AVP/ Investment APM - Portfolio Quality Analyst

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Pune, Maharashtra, IND
In-Office
Mid level
Fintech
The Role
Lead and grow a Pune-based portfolio quality team supporting Equity, Fixed Income, and Multi-Asset PMGs. Oversee process documentation, recruit and develop staff, deliver KPIs, drive automation and process improvements, and partner with global APM teams to ensure control, risk management, and operational efficiency.
Summary Generated by Built In

Company Description:

As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner.

Team Lead

The team lead position will oversee the growth and impact of the team and will be proactive in identifying process improvement opportunities. This individual must show leadership abilities partnered with the investment and technical understanding needed to provide new solutions or reengineer an existing process. They will interact with the Heads of our Equity, Fixed Income, and Multi-Asset PMG teams to provide solutions to the needs in each business. This player-coach will be a key partner to the APM group in a player-coach role managing Pune team capacity and supporting workload growth.

  • Overseeing process documentation and knowledge sharing activities, collaborating with global APM teams
  • Recruit, train, and develop talent in new team members, and support with career pathing
  • Drive process improvement efforts, identifying ways to automate or increase the efficiency of existing functions
  • Develop, maintain, and deliver ongoing KPIs to the PMG leadership group

What We’re Looking For:

Candidates should possess exceptional attention to detail, the ability to think logically and make sound decisions quickly, and the ability to juggle multiple tasks in a fast-paced environment. Specific qualifications include:

  • Experience with fixed income investments and portfolio management concepts
  • A master's degree with two to five years of relevant industry experience
  • A motivated self-starter with a passion for process improvement and using technology to solve complex problems
  • Strong interest and experience in financial markets, especially asset management
  • Excellent problem-solving and analytical skills
  • Effective communication skills and a strong desire to work in a team-oriented environment
  • Deep understanding of risk management and the overall control environment
  • Strong soft skills such as adaptability and creativity
  • Proficiency in Microsoft Excel and exposure to coding is a plus; SQL, Python
  • AI tool experience and practical application capability
  • Preferred for Team Lead – Experience managing a team of 3 or more,

Location: Pune, India

Pune, India

Skills Required

  • Experience with fixed income investments and portfolio management concepts
  • Master's degree with two to five years of relevant industry experience
  • Strong understanding of risk management and the overall control environment
  • Proficiency in Microsoft Excel
  • Excellent problem-solving and analytical skills
  • Effective communication skills and ability to work in a team-oriented environment
  • Motivated self-starter with a passion for process improvement and using technology to solve problems
  • AI tool experience and practical application capability
  • Exposure to coding; SQL and Python (plus)
  • Experience managing a team of 3 or more

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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