Account Transitions Analyst

Account Transition Analyst

The Global Portfolio Administration department provides operational support to the firms Institutional, Private Client, and Retail business channels through account transitions. The Account Transitions team is responsible for ensuring and maintaining the accuracy of client portfolios throughout the account transition lifecycle. The overall responsibility is to achieve operational excellence by consistently providing a superior level of service to our clients while improving efficiencies without compromising controls or risk management discipline. We are seeking candidates who thrive in ambiguity, excel at critical thinking, and communicate proactively in fast-paced, high-pressure environments. The ideal Account Transition Analyst is inquisitive, resilient, and able to translate unique client needs into standardized processes, ensuring operational excellence and superior client service.

The Account Transitions Team is a key role for our firm to perform various transition and client onboarding tasks including new accounts, custodian changes, in kind movements, market openings and account closings. The individual will be expected to work as a part of a team and will need to be able to communicate effectively with various internal and external clients. Key job responsibilities include, but are not limited to :

• Own all operational aspects relating to account transitions : account openings, in-kind asset transfers, custodian changes, and account closures.
• Communicate transition-related issues and impacting events to various internal departments and external clients, with urgency and clarity.
• Confirm and process time-sensitive events including asset transfers and market openings.
• Participate in firm initiatives, working groups, and audit best practice discussions.
• Assess and translate subjective client needs into standardized operational workflows, adapting processes as required for each client.
• Manage multiple priorities and stakeholders, balancing speed and accuracy in time-sensitive transitions.
• Navigating frequent process changes and client-specific requirements.
• Balancing speed and accuracy in time-sensitive transitions.
• Managing multiple stakeholders with competing priorities.
• Translating subjective client needs into standardized operational workflows.

What We're Looking For :

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!