Company Description

As a leading global investment management firm, AB fosters diverse perspectives and embraces
innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients\xe2\x80\x99 most valued asset-management partner.

With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you\'re producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we\xe2\x80\x99re looking for unique voices to help lead us forward. If you\xe2\x80\x99re ready to challenge your limits and build your future, join us.

Summary

We are seeking a Pune, India based Security Reference Management Security Business Analyst to join our Security Reference Management Team in Global Technology & Operations.

Team/Group Description

Security Reference Management (SRM) provides financial security data on Fixed Income, Equities and Derivatives to internal Departments for the management of clients and fund investment activities. The security reference data is maintained within our security master system by the SRM team and then feeds downstream to our internal systems for trading, investment, risk, compliance, accounting, and reporting used by our internal departments. The team is responsible to ensure security reference data is accurate, timely and complete to meet the needs of our business activities.

Role Description

The Security Reference Management Senior Analyst is a key role for our firm providing reference data in Fixed Income, Equity, and Derivatives that supports the investment activities. The Senior Business Analyst will assist with the improving the data maintenance process, vendor data mappings, as well as building out a more robust SRM infrastructure. The Business Analyst will collaborate with various teams across the firm to understand business needs and identify how technology can meet those needs through the design and implementation of efficient processes and tools. This individual would liaison with Business Sponsors and Stakeholders to understand the business problem that needs to be solved and the intended outcome. The SRM BA will strategize on the approach, collaborate on requirement definitions and partner with the Development Team to architect and implement a solution. This role is a dynamic role which would require the candidate to play the role of project manager based on the project complexity.

Key job responsibilities include, but are not limited to

• Research, input, and validate security indicative data on our Security Master System triggered from our automated security exceptions or questions/challenges received from our internal clients.
• Maintain multiple workflows, such as security exceptions within our Security Master system (CADIS), DART requests (Direct Access Request Tracking application), E-Mail Requests.
• Support various internal accounting systems such as Portfolio Management System, CAMRA, and Enterprise Portfolio Accounting in areas such as verifying and reconciling accrual differences.
• Working with internal departments including portfolio management, trading, reporting, performance, research, legal/compliance, etc. to evaluate business processes, anticipate requirements, uncovering areas for improvement and developing and implementing solutions
• Identify work and data flow efficiency for opportunities in improvement.
• Assist and/or lead a project supporting technological enhancement, production fixes, data cleanup, and security automation.
• Leading ongoing reviews of business processes and developing optimization strategies.
• Staying up-to-date on the latest process and IT advancements to automate and modernize systems.
• Conducting meetings and presentations to share ideas and findings.
• Performing requirements analysis.
• Documenting and communicating the results of your efforts.
• Effectively communicating your insights and plans to cross-functional team members an management.
• Gathering critical information from meetings with various stakeholders and producing useful reports.
• Providing leadership, training, coaching, and guidance to junior staff.
• Allocating resources and maintaining cost efficiency.
• Ensuring solutions meet business needs and requirements.
• Performing user acceptance testing.
• Managing projects, developing project plans, and monitoring performance.
• Updating, implementing, and maintaining procedures.
• Prioritizing initiatives based on business needs and requirements.
• Serving as a liaison between stakeholders and users.
• Managing competing resources and priorities.
• Monitoring deliverables and ensuring timely completion of projects.

What makes this role unique or interesting (if applicable)?

This position offers the opportunity to learn the activities supporting investment management and how teams work together to support our clients; solve business and data problems and contribute to the business and operations success. More specifically, this role will support the day-to-day operations in Reference Data Management. In addition, this role will have an opportunity to work on various projects that will benefit the team and/or consumers of security reference data.

Professional development value of this role (i.e., what learning and professional growth does the role offer the candidate?)

The candidate will be expected to manage their own career development but will receive management feedback and learn from challenging new assignments. They will have the opportunity to engage in Professional Development and Financial courses which will further their growth professionally and knowledge in the industry. They will also attend or schedule meetings with various business, operations, and technology groups as it relates to assigned projects.

Qualifications, Experience, Education

• Bachelor\xe2\x80\x99s Degree in finance, economics, or accounting
• Four or more years of work experience in business analysis
• At least two years of experience in fixed Income and equity securities
• Previous experience using third-party reference data providers, such as: Bloomberg, Direct
• Books, Wall Street Office, IPREO, Intercontinental Exchange (ICE), and Refinitiv
• Has assisted and/or delivered small to medium size projects
• Preferred experience in reference data management
• Preferred experience using Jira and Confluence
• Excellent documentation skills
• Basic technical skills
• Excellent planning, organizational and time management skills.

Skills

• Excellent analytical skills
• Must be organized and detailed oriented
• Relationship building and communication skills
• Can handle multiple tasks in a fast-paced environment
• Self-starter and a good team player
• Able to work with a range of internal clients
• Intermediate to advance skill set in excel

Special Knowledge (if applicable)

The Candidate should be able to present themselves positively, work well in a team, financial services setting, and be a change agent.
Pune, India