AllianceBernstein · 11 hours ago
Portfolio Implementation Associate
Nashville, TN
Full-time
Onsite
Entry Level
1+ years expAllianceBernstein is a leading global investment management firm seeking a Portfolio Implementation Associate to join their Private Client PMG team in Nashville, TN. The role involves implementing investment decisions, monitoring portfolios, and collaborating with various departments to manage client-specific requests and ensure compliance with guidelines.
Asset ManagementFinancial ServicesWealth Management
No H1B
Responsibilities
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. Private Client PMG manages hundreds of transactions per week and the PIA is responsible for contributing to this volume
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 trade implementation product design and process improvement
Qualification
Required
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
Bachelor's degree candidates in business, finance, economics, math, computer science, engineering, or liberal arts
Has 1-3 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)
Preferred
Previous experience with US Equity operational product design a plus
Company
AllianceBernstein
AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1988-04-22IPO
Leadership Team
Seth Bernstein
President & CEO
James Wallin
Senior Vice President
Recent News
2026-01-16
2026-01-06
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