Full-Time

Fixed Income Associate Portfolio Manager

Confirmed live in the last 24 hours

AllianceBernstein

AllianceBernstein

1,001-5,000 employees

Investment management and research services

No salary listed

Mid, Senior

Nashville, TN, USA

Category
Asset Management
Finance & Banking
Required Skills
Python
SQL
Risk Management
Fixed Income Securities
Data Analysis
Excel/Numbers/Sheets
Requirements
  • A bachelor’s degree with two to five years of industry-related experience.
  • Experience with Fixed Income credit, currency and/or global markets is preferred.
  • Motivated self-starter with a passion for process improvement and leveraging technology to solve complex business problems.
  • Strong interest/experience in financial markets, notably asset management.
  • Excellent problem-solving and analytical skills.
  • Effective communication skills paired with a strong desire to work in a team-oriented organization.
  • Exceptional understanding of risk management and overall control environment.
  • Proficiency in Microsoft Excel.
  • Strong soft skills such as adaptability and creativity.
  • Coding experience is beneficial: SQL, Python, etc. or use of data visualization tools like PowerBI.
Responsibilities
  • Managing portfolio cash balances and ensuring cash balances are consistent with product guidelines and current investment strategy.
  • Monitoring portfolio positions, trade orders and analytics for compliance with client guidelines and adherence to asset allocation, duration, and risk targets.
  • Highlighting deviations from targets and recommending trades to rebalance portfolios.
  • Generating purchase or sell orders to manage client cash flows, FX rebalances and active investments.
  • Facilitating account opening/closings and liaising with Sales and Portfolio Management to address ad-hoc client requests.
  • Assisting with preparation of investment and portfolio exposure reports.
  • Reviewing proposed guideline amendments, custodial changes and other activities that may impact accounts.
  • Identifying opportunities and partnering with technologists to re-engineer and automate processes to increase operational efficiency, improve client service and enhance risk controls.
  • Providing support to Portfolio Managers, Sales, Trading and Operations to deliver against client requirements.
Desired Qualifications
  • Experience with Fixed Income credit, currency and/or global markets is preferred.
  • Coding experience is beneficial: SQL, Python, etc. or use of data visualization tools like PowerBI.

AllianceBernstein provides investment management and research services to a wide range of clients, including individual investors, financial advisors, and institutional investors like pension funds and foundations. The firm utilizes its extensive research capabilities and investment strategies to create customized solutions that address the specific needs of its clients. Revenue is generated through management fees and performance-based fees, which are tied to the success of the investments managed. What sets AllianceBernstein apart from its competitors is its commitment to a collaborative culture that values diverse perspectives, enhancing its investment management approach. Additionally, the firm prioritizes corporate responsibility and sustainability, integrating these values into its operations and investment strategies.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

New York City, New York

Founded

1967

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for ESG investments boosts AllianceBernstein's market position and growth potential.
  • New CFO Thomas Simeone may enhance financial strategies and operational efficiency.
  • Hiring Adam Peters could expand UK retail distribution, increasing market penetration.

What critics are saying

  • Rising competition in ESG investments may dilute AllianceBernstein's market share.
  • Declining assets under management could impact revenue and profitability.
  • New ETFs may struggle to attract investors if market volatility persists.

What makes AllianceBernstein unique

  • AllianceBernstein excels in ESG investments, winning awards for thematic funds and research.
  • The firm offers innovative buffer ETFs, appealing to risk-averse investors seeking downside protection.
  • AllianceBernstein's global reach and diverse client base enhance its investment management capabilities.

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Benefits

Health Insurance

Wellness Program

Life Insurance

Disability Insurance

401(k) Retirement Plan

Paid Holidays

Paid Sick Leave

Paid Vacation

Company News

CSR Company
Mar 17th, 2025
AllianceBernstein Wins at ESG Investing Awards 2025

AllianceBernstein is honored to have been announced as the winner for the Best ESG Investment Fund: Thematic and Best ESG Research: Investment Manager at the ESG Investing Awards 2025.

TipRanks
Mar 12th, 2025
AllianceBernstein Appoints Thomas Simeone as CFO

Thomas Simeone was appointed CFO of AllianceBernstein on March 12, 2025.

PR Newswire
Mar 11th, 2025
Ab Announces February 28, 2025 Assets Under Management

NASHVILLE, Tenn., March 11, 2025 /PRNewswire/ -- AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding") (NYSE: AB) today announced that preliminary assets under management decreased to $805 billion during February 2025 from $809 billion at the end of January. The 0.5% decline in month-end AUM was entirely driven by market depreciation, as firmwide net flows were flat in February. By channel, net inflows into Private Wealth were mostly offset by Institutional net outflows, while Retail flows were flat

PR Newswire
Jan 24th, 2025
Ab To Report Fourth Quarter 2024 Results On February 6, 2025

NASHVILLE, Tenn., Jan. 24, 2025 /PRNewswire/ -- AllianceBernstein L.P. and AllianceBernstein Holding L.P. (NYSE: AB) today announced that Fourth Quarter 2024 financial and operating results will be released before the market opens on Thursday, February 6, 2025. Management will conduct a teleconference beginning at 10:00 am (CT), to discuss the results. The call will be hosted by Seth Bernstein, President and Chief Executive Officer; Jackie Marks, Chief Financial Officer; and Onur Erzan, Head of Global Client Group and Private Wealth.Parties may access the conference call by either webcast or telephone:To listen by webcast, please visit AB's Investor Relations website athttps://www.alliancebernstein.com/corporate/en/investor-relations.html at least 15 minutes prior to the call to download and install any necessary audio software.To listen by telephone, please dial (888) 440-3310 in the U.S., or +1 (646) 960-0513 from outside the US, 10 minutes before the 10:00 am (CT) scheduled start time

Portfolio Adviser
Jan 21st, 2025
AllianceBernstein hires UK retail distribution head from Goldman Sachs

AllianceBernstein has appointed Adam Peters as the firm's head of UK retail distribution.