Service Platforms and Integration Lead
UBS job in Nashville, TN
Your role A Platform and Integration Lead for the Client Service Experience Center focuses on ensuring seamless communication and data flow between various systems, applications, and platforms within the call center environment. This role involves analyzing business and technical requirements, designing integration solutions, troubleshooting issues, and collaborating with various teams to optimize call center operations.
Key Responsibilities:
* System Analysis and Design: Analyze current call center systems and processes to identify areas for improvement and integration.
* Integration Solution Design: Design and develop solutions for integrating different call center platforms, into one CCaaS infrastructure
* Troubleshooting and Issue Resolution: Investigate and resolve integration-related issues, ensuring smooth data flow and system functionality.
* Collaboration: Work closely with IT teams, business analysts, and other stakeholders to implement and manage integrations.
* Documentation and Reporting: Maintain documentation of integration solutions, track progress, and report on key performance indicators (KPIs).
* Platform Management: Manage and maintain various call center platforms, including CRM, telephony systems, and reporting tools.
* Performance Monitoring: Monitor call center performance metrics and identify areas for improvement.
* Training and Support: Provide training and support to call center staff on new systems and processes.
Detailed salary information:
* Weehawken: the salary range for this role is $90000 to $120000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* Strong analytical and problem-solving skills.
* Experience with integration technologies such as APIs, middleware, and data mapping.
* Knowledge of call center platforms and technologies, including CRM, telephony, and reporting systems.
* Excellent communication and interpersonal skills.
* Ability to work independently and as part of a team.
* Proficiency in MS Office Suite, data modeling, and reporting tools.
* Working in a call center environment
* Financial Services and banking background
* Ability to work quickly and efficiently in a fast-paced environment
* Ability to manage numerous tasks simultaneously
* Ability to work effectively across diverse Lines of Businesses
* Empowered to make decisions and create change
#LI-Multi
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Team Administrator
UBS job in Nashville, TN
Your role The Team Administrator helps manage day-to-day team operations and ensures service excellence for teammates and clients. This entry-level role coordinates people, processes, technology, marketing, and events so advisors can focus on advice and client outcomes. You will prioritize service requests, guide preparation for client meetings, oversee onboarding workflows, support business planning, and help train the team on tools, resources, and processes.
Are you driven by the desire to deliver exceptional service? Do you know how to make sure things run smoothly? If so, we're looking for a Team Administrator to help with:
1) Client Service & Daily Operations
* Prioritize and route service requests; review daily alerts and reports; ensure timely completion and clear status updates.
* Own meeting logistics: schedule, confirm, and prepare materials; coordinate team pre-briefs; capture follow-ups in Running Notes and CRM tasks.
* Oversee onboarding for new relationships, ensuring documentation, checklists, and compliance steps are complete.
* Support execution of the team's service matrix by keeping appointment lifecycle checklists and tier/service workflows current.
2) Team Liaison with the Firm
* Serve as the primary liaison to firm platforms (Operations, Compliance, Marketing) and cascade relevant updates to the team.
* Coordinate mandated training/completions (e.g., IAR/FINRA items) and track team-wide status.
* Escalate systemic issues and maintain an "efficiencies" log for leadership review.
3) Marketing, Brand, and Events
* Plan and execute client and COI events: manage invite lists, RSVPs, run-of-show, and post-event follow-up.
* Coordinate marketing assets (team website updates, bios, photos; pitchbooks; meeting collateral) with UBS marketing.
* Operate approved list and personalization workflows for compliant email outreach (CRM/STAAT).
4) Process, Tools & Knowledge Management
* Steward the Master PIP (Process in Progress) and ensure all are current; follow up with owners to keep statuses green and processes moving forward.
* Lead template governance & Teams/CoPilot migration tasks (template review tracker; folder hygiene; password file consolidation).
* Own the Marketing Meeting Agenda and compile decisions/next steps for future actions.
5) Business Management & Growth Support
* Assist advisors with business planning (Business Development pipeline updates, COI lists) and track quarterly action items.
* Maintain Travel & Expenses for team advisors. Book Travel and enter expenses.
* Prepare/update marketing materials, team website, LinkedIn postings, etc.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* Bachelor's degree
* Helpful, but not required: series 7 and 66
* Demonstrated proficiency in Microsoft products (360, Copilot, Outlook, Word, PowerPoint, Excel, Teams, & Sharepoint)
* Strong written and verbal communicator
* Independent, motivated, proactive, and focused
* Detail oriented
* Service mentality
* Highly organized and calm under pressure
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Private Wealth Associate
Nashville, TN job
Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent.
Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.
An Associate will:
Collaborate and network with senior professionals throughout the firm to fuel career success
Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
Strive to provide a world-class level of customer service and support
Our Comprehensive Development Program
Associates will participate in a robust and comprehensive training program - The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background.
Components of the Associate Development Program (ADP) Include:
In-depth industry training on proprietary investments, services, policies and procedures
Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience
Behavioral training geared toward the development of communication, leadership, and other professional skills
Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role
Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual's strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management.
Job Qualifications
We Are Seeking:
People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
Accomplished team players who thrive in a rigorous and challenging environment
Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
Individuals who have a bachelor's degree with excellence in academics and strong leadership experience
Proficiency in Word and Excel are required
Desired Qualifications
1-2 years client service experience, financial services industry experience a plus
The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus
Company Overview
Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.
Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.
Join us in pursuing insights that unlock opportunities. Learn more at ************************
To learn more about Our Purpose and What We Stand for, visit us at ************************/our-story/overview.html
Nashville, Tennessee
Auto-ApplyCyber Incident Responder
UBS job in Nashville, TN
Your role Are you keen on working in world class Cyber Security Operations Center for one of the best Swiss private banks? Do you have related experience and are willing to take it further by learning how to defend an enterprise against cyber-attacks? Do you have the right attitude and are eager to join a multinational team of Cyber Security professionals?
