Who You'll Work With:Fixed Income Associate Portfolio Managers (APM) are responsible for supporting our global Portfolio Management teams through accurate and efficient implementation of portfolio decisions. They support all asset classes and work closely with teams across the AB enterprise, including investment management, operations, technology, sales, and trading. An APM should show an interest in financial markets and will develop a deep understanding of our products, operational policies, and procedures.
As part of the business, the Fixed Income APM role offers high visibility to the Fixed Income Investment team as well as other areas of the firm including Sales, Product Development, Middle Office, Compliance, and Technology and Operations. This role enables an individual to experience all aspects of the asset management business.
What You'll Do:An APM must ensure accurate and efficient implementation of fixed income trades. Specific responsibilities include:
- Managing portfolio cash balances and ensuring cash balances are consistent with product guidelines and current investment strategy.
- Monitoring portfolio positions, trade orders and analytics for compliance with client guidelines and adherence to asset allocation, duration, and risk targets.
- Highlighting deviations from targets and recommending trades to rebalance portfolios.
- Generating purchase or sell orders to manage client cash flows, FX rebalances and active investments.
- Facilitating account opening/closings and liaising with Sales and Portfolio Management to address ad-hoc client requests.
- Assisting with preparation of investment and portfolio exposure reports.
- Reviewing proposed guideline amendments, custodial changes and other activities that may impact accounts.
- Identifying opportunities and partnering with technologists to re-engineer and automate processes to increase operational efficiency, improve client service and enhance risk controls.
- Providing support to Portfolio Managers, Sales, Trading and Operations to deliver against client requirements.
What We're Looking For:Candidates must have outstanding attention to detail, coupled with a proven ability to think logically and make sound decisions in a fast-paced environment, often under time pressure and across multiple tasks. Specific requirements include:
- A bachelor's degree with three to five years of industry-related experience.
- Experience with Fixed Income credit, currency and/or global markets is preferred.
- Motivated self-starter with a passion for process improvement and leveraging technology to solve complex business problems.
- Strong interest/experience in financial markets, notably insurance asset management.
- Excellent problem-solving and analytical skills.
- Effective communication skills paired with a strong desire to work in a team-oriented organization.
- Exceptional understanding of risk management and overall control environment.
- Proficiency in Microsoft Excel.
- Strong soft skills such as adaptability and creativity.
- Coding experience is beneficial: SQL, Python, etc. or use of data visualization tools like PowerBI.
Nashville, Tennessee
