• Tax Exempt Implementation Specialist

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

    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.


    AllianceBernstein is seeking an Implementation Specialist who thrives in a fast-paced environment with a passion for process improvement and leveraging technology to solve complex problems. Portfolio Operations Analysts are responsible for supporting our Fixed Income Private Client Portfolio Management teams through accurate and efficient implementation of portfolio decisions. Implementation Specialist should show an interest in financial markets and will develop a deep understanding of our products, operational policies and procedures.



    • Efficient implementation of fixed income trades, including reviewing compliance with guidelines and portfolio strategies and new security set up
    • Continually monitor portfolios to ensure guideline compliance, portfolio and security data accuracy, performance reporting and analysis for ad-hoc requests
    • Facilitate successful account opening/closings and liaise with sales and portfolio management to address client requests
    • Identify opportunities and partner with technologists to re-engineer and automate processes to increase operational efficiency and enhance risk controls



    • Motivated self-starter with a passion for process improvement and leveraging technology to solve complex problems through creative approaches
    • Excellent problem solving and analytical skills
    • Outstanding attention to detail coupled with a proven ability to think logically and make sound decisions in a fast-paced environment, often under pressure and across multiple tasks
    • Excellent communication skills paired with a strong desire to work in a team-oriented organization
    • Bachelor's degree in Business, Computer Science, Engineering or a related field
    • Prior experience in control-oriented roles (Operations, Compliance & Risk, Internal Audit, Fund Accounting) is a positive

    Location: New York, NY, USA


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