AllianceBernstein ยท 4 months ago
AO/Analyst, Wealth Strategies
San Diego, California
Full-time
Onsite
Entry Level
$95K/yr - $105K/yr
2+ years expAllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services. They are seeking an Analyst for their Wealth Strategies team, which involves running analytics to address complex investment questions and assisting in creating tailored financial plans for clients.
Asset ManagementFinancial ServicesWealth Management
Responsibilities
Running state-of-the-industry analytics to solve complex investment-related questions
Presenting findings in one-on-one meetings with clients and prospects
Becoming well versed in asset allocation theory, taxes, retirement, trust and estate planning issues
Interpreting data from analyses and assisting advisors in making investment recommendations for clients and prospects
Helping to brainstorm on new business, including identifying key client planning issues and strategizing solutions
Building innovative and customized analyses and creating custom PowerPoint displays to communicate analysis results
Quality controlling WFAs nationwide and beta testing analytical tool enhancements
Training new Advisors and Associates and partnering with local management to evaluate and address WS related business needs
Working as a team member on various WS projects and eventually presenting analyses and research presentations to clients, prospects and intermediaries
Qualification
Required
College education
2 years of relevant industry experience
Excellent analytical and problem-solving skills
Intellectual curiosity that fosters an ability to think creatively and strategically
Strong communication and presentation skills
Ability to articulate complex concepts and analytics
Strong desire to further develop communication and presentation skills
Willingness to accept feedback
Ability to prioritize, multi-task, focus on details, and work well under pressure to meet tight deadlines
Proficient in Excel and PowerPoint
Series 7 & 63 registrations
Preferred
Steps towards a CFA or CFP
Benefits
Health insurance coverage
An employee wellness program
Life and disability insurance
A retirement savings plan
Paid holidays
Sick and vacation time off
Company
AllianceBernstein
AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
1001-5000 employees
H1B Sponsorship
AllianceBernstein has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (45)
2024 (63)
2023 (92)
2022 (173)
2021 (160)
2020 (77)
Funding
Current Stage
Public CompanyTotal Funding
unknown1988-04-22IPO
Leadership Team
Seth Bernstein
President & CEO
James Wallin
Senior Vice President
Recent News
2026-01-16
2026-01-06
Company data provided by crunchbase