We are looking for an Incident Response expert who will:
* respond to cyber security incidents covering all phases including identification, containment, and eradication
* act as engagement point for wider technology teams within Major Incident Management framework
* support and maintain response strategy to severe incidents and key attack scenarios
* maintain coordination and communication streams horizontally and vertically as part of major cyber related incident handling
* perform technical analysis and triaging as part of incident investigation and actively collaborate with Cyber Intelligence teams to ensure response capabilities are adequate to the threat
* enhance both technical and organizational controls to improve the security posture
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* ideally 5+ years of incident response experience
* a natural ability to take the lead and drive the investigation of complex technical issues, with strong analytical and problem-solving skills
* broad information security knowledge and experience in defending a large enterprise
* extensive experience performing cyber incident response and root-cause-analysis
* technical understanding of enterprise networks, their various components, and designs
* strong understanding of endpoint Operating Systems, how they are exploited and how to defend
* experience performing digital forensics
* experience with one or more programming/scripting languages such as Python, JavaScript, Java, or C#
"At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services."
* LI-UBS
* UBS-MOGUL
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Fund Administration Analyst
Nashville, TN job
Who You'll Work With:
The Fund Administration Analyst plays a critical role in overseeing all activities associated with a group of pooled investment vehicles while providing support and guidance to colleagues and business partners. The role entails ensuring the accuracy and timeliness of deliverables as well as ensuring all requirements of our internal and external customers are managed efficiently and effectively. The position will multi-task, problem solve & troubleshoot, analyze and effectively communicate. The role is also expected to interact with and manage external business partners as well as initiate and lead process improvement initiatives.
What You'll Do:
Oversee and analyze NAV calculation performed by delegated service provider for accuracy
Assist in audit coordination, audit query resolution and provide feedback on financial statements
Support jurisdictional tax and other regulatory reporting requirements
Ensure deliverable deadlines are monitored and achieved
Research and resolve any identified operational issues and notify management accordingly
Provide timely support to internal and external queries or requests
Collaborate and communicate with team members as well as business partners
Participate in process documentation, training, improvement proposals and implementation
Assist with ad hoc special projects including fund launches, liquidations, data requests, etc.
Understand trial balance activities including income, expenses (including management & incentive fees), derivative transactions, currency implications and dividend distributions
Ensure fund compliance with relevant regulatory bodies (i.e. IRS, SEC, CSSF, etc.)
What We're Looking For:
3-5+ years' experience hedge fund/private equity
Excellent communication skills
Attention to detail
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!
All 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 and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.
Nashville, Tennessee
Auto-ApplyAnti-Fraud Officer - Incident Response, Remediation and Advisory
UBS job in Nashville, TN
Your role Do you want to combat fraud and prevent financial crime? Do you want to be part of a team that is building a new fraud program for a consumer digital bank? Are you a team player able to partner across an organization and provide subject matter expertise for the development and implementation of robust fraud risk mitigation? Can you play a key role in providing oversight, advice and challenge across a comprehensive fraud program? Are you an individual capable of undertaking a demanding yet rewarding role that entails a focus on both strategic thinking and execution?
We're looking for a second line of defense Anti-Fraud Officer to:
Provide oversight, advisory and challenge to the UBS businesses in the US in their management of fraud risk and adherence to the requirements of the fraud program, including:
* The handling, investigation and remediation of fraud incidents, including adherence to the Event Management Policy
* The identification, handling and closure of remediation of Non-Financial Risk Issues (NFRI's) addressing key fraud risks
* The accuracy and completeness of the NFR issue portfolio, and the adequacy of the remediation of control deficiencies.
* Monthly review of fraud incidents to ensure identification and addressing of emerging risks and trends
* Providing an independent view of issues disclosed by management, including reviewing issues at various stages within the issue lifecycle.
* Based on the outcomes of reviews and challenges, partner with the business to raise an issue to address control and framework deficiencies.
* Challenge the documentation of incidents including ensuring that actions and remediations are adequate.
* Review external incidents and determine whether the corresponding risk is adequately addressed within the entity.
Provide support and subject matter expertise, including:
* Staying abreast of industry developments, emerging risks and fraud trends, including regulatory and legislative advisories, and communication to stakeholders
* Participation in regulatory examinations and engagements, internal audits and reviews related to the fraud program, including providing guidance on and ensuring completion of remedial actions
* Participation in various Financial Crime Committees and Governance Forums, including presentation of findings and updates relevant to the fraud program
* Partnering with second line of defense central fraud framework teams in ensuring the development and implementation of a comprehensive and robust fraud program
* Supporting the business in ensuring effective management of consequential fraud risks in order to protect UBS' reputation and long term sustainable growth, through the provision of subject matter expertise.
