Portfolio Investment Associate
4 weeks ago
We are seeking a talented Portfolio Investment Associate to join our Private Wealth Portfolio Management Group in Nashville, TN. As a Portfolio Investment Associate, you will be responsible for implementing investment decisions for individual equity accounts, monitoring portfolio positioning, trade executions, cash management, and compliance with client guidelines.
Company OverviewWe 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.
Job DescriptionThe Portfolio Investment Associate will work closely with our global portfolio management teams to implement portfolio decisions and serve as the contact point with the trading desks, operations, and sales teams. You will gain a deep understanding of AB's investment products and operational policies and procedures.
Responsibilities- Implement investment decisions for individual equity accounts
- Monitor portfolio positioning, trade executions, cash management, and compliance with client guidelines
- Address client requests and manage events throughout the client's lifecycle, such as cash flows, transitions, and account openings and closings
- Liaise with other departments internally, including Senior Portfolio Managers, Research Analysts, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations/Accounting
To be successful as a Portfolio Investment Associate, you will need to have a Bachelor's degree in business, finance, economics, math, computer science, engineering, or liberal arts, with a cumulative GPA of 3.0 or higher. You must be a U.S. Citizen or Permanent Resident and have strong analytical and problem-solving skills, as well as strong verbal and written communication skills.
Benefits- 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
The estimated salary for this position is $65,000 - $90,000 per year, based on the location and industry standards.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for finance and a strong desire to learn and grow, we encourage you to apply for this exciting opportunity.
-
Rotational Portfolio Implementation Associate
4 weeks ago
Nashville, Tennessee, United States AllianceBernstein Holding L.P. Full timeAbout the RoleThe Portfolio Implementation Associate will be part of the Portfolio Management Group, responsible for implementing portfolio decisions and supporting the global portfolio management teams. This role will involve working with various teams, including trading desks, operations, and sales teams, to ensure seamless execution of portfolio...
-
Private Investment Operations Specialist
3 weeks ago
Nashville, Tennessee, United States AllianceBernstein Holding L.P. Full timeAbout AllianceBernsteinAllianceBernstein Holding L.P. is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, financial intermediaries, and private-wealth clients in major global markets.About the RoleWe are seeking a skilled Operations Associate to join our Private...
-
Senior Asset Manager
4 weeks ago
Nashville, Tennessee, United States Real Estate Investment Firm Full timeWe are seeking a seasoned Senior Asset Manager to join our team at a Real Estate Investment Firm. The ideal candidate will have a strong background in managing diverse real estate portfolios, with a mix of retail, office, and multifamily experience. Key responsibilities will include:Key Responsibilities:Oversee the management of a diverse portfolio of real...
-
Financial Analyst
3 weeks ago
Nashville, Tennessee, United States Whistler Capital Partners LLC Full timeInvestment Associate at Whistler Capital Partners LLCAbout Whistler Capital Partners LLCWhistler Capital Partners LLC is a Nashville-based private equity firm focused on growth equity and growth buyouts in the healthcare industry and related tech-enabled services verticals.Job DescriptionWe are seeking a Pre-MBA Investment Associate to join our growing and...
-
Private Client Relationship Associate
4 weeks ago
Nashville, Tennessee, United States Brown Advisory Full timeCompany OverviewBrown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice, and the highest level of client service. Our firm has a culture that propels us to innovate and stand out in the industry. We have built and nurtured a client-first culture over...
-
Private Wealth Management Professional
4 weeks ago
Nashville, Tennessee, United States AllianceBernstein Holding L.P. Full timePosition OverviewBernstein Private Wealth Management is a leading investment management firm that advises high-net-worth and ultra-high-net-worth clients. Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a talented individual to join our team as a Private Wealth Associate.Key ResponsibilitiesAs a Private...
-
Research Operations Specialist
4 weeks ago
Nashville, Tennessee, United States Edison Partners Full timeRole OverviewEdison Partners is seeking a skilled Research Operations professional to support the firm's Investment Development team. In this role, you will lead research initiatives, manage the CRM system, and leverage data insights to drive decision-making processes. Your efforts will be essential in driving the firm's continued success in growth...
-
Risk Control Specialist
4 weeks ago
Nashville, Tennessee, United States AllianceBernstein Full timeJob SummaryAs a Risk Control Officer at AllianceBernstein, you will play a critical role in implementing the firm's error management and operational risk framework within the Fixed Income Taxable SBU. This involves partnering with various teams to document and correct errors, identify process weaknesses, and agree on improvements to support the firm's...
