Rotational Portfolio Implementation Associate

1 month ago

Nashville, United States AllianceBernstein Holding L.P. Full time
What You Will Do

The Portfolio Implementation Associate Program will place candidates in one of the following groups:

Equity Portfolio Management Group

Equity PMG will all the intern to gain exposure as to how investment managers get their equity, currency and derivative investment ideas implemented. The intern will work on day-to-day tasks as well as project work to improve the effectiveness of portfolio management techniques and to experience how both quantitative and fundamental research is used in the context of managing equity mandates

Private Client Portfolio Management Group

Private Client PMG supports the implementation of our private client accounts. The associate will gain an understanding of private wealth management and the customization we provide our clients to meet their financial goals such as tax aware investing and wealth planning.

Fixed Income Portfolio Management Group

Fixed Income PMG will allow the intern to gain exposure as to how investment managers get their bond, currency and derivative investment ideas implemented. The intern will work on day-to-day tasks as well as project work to improve the effectiveness of portfolio management techniques and to experience how technology is being used to enhance our investment process.

Who You Will Work With

The Portfolio Management Group ("PMG") is responsible for portfolio implementation and supports the global portfolio management teams by implementing portfolio decisions and serving as the contact point with the trading desks, operations, and sales teams. Functions may include portfolio construction, monitoring asset exposures and allocations, managing client specific requests, tax management, monitoring pre-trade client guideline compliance and exception resolution. Portfolio Implementation Associates initiate trades and monitor the portfolios on an ongoing basis. Portfolio Implementation Associates develop a deep understanding of AB's investment products and operational policies and procedures. The Portfolio Implementation Associate will be placed in either the Private Client or Equity portfolio management group.

Specific Responsibilities will include:

  • Implementing investment decisions for individual equity accounts
  • Day to day monitoring of portfolio positioning, trade executions, cash management and compliance with client guidelines
  • Addressing client requests and managing events throughout the client's lifecycle, such as cash flows, transitions, and account openings and closings
  • Liaising with other departments internally, including Senior Portfolio Managers, Research Analysts, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations/Accounting
  • Project-based initiatives related to trade implementation product design and process improvement.
Location: Nashville, TN

What We Are Looking For

We are seeking talented, highly motivated upcoming graduates who have demonstrated significant academic achievement, intellectual curiosity, and an interest in financial services.

You Will Need to Have
  • December 2023 or May/June 2024 Bachelor's degree candidates in business, finance, economics, math, computer science, engineering, or liberal arts
  • Cumulative GPA of 3.0 or higher
  • Must be a U.S. Citizen or Permanent Resident (must be able to work in the U.S. without visa sponsorship now or in the future)
  • Strong analytical and problem-solving skills
  • In particular, candidates should possess strong verbal and written communication skills coupled with the confidence to thoughtfully assert his/her ideas with a broad audience
  • Detail-oriented, ability to multitask and work in a fast-paced environment
Even Better if You Have
  • An interest in the financial markets, industry regulations and portfolio management
  • Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios
  • The ability to prioritize, multitask and work effectively with a team in a deadline-driven environment
  • Strong interpersonal skills and ability to effectively communicate and build relationships with teams throughout the organization
  • An ability to think holistically, understand end-to-end processes and reconsider the status quo
  • A proactive and inquisitive approach toward new challenges and problem-solving
About Us

We are 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 51 locations operating in 25 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.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us

How We Invest in You

AB's purpose is to pursue insight that unlocks opportunity. It is why we exist and what we work at every day. Our shared values define how we work. They're a foundation of our culture, which empowers all of us to be our complete selves - and contribute our distinctive talents. We invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity - Always

We recognize the value of investing in one another, fostering growth and advancement while meeting evolving individual needs. That's why we've crafted a competitive benefits package and focused intently on developing a holistic approach to employee well-being. Here are a few highlights of what we have to offer:
  • Competitive salaries and annual bonuses
  • Retirement plans with matching employer contribution and no fees on core investments
  • A holistic employee benefit package to support your and your family's health and wellness
  • Accelerating the advancement of colleagues from traditionally
  • AB experts will help you better understand how to manage your own money
  • Support for families: generous paid family leave, adoption and surrogacy assistance, backup childcare and infertility coverage


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, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.
Nashville, Tennessee

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