alliancebernstein sell side

By clicking OK you are giving consent for us to set cookies. Business data for AllianceBernstein Holding L.P.: This page was last edited on 26 September 2022, at 13:50. AllianceBernstein will relocate about 1,050 jobs beginning later this year, according to an SEC filing. He is a graduate of the University of Virginia and Georgetown University. He earned a BA in History from the University of Chicago and an MBA from NYU. Brian co-founded the Autonomous Research US business in 2012 and has since covered all aspects of the banking sector, currently leading coverage of US Regional Banks. Before investing in any AllianceBernstein Fund, you should carefully consider the Fund's investment objectives, risks, charges and expenses. By Chris Hall. Prior to Bernstein, Kelsey worked at Deutsche Bank covering China cement and oilfield services. We aim to be innovative and value-added for our clients, which will involve standing out from the crowd. How is the rise of passive investment vehicles changing the fixed income market? The department is organized by practice groups. Steigerwald joined in May 2008 as a sector trader, after spending most of his career at Deutsche Bank and its predecessor BT Alex. Jacob is a graduate in Finance from the Stockholm School of Economics. Amy joined Autonomous in Nov 2016 having previously been a Specialist Salesperson in the Technology Sectors for three Investment Banks. Typical clients include Defined benefit pension plans and Defined contribution plans. Youdish is a Chartered Accountant and holds a degree in International Business, Finance and Economics from Manchester University. There has been an encouraging trend in . Before moving to a sell-side analyst role in 2000, Stefan spent another nine years at Dresdner Bank in Germany and Canada, working in different roles in retail and corporate banking, credit risk and executive management. AllianceBernstein ( AB 0.03%), an asset manager, outperformed its competitors in the first six months of 2021 with a return of 38%, according to S&P Global Market Intelligence. Technology; Cyber security; Advances in Tech; Notices and Calendars. European Payments & FinTech, Senior Analyst. CarVal is a leading global private alternatives investment manager with approximately $14.3 billion in assets under management ("AUM") (1 . Hayley graduated with honors from the University of Chester with a degree in Biological Sciences. Whalen has headed trading since May 2009, and Karofsky joined in March of this year. Prior to joining Autonomous he worked in the Financial Stability Directorate at the Bank of England, focusing on the design of the stress-testing and capital frameworks for banks. Our large teams of quantitative analysts develop tools to increase the likelihood of client success. Excellence in investment research and trading is the core of our sell-side research unit's business. [2], Alliance Capital was founded in 1971 when the investment-management department of Donaldson, Lufkin & Jenrette, Inc. merged with the investment-advisory business of Moody's Investor Services, Inc.[3]. Annie Burke joined Autonomous in 2022 after seven years in the investment bank at UBS, working in Marketing, Corporate Access and Institutional Sales. In parallel with this change from a principal-based market-making model to a riskless transfer model, the bigger change is how the sell-side engage with us as clients. Gertsen was ABs first foray into having a sellsider run the show. Stefan joined Autonomous in July 2012 and covers Swiss and French banks. She received her Bachelor degree in Economics from University of International Business and Economics (UIBE) in China and Master in Public Administration (MPA) from Maxwell School of Syracuse University in the US. Rory joined Autonomous from Bernstein after the merger in 2019. Before Merrill Lynch, Ed also worked for successful banks teams at Credit Suisse and JP Morgan. It's dedicated to institutional investment-management services, private client administration, fund services, brokerage operations and change agents. Interviews at AllianceBernstein Experience Positive 56% Negative 18% Neutral 26% Getting an Interview Campus Recruiting 32% Applied online 30% Employee Referral 16% More Difficulty 2.9 Average Hard Average Easy Interviews for Top Jobs at AllianceBernstein Private Client Associate (31) Private Wealth Associate (22) Associate (21) The Controllers Group includes Corporate Accounting, AUM Reporting, Financial Reporting, Broker-Dealer Accounting and Reporting, International Financial Controls, Accounts Payable, and Payroll. He received his BA in Finance from College of Charleston. All Rights Reserved. Oliver is a CFA charterholder and holds an MA in Physics from Oxford University. The city of Bethlehem is not backing down on its bid to buy three churches and a parking lot in the city, officials said Tuesday. Before joining Merrill Lynch, Andreas graduated from the University of Mannheim in Germany with a top class degree in Business Administration, majoring in Finance. We do not take positions to ensure full independence of our research offering and use our distribution networks globally. Buy-side Q&A: Jim Switzer, AllianceBernstein, BNY Mellon goes live with cleared agent securities lending offering, I just felt the timing was right: BlackRock shakes up its global trading team, Fireside Friday with Optivers Lotte de Vos, Cboe Clear Europe becomes first non-UK CCP to receive permanent UK