Overview
As an IST Analyst, you will support AB’s Insurance Strategy Team in servicing existing clients and driving new business within a global growth initiative. You’ll collaborate with cross-functional groups across sales, marketing, product, and RFP to tailor solutions and prepare client-facing materials. Your role combines client service, business development support, and analytical contributions to asset allocation and market analysis. This position offers exposure to strategic projects, alliances, and executive-level presentations in a London-based team.
Responsibilities
- Oversee day-to-day client servicing, including client reports, reviews, and handling queries
- Assist with prospecting and business development, including research on opportunities and preparation of materials for meetings
- Support product management by developing and maintaining strategy materials and presentations for insurance-focused offerings
- Collaborate on marketing initiatives, newsletters, client events, and content for AB’s insurance platform
- Provide analytical support for strategic asset allocations, peer analysis, and other quant work for clients and prospects
- Support M&A and partnership analyses for insurance initiatives
- Contribute to the development of new insurance-oriented composites and product lineup
- Create and maintain executive dashboards tracking activity, campaigns, RFPs, pipeline, and wins
- Coordinate with the Data Science team to enhance prospecting through data-driven approaches
- Collaborate with the RFP team to ensure alignment of language with AB’s positioning in insurance RFPs
Key requirements
- Bachelor in Finance, Economics, or Marketing (or equivalent)
- IMC preferable/willing to attain
- 2-5 years of experience in financial services or insurance
- client-first mindset with ability to influence across organization
- strong collaboration and relationship-building skills
- excellent verbal, written, and presentation abilities
- proven ability to meet deadlines, multi-task, and prioritize
- strong analytical and problem-solving mindset
- passion for investments and AB’s strategies
- fluency in Microsoft Word, PowerPoint, Excel; Salesforce.com a plus
- collaboration across levels
- relationship building
- excellent communication
- Salesforce.com
- Microsoft Word
- Microsoft PowerPoint
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