AVP/Associate Portfolio Manager

Reposted 17 Days Ago
Be an Early Applicant
Nashville, TN, USA
In-Office
Mid level
Fintech
The Role
The AVP/Associate Portfolio Manager supports global Portfolio Management teams by implementing portfolio decisions and managing fixed income trades. Responsibilities include managing cash balances, monitoring compliance, generating trade orders, and improving operational efficiency.
Summary Generated by Built In

Who You’ll Work With:

Fixed Income Associate Portfolio Managers (APM) are responsible for supporting our global Portfolio Management teams through accurate and efficient implementation of portfolio decisions. They support all asset classes and work closely with teams across the AB enterprise, including investment management, operations, technology, sales, and trading.  An APM should show an interest in financial markets and will develop a deep understanding of our products, operational policies, and procedures.

As part of the business, the Fixed Income APM role offers high visibility to the Fixed Income Investment team as well as other areas of the firm including Sales, Product Development, Middle Office, Compliance, and Technology and Operations.  This role enables an individual to experience all aspects of the asset management business.

What You’ll Do:

An APM must ensure accurate and efficient implementation of fixed income trades. Specific responsibilities include:

  • 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.

What We’re Looking For:

Candidates must have outstanding attention to detail, coupled with a proven ability to think logically and make sound decisions in a fast-paced environment, often under time pressure and across multiple tasks. Specific requirements include:

  • A bachelor’s degree with three to five years of industry-related experience.

  • Experience with Fixed Income credit, currency and/or global markets is preferred.

  • 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.

  • Coding experience is beneficial: SQL, Python, etc. or use of data visualization tools like PowerBI.

Nashville, Tennessee

Skills Required

  • A bachelor's degree
  • Three to five years of industry-related experience
  • Experience with Fixed Income credit, currency and/or global markets
  • Strong interest/experience in financial markets, notably insurance asset management
  • Proficiency in Microsoft Excel
  • Coding experience in SQL, Python, etc.

AllianceBernstein Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AllianceBernstein and has not been reviewed or approved by AllianceBernstein.

  • Retirement Support Retirement programs include a 401(k) with employer match and zero-fee management, plus an employee stock purchase plan and charitable contribution matching. These features form a strong pillar of the total rewards offering.
  • Leave & Time Off Breadth Time-off offerings extend beyond standard PTO to include paid volunteer time, sabbaticals, and periodic 'refresher' vacation. These provisions support work–life balance.
  • Wellbeing & Lifestyle Benefits Workplace perks include free lunches, free snacks, subsidized meals, and company-sponsored events alongside pretax commuter programs. Wellness resources such as fitness centers, wellness groups, and EAP access add day-to-day value.

AllianceBernstein Insights

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The Company
HQ: Nashville, NY
4,847 Employees
Year Founded: 1967

What We Do

AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $500 billion in assets under management. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.

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