Detailed salary information:
* Weehawken, Salt Lake City, Raleigh, New York, Nashville: the salary range for this role is $90000 to $120000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* ideally 4-year college degree or international equivalent
* ideally 3+ years of prior fraud prevention, financial crimes or related regulatory experience with a retail/or commercial bank, digital bank, fintech (financial crimes preferred), or payments/money movement company (i.e., PayPal, Stripe, Plaid, Zelle)
* experience handling sensitive information with a high degree of discretion with a focus on the maintenance of client privacy
* proven experience in a fraud risk management, financial crimes or regulatory role in consumer, corporate, or commercial banking; or experience at a fin-tech or digital bank is preferred, with experience covering deposit products and money movement/payment services offered on digital banking platforms
* strong Microsoft Office skills, particularly in using Power Point to develop presentations and Excel to compile and analyze data
* strong project organization skills and attention to detail
* proven problem solving as well as decision making skills
* excellent communication skills, to both technical and non-technical audiences
* Certified Fraud Examiner (CFE) / Certified AML and Fraud Professional (CAFP) / Certified Anti-Money Laundering Specialist (ACAMS) / is a plus
* experience in testing and improving fraud control frameworks, including ability to challenge and communicate effectively with stakeholders
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Securities Specialist
UBS job in Nashville, TN
Your role Are you detail oriented, even when multitasking? Do you know how to work with a team to achieve a common goal? We're looking for someone like that to help us: * Collaborate with external clients and internal clients to improve processes, drive outcomes and build lasting relationships
- Process transactions, confirmations and manage exceptions and risk
- Perform root cause analysis to identify and drive process improvements
- Deliver timely and complete resolutions to the client
- Assist with new client set up and ensure the first trades are processed correctly
- Proactively manage the Client experience, anticipate needs and provide excellent client service
- Collaborate across Operations team to identify process efficiencies and solutions
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
You have:
- A university degree
- strong computer skills and the willingness to learn new programs
- previous client services experience
- the proven ability to build, maintain and enhance relationships at all levels
You are:
- adaptable, with strong interpersonal skills
- driven, able to work under pressure and multitask
- comfortable working with internal and external clients
- skilled at looking for ways to improve (you're a keen observer and problem solver)
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
DevOps/Cloud Site Reliability Engineer
UBS job in Nashville, TN
Your role Are you motivated to work in a complex, global environment where ideas are valued, and effort is appreciated? We are looking for a DevOps/Cloud Site Reliability Engineer to join our team and help us to: * deploy, monitor, and support applications in a Kubernetes multi-tenant environment and promote the overall stability of the systems through system monitoring, proper change control management, and implementation of best practices to maintain production environment
* support Gitlab Pipelines and Terraform to manage IaC across several Microsoft Azure resources/services
* research opportunities for automation, troubleshooting issues as reported by users and implement migrations, upgrades, and patches in all environments
* interact efficiently with the business and development teams at all levels and establish the root causes of application errors and escalating serious concerns
* collaborate with cross-functional teams to solve complex problems (Database, UNIX, Cloud, etc.) and provide occasional on-call or weekend support for critical activities during non-production hours
Are you motivated to work in a complex, global environment where ideas are valued, and effort is appreciated? We are looking for a DevOps/Cloud Site Reliability Engineer to join our team and help us to:
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* a bachelor's degree and ideally, 5+ years of work experience in an Information Technology field
* deep understanding of SRE Concepts, passionate about SRE transformation and excellent knowledge of Cloud architecture, especially MS Azure
* working knowledge of key Azure technologies like Virtual Machines, KeyVaults, Storage Accounts, Virtual Networks, and Hub Networks
* capable of maintaining complex Kubernetes ecosystems including Ingress, Service Mesh, Helm, Prometheus, Grafana, EFK, etc.
* solid experience with LINUX containers & Kubernetes, with a good grasp of cloud networking protocols and proficient with DevOps Tools (GITLAB, Azure DevOps, Nexus) with all phases of modern DevOps pipelines
* experience with Infrastructure as Code (IaC) tools such as Terraform and Ansible and strong knowledge in administering and restoring application services within a complex and secured banking environment
* practical experience in defining and building automation routines to improve the stability and quality of production service and familiarity with microservices architecture and experience in building RESTful Service
* excellent knowledge in programming languages such as Python, bash, and PowerShell and strong understanding of database platforms such as PostgreSQL, Oracle, or Azure SQL
"At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services."
* LI-UBS
* UBS-MOGUL
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Client Associate
UBS job in Nashville, TN
Your role Are you truly service-oriented? Do you know how to take care of people? Are you a skilled multitasker? We're looking for a Client Associate to: * Welcome and assist clients and visitors, providing an exceptional first impression. * Manage front desk operations including mail, checks, phone calls, and maintaining an organized reception area.
* Support the branch management team administratively and assist advisors with client service needs.
* Carry out cash management functions, process securities and correspondence, and maintain accurate records.
* Keep management systems up-to-date with client information and documentation.
* Educate clients on account services and capabilities.
* Prepare reports and materials for client meetings.
* Collect required documentation for new accounts and service requests.
* Maintain risk awareness and ensure compliance with firm policies.
* Provide the team with a detailed calendar of activities.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* Strong interpersonal and communication skills; ability to create a positive client experience.
* Excellent organizational skills and attention to detail.
* Proficiency in Microsoft Office Suite; experience with financial services platforms a plus.
* Series 7 and 66 licenses and/or willingness to obtain.
* Experience in client service within the finance sector preferred.
* Bachelor's degree preferred.
* Independent, motivated, proactive, and focused on taking action.
Why Join Us?
This role offers the opportunity to showcase your organizational skills and client service expertise. Whether greeting clients at the front desk or supporting advisors behind the scenes, you'll play a key role in delivering the exceptional UBS experience.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
Over The Counter Confirmations Specialist
UBS job in Nashville, TN
Your role Are you risk aware? Are you interested in Legal Documentation and trade processing? Do you know how to work well within a team to deliver excellent client service? Are you skilled in resolving issues? If yes, we are looking for a Confirmations specialist to:
* support day to day processing of OTC Confirmations tasks for Global Synthetic Equities and Global Equity Derivatives, amongst others.
* understand the impact of technology and how it can aid in improving process efficiencies.
