Product Analyst

POSITION OVERVIEW 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. 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. AT A GLANCE Reports To SVP/Senior National Director, Core Allocation Strategies, Senior Investment Strategies Team Investment Strategy Group (ISG), Private Wealth Management Collaborates With US-based Investment Strategy Analysts, Marketing, Legal, Performance, RFP, F&E, UHNW, Global Families Experience 1–3 years in asset management, wealth management, or investment analytics Credentials Graduate degree in finance or related field; CFA/CFP progress is a plus Skills Excel, PowerPoint, FactSet, Morningstar; programming skills (Python) a strong plus CORE RESPONSIBILITIES Content Production & Quarterly Deliverables Support production of quarterly client servicing decks, CAP presentations, and FA/Associate training materials Prepare and maintain marketing presentation materials by gathering and validating market data, portfolio characteristics, and performance data Partner with US analysts and offshore marketing teams to ensure timely and accurate updates to quarterly factsheets, commentaries, and individual product decks Maintain up-to-date product content on OfficeMobile, Product Central, and Bernstein's internal materials directory Data, Analytics & Automation Prepare and communicate portfolio performance and attribution analyses, leveraging FactSet, Morningstar, Bloomberg, and Global Analytics Own and maintain data workflows that power recurring deliverables; proactively identify errors, inconsistencies, or process gaps Support development and maintenance of large-scale structured and unstructured datasets used across ISG deliverables Lead automation and standardization initiatives using Excel macros, or Python to reduce manual effort and improve delivery speed Ad Hoc & Specialist Support Respond to ad hoc requests from the Investment Strategy team for product views, portfolio attributes, and asset class positioning data Provide product and investment strategy support for specialist teams including Foundation & Endowment, RFP, Global Families, and UHNW Assist with preparation of customized reports and performance analysis as needed Serve as a capable backup for US analyst responsibilities during coverage gaps, maintaining continuity of key deliverables WHAT MAKES THIS ROLE DISTINCTIVE This role offers a genuine platform for professional development within AB's global operations: Deep exposure to US private wealth management products, investment strategy, and client communication best practices Opportunity to own automation and technology initiatives with firm-wide impact QUALIFICATIONS Required 1–3 years of experience in asset management, wealth management, investment analytics, or a related financial services role Strong written and verbal English communication skills Understanding of major asset classes, investment products, and portfolio analytics Proficiency in Excel and PowerPoint; ability to build and maintain complex models and presentation templates Working knowledge of FactSet and/or Morningstar; Bloomberg familiarity is an advantage High attention to detail, strong time management, and ability to meet strict deadlines across multiple concurrent workstreams Preferred Progress toward CFA, CFP, or equivalent designation Experience with programming languages such as Python for data workflows or automation Experience working with large structured or unstructured datasets Prior experience collaborating with US-based teams in a global or offshore capacity Pune, India 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 51 locations operating in 25 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! 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. Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role. If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply.