VP/Senior Analyst – Alternatives Product Strategy & Development

Posted:
7/9/2024, 5:00:00 PM

Location(s):
Nashville-Davidson, Tennessee, United States ⋅ Tennessee, United States

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
Business & Strategy ⋅ Product

Who You’ll Work With:

We are looking for a Vice President within our Alternatives Product Strategy & Development (PS&D) team. Our team manages the product development lifecycle and plays a key role in creating, structuring, and delivering innovative alternative investment strategies (public and private) to retail investors, among other global distribution channels. This individual will partner cross functionally and worldwide within the client group, and with investment, distribution, marketing, legal, compliance, and business operations teams, including senior leadership and executive stakeholders.  This individual will be a key contributor in driving the growth of this vital retail alternatives effort for AB by designing and implementing new alternatives products and expanding distribution capabilities on a global level.

What You’ll Do:

  • Lead cross-functional activities related to the design and launch of new alternative investment products, strategies and channels
  • Manage cross-functional activities spanning the product launch lifecycle including product design, development, pricing, approval, go-to-market preparedness, and post-launch operational readiness and related infrastructure build-out.
  • Work with business and investment team leaders to prepare the product development “new product assessment”, helping to negotiate and rationalize product objectives and terms across a diverse set of opinions via data-driven decisioning
  • Conduct new product financial analyses providing insight into revenue and expense projections and overall profitability
  • Partner with investment teams, Legal and tax counsel to define structuring for private and registered products (covering closed-end, open-end and evergreen structures)
  • Collaborate with key stakeholders across distribution, product strategy and development, portfolio management, marketing, legal, technology, business operations and compliance to bring alternatives strategies to market that continuously meet evolving client needs
  • Manage product pipeline content and meet with internal stakeholders to communicate new product pipeline activities.
  • Continually assess the competitive environment and market trends, stay abreast and relevant as it relates to competitive launches and evolving regulatory changes, analyze weaknesses or gaps and new product opportunities to ensure AB’s product line-up is well positioned for future growth and continuously evaluate existing product platform for future potential
  • Understand AB services/products, distribution markets and channels, and the impact of local regulations; leverage knowledge to support innovation
  • Act as the subject matter expert on AB Alts platform; closely monitor trends / new offerings
  • Partner with cross functional teams to assist in product positioning and to increase the adoption of alternative investments by retail intermediaries. Assist distribution organization in formulating capital raising strategies and messaging for first time funds and new strategies.

What We’re Looking For:

  • Minimum of 5-10 years of professional experience with at least 2-5 years of experience at an asset management / alternative asset management firm in a product development/management or strategy function; strategy consulting firm; or investment bank
  • Understanding of alternative asset classes and corresponding global financial structures across private and registered funds
  • Knowledge of the retail marketplace: understanding client needs, market trends, competitive landscape, fintech and primary service providers, and client operational and regulatory needs
  • Broad investment management and financial market knowledge across asset classes
  • Strong academic credentials. BS/BA concentration in marketing, economics or finance preferred
  • FINRA Series 6, 7, 63 preferred
  • Reputation for being a collaborative and diplomatic team player with a proven ability to work effectively with internal and external business partners.
  • Ability to lead and motivate a cross-section of teams to achieve timely and efficient execution of various projects
  • Detail oriented with ability to work independently and maintain high standards
  • Superior communication, financial analysis and presentation skills

Required Skills

  • Strong analytical and problem-solving ability; well-developed critical thinking skills
  • Unassailable ethics and integrity with low ego needs.
  • Professional curiosity to identify and drive new ideas/opportunities.
  • Capable of dealing with changing priorities in a dynamic and fast paced environment
  • Proven ability to multi-task across projects/requests and works well under time demands
  • Strong interpersonal, verbal and written communication skills

Location

Nashville, TN, US

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! 

People of color, women, and those who identify as LGBTQ people 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, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria

well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria

Nashville, Tennessee