AllianceBernstein · 4 days ago
Associate Portfolio Manager
Nashville, TN
Full-time
Onsite
Entry, Mid Level
2+ years expAllianceBernstein is a leading global investment management firm, and they are seeking an Associate Portfolio Manager to support their Insurance Portfolio Management teams. The role involves implementing portfolio decisions, managing cash balances, and ensuring compliance with investment strategies while collaborating with various teams across the firm.
Asset ManagementFinancial ServicesWealth Management
Responsibilities
Managing portfolio cash balances and ensuring cash balances are consistent with portfolio 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
Partner with Insurance Ops in portfolio transfers and determine actionable cash balance
Build and maintain investment program trackers and report-out presentations
Serve as Clients’ first go-to on asset class related inquiries and provide impairment review support
Perform bespoke analysis on asset allocation and provide insurance specific relative value recommendations
Qualification
Required
A bachelor's degree with two to five 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 insurance 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
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
AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
1001-5000 employees
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 CompanyTotal Funding
unknown1988-04-22IPO
Leadership Team
Seth Bernstein
President & CEO
James Wallin
Senior Vice President
Recent News
2026-01-16
2026-01-06
Company data provided by crunchbase