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AllianceBernstein

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AllianceBernstein

AO/RFP Writer

AllianceBernsteinNashville, TNFull-time
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Compensation$70K - 100K a year

Write and customize high volumes of RFPs, RFIs, and due diligence questionnaires for equity strategies, maintain product messaging, collaborate with investment teams, and manage proposal production. | Minimum 3 years RFP and industry experience, knowledge of asset management and equity services, proficiency with RFP software and Microsoft Office, strong writing and organizational skills, and university education. | Client Group Overview 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, leveragingdigital and data, todrive top-line growth and improve profitability Job Summary AllianceBernstein's Request for Proposal (RFP) team is in search of a RFP writer to play an integral role in business development and client service efforts through the completion of RFP, RFI, and due diligence requests for AllianceBernstein's Equity Strategies. TheWriter will specialize in writing RFPs and Due Diligence Questionnaires for our equity institutional strategies, and onshore and offshore retail funds, while also contributing, where needed, to the completion of other projects and requests. As an RFP writer, the writer will be expected to be able to work directly and effectively with the firm's Equity Product Management and Portfolio Management Teams to write and maintain (keep updated) original and technical product-specific content to support our equity platform, and, importantly, to be able to effectively customize that content for specific sales situations as needed. The RFP Writer will also be expected to remain current on the equity markets as well as the current investment strategies being implemented in our firm's equity strategies. As a Writer, the candidate will be expected to handle a high volume of requests simultaneously and productively. Projects will be both new business development and client servicing-related and include both standard and customized RFPs, Onboarding Questionnaires, and client Due Diligence Questionnaires. This position is located in our London office. Job Description Specific responsibilities include but are not limited to: • Write a high volume of RFPs, RFIs, and Due Diligence Questionnaires for equity strategies across our global institutional and retail channels. • Create and maintain equity related RFP language and content for assigned strategies of coverage, including investment process, research process, team information, and competitive advantages. • Maintain consistent product messaging and updated product language and data in RFP Language database and on 25+ consultant and third-party databases. • Collaborate directly with Product Managers, Portfolio Managers, Research Heads, Traders, and others to update existing RFP language and develop new language. • Customize final documents to reflect a nuanced and targeted response to the specific sales opportunity. • Handle follow-up work associated with RFPs moving to the next phase: coordinating answers, additional information, etc. • Oversee production of final proposals (formatting, technical editing and reproduction). • Field ad-hoc questions from associates, advisors, and our offshore RFP Team daily as needed. Job Qualifications & Key Attributes The ideal candidate should have: • Knowledge of the global institutional and retail markets, and the asset management industry. • Prior experience with Equity services is preferred. • Excellent and highly productive writer of technical investment material. Must be able to handle a high volume of projects simultaneously. • Demonstrated desire and ability to learn technical info, including philosophy, research and investment processes of our products. • Knowledge of GIPS regulations, Composite requirements, and FINRA and other Fund marketing regulations. • Detail-oriented with excellent project management and organizational skills; able to prioritize work and handle multiple tasks to ensure that complex projects are completed by deadline, with interim review steps incorporated Strong verbal and written communication and interpersonal skills as well as the ability to work independently and as part of a team in a large global organization. • Demonstrated initiative and good judgment as well as the ability to work well under pressure and with time constraints. • Interest in and ability to interact directly and effectively with Sales Advisors, Portfolio Managers and other investment professionals. • Proficient in Microsoft Office, especially Word, and possess the ability to quickly master internal systems and applications. • Experience with RFP Software required and experience with Responsive highly preferred. • University education required. Minimum of 3 years RFP and industry experience preferred. Direct experience creating technical, strategy-focused RFP content is a significant plus. London, UKNashville, Tennessee

RFP writing
Equity product knowledge
GIPS regulations
Composite requirements
FINRA regulations
Microsoft Office
RFP software
Project management
Technical writing
Verified Source
Posted 10 months ago
AllianceBernstein

Senior Product Manager – Private Alternatives

AllianceBernsteinNashville, TNFull-time
View Job
Compensation$120K - 160K a year

Lead product delivery evolution for Private Alternatives, managing a globally distributed team and driving outcome-focused delivery with modern collaboration models. | 7+ years in private investment management, 5+ years in product roles preferably in financial tech, deep understanding of investment lifecycle, fund administration, compliance, and experience with modern data stack and delivery models. | Who You’ll Work With Data Engineering, Analytics, Applications and Vertical Leaders. This role will also have 3 – 5 Business Analyst and 1 – 2 Delivery Managers and or Scrum Masters as direct reports. What You’ll Do We’re seeking a forward-thinking Senior Product Manager to lead the evolution of product delivery across Private Alternatives. You’ll bring deep industry expertise, champion outcome-focused delivery, and lead a globally distributed team through modern, async-first collaboration models. This role emphasizes replacing heavyweight process with clarity, transparency, and measurable business impact. What We’re Looking For • 5+ years in product roles, preferably in financial tech. • 7+ years in private investment management (PE, credit, RE, infra). • Deep understanding of investment lifecycle from origination to exit. • Experience with fund administration, investor reporting, and compliance. • Knowledge of alternative investment data sources and infrastructure. • Experience with post-Scrum delivery models (Shape Up, flow-based, dual track). • Track record of replacing story points with flow metrics. • Familiarity with modern data stack (Snowflake, dbt, Fivetran). • Track flow efficiency with DORA metrics and value-stream maps. • Focus on eliminating handoffs and increasing team throughput. Preferred Qualifications • MBA or advanced degree in Finance/Tech. • Experience with SEC/CFTC regulatory environments. • Institutional reporting or fund platform exposure. • CSPO, CPM, or PMP certifications. 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

Product Management
Private Investment Management
Financial Technology
Snowflake
DORA Metrics
Fund Administration
Investor Reporting
Compliance
Scrum and Agile Delivery Models
PMP Certification
Verified Source
Posted 12 months ago

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