Senior Wealth Reporting & Data Quality Analyst

AllianceBernstein L.P.; Nashville (TN); On-site; USD 75,000 - 110,000; Full time

Job summary

AllianceBernstein L.P. in Nashville, TN seeks a Senior Reporting Analyst at the Associate Officer level to join Wealth Management Operations. You will deliver accurate consolidated reporting, support Financial Advisors, and collaborate with Addepar for a consolidated view of client assets.

This hands-on role requires strong data analysis and effective communication. The successful candidate will have a Bachelor’s degree and 2–4 years in client reporting or wealth operations, with advanced Excel

Qualifications

• Bachelor’s degree required in a related field.
• 2–4 years in client reporting or wealth operations.
• Strong Excel, Word and PowerPoint skills.
• Prior Addepar experience preferred.

Responsibilities

• Onboard new client relationships and support onboarding.
• Perform data quality control for client reports.
• Produce consolidated reports and respond to requests.
• Maintain platform configuration and case management.
• Support Advisors, Associates and UHNW clients with inquiries.

Skills

Excel

Data analysis

Reporting accuracy

Communication

Education

Bachelor's degree

Tools

Addepar

Job description

AllianceBernstein L.P. in Nashville, TN seeks a Senior Reporting Analyst at the Associate Officer level to join Wealth Management Operations. You will deliver accurate consolidated reporting, support Financial Advisors, and collaborate with Addepar for a consolidated view of client assets.

This hands-on role requires strong data analysis and effective communication. The successful candidate will have a Bachelor’s degree and 2–4 years in client reporting or wealth operations, with advanced Excel