinate User Acceptance Testing with respect to reporting requirements and changes
Client Servicing- Provide ongoing support to Sales Advisors, Marketing, Portfolio Management, Client Reporting, and other internal departments

Qualification

Performance measurementMathematical skillsExcel proficiencyGIPS knowledgeAnalytical skillsMulti-taskingInterpersonal skillsProblem solvingCommunication skillsOrganizational skills

Required

Bachelor's degree
2+ years of work experience in a related field
Strong interpersonal skills
Clear communication skills, both written and oral
Problem solving and analytical skills
Ability to work in a fast-paced, deadline-oriented environment
Strong ability to multi-task, prioritize and manage various projects or tasks at once
Ability to independently research and resolve issues
Proficiency in generating Excel spreadsheets and documents in Microsoft Word and PowerPoint

Preferred

Performance measurement experience
Solid mathematical skills
Knowledge of time-weighted and dollar-weighted rates of return, calculation methodologies, and GIPS

Company

AllianceBernstein

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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

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Seth Bernstein
President & CEO
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James Wallin
Senior Vice President
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Recent News

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2026-01-06
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AllianceBernstein announces Onur Erzan as President
2026-01-05
Company data provided by crunchbase