Associate Investment Operations

About the role

AB CarVal is an established global alternative investment manager and part of AllianceBernstein's Private Alternatives business. Since 1987, AB CarVal's team has navigated through ever-changing credit market cycles, opportunistically investing across corporate securities, loan portfolios, structured credit, and hard assets. Today, AB CarVal manages approximately $19 billion in assets globally. AB CarVal is dedicated to attracting and retaining high-caliber talent across geographies. We value diverse perspectives, collaboration, and a culture where high performers are recognized, given responsibility early, and provided opportunities to grow beyond defined roles. Who You'll Work With This position will report to a Director of Investment Operations and will work closely with global investment professionals and cross-functional teams including legal, tax, treasury, compliance, and risk, with direct visibility into transaction activity and decision-making processes. The role will also interact with external stakeholders such as administrators, lenders, servicers, and other counterparties.

Responsibilities

• Operational Management - 60-70%
• Own and execute day-to-day investment operations across multiple strategies and fund activities
• Execute and oversee transaction processing including fundings, distributions, settlements, and cash movements
• Review and interpret legal agreements to ensure accurate operational execution
• Support valuation processes including discounted cash flow modeling and reporting
• Manage and reconcile cash positions with counterparties and administrators
• Maintain investment data, models, and systems
• Support audits, compliance, and due diligence
• Improve processes and resolve operational issues
• Apply sound judgment in interpreting transaction details and resolving operational issues, escalating appropriately where needed
• Analysis & Problem Solving
• Independently analyze investment transactions, structures, and cash flows to identify issues and validate outputs
• Evaluate complex situations and recommend practical solutions
• Support modeling and performance tracking
• Business Partnering - 30-40%
• Partner with global teams and stakeholders
• Provide input on transactions and documentation
• Anticipate risks and propose solutions
• Build credibility with global stakeholders through high-quality execution and informed perspectives

Requirements

• Required:
• Bachelor's degree in Accounting, Finance, Business, or related field
• 2-4 years of relevant experience, with a strong preference for investment operations experience supporting complex financial products or transaction lifecycles
• Strong understanding of financial instruments and structures
• Advanced Excel and analytical skills
• Strong attention to detail and communication skills
• Demonstrated ability to take ownership of workstreams and drive tasks through to completion with minimal oversight
• Preferred:
• CPA, CFA, MBA
• Experience in alternative investments or financial services
• Experience in high-performance or global team environments
• Experience with AI tools such as ChatGPT or Microsoft Copilot
• Key Attributes
• Strong execution with commercial awareness
• Comfortable in fast-paced environments
• Collaborative and proactive mindset
• Intellectual curiosity to understand transactions deeply
• Additional Information
• Ability to work across global time zones
• Clear opportunities for increased responsibility based on performance
• What Differentiates This Role
• Pune, India

Additional Information

Associate Officer, Investment Operations (Pune)

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at abglobal? Share your experience