Associate Portfolio Manager jobs in United States
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AllianceBernstein ยท 2 weeks ago

Associate Portfolio Manager

positionNashville, TN
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

AllianceBernstein is a global investment management firm, and they are seeking an Associate Portfolio Manager to support their Portfolio Management teams. This role involves the implementation of fixed income trades and managing portfolio cash balances while collaborating with various teams across the organization.

Asset ManagementFinancial ServicesWealth Management
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H1B Sponsor Likelynote

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

Qualification

Fixed Income experienceRisk managementAnalytical skillsMicrosoft ExcelSQLPythonCommunication skillsProblem-solvingTeam-orientedAdaptabilityCreativity

Required

5 - 10 years of industry-related experience
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
A bachelor's degree

Preferred

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

Company

AllianceBernstein

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AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
dateFounded in 1967
location
New York, New York, USA
people-size1001-5000 employees
web-link
http://www.alliancebernstein.com

H1B Sponsorship

AllianceBernstein has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (45)
2024 (63)
2023 (92)
2022 (173)
2021 (160)
2020 (77)

Funding

Current Stage
Public Company
Total Funding
unknown
1988-04-22IPO

Leadership Team

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Seth Bernstein
President & CEO
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James Wallin
Senior Vice President
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Recent News

PitchBook
QXO upsizes preferred equity placement to $3B amid strong demand
2026-01-16
thefly.com
AllianceBernstein announces Erzan as President
2026-01-06
MarketScreener
OptimumBank Holdings, Inc. Announces Capital Structure Enhancements Reflecting Strong Institutional and Insider Alignment
2026-01-05
Company data provided by crunchbase