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Portfolio Manager
AllianceBernstein
Posted
last week

Pune, India

Onsite

INR 60K

Entry Level

Full Time

Job Categories

Finance Management Investment Operations Research

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Sema Summary

The Associate Portfolio Manager will support the Private Client PMG team in Pune, India. Responsibilities include monitoring portfolio positions and addressing client requests while maintaining compliance with investment guidelines.

About Company

AllianceBernstein is a leading global investment management firm that offers diverse investment services to institutional and individual clients. With a collaborative culture, the firm emphasizes innovation and responsibility in investment management.

Core Requirements

Bachelor’s degree in finance, economics, or related field.
1-2 years experience in US market operations.
Strong quantitative and analytical skills.
Interest in financial markets and portfolio management.
Ability to work in a deadline-driven environment.

Responsibilities

Monitor portfolio positioning and trade executions.
Manage cashflow in and out as per client requests.
Rebalance client portfolios based on market changes.
Prepare quality control reports for client portfolios.
Project client's tax implications for specific activities.
Liaise with Legal, Sales, and Investment Operations teams.
Address client requests and manage account transitions.

Must Have skills

Analytical skillsDetail-orientedInterpersonal skillsQuantitative skillsTeam collaborationClient managementProblem-solving skills

Job Keywords

Portfolio ManagementFinancial AnalysisInvestment StrategiesClient RelationshipsMarket Operations

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