How can AllianceBernstein Holding L.P. motivate you on the job?

"I am best motivated through words of praise and recognition for a job well done. I do like to know that my efforts are noticed. In my current position, we have a leaderboard, and I do like that concept because it creates a healthy bit of personal competition for me as well."

Every employer should know how each of their employees is best motivated. Talk to the interviewer about the variety of ways in which you are best motivated on the job.

"I am a natural salesperson, so the best way to motivate me is through performance incentives. In my current position, I have been in the president's club for the past three consecutive years. I am highly motivated by the vacation that I am awarded annually."

Data Scientist is a fairly new role here at AllianceBernstein Holding L.P.. Why do you feel that you can make the jump into the financial industry as a data scientist?

"As you can see from my resume, I have a very strong educational and work background in data science. My work experience in the tech industry has helped me grow in many areas that can be beneficial to the team here at AllianceBernstein Holding L.P.. I think that my experience in mining and cleaning raw data, paired with my experience in machine learning, could significantly benefit your clients that are seeking new and improved market data."

As finance becomes more heavily reliant on data, the need for well educated Data Scientists is becoming a need at AllianceBernstein Holding L.P.. And while your background may not be filled with experience in the financial field, it will be your job to convince your interviewer that you have the skills necessary to be strong Data Scientist while also having some great knowledge of the financial industry. Be open and honest of where your strong point fall and where you feel you have the most to learn while being open to making that progress in the field with AllianceBernstein Holding L.P..

"My passion and skills for mathematics and computer science drove me to a career in data science and analysis. Up to today, these skills have driven me to create a brilliant start up company that I sold almost ten years ago and then to a career with a large online retailer. Knowing that the financial industry is growing in data analytics, now is the time to strike when the iron is hot. As I've set out on a career search in the field, I have been greatly impressed by what I have learned about AllianceBernstein Holding L.P. and would look forward to help growing the data side of your business."

If hired to this role here at AllianceBernstein Holding L.P., what do you see as one initial hurdle you will have to overcome in your first weeks on the job?

"Having put a lot of thought into this even before submitting my resume for this position, I realize that my greatest hurdle would be making the leap as an Auditor into the financial focused industry. My five years of experience out of college have been focused on management and technical consulting services, but I feel that I've built a very good knowledge base and experience for this role here at AllianceBernstein Holding L.P.. If given the opportunity to join your team, my initial focus would be to get enthralled in auditing in the financial industry and I'd do this by being attached at the hip to my colleagues and taking the time to talk one on one with a lot of other staff to help better understand what they'll expect of me in this role."

At the heart of this question, your interviewer is asking you to take an honest look inside of yourself to discuss what you feel is the biggest learning curve you will have if offered this position. This will give your interviewer a sense of how to handle your onboarding process if hired for the position and give them a sense that you have the ability to see what your biggest need would be. Similar to the what is your greatest weakness question, the key to answering this question is humbly pointing out a flaw that you may see and making a plan for how you will overcome that flaw.

"Understanding that my role here at AllianceBernstein Holding L.P. would have me working with the entire advisory staff, the first hurdle would be getting to know everyone on that team and showcasing the skills that I could bring to their work. If hired for the job, I would hope to be invited to team meetings where I could introduce myself and my role with the team and I'd invite an open conversation with the entire team."

We want our advising team at AllianceBernstein Holding L.P. to be happy and healthy. How do you manage the day to day stress of being a financial advisor?

"To begin with on the job, I consider myself very excellent at handling stress. Being a goal oriented person, I find happiness in obtaining goals and consider any necessary stresses in pursuit of a goal healthy. Outside of work, I am a very active person that trains for marathons and spends a lot of time outdoors with my family. I find that these activities help cleanse my mind and heal my body to prepare for a new week on the job."

The daily stressors of a career in financial advising can be burdensome, overwhelming and lead to burnout on the job. To get a sense that you can handle stress in a safe and healthy manner and be able to come to work each day with a clean slate, your interviewer is looking to delve into your personal life a bit to see how you manage stress. When answering, you can certainly talk about the things you do on the job to keep as stress free as possible, but also be sure to talk about the things that you do outside of work to avoid burnout. Point out that you have the resources and ability to care for yourself to keep you at the top of your game on the job.

"When I maintain a healthy diet, exercise regularly and spend as much time as possible outside of work with my children, any unnecessary work stresses are put on the back burner and often relieved immediately. I'm a firm believer in a healthy work-life balance, even though it can be very tough to do in our field. Having the ability to answer a client email or phone call during off hours while unwinding has made our work lives better as well."

When would an investment in commodities make sense for a client that you were working with?

"In my experience, commodities have made the most sense to use as a hedge when I am concerned about a potential upcoming crisis. I've utilized the gold market at times and it was very effective during the recession back in 2008. Gold prices have always tended to rise when the markets fell and some very high profile clients I worked with at that time were very pleased with their results while others lost a substantial amount in the market."

Prior to your interview, it is important to prepare for very market specific questions like this one where your interviewer will be looking to get a sense that you have the knowledge about particular markets like commodities, annuities and private equities. When you answer a question like this, try to give your interviewer an answer that shows that you understand the basic details of the market, when it is useful and what its downsides are to prove that you know situations where it can be very beneficial to a potential client.

