AVP/ Investment APM - Portfolio Quality Analyst

Department Icon Investment Banking, Private Equity & VC
Posted: 1 week ago
0-1 years
Pune, Maharashtra
Investment Banking, Private Equity & VC
work from office
Full Time
Closes 7 Dec 2026

Posted: 1 week ago
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Job Description

Company Description

As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner.

Responsibilities

A team member supports the daily tasks of Associate Portfolio Managers in implementing portfolio management activities. They should be engaged in financial markets to apply their knowledge to problem solving tasks. Key responsibilities may include:

  • Performing start-of-day quality control checks to verify data accuracy and integrity
  • Assisting in the review of portfolios to identify strategy dispersion, validate lifecycle events, or investment workflow completion pursuant to guidelines and instructions.
  • Constructing proposed purchase and sell orders in client portfolios for APM review based on established procedures, automation, or optimization solutions
  • Investigating and escalating post-trade compliance alerts to ensure adherence to investment guidelines
  • Supporting the operational setup of new accounts or client transition events.
  • Assisting in the maintenance of product targets or rule sets as directed by PMs or APMs
  • Assisting in the preparation of investment and portfolio reports
  • Supporting routine or ad-hoc client requests or team requests
  • Identifying opportunities to re-engineer and automate processes to boost operational efficiency, improve client service, and strengthen risk controls

Location: Pune, India

Pune, India

Skills

Investment ManagementClient ServicePortfolio Management

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About Company

AllianceBernstein has tons of funds. The investment manager administers about 200 domestic and international mutual funds. Institutional investors, including public retirement funds, employee benefit plans, foundations, endowments, government entities, and insurance firms, account for a majority of the firm's approximately $475 billion in assets under management. For retail investors, the company provides private client services, managed accounts, annuities, retirement plans, and college savings plans. AllianceBernstein also owns wealth advisor and research firm Sanford C. Bernstein.

AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $646 billion in assets under management as of December 2022. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.

At AB, there’s no one size fits all and no mold to break. We celebrate idiosyncrasy and make sure everyone’s voice matters. We seek and include talented people with diverse skills, abilities and backgrounds who expand our thinking. We encourage all employees to become more complete versions of themselves. A mosaic of perspectives makes us stronger, helping us nurture strong relationships and build actionable solutions.

Intellectual curiosity is in our DNA—and is a way of life. We embrace challenging problems and ask the tough questions. We don’t settle for easy answers as we look to understand the world around us—and that’s what makes us better investors and partners to our colleagues and clients. We are independent thinkers—we go where the research and data take us. And knowing more isn’t the end of the journey: it’s the start of a deeper conversation.

Insight is a catalyst, expanding our thinking and unlocking opportunity. And opportunity is more than financial returns—it drives us to think about the bigger picture for our clients and help them achieve their goals.

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