Separately Managed Accounts Resource Team Analyst

Separately Managed Accounts Resource Team Analyst page is loaded## Separately Managed Accounts Resource Team Analystlocations: San Antonio, Texastime type: Full timeposted on: Posted 2 Days Agojob requisition id: R0017136**Who You’ll Work With:**We are seeking a San Antonio, Texas based SMA Associate to join our Separately Managed Account’s (SMA) Operations Team. Separately Managed Accounts (SMA) Operations ensure that all accounts are invested in their selected model in a timely, efficient, and accurate manner. We support equity and fixed income portfolio management and sales teams by performing critical daily, weekly, and monthly tasks to ensure account data is accurate and accounts are invested properly. A member of this team will perform these duties, field inquiries from internal and external clients, and work on high level tasks, projects and issues as needed. The best candidate for this position should possess analytical and problem-solving skills, excellent communication skills, and be able to perform in a fast-paced environment. Knowledge and experience in the securities industry is a plus but is not required.**What You’ll Do:**The SMA Associate will be responsible for providing service and support to the SMA fixed income and equity portfolio management and sales teams. The Analyst will be responsible for a wide variety of evolving tasks related to but not limited to this support. Key applications used are MS Excel, MS Access, as well as a variety of web-based sponsor trading and trade support applications that we will be happy to train the right candidate on. It is the responsibility of this team to ensure that client accounts are always invested into their selected model. On a regular basis, the model will undergo changes that must be implemented by this team in a timely manner. This involves the updating of our distribution platforms with updated files that will result in new trades being made to the client’s account, thus keeping them in line with their chosen model. The ideal candidate will help to create these files in either Excel or Access, review block trade orders to implement model account changes, and analyze trades for any potential errors or problems prior to executing any changes. Additional responsibilities may include the processing of trade files and trade allocations, reviewing web portals, work queues and inboxes to ensure outstanding work has been completed, and reviewing for Quality work processed by the team.**What We’re Looking For:**The ideal candidate should have a Business or Finance degree, and financial experience is always a plus, but not required. While the degree is preferred, it is not required for the right candidate bringing relevant work experience to our firm and the skills required for the position. The candidate should have very strong communication and organizational skills. They must also be very detail oriented and demonstrate proficiency in manipulating and generating Excel spreadsheets and using Access databases to generate data. Time management would be an important skill to possess as priorities within our team change throughout the day and the ideal candidate should be able to shift focus seamlessly. The candidate should have the ability to work independently, when applicable, and cooperatively in a team setting, and demonstrate customer focus. **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.*San Antonio, TexasWe 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. #J-18808-Ljbffr

Created: 2025-10-01