Portfolio Quality Analyst - Investment APM

Reposted 6 Hours Ago
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Pune, Maharashtra, IND
In-Office
Entry level
Fintech
The Role
Support Associate Portfolio Managers by performing start-of-day data quality checks, reviewing portfolios for guideline adherence, constructing orders for APM review, escalating post-trade compliance alerts, supporting account setup and reporting, and identifying automation opportunities to improve efficiency and controls.
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.

A team member supports the daily tasks of Associate Portfolio Managers in implementing portfolio management activities. They should be engaged in financial markets to apply their knowledge to problem solving tasks. Key responsibilities may include:

  • Performing start-of-day quality control checks to verify data accuracy and integrity
  • Assisting in the review of portfolios to identify strategy dispersion, validate lifecycle events, or investment workflow completion pursuant to guidelines and instructions.
  • Constructing proposed purchase and sell orders in client portfolios for APM review based on established procedures, automation, or optimization solutions
  • Investigating and escalating post-trade compliance alerts to ensure adherence to investment guidelines
  • Supporting the operational setup of new accounts or client transition events.
  • Assisting in the maintenance of product targets or rule sets as directed by PMs or APMs
  • Assisting in the preparation of investment and portfolio reports
  • Supporting routine or ad-hoc client requests or team requests
  • Identifying opportunities to re-engineer and automate processes to boost operational efficiency, improve client service, and strengthen risk controls

Location: Pune, India

Pune, India

Skills Required

  • Knowledge of financial markets and portfolio management concepts
  • Ability to perform start-of-day data quality and integrity checks
  • Experience reviewing portfolios for strategy dispersion, lifecycle events, and guideline adherence
  • Ability to construct proposed purchase and sell orders per procedures
  • Familiarity with post-trade compliance alerts and escalation processes
  • Experience supporting operational setup of new accounts and client transitions
  • Ability to prepare investment and portfolio reports and support ad-hoc client requests
  • Interest or experience in process re-engineering and automation to improve efficiency and risk controls

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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