Rotational Portfolio Implementation Associate

About the role

The Portfolio Management Group (PMG) is responsible for portfolio implementation and supports global portfolio management teams by implementing portfolio decisions and serving as the contact point with trading desks, operations, and sales teams. Functions 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 portfolios on an ongoing basis, developing a deep understanding of AB’s investment products and operational policies and procedures.

We 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 51 locations operating in 25 countries and jurisdictions, our ambition is to be the most trusted investment firm in the world. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive — whether producing thought‑provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients.

AB’s purpose is to pursue insight that unlocks opportunity. Our shared values — invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity — empower all of us to be our complete selves and contribute our distinctive talents.

Responsibilities

• Implementing investment decisions for accounts to meet the intent of various strategies
• Day‑to‑day monitoring of portfolio positioning, trade executions, cash management, and compliance of client guidelines
• Addressing client requests and managing events throughout the client’s lifecycle, 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

The Rotational Portfolio Implementation Associate will rotate through the following groups:

• Equity Portfolio Management Group — Gain direct exposure to how investment managers translate equity, currency, and derivative ideas into portfolio positions. Contribute to day‑to‑day operations and project work focused on improving portfolio management techniques, while gaining firsthand experience with how quantitative and fundamental research inform the management of equity mandates.
• Fixed Income Portfolio Management Group — Immerse in how investment managers translate bond, currency, and derivative ideas into portfolio positions across municipals, taxable fixed income products, and multi‑sector insurance strategies. Contribute to day‑to‑day operations and project work focused on improving portfolio management techniques, while gaining firsthand experience with how technology enhances the investment process and how distinct sub‑strategies are managed to meet varying client mandates.
• Multi‑Asset & Hedge Fund Solutions Management Group — Learn how systematic, outcome‑oriented, and income‑driven investment solutions are implemented. Contribute to day‑to‑day operations and project work focused on improving portfolio management efficiency, while learning how various instruments are used to implement investment ideas and how complex structures and sub‑strategies are combined to meet client needs.

Requirements

• December 2026 or May/June 2027 Bachelor’s degree candidates in business, finance, economics, math, computer science, engineering, or liberal arts
• Cumulative GPA of 3.2 or higher
• Must be a U.S. Citizen or Permanent Resident (able to work in the U.S. without visa sponsorship now or in the future)
• Strong analytical and problem‑solving skills
• Strong verbal and written communication skills with the confidence to thoughtfully assert ideas to a broad audience
• Detail‑oriented, ability to multitask and work in a fast‑paced environment
• 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

Benefits

• Competitive salaries and annual bonuses
• Retirement plans with matching employer contribution and no fees on core investments
• A holistic employee benefit package to support your and your family’s health and wellness
• Accelerating the advancement of colleagues from traditionally underrepresented groups; AB experts will help you better understand how to manage your own money
• Support for families: generous paid family leave, adoption and surrogacy assistance, backup childcare, and infertility coverage

Location: Nashville, Tennessee