* propose and implement changes to existing processes, practices and ways of working to improve efficiency and effectiveness.
* actively participate in Digital Ops meetings globally, ensuring clear communication on improvement opportunities with tactical and strategic solutions highlighted and progressed to implementation via the relevant Digital and automation programs.
* assist in first line business testing on key Confirmations controls via the semi-annual ICAP process.
* ensure Business stakeholders know their up-to-date Confirmations Risk on a daily basis.
* handle sensitive and confidential information in accordance with UBS policy.
* maintain relationships with key stakeholders across the organization to ensure timely resolution of outstanding Confirmations and risk mitigation for UBS
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* confident in dealing with client queries and following through with prompt and efficient actions.
* able to share information effectively with colleagues.
* able to prioritize tasks at an individual and team level.
* able to contribute actively to help create effective partnerships, which meet organizational objectives.
* able to focus on risks associated with Confirmations tasks performed, such that process enhancements and individual actions do not compromise risk management.
* Adaptable, with interpersonal skills
* able to work under pressure
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Associate Portfolio Manager
Nashville, TN job
Who You'll Work With:
Fixed Income Associate Portfolio Managers (APM) are responsible for supporting our global Portfolio Management teams through accurate and efficient implementation of portfolio decisions. They support all asset classes and work closely with teams across the AB enterprise, including investment management, operations, technology, sales, and trading. An APM should show an interest in financial markets and will develop a deep understanding of our products, operational policies, and procedures.
As part of the business, the Fixed Income APM role offers high visibility to the Fixed Income Investment team as well as other areas of the firm including Sales, Product Development, Middle Office, Compliance, and Technology and Operations. This role enables an individual to experience all aspects of the asset management business.
What You'll Do:
An APM must ensure accurate and efficient implementation of fixed income trades. Specific responsibilities include:
Managing portfolio cash balances and ensuring cash balances are consistent with product guidelines and current investment strategy.
Monitoring portfolio positions, trade orders and analytics for compliance with client guidelines and adherence to asset allocation, duration, and risk targets.
Highlighting deviations from targets and recommending trades to rebalance portfolios.
Generating purchase or sell orders to manage client cash flows, FX rebalances and active investments.
Facilitating account opening/closings and liaising with Sales and Portfolio Management to address ad-hoc client requests.
Assisting with preparation of investment and portfolio exposure reports.
Reviewing proposed guideline amendments, custodial changes and other activities that may impact accounts.
Identifying opportunities and partnering with technologists to re-engineer and automate processes to increase operational efficiency, improve client service and enhance risk controls.
Providing support to Portfolio Managers, Sales, Trading and Operations to deliver against client requirements.
What We're Looking For:
Candidates must have outstanding attention to detail, coupled with a proven ability to think logically and make sound decisions in a fast-paced environment, often under time pressure and across multiple tasks. Specific requirements include:
5 - 10 years of industry-related experience.
Experience with Fixed Income credit, currency and/or global markets is preferred.
Motivated self-starter with a passion for process improvement and leveraging technology to solve complex business problems.
Strong interest/experience in financial markets, notably asset management.
Excellent problem-solving and analytical skills.
Effective communication skills paired with a strong desire to work in a team-oriented organization.
Exceptional understanding of risk management and overall control environment.
Proficiency in Microsoft Excel.
Strong soft skills such as adaptability and creativity.
Coding experience is beneficial: SQL, Python, etc. or use of data visualization tools like PowerBI.
A bachelor's degree.
Nashville, Tennessee
Auto-ApplyTalent and Development Associate
Nashville, TN job
Who You'll Work With:
The Talent & Development Associate partners with the global Client Group Talent Development Team to design, deliver, and continuously improve development programs for employees. This role is pivotal in shaping the onboarding experience, supporting signature leadership and exchange programs, and ensuring the seamless execution of L&D initiatives across regions. Success in this role means delivering high impact learning experiences, fostering a culture of growth, and supporting the next generation of AB talent.
What You'll Do:
Program Coordination & Delivery
Schedule and facilitate Client Group Training and Development sessions, including:
New Hire Onboarding
Emerging Leaders Development Program
Global Exchange Program
Campus Recruiting Programming
Additional programs as determined by the Client Group L&D Committee
AB Investment Training Program for the Americas
Ensure seamless execution of sessions by coordinating presenters, booking meeting spaces, sending invitations, assigning small groups, and setting up trainee user accounts
Continuous Improvement & Feedback
Actively solicit and incorporate feedback from managers, participants, and internal partners to ensure programs meet evolving business needs
Lead regular content reviews of training modules in partnership with internal stakeholders
Trainee Experience & Tracking
Monitor and track trainee progress, ensuring accurate enrollment and participation in appropriate programs based on tenure and corporate title
Adjust program logistics and scheduling to align with trainee volume and organizational priorities
Stakeholder Engagement
Facilitate regular reviews of presenters to ensure program quality and efficiency
Serve as a liaison between regional L&D committees, coordinating bi-annual global meetings and agendas
Learning Platform Administration
Administer and maintain L&D learning platforms, including the Client Group L&D BigTinCan portal, Workday ABLearning, and Sharepoint team site documents and organization.
What We're Looking For:
Bachelor's degree in business or a related field
Minimum of 3 years of experience, knowledge of the Client Group business, and a demonstrated ability to serve as a positive brand ambassador for the firm
Proven project management experience, with strong organizational, leadership, and communication skills
Ability to thrive in a fast-paced environment and work effectively under pressure
Positive, can-do attitude and a collaborative approach to teamwork
Accomplished communicator with experience engaging stakeholders at all levels of the organization
Demonstrated success managing multiple responsibilities simultaneously, both independently and as part of a team
Strong attention to detail, creativity, and sound decision-making skills
Expert proficiency in Microsoft Office suite (Outlook, Word, Excel, PowerPoint)
Familiarity with Zoom and digital learning management systems (such as Brainshark or Workday Learning) is a plus
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!
