Portfolio Implementation Associate
About The Position
Private Wealth Portfolio Management Group Private Wealth PMG supports the implementation of our private client accounts. The associate will gain an understanding of private wealth management and the customization we provide our clients to meet their financial goals such as tax aware investing and wealth planning. Who You Will Work With: The Portfolio Management Group (“PMG”) is responsible for portfolio implementation and supports the global portfolio management teams by implementing portfolio decisions and serving as the contact point with the trading desks, operations, and sales teams. Functions may include portfolio construction, monitoring asset exposures and allocations, managing client specific requests, tax management, monitoring pre-trade client guideline compliance and exception resolution. Portfolio Implementation Associates initiate trades and monitor the portfolios on an ongoing basis. Portfolio Implementation Associates develop a deep understanding of AB’s investment products and operational policies and procedures. What You’ll Do: Implementing investment decisions for individual equity accounts Day to day monitoring of portfolio positioning, trade executions, cash management and compliance with client guidelines Addressing client requests and managing events throughout the client’s lifecycle, such as cash flows, transitions, and account openings and closings Liaising with other departments internally, including Senior Portfolio Managers, Research Analysts, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations/Accounting Project-based initiatives related to trade implementation product design and process improvement.
Requirements
- December 2026 or May/June 2027 Bachelor's degree candidates in business, finance, economics, math, computer science, engineering, or liberal arts
- Cumulative GPA of 3.0 or higher
- Must be a U.S. Citizen or Permanent Resident (must be able to work in the U.S. without visa sponsorship now or in the future)
- Strong analytical and problem-solving skills
- Strong verbal and written communication skills coupled with the confidence to thoughtfully assert his/her ideas with a broad audience
- Detail-oriented, ability to multitask and work in a fast-paced environment
Nice To Haves
- An interest in the financial markets, industry regulations and portfolio management
- Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios
- The ability to prioritize, multitask and work effectively with a team in a deadline-driven environment
- Strong interpersonal skills and ability to effectively communicate and build relationships with teams throughout the organization
- An ability to think holistically, understand end-to-end processes and reconsider the status quo
- A proactive and inquisitive approach toward new challenges and problem-solving
Responsibilities
- Implementing investment decisions for individual equity accounts
- Day to day monitoring of portfolio positioning, trade executions, cash management and compliance with client guidelines
- Addressing client requests and managing events throughout the client’s lifecycle, such as cash flows, transitions, and account openings and closings
- Liaising with other departments internally, including Senior Portfolio Managers, Research Analysts, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations/Accounting
- Project-based initiatives related to trade implementation product design and process improvement.
Benefits
- high-quality research and diversified investment services
- inclusive culture that rewards hard work
- culture of intellectual curiosity and collaboration
- fully invested in you
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