"Commodities are always an interesting consideration because of their spectacular performance at times. But, because they don't receive dividends and aren't a great hedge bet over time, there are only a few scenarios where I utilize them. Crude oil markets are a great example of a short term buy in commodities when a production increase or decrease is announced."

Here at AllianceBernstein Holding L.P., we are expecting someone with strong leadership skills to take this role. How would you describe your management style?

"My overall management style is the belief in building a positive team atmosphere. I'm a firm believer that each person and role brings a specific skill set to the ocverall goals and purpose of a team and I promote a team based atmosphere by larifying everyone's role on the team, keeping every person's objectives clear, rewarding great performers on the team and holding people accountable for their actions. If hired for this role at AllianceBernstein Holding L.P., you can be assured that my promotion of a team based atmosphere would help achieve even higher goals than you have set right now."

Prior to your interview, try to take a long, hard look inside your skills and styles as a leader of others and prepare to present the best management style possible to your interviewer that fits the role that you are interviewing for with AllianceBernstein Holding L.P.. Your answer should also involve solid research into the culture of AllianceBernstein Holding L.P. and the details of the role you are interviewing for. Some important things to touch on are your ability to promote a team atmosphere and your ability to delegate responsibilities when necessary.

"I think that it is crucial for a leader of others to be flexible in their style rather than relying on just one of the canned management styles. I'd like to highlight my abilities to lead as being a manager that works to grow and develop my staff to help them achieve their career goals and a leader who is able to provide direction and authority when the time for it arises. By knowing my team well and promoting our goals, I have the ability to assign work to the right people and follow through with my team on meeting all objective necessary."

Take a couple of minutes to sell this notepad to me.

"Well Mr. Jones, I know in your line that you definitely in high need of notepads to help you succeed in your industry and I'm here to show you a new product we have put out to market that can exceed your needs. You'll notice that it features very wide margins that accentuate the note taking procedures for all who use it. You'll also notice that each individual sheet is carefully perforated to make separation from the binding an easy task compared to other notepads. The last feature of our new notepad is that it comes in many different paper colors that suit your needs. If you want, take this sample to your office for a week and put it to use. If you and your staff would make use of it, I can set you up with your first shipment in no time!"

To be successful in the financial advising field, one top key to success is your ability to sell your service to your clients. For this task, your interviewer will slide a notepad (or other item) to you across the table and ask you to sell it to them. First and foremost, your interviewer will be looking for you to project confidence in your pitch and your ability to find their own needs in what they're looking for in a notepad while you give them your pitch. As you sell them the notepad, be sure that you are confident, creative and that you ask questions of them. Overall, see this question as a fun opportunity to show your advising skills in a very nontraditional way and it will be a success for you.

"Mrs. Jones, we at Notepads, Inc. are excited to announce a new line of notepads for our exclusive customers. If you can, tell me a bit about your frustrations with your current line of notepads that you use. Wow, thank you for that. I can tell that functionality, cost and supply are all issues that are of concern and I'm happy to tell you that this fantastic notepad meets your needs with the brightest white paper, narrow ruled, right priced and readily available features. I'd like to talk about you further about pricing and delivery options when you are ready."

In working with financial data here at AllianceBernstein Holding L.P., what are the steps you would take in the data validation process as part of your work?

"With any large analysis project and performing data validation, my first step is to create a detailed plan for the data needed. This plan will define the required data to be validated and set the way for the remaining steps. The next steps are to validate the information in the database and then the formatting of the data. Finally, prior to validating the data, sampling needs to be done to ensure that a small sample meets the requirements of the project. Being very proficient with many validation programs, I consider myself very proficient in both QuerySurge and Datameer but remain open to learning any new programs here at AllianceBernstein Holding L.P.."

Your job as a detailed and proficient Data Analyst requires you to take proper steps in the data validation process to ensure that data used is accurate and clean. Bad data in the financial industry can have a costly impact and your job will be to ensure that doesn't happen. For your answer to this question, discuss the importance and your method for both data screening and data verification as part of the validation process. Also, be sure to talk about any programs that you utilize during the validation process.

"Here at AllianceBernstein Holding L.P., your Financial Advisors rely on the most accurate and up to date data to present to clients and I would take great pride in my job as a Data Analyst to provide the best data possible. To validate data, the two important steps I would take are data screening and data verification. I am very confident in my ability to work with algorithms that screens large sets of data for their accuracy. On top of that, I have worked with a few of the different data verification programs like Experian and Sage Intacct."

Think back over your career up to today and tell me about the most difficult day on the job you encountered. What made the day difficult and how did you handle that situation?

"It's funny that you ask this question because I can honestly say that my worst day on the job happened just a few short weeks ago. Upon arriving to work in the morning, I quickly learned that our entire network was down and we wouldn't be able to work within our CRM or other programs that day. Many of my coworkers were visibly upset and questioning how we would be able to do our jobs that day. Rather than joining the crowd and freaking out about the situation, I huddled our group together to talk about solutions to the workday after we found out that the network likely wouldn't be fully up and running until late afternoon. While some colleagues carelessly went home for the day, I helped brainstorm how we could keep our phone lines open and my boss was very grateful for my efforts that day. Looking back, what made this the most difficult for me was seeing how others responded so negatively over an issue that we had no control over."