All 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 and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.
Nashville, Tennessee
Auto-ApplySr Workday Solutions Analyst - Financials
Nashville, TN job
Who You'll Work With:
Join our Finance Technology Team as our Senior Workday Financials Analyst, a newly established position at AllianceBernstein within our Global Technology & Operations Business Unit. Collaborating alongside a passionate team of analysts and developers as well as finance business leaders and teams, you'll have the chance to make a significant impact as we begin our post-implementation journey with Workday Financials.
What You'll Do:
This is a fantastic opportunity for an enthusiastic and ambitious problem solver to lead and innovate within a global organization. Following the established implementation of Workday HCM and all associated products, we will go live with the implementation of Workday Financials, Expenses, Procurement, Account Center, Prism, and Adaptive Planning which will enable this role with the unique opportunity to be on the frontend of our global Finance Transformation.
What We're Looking For:
Reporting to the Head of Corporate Finance Technology, serve as Senior Workday Financials Analyst and expert within the team and support continuous development and upskill of peers and partners within the newly implemented products.
Bachelor's degree in computer science, finance, accounting or a related field.
+4 years of combined experience with Core Financials, Expenses, and Procurement as well as accounting principles and practices.
Workday certifications or additional experience supporting other Workday Products such as Accounting Center, Prism, Adaptive Planning, Advanced Financial Reporting, or Payroll will distinguish you as a standout candidate.
Preferred experience with a shared Workday HCM environment.
Demonstrated ability to work with cross-functional teams, including business users and technology teams to gather, analyze, and document requirements.
Ability to research, diagnose, and resolve configuration issues both as an individual contributor and in partnership with multiple stakeholder teams.
Effective communication and collaboration skills to work with various stakeholders.
Ability to research, diagnose, and resolve configuration issues both as an individual contributor and in partnership with multiple stakeholder teams.
Align with functional leads for Financials, Expenses, Procurement, and Prism/Accounting Center for execution of planned work.
Validate prioritization and categorization of tickets, changes, and enhancements with the business/functional leads.
Resolve high-priority incidents and act as tier 2 escalation.
Maintain a deep understanding of Workday's data model, corporate system architecture, interfaces, reporting, and data loading procedures.
Provide Workday and subject matter expertise to business process owners and colleagues.
Stay updated on Workday functionality, training, and best practices
Perform impact assessments for Workday upgrades and cross application enhancements
Facilitate user acceptance and validation of functionality with the business.
Assist with testing integration and security cases.
Develop QA Strategy in partnership with other product leads and solutions analysts
Work with Functional Leads and Process Owners to develop requirements for Workday changes.
Manage the configurations of Workday applications.
Coordinate feature/function cases with Workday
Identify areas for process improvement and sponsor improvement activities.
Create tier 2 escalated, advanced Workday reports as needed by business users.
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!
All 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 and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.
Nashville, Tennessee
Auto-ApplyMutual Fund Paralegal
Nashville, TN job
Who You'll Work With:
We are looking for a Mutual Fund ('40 Act) Paralegal to join our Mutual Fund Legal Group in a fast paced and dynamic environment. Your impact as both an individual contributor and a team member is critical to the success of the team.
What You'll Do:
The Legal and Compliance Department is responsible for ensuring compliance with all of the legal and regulatory requirements to which we are subject, protecting the firm from regulatory and reputational risk across the globe, and strengthening the firm's culture of compliance. We do this through collaborative partnership with the business units we support by providing thoughtful and timely advice. In addition, the department conducts global monitoring and training activities that detect, address and mitigate regulatory and reputational risk. The advice coupled with the monitoring and training activities provide the framework to support the firm's business strategy and objectives while maintaining a high standard for integrity.
Assist attorneys with the preparation and update of fund registration statements including Part Cs, and supplements to prospectuses.
Assist attorneys in the preparation of documentation related to the organization, reorganization, modification, and liquidation of funds.
Assist in product development and mutual fund and ETF creations/launches. Assist with administrative projects including uploading and managing Board materials to Diligent and performing other duties relevant to Board materials.
Coordinate, compile, organize and review agendas, resolutions, and materials for Board of Directors and Committee meetings; assemble and obtain applicable reports for Board Books.
Assist in the preparation and execution of fund contracts.
Review various disclosure documents required for assigned funds, including shareholder reports and N-CENS.
Assist in the creation of proxy materials. Assist in the preparation and filing of Tender Offer documents for closed-end funds.
Maintain internal document repositories--organize and maintain fund records for assigned funds, including electronic document and file management.
Maintaining up-to-date listing of Officers and portfolio managers for our funds in databases.
Develop and maintain “tickler” files and calendars for assigned funds to coordinate workflow and assure adherence to project timelines, due dates and regulatory deadlines
What We're Looking For:
The Mutual Fund Legal Group is responsible for coordinating and supervising the legal aspects of our domestic, US registered funds, including ETFs and closed-end funds. AB's funds complex currently consists of over 90 portfolios covering a broad range of investment services including alternatives, equity, fixed income and multi-asset funds.
College degree.
Minimum of five years' experience as a paralegal in an in-house mutual fund legal department or 5- 10+ years' strong corporate/finance paralegal experience.
Experience with Microsoft Office Suite and the ability to learn new databases/programs quickly.
Paralegal certificate
Experience working with open-end, closed-end, and exchange-traded funds.
