Product Analyst

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    "startDate": "2026-06-23",
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    "jobDescription": "<div><p><b>POSITION OVERVIEW</b></p></div><p>The Product Analyst, Investment Strategy is a key operational and analytical contributor within Bernstein’s Private Wealth Management Investment Strategy Group (ISG), based in Pune. Working in close partnership with US-based Investment Strategy Analysts and Senior Investment Strategists, this role ensures that high-quality investment content is produced accurately, efficiently, and on schedule, while also contributing original analytical and technical work.</p><p></p><p>The Product Analyst will have real ownership of data workflows, automation initiatives, and select content areas. It offers meaningful exposure to US wealth management and a platform for career development within AB’s global organization.</p><div><p><b>AT A GLANCE</b></p></div><p><b>Reports To</b></p><p>SVP/Senior National Director, Core Allocation Strategies, Senior Investment Strategies</p><p><b>Team</b></p><p>Investment Strategy Group (ISG), Private Wealth Management</p><p><b>Collaborates With</b></p><p>US-based Investment Strategy Analysts, Marketing, Legal, Performance, RFP, F&amp;E, UHNW, Global Families</p><p><b>Experience</b></p><p>1–3 years in asset management, wealth management, or investment analytics</p><p><b>Credentials</b></p><p>Graduate degree in finance or related field; CFA/CFP progress is a plus</p><p><b>Skills</b></p><p>Excel, PowerPoint, FactSet, Morningstar; programming skills (Python) a strong plus</p><p></p><div><p><b>CORE RESPONSIBILITIES</b></p></div><p><b>Content Production &amp; Quarterly Deliverables</b></p><ul><li>Support production of quarterly client servicing decks, CAP presentations, and FA/Associate training materials</li><li>Prepare and maintain marketing presentation materials by gathering and validating market data, portfolio characteristics, and performance data</li><li>Partner with US analysts and offshore marketing teams to ensure timely and accurate updates to quarterly factsheets, commentaries, and individual product decks</li><li>Maintain up-to-date product content on OfficeMobile, Product Central, and Bernstein’s internal materials directory</li></ul><p></p><p><b>Data, Analytics &amp; Automation</b></p><ul><li>Prepare and communicate portfolio performance and attribution analyses, leveraging FactSet, Morningstar, Bloomberg, and Global Analytics</li><li>Own and maintain data workflows that power recurring deliverables; proactively identify errors, inconsistencies, or process gaps</li><li>Support development and maintenance of large-scale structured and unstructured datasets used across ISG deliverables</li><li>Lead automation and standardization initiatives using Excel macros, or Python to reduce manual effort and improve delivery speed</li></ul><p></p><p><b>Ad Hoc &amp; Specialist Support</b></p><ul><li>Respond to ad hoc requests from the Investment Strategy team for product views, portfolio attributes, and asset class positioning data</li><li>Provide product and investment strategy support for specialist teams including Foundation &amp; Endowment, RFP, Global Families, and UHNW</li><li>Assist with preparation of customized reports and performance analysis as needed</li><li>Serve as a capable backup for US analyst responsibilities during coverage gaps, maintaining continuity of key deliverables</li></ul><p></p><div><p><b>WHAT MAKES THIS ROLE DISTINCTIVE</b></p></div><p>This role offers a genuine platform for professional development within AB’s global operations:</p><ul><li>Deep exposure to US private wealth management products, investment strategy, and client communication best practices</li><li>Opportunity to own automation and technology initiatives with firm-wide impact</li></ul><p></p><div><p><b>QUALIFICATIONS</b></p></div><p><b>Required</b></p><ul><li>1–3 years of experience in asset management, wealth management, investment analytics, or a related financial services role</li><li>Strong written and verbal English communication skills</li><li>Understanding of major asset classes, investment products, and portfolio analytics</li><li>Proficiency in Excel and PowerPoint; ability to build and maintain complex models and presentation templates</li><li>Working knowledge of FactSet and/or Morningstar; Bloomberg familiarity is an advantage</li><li>High attention to detail, strong time management, and ability to meet strict deadlines across multiple concurrent workstreams</li></ul><p></p><p><b>Preferred</b></p><ul><li>Progress toward CFA, CFP, or equivalent designation</li><li>Experience with programming languages such as Python for data workflows or automation</li><li>Experience working with large structured or unstructured datasets</li><li>Prior experience collaborating with US-based teams in a global or offshore capacity</li></ul><p></p>Pune, India",
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