Who you'll work with:
The Portfolio Management Group (PMG) supports the Investment team in the implementation of portfolio strategy across client accounts. The team is based in Nashville, London and Sydney and oversees the management of all Institutional client accounts investing in AB’s equity services. Portfolio Implementation Associates initiate equity and currency trades, interacting closely with Portfolio Managers and Traders, 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.
What you'll do:
• Implementing investment decisions for separately managed accounts and funds.
• 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 Portfolio Management, Research, Legal and Compliance, Sales and Marketing, Trading, and Operations.
• Project based initiatives related to process improvement, automation and implementing new strategies.
What we're looking for:
• An interest in the financial markets and equity portfolio management.
• Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate complex data and make informed decisions with regards to management of portfolios.
• The ability to prioritize, multitask and work effectively with a team in a strict 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 in an ever-changing environment.
• Experience with coding (i.e. Python, SQL, VBA) or visualization tools like PowerBI is a plus
Who we are:
AB is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world. AB employs more than 500 investment professionals with expertise in growth equities, value equities, fixed income securities, blend strategies and alternative investments and, through its subsidiaries and joint ventures, operates in more than 20 countries. AB’s research disciplines include fundamental research, quantitative research, economic research and currency forecasting capabilities. Through its integrated global platform, AB is well-positioned to tailor investment solutions for its clients. AB also offers independent research, portfolio strategy and brokerage-related services to institutional investors.
People of color, women, and those who identify as LGBTQ people are encouraged to apply. 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