We've all had our share of difficult days on the job and how we handle those days in particular can really make or break where our careers go in that position or with that company. Think of a particular day ahead of your interview that really outlines your ability to handle adversity and proves that you were able to handle it with grace rather than turning your uniform in and heading home for the day. Another important piece of your answer should be discussing what lessons you learned from that particular day moving forward that you still carry with you to this day.

"Early in my career, I had a day where my entire office came down with the flu and I was left alone with the receptionist for the day. Being trained and working Financial Advisor, my colleagues also handled market analysis, retirement plans and insurance plans. At first, the receptionist and I went about our business. After being flooded with calls and in-person visits into our office, we connected again to talk about a plan moving forward. We discussed what types of calls she could handle and which ones I would handle and she triaged from there. I made contacted with my personal clients I had scheduled that day to reschedule and we worked well from there. If I couldn't answer a question for a client of one my colleagues, I ensured they knew that my colleague would follow up as soon as possible. Looking back, I learned that on days where you have to break routine like we did then that it was important to make a plan as early in the day as possible."

List the top 3 skills that you have acquired in your last role.

"In the past few years I was able to upgrade my education while still working full time. The biggest skill that I gained was my ability to multi-task as I worked the dual role of employee and student. I also have strong skills in a variety of Microsoft programs such as PowerPoint and Excel."

You have likely gained many valuable skills in your career. Share with the interviewer which skills you value the most. Be sure to include skills that will potentially benefit this potential new employer.

"There are many skills I gained in my most recent position as I had a great training program and my boss was a strong mentor. If I had to choose three top skills I would say that the biggest ones were effective multitasking, solid closing skills, and cold calling abilities."

Among the common issues that are faced by Data Analysts in their work, which one or two problems do you feel really challenge analysts in the financial industry?

"From my two years of experience as a Data Analyst in the financial industry, of course the common issues of overlapping data and duplicate entries did come up. But I've found the biggest issue to be the collection and implementation of real-time data to be the biggest hurdle. With markets continually changing on a daily basis, I've had to be diligent about updating reports for my advisors that I work closely with because what may be valid and real one day may be out of date the next."

While the challenges faced by general data analysts makes for a pretty long generalized list, this question is allowing your interviewer the chance to see your critical thinking skills by having you talk about which challenges you feel will be critical in the financial field. While there isn't necessarily a right or wrong answer in this question, make sure that you are able to speak intelligently about your answer and provide ways with how you can meet the challenges in your work with AllianceBernstein Holding L.P..

"Having some very close contacts that are already working in the financial field in data analysis, I understand that manual data tracking can be a pain point due solely to the time needed to complete. Being highly educated in automated processes and utilizing machine learning in other industries, I think the knowledge I could bring to the team here at AllianceBernstein Holding L.P. would really help advance your data analysis practices within my first six months on the job."

What statistical analysis tools do you have experience working with?

"In my current role, most of my analysis is handled in SAS and I've really grown to appreciate the program's ability to to manage large data sets and create predictive modeling in the financial field. From a past job, I have experience on SPSS and also with the SQL programming language to build robust databases. Of course, I have received expert level training in Microsoft Excel and consider myself a master of the program."

As a successful and resourceful Data Analyst, your interviewer at AllianceBernstein Holding L.P. is expecting you to be knowledgeable and well-versed in the many tools available to you. In your answer, be sure to show diversity within particular programs like SAS and SPSS while also explaining that you are very proficient in Microsoft Excel. On top of the programs, talk about any experience you have with programming and database language like SQL and Python.

"Having been in the field for over 15 years, looking back at the technological advancements in the tools that we use is very amazing. I consider myself very fluent in both the Sisense and KISSmetrics programs. I also have a good amount of experience in Crystal Reports."

What software programs do you use in your current work and how adaptable would you say that you are in learning and using new programs?

"In my current role, I currently use a program called Zendesk that is an interactive customer support tool. When we started to use this tool a little over a year ago, I was very quick to learn and utilize all of the great functions of the program and have since become a trainer for new staff that join our team. As well, I'm very fluent in the entire Microsoft suite of products and would consider myself an expert on the Outlook, Excel and Word programs."

Overall, your interviewer is simply looking to hear that you have a good grasp on programs to use to make you more efficient in your work and to do this, talk open and honestly about the programs that you currently use and talk about in what context that you use them. If at all possible with this role, try to research what additional programs you may have to learn if given this opportunity to join AllianceBernstein Holding L.P. and reassure your interviewer that your computer skills are fluent enough to pickup quickly if needed.

"I consider myself very agile when it comes to using and appreciating the vast amount of software that is available to Financial Advisors today. In my current role, I solely use RightCapital as a financial advising tool with my clients. I really love its ability to help in the budgeting and comprehensive planning processes with my clients. I'm also very familiar with the MoneyGuidePro tool and have used it successfully in the past. If hired for this role, you can consider me an open book when it comes to learning and effectively utilizing any programs needed."

