• Portfolio Implementation Associate

    Location : Location US-NY-New York
    Operations & Technology
    Position Type
  • Company Overview

    Private Client PMG supports the implementation of our private client accounts. The associate will gain an understanding of private wealth management and the customization we provide our clients to meet their financial goals such as tax aware investing and wealth planning.

    AllianceBernstein (AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity and relentless ingenuity. We offer high-quality research and diversified investment services to institutional and individual investors worldwide. Our clients include some of the world's top institutions as well as private-wealth clients and retail investors. Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes.

    We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community.

    If you're ready to innovate and grow your career, join us.


    AllianceBernstein is an equal opportunity employer.  We do not discriminate based race, color, creed, national origin, sex, age, disability, marital status, sexual orientation or citizenship status.


    The Portfolio Management Group (“PMG”) is responsible for portfolio implementation and supports the global portfolio management teams by authorizing and implementing portfolio decisions, and serving as the contact point with the trading desks, operations and sales teams.  Functions may include portfolio construction, monitoring asset exposures and allocations, managing client specific requests, tax management, monitoring pre-trade client guideline compliance and exception resolution. Portfolio Implementation Associates initiate trades, 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.   

    Specific Responsibilities will include:

    • 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 process improvement


    Successful candidates will possess the following attributes:

    • An interest in the financial markets, industry regulations and portfolio management
    • Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios
    • The ability to prioritize, multitask and work effectively with a team in a 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 and problem-solving

    Candidates should be top academic performers, be interested in the investment management industry and meet the following criteria:

    • Bachelor’s degree candidates in business, finance, economics, math, computer science, engineering, or liberal arts
    • Has 2-5 years of wealth management or financial operations experience
    • Candidates must be able to work in the U.S. without visa sponsorship (now or in the future)
    • The ability to be independent

    Location: New York, NY, USA


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