Corporate Access & Advisory Services Specialist

Corporate Access & Advisory Services Specialist

The Corporate Access & Advisory Services Specialist partners with internal investment professionals and external corporate and sell-side stakeholders. The primary responsibility of this role is to facilitate connections between AllianceBernstein investment professionals and corporate management teams by coordinating and delivering end-to-end management meetings.

This individual will take a consultative and collaborative approach when working with investment professionals and key stakeholders to support the origination, coordination, and seamless execution of management meetings from planning through completion.

In addition, the role supports the management of the firm’s research budget, research vote process, and market data vendors. This includes coordinating a global, firm-wide research vote and communicating AllianceBernstein’s research and advisory priorities to our sell-side partners.

Key Responsibilities

• Partner with investment teams to originate and execute in-house and offsite company meetings, as well as bespoke, high-value investor research trips that facilitate fundamental and ESG engagement with corporate management teams
• Identify and contribute ideas to enhance and streamline processes for facilitating company meeting requests from investment professionals.
• Facilitate internal and external communications to ensure a coordinated and efficient corporate access process.
• Ensure company meetings are accurately captured in internal systems (including company details, host information, location, date, and time) to support effective reporting and analysis.
• Collaborate with the team to produce and distribute periodic and ad hoc reports summarizing corporate access activity.
• Develop and maintain external relationships with corporate management teams, sell-side corporate access desks, broker-dealers, and other third-party partners.
• Foster collaboration across investment teams to identify shared research priorities, coordinate corporate access opportunities, and maximize engagement with corporate management teams.
• Assist in coordinating AllianceBernstein’s global research vote across Equities, Arya, and Multi-Asset teams.
• Support the oversight of the firm’s research budget, including market data vendor management.
• Manage AllianceBernstein’s soft dollar and commission management processes, including reconciling CSA commissions with brokers, coordinating research payments, and analyzing trading commission reports.
• Partner with Compliance, Client Reporting, and other internal teams on soft dollar–related requests.
• Support investment teams in leveraging AI tools and research technologies to enhance data gathering, streamline research workflows, and improve insight generation.
• Prepare presentations and analysis to support relationship management, highlighting engagement, service quality, and alignment with business priorities across investment teams.

Qualifications:

• Bachelor’s degree and 3-5 years of work experience in corporate access, investor relations, broker relations, commission management or the financial services industry strongly preferred
• Attention to detail and critical thinking skills
• Ability to multitask, prioritize workload and perform assignments independently in a fast-paced environment
• Demonstrated ability to proactively problem solve employing independent judgement in decision making
• Strong customer service, interpersonal and leadership skills
• Ability to handle highly sensitive information with discretion
• Strong relationship management skills and a demonstrated ability to build trust, rapport and credibility with stakeholders (analysts, PM’s and CIO’s)
• Strong technical skills, including Excel and PowerPoint, with experience leveraging AI tools to improve efficiency, enhance data analysis, and develop presentations

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.

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:

Base Salary Range: $125,000 to $140,000

Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off