How do you define working capital and why is it important for our clients here at AllianceBernstein Holding L.P. to take this into consideration when evaluating their finances?

"While working capital is pretty simple in that is simply defined as an organization's current assets minus their current liabilities, many companies fail to see the importance in these simple numbers. My goal with clients here at AllianceBernstein Holding L.P. would be to work them toward a positive working capital ratio as that allows them to have the finances on hand to grow and prosper in to the future."

While it will be important for you to explain your knowledge of working capital, your interviewer will really be looking to hear your thoughts on why it is important for clients to consider as part of financial decision making processes. Give an overview of your personal thoughts on the importance of considering working capital while hitting on its ability to maximize an organizations efficiency and profitability.

"Working capital essentially tells me as a financial analyst about the organizations ability to meet financial obligations in the coming years and their ability to grow prosperously into the future. With accurate financial statements, subtracting liabilities from assets shows the overall health of the finances of an organizations and their ultimate direction for the future. I have a lot of great experience helping turn around organizations that have a negative working capital into a position position in a short amount of time. The clients here at AllianceBernstein Holding L.P. could benefit greatly from that work into the future."

Why would our clients here at AllianceBernstein Holding L.P. want you to be their financial advisor?

"Looking back on my career to this point, I can say with confidence that my success, and the success of my clients, has been due to my ability to build trusting relationships. My path for building a trusting relationship consists of education, communication and action. I educate each client on a personal level, I set expectations for them and deliver on what I say I'm going to do. If hired for this position here at AllianceBernstein Holding L.P., you'll be hiring a Financial Advisor that will be great at bringing aboard new clients as I have many current clients that I am confident will follow me here."

As a professional in financial advising, you know that relationships are built on trust and integrity and for the business at AllianceBernstein Holding L.P., this is equally important. For your answer, your interviewer will be looking how to hear how you build trust with your clients to ensure that they are customers for life. In your answer, make sure that trust and integrity are common themes as you discuss how you work with each client's individual needs to build their portfolio.

"Like in any financial advising relationship, confidentiality and integrity are of utmost importance to clients and these are pieces of the relationships with my clients that I hold in the highest regard. My clients know that I can be trusted to safeguard their personal information and use the best resources possible to help make the best decisions for them based on their personal information and situation. I pride myself on the fact that my clients trust me with their personal information and your clients will have this trust in me as well if I'm hired for this position."

AllianceBernstein Holding L.P. seeks out natural and confident leaders. What leadership qualities do you possess?

"I feel that I am good at motivating a team. Last year, I motivated my sales team every day, through small incentives and awards, and we ended up being the top sales team in the company for the year!"

The interviewer would like to know that you can take on a leadership role even if it is not a formal leadership title that you possess. Everyone has leadership capabilities, whether they come in the form of training a new employee or merely leading by example.

"Some great qualities of a leader are:- Being someone who people naturally want to follow - Exceptional interpersonal skills - Strong relationship building skills - Taking ownership for the team's errors and mistakes - Excelling at motivating others - Providing kudos to your team - Knowing how to select and hire the right people to join the team - Having a vision for the futureThese are just a few to get you started! With which qualities do you most identify?"

Do you have any experience in financial modeling? What skills in financial modeling could you bring to the clients here at AllianceBernstein Holding L.P.?

"As you can see from my resume, my corporate finance experience has mostly fallen in the manufacturing industry and financial modeling for forecasting purposes has been a skill that I've been developing over the past ten years. To start, I consider myself a master in Microsoft Excel to build great financial modeling tools that utilize all necessary data from an organization's financial statements. Though my experience is in manufacturing, my skills in financial modeling are ready to be applied to healthcare, banking or any other industry with your clients."

In the corporate finance world at AllianceBernstein Holding L.P., clients may look to you to be the expert to help them build forecasting models for the future. For this question, your interview is looking to hear that you have experience in financial modeling. Talk about your experience, what industry it was in and what tools you needed to help build as detailed of a model as possible. To seal the deal for this question, make sure to explain that your experience could be used across many businesses and industries with the clients you would be working with.

"I have experience creating financial forecasting models in a few different areas of business. I consider my most unique talent to be my experience in M&A modeling for organizations that are looking to grow their business. In my current role, I've worked with leaders of organizations to strategically plan new acquisitions and modeling M&A for them was an integral part of the process. On top of M&A, I have experience in the standard three statement model and discounted cash flow analysis."

If you joined the team here at AllianceBernstein Holding L.P., how would you build relationships with those that you would be working closely with?

"From my first day on the job, I would take the time to break the ice with my colleagues by introducing myself and setting up an individual meeting with each person. In the past, I've done these meetings over lunch or in an office where I've had questions prepared for me to get to know the person both personally and professionally. I want to ask my colleagues what they expect from me and what I can expect from them. I've found that these conversations really help to open up doors for working with each other moving forward."

