Private Wealth Portfolio Implementation Analyst

abglobal; Nashville (TN); On-site; USD 65,000 - 95,000; Full time

Job summary

AB in Nashville, TN is seeking a Portfolio Implementation Associate to join the Private Wealth PMG team. You will support portfolio implementation, monitor positions, and respond to client requests while coordinating with trading desks, operations, and sales teams.

The role requires a strong interest in financial markets, analytical ability, and teamwork to manage client life cycles, cash flows, transitions, and account openings and closings. U.S. work authorization is required.

Qualifications

• 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).

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 life cycle, 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

Skills

Financial markets

Analytical skills

Interpersonal skills

Team collaboration

Education

Bachelor's degree in business/finance

Job description

AB in Nashville, TN is seeking a Portfolio Implementation Associate to join the Private Wealth PMG team. You will support portfolio implementation, monitor positions, and respond to client requests while coordinating with trading desks, operations, and sales teams.

The role requires a strong interest in financial markets, analytical ability, and teamwork to manage client life cycles, cash flows, transitions, and account openings and closings. U.S. work authorization is required.