Associate Officer, Investment Operations (Pune)
Who We Are
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.
What You’ll Do
Operational Management – 60–70%
Own and execute day-to-day investment operations across multiple strategies and fund activities
Support investment operations across asset classes including corporate bonds and loans, structured products, credit and interest rate derivatives, FX, commercial, consumer, residential and commercial real estate loan portfolios, aviation, and energy transition investments, developing a strong understanding of underlying structures, cash flows, and risk drivers
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
What We’re Looking For
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
Unlike traditional operations roles in large financial institutions, this position offers direct exposure to the full investment lifecycle across multiple asset classes. Team members are expected to take ownership, apply judgment, and engage with global stakeholders as an integral part of the investment process. This is a high-impact role within a lean, performance-oriented environment where individuals can meaningfully expand their scope and responsibility over time.
Pune, India