-
Multifamily Asset Management Executive
3 weeks ago
Nashville, Tennessee, United States Balboa Real Estate Partners Full timeCompany Overview:Balboa Real Estate Partners is a family office-backed real estate development partnership focused on multifamily and student housing projects across the US. With a portfolio of approximately 2,000 apartment units and 2 million square feet of industrial space, the company is looking for a talented individual to drive value across its existing...
-
Client Service Associate
4 weeks ago
Nashville, Tennessee, United States The Colony Group Full timeThe Colony Group is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will provide exceptional support to our financial counseling team, assisting with client relationships, account management, and technical support.**Key Responsibilities:*** Assist clients and the wealth management...
-
Server Associate
4 weeks ago
Nashville, Tennessee, United States Concord Hospitality Full timeServer Assistant Job DescriptionWe are seeking a skilled and enthusiastic Server Assistant to join our team at Concord Hospitality. As a Server Assistant, you will play a key role in providing exceptional customer service and ensuring a positive experience for our guests.Responsibilities:• Maintain a calm and composed demeanor during periods of high volume...
-
Client Relationship Associate
1 month ago
Nashville, Tennessee, United States Brown Advisory Full timeCompany OverviewBrown Advisory is a leading independent investment management and strategic advisory firm. Our client-first culture is built on a foundation of trust, expertise, and innovation. We deliver a combination of first-class performance, strategic advice, and the highest level of client service from our offices in multiple locations...
-
Nashville, Tennessee, United States Fortitude Re Full timeJob Summary: We are seeking a highly skilled Actuarial Associate to join our Life Inforce Management team at Fortitude Re. As a key member of our team, you will play a critical role in supporting recurring reinsurance settlement activity and management/financial reporting on reinsured businesses.Responsibilities:Provide analysis for recurring reinsurance...
-
Capital Markets Associate
4 weeks ago
Nashville, Tennessee, United States Selby Jennings Full timeAt Selby Jennings, we are seeking a highly skilled Capital Markets Associate to join our team in Nashville, TN. As a Capital Markets Associate, you will be responsible for establishing and maintaining relationships with investors, supporting client meetings, and creating promotional content.The ideal candidate will have a minimum of three years of relevant...
-
Associate Director, Development
1 month ago
Nashville, Tennessee, United States American Diabetes Association Full timeAbout the RoleThe American Diabetes Association is seeking a highly skilled and experienced fundraising professional to join our team as an Associate Director, Development. This is a remote, work-from-home opportunity, but the individual must live in the designated market to attend in-person meetings and events.Key ResponsibilitiesDevelop and execute...
-
Seasonal Ice Attraction Associate
3 weeks ago
Nashville, Tennessee, United States Marriott International, Inc Full timeJob Summary:We are seeking a Seasonal Ice Attraction Associate to provide exceptional customer service in our ice-themed attraction. As a key member of our team, you will be responsible for ensuring a safe and enjoyable experience for our guests. This includes operating attraction/event equipment, selling tickets and merchandise, and providing accurate...
-
Client Manager
4 weeks ago
Nashville, Tennessee, United States AllianceBernstein Holding L.P. Full timeAbout the RoleWe are seeking a highly skilled Client Manager to join our Institutional Client Service team. As a Client Manager, you will play a crucial part in supporting the day-to-day sales and research efforts across Consultant Relations.Key ResponsibilitiesSupport Consultant Relations Directors in building and deepening relationships with institutional...
-
Private Banking Relationship Manager
4 weeks ago
Nashville, Tennessee, United States Old National Bank Full timeAt Old National Bank, we are seeking a highly skilled Private Banker to join our team. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.The ideal candidate will be responsible for delivering an...
-
Service BDC Associate
1 month ago
Nashville, Tennessee, United States Sonic Automotive Full timePurpose:The Service BDC Associate is responsible for generating sales appointments with customers who contact the dealership via the internet for service of new and/or pre-owned vehicles.This highly accountable position uses lead management tools, CRM software, and the internet to manage inquiry flow, update customer files, and closely track customer...
-
Retail Sales Associate
1 month ago
Nashville, Tennessee, United States Tailored Brands Inc Full timeJob Summary:As a Retail Sales Associate at K&G Fashion Superstore, you will be responsible for delivering an exceptional customer experience, providing excellent customer service, and maintaining a positive and inclusive work environment. Key Responsibilities:Handle customer purchases, returns, exchanges, and store credits accurately and efficiently.Assist...