Portfolio Implementation Associate
4 weeks ago
We are seeking a highly motivated and detail-oriented Portfolio Implementation Associate to join our Private Wealth PMG team in Nashville, TN. As a key member of our team, you will be responsible for implementing investment decisions for individual equity accounts, monitoring portfolio positioning, and ensuring compliance with client guidelines.
Key Responsibilities- 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 life cycle, 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
- Bachelor's degree in business, finance, economics, math, computer science, engineering, or liberal arts
- 1-3 years of wealth management or financial operations experience
- Previous experience with US Equity operational product design a plus
- Candidates must be able to work in the U.S. without visa sponsorship (now or in the future)
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 57 locations operating in 26 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. 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.
People of color, women, and those who identify as LGBTQ people are encouraged to apply. AllianceBernstein 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.
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