Knowledge of Diligent Boards software.
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!
All 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 and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.
Nashville, Tennessee
Auto-ApplyTrade & Processing Specialist
UBS job in Nashville, TN
Your role At UBS, we are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. To succeed our people: * deliver excellence. * drive the organization forward by working with purpose and passion.
* support digital transformation
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
The new joiner would be working as an Subject Matter Expert for the Over-the-Counter Confirmations and Settlements team. The responsibilities include -
* Timely issuance of trade confirmations of Over-the-Counter products such as Vanilla Options, Variance Swaps, Volatility Swaps, TRS and other Structured products.
* Ensuring the confirmations are drafted as per legal approved templates or termsheets.
* Resolving economics breaks and flagging missing/incorrect bookings to Trade Support teams and ensure timely resolution.
* Verbal Affirmation, Chasing, and Execution of Over-the-Counter trade confirmation and Verification of trade queues.
* Resolving language breaks on Confirmations with continuous interaction with Legal, Trading and Sales teams.
* Acted as escalation point of contact for Middle Office/Sales/Trading teams for any confirmation/process related queries.
* Ensuring full compliance to all laid down regulations, policies, guidelines, procedures, and practices.
* Involved in projects to improve Confirmation Straight through Processing rate as well as to achieve Operational plans.
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Corporate Development and Strategy
Nashville, TN job
Who You'll Work With:
Under the leadership of the Head of Strategy, this role will both be a strategic and analytical thinker to support and serve as a thought partner to senior leaders across the organization to deliver key insights and support development of short and long-term strategies. The Strategy and Corporate Development will perform through primary and secondary research, qualitative and quantitative analysis, and liaise with internal and external stakeholders. They should be excited about entrepreneurially taking ownership of important firm initiatives from start to finish.
What You'll Do:
Cultivate strong relationships with leaders across the firm to drive initiatives and change management efforts
Manage projects requested the leadership team including exploring topics of importance to the business, obtaining background information on emerging issues, interfacing with internal and external stakeholders to gather information, as well as gathering resources as needed
Collaborate senior stakeholders to assist with board of directors' presentations and proposals made to leadership teams
Report on progress of strategic initiatives to the Executive Leadership team and the broader organization
Continued assessment of industry trends and market developments including competitor research and analysis
Collaborate with senior leadership to identify and evaluate strategic acquisition opportunities.
Coordinate with internal and external stakeholders to ensure seamless execution of transactions.
Coordinate with project managers in managing and organizing the diligence process
Establish the ideal prospect profile (e.g., geography, product, sector specialties) that aligns with organizational/business unit needs
Develop work product for Executive and Board Communications
What We're Looking For:
1-3+ years of relevant business experience in corporate strategy, investment banking, private equity, management consulting, or similar analytical and/or business leadership roles
4-year degree (advanced degree preferred)
Exceptional intellectual curiosity with proven capability to problem-solve strategically using advanced qualitative analytical skills
Exceptional process management skills; ability to multi-task and work well under pressure
Ability to communicate complex ideas effectively - both verbally and in writing
Strong interpersonal skills with ability to work with senior leadership and highly collaborative
Highly professional, demonstrates good judgement and discretion
Diligent, strong work ethic; highly organized and detail-oriented
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!
All 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 and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.
In accordance with the applicable law, the minimum and maximum base annual salary for this role in New York is as follows: Base Salary Range: $130,000.00 to $180,000.00. 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, benefits, commissions, year-end incentive compensation, and other incentives.
For further important information about AllianceBernstein please click here ********************************************************
Nashville, TennesseeNew York, New York
Auto-ApplyBusiness Development Summer Intern
Nashville, TN job
Who You'll Work With:
The Client Group is one of AB's largest strategic business units, with functions that range considerably throughout the firm. The program will ultimately expose the intern to the lifecycle of an investment product, from the initial generation of the idea to researching interest in the marketplace to crafting our message and finally, distributing our products and servicing our Institutional and Retail clients.
The Business Development Summer Intern will assist a team focused on Equity, Fixed Income, or Multi-asset business development. Interns who excel and receive a return offer will enter the Client Group Rotational Program. This program allows rotations through the Business Development teams for the three asset classes mentioned, as well as the Product Strategy and Development team.
Business Development: a conduit to the firm's investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis, and education. Successful business development teams serve as the client expert to the investment group and the investment expert to the client (sales) group.
Product Strategy & Development designs, develops and manages the firm's global lineup of investment services, and considers clients' evolving needs to identify new opportunities
What You'll Do:
The Client Group Summer Internship Program provides students with opportunities to learn about business development, client service, sales, and specific strategies we offer to clients, as well as the opportunity to develop their communication, networking, and problem-solving skills. This is offered through a firm-wide onboarding program, ongoing training, informal and formal mentoring programs, sessions with senior leaders, networking, and social events.
Build an understanding of our firm's mission and values as well as product offerings in the respective distribution channels
Initial training is both formal instruction and on-the-job, and includes broad capital markets, AB products, services, procedures and policies
Conduct competitive analysis for the team to generate data for our clients to use to monitor and adjust investments
Create sales messaging around macroeconomic, asset class and sector, and competitive factors to facilitate sales conversations
Projects to help the team be more efficient and effective
What We're Looking For:
Candidates should be top academic performers, be interested in the investment management industry and meet the following criteria:
Spring 2027 Bachelor's degree candidates in business, finance, economics, data science, math, liberal arts, or similar program
Cumulative GPA of 3.0 or better
Eligible to work in the US, without sponsorship
Strong analytical and communication skills
Detail-oriented, ability to multitask and work in a fast-paced environment
Ability to work independently while also being a strong team player and self-starter
Client-focused with a high degree of professionalism, motivation, and initiative
Interest and intellectual curiosity in learning about all aspects of the retail investment management business and capital markets
Experience demonstrating attention to detail as well as a foundational understanding of Excel and Powerpoint
Candidates must be available to work full-time from June through August.