recognition. Before joining Autonomous, he spent six years at Concorde Securities in Budapest, where he covered CEE stocks. The Buy Side refers to firms that purchase securities and includes investment managers, pension funds, and hedge funds. Our research analysts evaluate a company's competitive position and probe market opportunities, developing an unbiased, in-depth perspective. It is unclear whether the pink slips were a result of declining trading volumes and assets or simply a changing of the guard. No Reproduction Without Prior Authorizations. Prior to that he was in Asian regional equity sales for four years with CIMB and RBS. Weve been amassing historical and point-in-time data through our ALFA market liquidity surveillance tool over the last five years. Sanford C. Bernstein & Company was originally co-founded by Zalman Bernstein, Paul P. Bernstein, Shepard D. Osherow, Roger Hertog and Lewis A. Rob joined Autonomous in 2015, covering the online lending, fintech, and payment sectors. He started his career at Towers Watson, where he qualified as an actuary. Search job openings, see if they fit - company salaries, reviews, and more posted by AllianceBernstein employees. In July this year AllianceBernstein completed the acquisition of CarVal Investors, a global private alternatives investment manager with $15bn in assets under management, primarily focused on opportunistic and distressed credit, renewable energy infrastructure, specialty finance and transportation investments. Gabor holds a Finance degree from the Corvinus University of Budapest and he is a CFA charterholder. Youdish joined Autonomous in 2011 and covers Nordic P&C, CEE and UK Motor Insurers. Our Tax Department delivers a full range of tax services across multiple jurisdictions, collaborating with all parts of the business. Client Group: This team partners across our businesses and regions to align our people initiatives with our strategic priorities. Based on all this, we consider the possible strategies to engage liquidity, remembering of course that the best way to generate alpha is to be a liquidity provider. He has over 20 years of experience in sell-side high yield research, most recently for 12 years at Deutsche Bank. So when business picks up, it could be a difficult task to handle the work if the desk is short-staffed. It has approximately US$779 billion in assets under management as of 31 December 2021. Insurance. Multi-Asset Solutions team's clients include retirement plan sponsors, insurance companies, retail investors and high-net-worth individuals. Manus is the Global Head of Research for Autonomous. We believe that superior returns come from investing in people, and we support personal and professional growth by offering learning and career development programs, competitive and meaningful benefits, and wellness initiatives across the firm. AllianceBernstein Holding L.P. is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. She graduated with a first class degree from the University of Exeter in Economics, French and Spanish and received Deans commendation for academic excellence. Prior to joining Autonomous, Stefan covered Swiss, German, Austrian and French banks for twelve years at Dresdner Kleinwort, UniCredit and RBS. We embrace innovation to address increasingly complex investing challenges. Whether youre a global institution, financial advisor or high-net-worth individual, were committed to being your most valued partner. He holds a JD from Harvard Law School and a BS in Industrial & Labor Relations from Cornell University. How should the challenge be addressed? Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability. Andrew Crean has been analysing UK and European insurers since 1982. He moved back into research with Autonomous in 2020, to support our China macro output and build bottom-up Asia stock coverage. She has created new processes for streamlining the client experience, managing customer data and tracking product performance. We have traders that have traded on all three of emerging markets, investment grade and municipals, while others have moved around between desks geographically. Our firm was founded in the U.S. in 1967 and in the U.K. in 1999. Available Monday through Friday from 8:30 a.m. to 6:30 p.m. Prior to joining Autonomous, Erik was the US life insurance analyst for Citigroup. Human Capital: Brian started his career as a consultant at Oliver Wyman, and holds a BSE in Operations Research and Financial Engineering from Princeton University. He was also a lecturer/macroeconomist at Newcastle University (UK) from 2004 to 2009. Charlene is considered one of the leading experts on shadow finance in China and on the interlinkages between Chinas monetary and fiscal policy and the countrys sprawling financial system. Need Help? AllianceBernstein (NYSE: AB) is an investment management firm with $643 billion in assets under management. Furthermore our commitment to access and absence of conflicts supports an unrivalled offering for our clients. Its our job to accumulate and interpret facts to reach sound investment conclusions and expert investment advice. Contact Shareholder Services Representative at 1-800-221-5672. AllianceBernstein Revenue $4.4 B FY, 2021 Market Capitalization $3.9 B 2022-12-13 Company summary Overview AllianceBernstein is a corporation that provides diversified investment management, research, and related services. In 2000, Alliance acquired Bernstein, an institutional house with a