For this question, your interviewer will be looking to get the sense that you would be proactive about getting to know your colleagues and fitting into the culture of the organization. Use a personal approach to talk about ways that you have done this in the past and how you would do it if hired for this position. Talk about the importance of relationship building in your line of work and how it helps the overall good of the organization if you take the initiative to do this.

"Being the new person on the job can be a very high anxiety time for some people, but I love the opportunity to break the ice with my coworkers by making that first contact. I think it's important to get to know each other on a personal level because we spend so much of our lives together in the workplace and I am a caring person that wants to know how last night's soccer game went for the kids. Beyond that first ice breaking conversation, my work relationships are then bonded through my work ethic and helping others on my team to show that I am a true team player."

At AllianceBernstein Holding L.P., we expect our advisors to be available to speak with clients in person, over the phone and through email. What are your experiences in working with clients through different communication methods?

"Looking back on my career, I can honestly say that success as an Advisor is really due to my passion for finance and my desire for interactions with other people. Being a people person at heart, I love working with clients in any way possible. My communication style with clients is to get to personally know them so I can relate my advising to them personally. While I definitely prefer to interact with my clients face-to-face, I do have a lot of experience communicating both over the phone and email as well. If hired for this position, you'll see very quickly that I have excellent writing skills."

Customer interaction is the name of the game at AllianceBernstein Holding L.P. as they rely on excellent customer to service to retain and grow their client base in a cutthroat market. For this question, your interviewer is looking to get a sense of how you use your communication skills to your advantage in your work and how those skills will benefit AllianceBernstein Holding L.P.. As you answer and talk about your experiences in communication methods, try to show that you thrive on client interactions and have the ability to be both persuasive and trusted with those interactions.

"As you can see from my resume, I have taken advanced training courses in public speaking and written communication to help further me in this career field. In my early days in finance and making the move to financial advising, communication skills were my area that needed the most professional development. Today, I am confident in my abilities to work one on one with clients directly in person, over the phone or through email and have experience handling clients in all three ways. In my current role, I'd estimate that over 50% of my interactions are through email with the remaining interactions split between face-to-face meetings and phone calls."

In your work as a Portfolio Administrator, what kind events cause you the most stress on the job?

"While overall market volatility does stress out a lot of Portfolio Administrators, I have a very good way of explaining this volatility to my clients to the point where it doesn't stress me out. For me, any stress that I feel is usually put on me by myself in having very high expectations for my work with clients. To help alleviate this stress, I've learned over time that the goals and expectations that I put on my work have to be realistic and attainable when they sometimes weren't early on in my career."

The high demands of a position as a Portfolio Manager or Administrator bring a lot of stress. Market volatility, greed, underperformance and tough clients can all contribute to a high level of stress in this field. For this question, your interviewer is looking to gain insight on how you handle these stress factors on the job by having you talk a bit about what types of things cause you stress. While you talk openly about what it is that causes you stress or discomfort, make sure that you also talk through how you handle that stress in a safe, healthy and good for business manner.

"In reality, our work as Portfolio Managers for our clients is almost like trying to do the impossible. We are relied upon to make sound decisions for clients based on insufficient information, all while trying to maintain confidence in our decisions. This in itself is a daily stressor on the job and one that I don't take lightly. To help myself with this daily stress, I've learned to accept mistakes as they happen, own up to them with clients and work hard to alleviate those mistakes to put my clients back in the best position possible."

One huge philosophy that we believe in at AllianceBernstein Holding L.P. is professional development. How have you worked to develop yourself professionally throughout your career?

"I am a firm believer in being a life long learner in my work as a Data Analyst. As technology and times have changed over the course of time, I see it as very important to be learning and changing along with the times. Just over the past two years, the Data Fest and Data Summit national conferences and participation in these events on a yearly basis is super important to me to help me grow and develop."

In an ever-changing field like financial services, AllianceBernstein Holding L.P. knows that professional growth and development is vital to them staying at the forefront of their industry. For this question, your interviewer is looking to ensure that your values surrounding professional development match the values of the company. Use this question as an opportunity for you to highlight the many ways that you grow and develop yourself to be the best that you can be in your career. Highlight any continuing education you have completed, any societies or groups that you belong to and any publications that you read on a regular basis that will prove to your interviewer that you aren't comfortable being stagnant in your career.

"In the financial field, I have to stay at the top of my game to compete with other advisors and keep clients happy and flourishing. To do this, I subscribe to and read many of the great publications that are out there. Some of my favorites include the Wall Street Journal, Money magazine and Forbes. I also subscribe to many others. As well, I am a member of NAIFA and I have attended the organization's Congressional Conference on a few occasions."

AllianceBernstein Holding L.P. strives for client loyalty to keep us running strong into the future. What do you feel are the keys to retaining clients for the long haul?

"I learned a few very important things from a senior mentor early in my career that I still hold near and dear to my heart to this day. First, clients expect me to be responsive to their needs to ensure that they keep their business with me. Because of this, I return phone calls and emails as soon as I can, even if that means in the evening, the early morning or on a Sunday afternoon. These small actions go a long way in showing my clients that I care. Another key to the success of my long-term clients is my ability to set and manage expectations for them. Clients desire to have a plan and know what that plan entails and I pride myself on my ability to work with them to set goals and a plan to achieve those goals."

