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About the Role

AB’s systematic merger arbitrage strategy sits within Multi-Asset & Hedge Fund Solutions, a team known for combining quantitative rigor with deep market expertise. You will report directly to the Head Portfolio Manager and serve as his primary research counterpart and deputy on the portfolio. You will collaborate closely with AB’s technology and data engineering teams, and engage directly with AB’s institutional clients and prospects.

Responsibilities

Identify patterns in active and completed deals for systematic testing against historical data.
Design and maintain quantitative models and systematic signals to assess spread dynamics, deal break probability, and portfolio-level risk and return behavior.
Develop, backtest, and evaluate new investment ideas using the team’s backtesting engine.
Own the integrity of input data and the deal database, ensuring completeness, accuracy, and consistency of historical and live deal records.
Identify and apply machine learning and statistical techniques to extract signals from deal, market, and alternative data.
Proactively identify opportunities to leverage AI tools across the strategy, including data acquisition, deal monitoring, and research workflows.
Monitor and assess active deals across the M&A universe, tracking deal timelines, structure, regulatory developments, and outcomes.
Periodically engage with company management teams and deal advisors to clarify deal timelines, assess regulatory risk, and confirm deal economics.
Track regulatory filings, antitrust proceedings, shareholder vote schedules, and deal timetables for all active positions.
Support the Head PM in position sizing, portfolio construction, and risk management decisions.
Assist with trade building and portfolio monitoring.
Contribute to regular strategy performance reviews, providing attribution analysis and research-driven commentary.
Partner with AB’s technology team to enhance research workflows, data pipelines, signal construction, and analytics.
Manage deal and market data across relational databases and maintain data quality standards.
Identify opportunities to expand the team’s data capabilities through alternative or third-party data sources.
Attend meetings with institutional clients and prospects to present the strategy, discuss positioning, and present research findings.
Contribute to the preparation of investor materials, performance commentary, research publications, and the strategy’s quarterly investment letter.
Serve as a credible and articulate spokesperson for the strategy in client interactions and external forums.

Requirements

5+ years of investment management or quantitative research experience in equities.
Experience with quantitative research methods, including backtesting systematic strategies and evaluating signal performance.
Working proficiency in Python for research and data analysis purposes.
Comfort writing and maintaining production-quality scripts in an investment context.
Working proficiency in SQL for querying and managing structured datasets.
Excellent attention to detail and a strong commitment to data quality.
Strong communication skills; able to present investment views clearly and credibly to sophisticated institutional audiences.
Willingness to embrace and use AI to help with all facets of the job.

Skills

Merger arbitrage
Event-driven strategies
Quantitative research methods
Backtesting systematic strategies
Signal performance evaluation
Python
Data analysis
SQL
Quantitative modeling
Machine learning
M&A transaction analysis
Deal timelines
Deal structures
Regulatory review processes
Break risk
Factor construction
Signal combination
Portfolio optimization
AI tools

Location

New York, New York

Work Type

Full-time

Experience Level

5+ years

Education Level

Bachelor’s degree in a quantitative or finance-related discipline (Finance, Economics, Mathematics, Computer Science, Statistics, or similar).

Salary/Compensations

$200,000.00 to $250,000.00

Benefits

Health insurance coverage
Employee wellness program
Life and disability insurance
Retirement savings plan
Paid holidays
Sick and vacation time off

About the Company

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.
With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, AB’s ambition is to be the most trusted investment firm in the world.
The company fosters an inclusive culture that rewards hard work and promotes intellectual curiosity and collaboration.
AB is invested in its employees' growth, providing an environment to thrive and do their best work.

Equal Opportunity

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.