It is not permissible to simultaneously take academic classes or hold other employment that will conflict with the internship schedule.
Selected candidates will need to successfully complete a thorough background check.
Please note that if given a full-time return offer the start date would be July of 2027
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!
How We Invest in You:
AB's purpose is to pursue insight that unlocks opportunity. It is why we exist and what we work at every day. Our shared values define how we work. They're a foundation of our culture, which empowers all of us to be our complete selves - and contribute our distinctive talents. We invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity - Always!
We recognize the value of investing in one another, fostering growth and advancement while meeting evolving individual needs. That's why we've crafted a competitive benefits package and focused intently on developing a holistic approach to employee well-being. Here are a few highlights of what we have to offer during your summer experience with AB;
Firmwide Onboarding
Introduction to Asset Management and Capital Markets
Mentoring Program
Career Planning
Training and Development Opportunities
Nashville, Tennessee
Auto-ApplyFinancial Control Team Leader
Nashville, TN job
Who You'll Work With:
The Financial Control Team Leader is a supervisory role who assists the respective team's Accounting Manager in providing direction, guidance and training to team members. The role entails ensuring the accuracy and timeliness of team deliverables as well as ensuring all requirements of our internal and external customers are managed efficiently and effectively. The position will multi-task, problem solve & troubleshoot, analyze and effectively communicate. The role is also expected to interact with and manage external business partners as well as initiate and lead process improvement initiatives.
What You'll Do:
Provide support and guidance to team members (Fund Administration Analysts) on their tasks and assume responsibility of such as needed, which includes:
Oversee and analyze NAV calculation performed by delegated service provider for accuracy
Assist in audit coordination, audit query resolution and provide feedback on financial statements
Support jurisdictional tax and other regulatory reporting requirements
Understand trial balance activities including income, expenses (including management & incentive fees), derivative transactions, currency implications and dividend distributions
Research and resolve any identified operational issues and notify management accordingly
Ensure the team's deliverable deadlines are appropriately resourced, monitored and achieved
Provide timely feedback and support to internal and external queries or requests
Effectively collaborate and communicate with team members as well as business partners
Initiate process documentation, training, improvement proposals and implementation
Lead ad hoc special projects including fund launches, liquidations, data requests, etc.
Ensure fund compliance with relevant regulatory bodies (i.e. IRS, SEC, CSSF, etc.)
Review fund and investor level distributions and tax reporting documents
Provide constructive feedback to team members to enhance performance and support Accounting Manager in evaluation process
Assume leadership role of Accounting Manager as needed in times of absence
What We're Looking For:
The ideal candidate would have a minimum of 5 years of experience in the mutual fund or finance industry as well as a 4-year college degree with a business major (preferably accounting or finance). Experience with a fund administrator or audit firm is preferred. Experience in a supervisory capacity is required. The candidate should have proficient accounting knowledge, preferably in fund valuation. The role requires excellent analytical skills, communication skills, organizational skills and problem-solving skills. The candidate should possess proficiency in standard desktop applications such as Excel, Outlook, Word. Advanced Excel skills such as macro writing would be a plus. Familiarity with review of annual reports, tax reporting and regulatory requirements would be beneficial. Process management/improvement experience is preferred.
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!
All 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 and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.
Nashville, Tennessee
Auto-ApplyQuantitative Software Developer
Nashville, TN job
Who You'll Work With: Fixed Income Technology ("FIT") group builds software that the Fixed Income business of AB uses in performing functions such as Fundamental Research, Quantitative research, Portfolio Management, Order Generation, Trading and Middle office and BackOffice operations. It partners with business to understand their challenges and help them by providing innovative technology solutions. We re-engineer the process where applicable in collaboration with business to help scale their business and be efficient in this dynamic market conditions.
What You'll Do:
The candidate will join the Fixed Income Technology team to build and enhance the Muni Optimizer to automate the Muni SMA portfolio construction. It incorporates data from quantitative, fundamental, and liquidity research, that leads to automated portfolio construction. The candidate will also be integration trade suggestions from the optimizer to trading system. The candidate will be interacting with business users and business analysts on requirements, as well as collaborating with members of other teams. They will also be manipulating and analyzing large amounts of data while developing these applications.
What We're Looking For:
Technical Leadership:
* Lead a team of software engineers in the design, development, and maintenance of software applications.
* Provide technical guidance and mentorship to team members, fostering a collaborative and innovative environment.
* Ensure adherence to best practices in software development, including code reviews, testing, and documentation.
Collaboration:
* Work closely with the Software Architect to design scalable and efficient software architectures.
* Collaborate with the Infrastructure Engineer to ensure seamless integration and deployment of applications.
* Coordinate with cross-functional teams, including product management and quality assurance, to deliver high-quality software solutions.
Development and Implementation:
* Develop new application solutions using C# and Python, leveraging object-oriented programming principles.
* Re-architect legacy systems to improve performance, scalability, and maintainability.
* Implement software solutions that meet business requirements and align with the company's technology strategy.
Quality Assurance:
* Ensure the delivery of high-quality software by implementing automated testing and continuous integration practices.
* Conduct code reviews and ensure compliance with coding standards and best practices.
* Monitor and improve application performance and reliability.
Innovation and Continuous Improvement:
* Stay up to date with emerging technologies and industry trends.