Businesses in financial advising are constantly pushing the limits to ensure that they retain clients and AllianceBernstein Holding L.P. doesn't take client retention lightly. One slip up and a high profile client will be taking their business to a competitor. For this question, your interviewer will be looking to hear that you understand your role in the customer retention equation and how you take pride in that in your everyday work. Make sure to hit on the point that doing the small things, like prompt communication and follow up, go a long way towards keeping clients happy.

"Having lost clients in the past that went to another firm, I take that pain personally and do everything I can do to ensure long lasting relationships with my clients. For me, the first key to long term success with my clients is a proactive approach. I don't wait for clients to get in touch with me to make changes to their portfolio, I reach out to them. This action alone shows my clients that I am working for their best interest. Another action I take that shows my worth to my clients are goal tracking and quarterly progress reports that I send out to them. This is particularly helpful for clients that are working with me in their first two years."

As a consultant here at AllianceBernstein Holding L.P., you will have the opportunity to work with many accounting departments on tax filing for their business. When called upon, how would you go about verifying the accuracy of an accounting department?

"In any tax consulting project, data verification and sampling is of utmost importance to me and a step I would ensure happens with every client here at AllianceBernstein Holding L.P.. Depending on the accounting and finance department's books and how they are kept, my data verification could be as simple as printing documents and verifying samples against filed information or running the data verification through a program. I have extensive experience running both methods of data verification and wouldn't hesitate to use either with the clients here."

No matter the size of the business and their accounting department, human error can lead to costly mistakes down the road if accuracy is not verified on the financial statements and books of a company that you would be consulting in this role. In your answer, talk specifically about your methods for verifying data entry and make it clear to your interviewer that this a step that you do not take lightly or overlook.

"I fully realize that my work in advising businesses on their tax filings comes down to verifying their income statements, balance sheet and cash flow statements. To verify, I would have to work with leaders in reconciling their financial statements with bank records, credit card statement, invoices, receipts and any other documents that show physical proof on financial statements. Realizing that this can sometimes be a difficult task with businesses that don't keep accurate records, have segregated finance departments or multiple physical locations, I would leave no stone unturned in this initial verification process with your clients."

If hired for this role at AllianceBernstein Holding L.P., how would you help make sound investment decisions for our clients?

"In my current role, we have a great team that considers many factors in our investment decisions for our clients. Our engineers have developed mathematical models that gauge the markets and their propensity to shift over time. We have a team of market experts that rely on the new and current times to predict future fluctuations. As the Portfolio Managers, we weigh information from all of these teams to make decisions moving forward and this allows for the greatest confidence in our overall decisions."

While certainly an open ended question for you to run with, your interviewer is really looking to get a sense that you are resourceful in your decision making processes and that you don't rely too heavy on quantitative or qualitative information to make decisions. In your answer, talk about the sound use of data while also relying on your experience and judgement to help in your decision making processes. As well, if you are open and experienced in a team based approach among fellow colleagues, talk about that as well.

"While all of our decisions for our clients are based on assumptions, my experience has taught me to weigh in many different factors when making investment decisions. Looking at historical data to predict futures carries some weight and can be accurate at times, but having firsthand knowledge of different businesses and industries like I do helps put that historical data into perspective when trying to predict the future. If hired for this position at AllianceBernstein Holding L.P., I'll have that ability to make the best decisions possible for your clients."

We pride ourselves on our interdepartmental teamwork here at AllianceBernstein Holding L.P.. If hired for this role, what kind of team player could we expect you to be?

"My colleagues that I work closely with would tell you that I'm knowledgeable in my area of expertise to contribute to the much larger team and do so without hesitation. As well, I'm able to communicate effectively, take direction and run with when needed and always willing to help out other areas if I have free time. I understand that I would be working very closely with the Advising staff here at AllianceBernstein Holding L.P. and know that they would have high expectations out of my work."

In the financial world, teamwork at an organization is the key to success and life at AllianceBernstein Holding L.P. is no different. As you talk about your abilities and experiences in being a great team player, try to highlight certain themes like building trust, gaining respect and being a subject matter expert as part of a larger team. Don't hesitate to show flexibility in your ability to both lead others and be lead by others and use examples of times that you've done both. To seal your answer for this question, talk about your desire to work as part of a team and do your research on this position to find out what types of colleagues you will be working with.

"I prefer to work in an environment that promotes teamwork and collegiality. If I were fortunate enough to join the team here, I want you to know that I love being in a leadership type role on a team where I can delegate work and help train others to better the organization. As well, I also thrive in a role where I am the minion and taking direction from others. I'd say that my key skills in working as a team are my ability to friendly, honest and trustworthy with my team."

At AllianceBernstein Holding L.P., our clients look to us to help find new and creative ways to save tax dollars. Have you ever had a unique situation where you helped an organization save tax dollars through your work and insight?

