Private Placements Operations Associate

AllianceBernstein Holding LP•Nashville, TN

57d

About The Position

We are seeking a Private Placements Operations Associate to join our Private Alternatives Investment Operations team, supporting the growth and execution of our Private Placements business. Based in Nashville, TN or Houston, TX, this role will be integral to the day-to-day lifecycle management of private placement investments and will serve as a key operational partner to our New York and Houston based investment professionals. This is a hands-on, high-impact role that requires precision, initiative, and a deep understanding of investment operations. The Associate will be responsible for ensuring operational excellence through robust controls, process optimization, and seamless execution of investment strategies. As the business evolves, this role will be instrumental in scaling workflows and driving efficiency across Institutional and Insurance distribution channels. Key Responsibilities of this role may include but not be limited to: Collaborate directly with investment professionals to lead the operational development of our insurance platform and on-balance sheet strategies, onboard new clients, and oversee security types including 144A and 4(a)(2) private placements. Execute on the roundtrip trade lifecycle within the Private Placements business ensuring seamless portfolio management operations and trade support for all parts of the deal Lifecycle including but not limited to: Lead and coordinate all operational aspects of private placement deals, from initial pipeline review through post-trade execution. Participate in weekly pipeline calls with the Deal Team to anticipate upcoming volumes and prepare operational workflows. Oversee security setup and order creation per deal team instructions across allocations. Manage the investor pre-trade compliance checks and collaborate with the Multi-Sector Insurance APM team to resolve compliance warnings. Manage trade communications, booking, confirmations, and lifecycle events for loan acquisitions, secondary offerings, and restructurings. Lead deal closings and oversee funding settlement, ensuring transactions are executed timely and accurately. Maintain the multi-currency note register and ensure accurate transaction booking with service providers. Respond to and manage inbound client requests, ensuring timely, accurate, and thoughtful resolution across operational and reporting matters. Contribute to strategic and ad hoc projects-including new product launches, process enhancements, and cross-functional initiatives-as the business evolves and new opportunities arise. Support strategic initiatives such as new product launches, process enhancements, and integrations with third-party providers. Partner with our Technology team to identify and implement enhancements to existing operational workflows, driving automation, scalability, and continuous process improvement.

Requirements

Team-oriented individual with the ability to work well across diverse groups in a collaborative, dynamic team environment.
Undergraduate degree with 3-5 years of relevant work experience in investment management operations or financial services environment.
Detail oriented with an ability to be both hands on as well as delegate where necessary.
Organized and extremely thorough with strong problem-solving skills and demonstrated ability to take initiative.
Proficiency of Microsoft Office Applications, specifically Excel & PowerBI.
Ability to effectively prioritize and manage time to complete deliverables timely and accurately.

Nice To Haves

Experience with on-balance sheet Insurance and SMA product types is a plus.

Responsibilities

Collaborate directly with investment professionals to lead the operational development of our insurance platform and on-balance sheet strategies, onboard new clients, and oversee security types including 144A and 4(a)(2) private placements.
Execute on the roundtrip trade lifecycle within the Private Placements business ensuring seamless portfolio management operations and trade support for all parts of the deal Lifecycle including but not limited to:
Lead and coordinate all operational aspects of private placement deals, from initial pipeline review through post-trade execution.
Participate in weekly pipeline calls with the Deal Team to anticipate upcoming volumes and prepare operational workflows.
Oversee security setup and order creation per deal team instructions across allocations.
Manage the investor pre-trade compliance checks and collaborate with the Multi-Sector Insurance APM team to resolve compliance warnings.
Manage trade communications, booking, confirmations, and lifecycle events for loan acquisitions, secondary offerings, and restructurings.
Lead deal closings and oversee funding settlement, ensuring transactions are executed timely and accurately.
Maintain the multi-currency note register and ensure accurate transaction booking with service providers.
Respond to and manage inbound client requests, ensuring timely, accurate, and thoughtful resolution across operational and reporting matters.
Contribute to strategic and ad hoc projects-including new product launches, process enhancements, and cross-functional initiatives-as the business evolves and new opportunities arise.
Support strategic initiatives such as new product launches, process enhancements, and integrations with third-party providers.
Partner with our Technology team to identify and implement enhancements to existing operational workflows, driving automation, scalability, and continuous process improvement.