* Propose and implement improvements to existing systems and processes.
* Encourage a culture of continuous learning and improvement within the team.
Technical Skills:
* Proficiency in C# and object-oriented programming (OOP) principles.
* Strong experience with Python and its application in software development.
* Familiarity with software architecture patterns and design principles.
* Experience with back-end technologies such as Oracle, SQL Server, .NET, REST API, Linux, Apache Spark, microservices, etc.
* Experience with cloud platforms (e.g., AWS, Azure) and containerization technologies (e.g., Docker, Kubernetes) is a plus.
Leadership Skills:
* Proven experience in leading and managing software development teams.
* Excellent communication and interpersonal skills.
* Ability to motivate and inspire team members to achieve project goals.
Development of Quantitative Analytics Calculators:
* Design and implement high-performance analytics calculators and engines using C# and Python.
* Develop and maintain quantitative models and algorithms using Python to support financial analysis, trading strategies, and risk management.
* Ensure the accuracy and efficiency of calculations, optimizing for performance and scalability.
Algorithm Development:
* Create and refine quant algorithm scripts in Python to solve complex financial problems.
* Implement robust back testing frameworks to validate algorithm performance and reliability.
* Continuously improve algorithms based on market data and feedback from quantitative analysts.
Technical Skills:
* Expertise in C# and Python for developing high-performance analytics calculators.
* Strong understanding of numerical methods and quantitative finance concepts.
* Experience with libraries and frameworks such as NumPy, SciPy, and Pandas for data analysis and algorithm development.
* Familiarity with software design patterns and best practices in software engineering.
Quantitative and Analytical Skills:
* Strong mathematical and statistical skills, with the ability to apply them to develop financial models and algorithms.
* Experience in developing and optimizing quantitative algorithms for financial applications.
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!
All 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 and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.
Nashville, Tennessee
Auto-ApplyDigital Experience Solutions Manager
Nashville, TN job
Who You'll Work With:
The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of five main areas:
Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth
Business Development is a conduit to the firm's investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education
Product Strategy & Development designs, develops and manages the firm's global lineup of investment services and considers clients' evolving needs to identify new opportunities
Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events
Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability
What You'll Do:
The Digital Experience Solutions Analyst role requires a candidate with a strong background in web development expertise, whom can gather and write detailed requirements like a business analyst while utilizing various Agile and Scrum methodologies like a Scrum master. The role involves supporting the building and enhancing of AB's global websites, which serve over 1 million unique visitors in 30 countries and 12 languages. The ideal candidate must possess a deep understanding of technology application, meeting regional business stakeholder goals from a globally holistic mindset, Agile and Scrum methodologies, and leverage project management tools such as Jira and Confluence.
This role will collaborate with project managers, product managers and web developers to understand the needs of all parties and support implementation of solutions. The candidate will be responsible for collecting and documenting requirements, understanding current sprint velocity for the front-end web development team, leading scrum ceremonies, managing stakeholder expectations, and working closely with product managers and web development teams to complete road mapped initiatives.
What We're Looking For:
Specific responsibilities include but are not limited to:
Oversee end-to-end delivery management for development teams, ensuring timely execution of deliverables, adherence to release schedules, and proactive resolution of delivery blockers
Manage development release processes, including coordinating cross-functional input, preparing and distributing release communications to large collaborative teams, and ensuring smooth deployment of updates and enhancements for platforms
Gather requirements from regional stakeholders across EMEA, APAC, Americas, and globally to build new website features or enhancements
Write thorough and detailed business requirements in Confluence and epics/stories in Jira with acceptance criteria and development notes for web developers to complete
Lead and run Scrum ceremonies such as daily stand-ups, sprint planning meetings, story pointing and estimation sessions, demos, and retrospectives
Triage and troubleshoot incoming web development production issues, including CSS styling, HTML structure, JS functionality, API service calls, and CMS authoring
Assign tickets to the appropriate team members (front-end, QA, authoring, data, etc.) based on ticket criteria and understanding team member capacity
Navigate an Agile/Waterfall hybrid approach to development, work in a sprint timebox, and create release notes with the AEM product manager and front-end development lead
Facilitate effective working meetings, using techniques such as active listening, negotiation, and leadership
Tailor communication style to suit both face-to-face and virtual settings while offering strategic solutions to problems
Collaborate with multiple partners and stakeholders, including Senior Leaders, Business Sponsors, Marketing, Front-End Development, Back-End Development, QA, Production, Content, Strategy, and Design
Job Qualifications & Key Attributes
4-7 years as either Web Developer, Scrum Master or similar role
Experienced in Web Development:
HTML
CSS
Javascript/React
REST API / CRUD / API Integrations
Comfortable working in systems, marketing/technology tools such as:
Adobe AEM or component based CMS
Jira, Confluence or other project/development management software
Data Analysis tools such as Adobe or Google Analytics
Workflow and Sales/Marketing Automation tools (Workfront, Marketo, Seismic etc)
Developer Tools and Postman
Excellent writing, speaking, presentation and interpersonal skills
Natural problem solver and self starter
Understanding of Agile and Scrum methodologies; Scrum certification is a plus
Experience in Financial Services, Asset Management, Digital Marketing is a plus
Ideal Candidate
Previous experience as a web developer or Scrum Master
Can bridge the gap between business and developer pain points
Functional knowledge of front-end development concepts and building for scale
Creative problem solver with an excellent work history and a drive to succeed
Benefits of this Role
Opportunity to transition from a technical role to a business-facing role
Work with first in-class enterprise marketing technology tools
Be part of a team that values creativity, problem-solving, and collaboration
Competitive compensation and benefits package
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!
Nashville, Tennessee
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