{"id":4197859,"url":"https://alion.io/job/alliancebernstein-portfolio-implementation-associate-3","title":"Portfolio Implementation Associate","company":{"id":1770766,"name":"AllianceBernstein","domain":"alliancebernstein.com","url":"https://alion.io/company/alliancebernstein-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":83,"open_postings":9,"ghost_share":0,"stale_share":0.667,"repost_share":0,"time_to_fill_p50_days":48,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Management","role_family":"Management","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Nashville, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Power BI","optional":true},{"name":"SQL","optional":true}],"status":"live","first_seen_at":"2026-11-12T21:04:31Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-13T04:23:13Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Who You'll Work With:\nPrivate Wealth Portfolio Management Group is responsible for implementing investment strategies across our private client portfolios. As our business continues to grow and client needs become increasingly sophisticated, the team plays an important role in ensuring portfolios are implemented accurately and efficiently while incorporating client-specific requirements, including tax considerations and customization.\nThe Portfolio Management Group works closely with Portfolio Managers, Trading, Operations, Sales, and other teams across the organization to translate investment decisions into client portfolios. Responsibilities include portfolio construction and implementation, monitoring asset exposures and allocations, managing client-specific requests, tax management, pre-trade guideline monitoring, and resolving portfolio exceptions.\nWhat You'll Do:\nWe are looking for a Portfolio Implementation Associate to join our Private Wealth Portfolio Management Group (PMG) in Nashville, TN.\nPortfolio Implementation Associates develop a deep understanding of AB's investment products, portfolio management processes, and operational infrastructure while gaining hands-on experience managing portfolios in a fast-paced investment environment.\nSpecific Responsibilities\nImplement investment decisions across individual equity portfolios.\nMonitor portfolio positioning, trade execution, cash levels, and compliance with client-specific investment guidelines.\nManage client requests and portfolio events throughout the account lifecycle, including cash flows, transitions, account openings, and account closures.\nSupport a high volume of portfolio activity and client specific requests while maintaining strong attention to accuracy, risk management, and client outcomes.\nPartner with Senior Portfolio Managers, Research Analysts, Legal/Compliance, Sales, Trading, and Investment Operations/Accounting.\nParticipate in projects focused on portfolio implementation, new and evolving investment capabilities, technology and automation, scalability, and process improvement.\nIdentify opportunities to improve existing processes, controls, and portfolio implementation workflows.\nWhat We're Looking For:\nBachelor’s degree in business, finance, economics, mathematics, computer science, engineering, liberal arts, or a related field.\n1-2 years of experience in wealth management, investment operations, or a related financial-services role preferred.\nExperience supporting U.S. equities, portfolio implementation, or investment-product processes is a plus.\nA technical background or experience working with data and analytical tools, such as AI Tools, SQL and Power BI, is helpful.\nA strong interest in financial markets, investment management, and portfolio construction.\nStrong quantitative and analytical skills with the ability to evaluate portfolios and identify potential issues.\nExcellent attention to detail and a strong risk-management mindset.\nThe ability to prioritize and manage multiple responsibilities effectively in a deadline-driven environment.\nStrong interpersonal and communication skills and the ability to build effective relationships across the organization.\nThe ability to think holistically, understand end-to-end processes, and challenge existing approaches when appropriate.\nA proactive, inquisitive mindset and willingness to take ownership of new challenges.\nAn interest in using technology and automation to improve investment and operational processes.\nAbout AB\nWe are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.\nOur culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!\nAll are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.\nNashville, Tennessee","description_format":"text","description_chars":5026,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-11-12T21:04:31Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"H-1B filings in 12 months: 54 · green card filings: 19","filings_12m":54,"filings_prev_12m":49,"green_card_filings_12m":19,"median_offered_wage_usd":136130,"route":null,"cap_exempt":false,"checked_at":"2026-11-12T07:36:15+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":48,"reasons":["conf:2","win:early","comp:junior"],"computed_at":"2026-11-13T06:34:05Z"},"pay":null,"html_url":"https://alion.io/job/alliancebernstein-portfolio-implementation-associate-3","json_url":"https://alion.io/job/alliancebernstein-portfolio-implementation-associate-3.json","meta":{"generated_at":"2026-11-13T06:34:05Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":13777,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1770766},"rest":"https://alion.io/mcp/rest/get_company?id=1770766"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Falliancebernstein-portfolio-implementation-associate-3"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Falliancebernstein-portfolio-implementation-associate-3"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Falliancebernstein-portfolio-implementation-associate-3"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/alliancebernstein-portfolio-implementation-associate-3\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Falliancebernstein-portfolio-implementation-associate-3"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4197859}},{"tool":"search_jobs","arguments":{"company":"alliancebernstein.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4197859},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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