Account Transitions Analyst

Who You'll Work With

The Global Portfolio Administration department provides operational support to the firm’s Institutional, Private Client, and Retail business channels through account transitions. The Account Transitions team is responsible for ensuring and maintaining the accuracy of client portfolios throughout the account transition lifecycle, and for achieving operational excellence by consistently providing a superior level of service while improving efficiencies without compromising controls or risk management discipline.

The Account Transitions Analyst plays a key role in executing various transition and client onboarding tasks, including new accounts, custodian changes, in‑kind movements, market openings, and account closings.

• Own all operational aspects relating to account transitions: account openings, in‑kind asset transfers, custodian changes, and account closures.
• Communicate transition‑related issues and impacting events to various internal departments and external clients with urgency and clarity.
• Confirm and process time‑sensitive events, including asset transfers and market openings.
• Participate in firm initiatives, working groups, and audit best‑practice discussions.
• Assess and translate subjective client needs into standardized operational workflows, adapting processes as required for each client.
• Manage multiple priorities and stakeholders, balancing speed and accuracy in time‑sensitive transitions.

• Navigate frequent process changes and client‑specific requirements.
• Balance speed and accuracy in time‑sensitive transitions.
• Manage multiple stakeholders with competing priorities.
• Translate subjective client needs into standardized operational workflows.

We are seeking a Nashville‑based Account Transitions Analyst to join our Investment Management Operations department in Global Technology and Operations. The ideal candidate thrives in ambiguity, excels at critical thinking, and communicates proactively in fast‑paced, high‑pressure environments.

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• 2–4 years of experience in business operations, preferably in financial services, or a strong internship background.
• Track record of critical thinking and creative problem solving.
• Demonstrated ability to communicate proactively and effectively in urgent, high‑stakes situations.
• Experience adapting processes to meet diverse client needs and requirements.
• Ability to manage multiple priorities and remain resilient under stress.
• Strong curiosity and willingness to learn new systems, processes, and client contexts.
• Analytical, financial, and technical skills.
• Critical thinking and judgment.
• Proactive, timely communication.
• Curiosity and learning agility.
• Stress tolerance and adaptability.
• Attention to detail.
• Teamwork and collaboration.

AB is 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.

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.

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.

Nashville, Tennessee