AllianceBernstein
Fixed Income - Associate Portfolio Manager
Nashville, TN
Jul 10, 2024
fulltime
Full Job Description

What You'll Do:

The Associate Portfolio Manager works as part of a team supporting Senior Portfolio Managers. Specific responsibilities include:

  • Understand client asset liability profiles, participate in tactical asset allocation formulation, and provide analytical support

  • Monitor portfolios’ positions and risk analytics compared to asset allocation targets. Highlight deviations and recommend orders to rebalance portfolios.

  • Monitor portfolio positions and trade orders for compliance with client guidelines.

  • Generate purchase or sell orders to manage client cashflows, FX rebalancing, and active investments.

  • Manage portfolio cash balances and ensure cash balances are consistent with product guidelines and current investment strategy.

  • Review proposed guideline amendments, custodial changes, and other activities that may impact accounts

  • Review and resolve any potential post-trade compliance breaches.

  • Liaise with other departments internally, including Legal/Compliance, Sales/Marketing, Investment Operations, and other Investment Teams.

  • Understand investment decisions derived from Fixed Income strategy meetings with respect to the implementation of investment ideas.

  • Assist with the preparation of investment and portfolio exposure reports.

  • Participation in investment meetings or client presentations

  • Develop tools that can streamline recurring tasks and simplify insurance investing

What We're Looking For:

The ideal candidate will have a bachelor’s degree or equivalent with two to five years of industry-related experience. Experience with fixed income Credit, Currency, and/or Global Markets is preferred. Candidates must possess strong communication, quantitative, analytical, and computer skills. Strong attention to detail with the ability to multi-task and prioritize in a deadline-driven environment is vital to this role. This is an exciting and challenging opportunity for someone with a willingness to learn

  • Ability to demonstrate general knowledge and curiosity about fixed income markets and insurance investing

  • The ideal candidate must have strong communication, analytical, and computer skills (Bloomberg, Excel, and comfort with quantitative tools), and be very detail-oriented.

  • Knowledge of the insurance industry, regulations, and accounting standards

  • We are looking for someone with a strong work ethic managing to market timelines or events

  • Pro-active personality with a desire to continually improve and accept challenges to institute change.

  • Team-oriented/collaborative – must want to work towards and support a common goal and actively seek ways to contribute.

  • Competitive Drive – must relish the day-to-day fight to think/act ahead of the market and have a high desire to achieve good execution for our clients.

  • Confidence in representing AllianceBernstein in the marketplace where needed

  • Works well under pressure – must be able to remain calm and focused while multi-tasking in a fast-paced, dynamic work environment.

  • Strong attention to detail with a low tolerance for errors.

  • Coding experience beneficial, SQL, Python or use of data visualization tools like PowerBI

Who We Are:

As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner.

With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we’re looking for unique voices to help lead us forward. If you’re ready to challenge your limits and build your future, join us.

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, TennesseePDN-9c7c58c9-5ac0-493e-a8fa-8ee4ea7b1c1d
Job Information
Job Category:
Finance
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Fixed Income - Associate Portfolio Manager
AllianceBernstein
Nashville, TN
Jul 10, 2024
fulltime
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