"Last year, I was working with an upstart small business in New York that employed around 20 people. Hearing that a big burden for him was providing health care coverage, which he chose to do to hire and retain great staff, I educated him on the savings he could see in starting an HSA associated with a high deductible plan. In the end, this plan was a win for the owner to see a ton of tax savings and the employees benefited with a great plan where the business was contributing towards their HSA on a yearly basis."

AllianceBernstein Holding L.P. is a trusted advisor to their clients on their corporate and small business taxes and your potential work in this position will put you in a position to be creative with your clients. Prior to your interview, think of a time in your work history where you can demonstrate the situation for the organization and came up with a creative tax savings solution for them. Upon answering this question, make sure that your interviewer walks away from your time together knowing that you have the ability to create solutions for clients that make a real difference.

"When working with corporation on tax advising issues, I always walk through business expenditures with a fine toothed comb because how large expenditures are claimed can really make or break taxes for years to come. When working with a client a few years ago, I noticed that they were deducting full costs up front when the depreciation method would have worked out much better for them in their financial situation. The only thing it took to convince them was a simple educational meeting."

The day-to-day life at AllianceBernstein Holding L.P. can be hectic and stressful at times. If hired for this role, how would you keep yourself motivated when working with stressed colleagues and pushy clients?

"Being a person that thrives in a fast paced work environment, I have the ability to handle stressed colleagues with a grain of salt. As you can see from my resume, I've spent the last five years in the manufacturing industry where my department worked under tight deadlines all of the time. If I noticed that a colleague was under stress, I offered my help if I was able to and down the road that was usually reciprocated back to me. This unselfish attitude and realizing that someone else's stress wasn't directed at me was the key to maintaining personal health and balance on the job."

The daily life at AllianceBernstein Holding L.P. is naturally very fast paced and because of that, both the colleagues and the clients that you may be working with have potential to be stressed, needy and downright mean at times. For this question, your interviewer is looking to get a sense that you would be able to work in this type of environment. In your answer, talk about the fact that you are cognizant of what this job entails as far as personal interactions go and talk about times where you have worked successfully through situations like this in the past. As well, don't hesitate to talk about your own personality traits that help you thrive in these types of situations.

"In my current role in client services with a large hospitality group, some days can go off the rails and it feels like I'm working with enraged customers all day long. I have the attitude that their anger isn't directed towards me, but I'm the face of the company that they are currently working with and I need to do my job in helping solve their issue. While I do have great resources at my hand to help solve customer issues, I think that taking the time to get to know all of our management team and how they solve problems is key as well so I know who to put customers in touch with if needed."

If I were to hand you $100,000 to invest today, where would you put that money and why?

"If the money was given personally to me to invest for myself, I would go for a 50-50 split between stocks and bonds being that I'm 37 years old. This would provide a good mix of funds that could be placed into aggressive IT and healthcare type stocks with a lot of growth potential while keeping half safe in the bonds market."

As a simple tool to gauge how you will both satisfy clients and make a profit for AllianceBernstein Holding L.P., your interviewer is looking to hear how you would invest money right now if given the chance. While there is no right or wrong answer for this question, show them your knowledge of breaking up assets based on age if possible. As well, don't hesitate to call out your knowledge of specifically allocating funds into different sectors or individual businesses or industries. In the end, make sure to give a full explanation of why you are choosing what you are to sell it to your interviewer.

"Being that I am young and willing to wisely be aggressive with money invested for myself, I would look for gems in certain industries like social media and internet retail sales. Amazon is expected to see prosperous growth and so are places like Pinterest and Facebook. I'd be wise with these investments while being sure to pay close attention to futures forecasts as those could change quickly, meaning a shift in my direction as well."

