Portfolio Implementation Associate

Imea; Nashville (TN); On-site; USD 65,000 - 90,000; Full time

Job summary

Imea seeks a Portfolio Implementation Associate to join our Private Wealth PMG team in Nashville, TN. The role supports the implementation of private client accounts, learning the customization we provide to meet clients’ financial goals.

The PMG handles portfolio decisions, monitoring, and collaboration with trading, operations, sales, and compliance. Successful candidates will have a strong interest in financial markets, solid quantitative/analytical skills, and the ability to work in a

Qualifications

• Bachelor’s degree in business, finance, economics, math, computer science, engineering, or liberal arts.
• Has 1–3 years of wealth management or financial operations experience.
• Previous experience with US Equity operational product design is a plus.
• Candidates must be able to work in the U.S. without visa sponsorship (now or in the future).

Responsibilities

• Implement investment decisions for individual equity accounts.
• Monitored portfolio positioning, trade executions, cash management, and client guideline compliance.
• Address client requests and manage events across the client lifecycle (cash flows, transitions, openings, closings).
• Liaise with Senior Portfolio Managers, Research Analysts, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations/Accounting.
• Contribute to project-based initiatives related to trade implementation, product design, and process improvement.

Skills

Financial markets interest

Analytical skills

Prioritize & multitask

Interpersonal communication

Holistic/process thinking

Proactive problem solving

Education

Bachelor’s degree (business/finance/economics/math/CS/engineering/liberal arts)

Job description

Position Overview

We are looking for a Portfolio Implementation Associate to join our Private Wealth PMG team in Nashville, TN.

Private Wealth Portfolio Management Group supports the implementation of our private client accounts. The Private Wealth product suite is becoming more complex and we are looking to grow our team to support this. 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.

The Portfolio Management Group (“PMG”) is responsible for portfolio implementation and supports the global portfolio management teams by authorizing and 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.

Specific Responsibilities will include:

• 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 life cycle, such as cash flows, transitions, and account openings and closings. Private Wealth PMG manages hundreds of transactions per week and the PIA is responsible for contributing to this volume.
• 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

Successful candidates will possess the following attributes:

• 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

Candidates should be top academic performers, be interested in the investment management industry and meet the following criteria:

• Bachelor’s degree candidates in business, finance, economics, math, computer science, engineering, or liberal arts
• Has 1-3 years of wealth management or financial operations experience
• Previous experience with US Equity operational product design a plus
• Candidates must be able to work in the U.S. without visa sponsorship (now or in the future)