AllianceBernstein Holding L.P. Interview Questions

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1. How can AllianceBernstein Holding L.P. motivate you on the job?
2. Data Scientist is a fairly new role here at AllianceBernstein Holding L.P.. Why do you feel that you can make the jump into the financial industry as a data scientist?
3. If hired to this role here at AllianceBernstein Holding L.P., what do you see as one initial hurdle you will have to overcome in your first weeks on the job?
4. We want our advising team at AllianceBernstein Holding L.P. to be happy and healthy. How do you manage the day to day stress of being a financial advisor?
5. When would an investment in commodities make sense for a client that you were working with?
6. Here at AllianceBernstein Holding L.P., we are expecting someone with strong leadership skills to take this role. How would you describe your management style?
7. Take a couple of minutes to sell this notepad to me.
8. In working with financial data here at AllianceBernstein Holding L.P., what are the steps you would take in the data validation process as part of your work?
9. Think back over your career up to today and tell me about the most difficult day on the job you encountered. What made the day difficult and how did you handle that situation?
10. List the top 3 skills that you have acquired in your last role.
11. Among the common issues that are faced by Data Analysts in their work, which one or two problems do you feel really challenge analysts in the financial industry?
12. What statistical analysis tools do you have experience working with?
13. What software programs do you use in your current work and how adaptable would you say that you are in learning and using new programs?
14. How do you define working capital and why is it important for our clients here at AllianceBernstein Holding L.P. to take this into consideration when evaluating their finances?
15. Why would our clients here at AllianceBernstein Holding L.P. want you to be their financial advisor?
16. AllianceBernstein Holding L.P. seeks out natural and confident leaders. What leadership qualities do you possess?
17. Do you have any experience in financial modeling? What skills in financial modeling could you bring to the clients here at AllianceBernstein Holding L.P.?
18. If you joined the team here at AllianceBernstein Holding L.P., how would you build relationships with those that you would be working closely with?
19. At AllianceBernstein Holding L.P., we expect our advisors to be available to speak with clients in person, over the phone and through email. What are your experiences in working with clients through different communication methods?
20. In your work as a Portfolio Administrator, what kind events cause you the most stress on the job?
21. One huge philosophy that we believe in at AllianceBernstein Holding L.P. is professional development. How have you worked to develop yourself professionally throughout your career?
22. AllianceBernstein Holding L.P. strives for client loyalty to keep us running strong into the future. What do you feel are the keys to retaining clients for the long haul?
23. As a consultant here at AllianceBernstein Holding L.P., you will have the opportunity to work with many accounting departments on tax filing for their business. When called upon, how would you go about verifying the accuracy of an accounting department?
24. If hired for this role at AllianceBernstein Holding L.P., how would you help make sound investment decisions for our clients?
25. We pride ourselves on our interdepartmental teamwork here at AllianceBernstein Holding L.P.. If hired for this role, what kind of team player could we expect you to be?
26. At AllianceBernstein Holding L.P., our clients look to us to help find new and creative ways to save tax dollars. Have you ever had a unique situation where you helped an organization save tax dollars through your work and insight?
27. The day-to-day life at AllianceBernstein Holding L.P. can be hectic and stressful at times. If hired for this role, how would you keep yourself motivated when working with stressed colleagues and pushy clients?
28. If I were to hand you $100,000 to invest today, where would you put that money and why?

AllianceBernstein Holding L.P. Interview Questions

1. How can AllianceBernstein Holding L.P. motivate you on the job?

2. Data Scientist is a fairly new role here at AllianceBernstein Holding L.P.. Why do you feel that you can make the jump into the financial industry as a data scientist?

3. If hired to this role here at AllianceBernstein Holding L.P., what do you see as one initial hurdle you will have to overcome in your first weeks on the job?

4. We want our advising team at AllianceBernstein Holding L.P. to be happy and healthy. How do you manage the day to day stress of being a financial advisor?

5. When would an investment in commodities make sense for a client that you were working with?

6. Here at AllianceBernstein Holding L.P., we are expecting someone with strong leadership skills to take this role. How would you describe your management style?

7. Take a couple of minutes to sell this notepad to me.

8. In working with financial data here at AllianceBernstein Holding L.P., what are the steps you would take in the data validation process as part of your work?

9. Think back over your career up to today and tell me about the most difficult day on the job you encountered. What made the day difficult and how did you handle that situation?

10. List the top 3 skills that you have acquired in your last role.

11. Among the common issues that are faced by Data Analysts in their work, which one or two problems do you feel really challenge analysts in the financial industry?

12. What statistical analysis tools do you have experience working with?

13. What software programs do you use in your current work and how adaptable would you say that you are in learning and using new programs?

14. How do you define working capital and why is it important for our clients here at AllianceBernstein Holding L.P. to take this into consideration when evaluating their finances?

15. Why would our clients here at AllianceBernstein Holding L.P. want you to be their financial advisor?

16. AllianceBernstein Holding L.P. seeks out natural and confident leaders. What leadership qualities do you possess?

17. Do you have any experience in financial modeling? What skills in financial modeling could you bring to the clients here at AllianceBernstein Holding L.P.?

18. If you joined the team here at AllianceBernstein Holding L.P., how would you build relationships with those that you would be working closely with?

19. At AllianceBernstein Holding L.P., we expect our advisors to be available to speak with clients in person, over the phone and through email. What are your experiences in working with clients through different communication methods?

20. In your work as a Portfolio Administrator, what kind events cause you the most stress on the job?

21. One huge philosophy that we believe in at AllianceBernstein Holding L.P. is professional development. How have you worked to develop yourself professionally throughout your career?

22. AllianceBernstein Holding L.P. strives for client loyalty to keep us running strong into the future. What do you feel are the keys to retaining clients for the long haul?

23. As a consultant here at AllianceBernstein Holding L.P., you will have the opportunity to work with many accounting departments on tax filing for their business. When called upon, how would you go about verifying the accuracy of an accounting department?

24. If hired for this role at AllianceBernstein Holding L.P., how would you help make sound investment decisions for our clients?

25. We pride ourselves on our interdepartmental teamwork here at AllianceBernstein Holding L.P.. If hired for this role, what kind of team player could we expect you to be?

26. At AllianceBernstein Holding L.P., our clients look to us to help find new and creative ways to save tax dollars. Have you ever had a unique situation where you helped an organization save tax dollars through your work and insight?

27. The day-to-day life at AllianceBernstein Holding L.P. can be hectic and stressful at times. If hired for this role, how would you keep yourself motivated when working with stressed colleagues and pushy clients?

28. If I were to hand you $100,000 to invest today, where would you put that money and why?