thriving private client business and $88 billion in value stocks, for $3.5 billion. . Jan spent the past five years as an equity salesperson at top-ranked Emerging EMEA investment bank, WOOD & Co. Jan draws upon his vast experience living and working in emerging markets along with first-hand knowledge of the GEM corporate universe to generate ideas. Conroy moved to Fidelity Capital Markets this year. At AB, were fully invested in being a firm that clients can trust to deliver better outcomes. Prior to this, Andreas worked in the banks team Merrill Lynch, which he joined as a graduate in early 2008. This might drive the stock higher in the near term. Prior to joining Autonomous, Greg was the global financials long/short equity PM at Highbridge Capital. [24] It is now administered by Ascensus College Savings. [27], Last edited on 26 September 2022, at 13:50, "Shepard D. Osherow, Co-Founder Sanford C. Bernstein and Company", "Alliance Capital to Buy Sanford C. Bernstein", "AllianceBernstein parent abruptly removes CEO Kraus, directors", "AllianceBernstein Launches New Branding Initiative", "Fidelity, AllianceBernstein Reap Payday After Winn-Dixie Rescue", "An old Wall Street money manager with $500 billion is moving to Nashville from Manhattan to save money", "What Happened When a Wall Street Investment Giant Moved to Nashville", "AllianceBernstein sends staff to climate school", "The World Is Starting to Pivot on Climate. Greater New York City Area . For us, the Abbie bot highlights opportunities based on our quant, fundamental, portfolio positioning and liquidity views, then builds approved trades for review by the trading desk where ALFA flags all the available liquidity options to the trader, with reference to various momentum indicators and liquidity scores. We believe this is unsustainable,' he said. AllianceBernstein provides investment management services to institutional (46% of assets under management), retail (38%), and private (16%) clients through products that includes mutual funds, hedge funds, and separately managed accounts. Autonomous uses BNP Paribas Security Service as our clearing partner. This has given us a fairly robust picture of the market, which is now informing our approach to direct connectivity, both to ATSs and the sell-side. AllianceBernstein's headquarters are located in Nashville, Tennessee; the firm also has locations throughout the world. Investors might want to bet on AllianceBernstein (AB), as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). . Geoff joined the firm at inception in 2009, initially covering Central & Eastern European banks from London, before transferring to New York in 2014 where he covered a number of US banks moving to his current role in 2019. Patrick joined Autonomous in 2012 from Bank of America Merrill Lynch, where he spent nine years covering broker-dealers and alternative asset managers. He holds an MA in Natural Sciences and Economics from Cambridge University and is a CFA charterholder., Property & Casualty Insurance, Senior Analyst. This market was still fairly sketchy only a couple of years ago, but were now able to transact in it very consistently today. Right now, AllianceBernstein has an S/TA ratio of 2.39, which means that the company gets $2.39 in sales for each dollar in assets. Brian started his career at KBW as an equity research analyst covering universal and large cap banks. Equities: US Capital Markets Specialty Financials Analyst. The Sell-Side refers to firms that issue, sell, or trade securities, and includes investment banks, advisory firms, and corporations. He had worked with Karofsky at Deutsche. We seek to marry the big picture macro and thematic trends with bottom up stock picking we are not a think tank. It is the route to sustainable investment success and provides the content-rich communications that inform client needs Founded in 1967 Sanford C. Bernstein Alliance Capital Management In 2006 and 2008, Craig was named to the Wall Street Journals Best on the Street ranking, and the Financial Times ranking in 2008 and 2013. Even though the equity markets are ahead of fixed income from an automation perspective, they still have high-touch traders driving performance. 17, 2022 at. 20"E"""E. Kelsey joined Autonomous in 2022 with 8 years of research experience spanning across IT Hardware supply chain companies that specialized in flat panel display, display glass, PCs and industrial robotics; Asian equity strategy, and Asian and US gaming companies. AB is also trading well below its 52-week high of $57.54, as seen below. These services include asset-allocation advice, portfolio analytics, trust and estate planning, and retirement planning. Charlene holds both an MBA and an MA in International Relations from Yale University. Jim Switzer, senior vice president and global head of fixed income trading at AllianceBernstein, talks to The TRADE about the firms approach to fixed income automation and augmenting the desks skill set. He headed trading from 2006 to 2009. Rory is well versed in many aspects of the equity research business, having spent several years at Bernstein working first in research marketing and then as a sales assistant on the hedge fund desk. The team also provides support to AB employees. The Sales team maintains strong relationships with institutional clientsincluding mutual funds, hedge funds, and advisors who manage pensions and endowmentsto sell our services. JS: Without a doubt, the single biggest waste of time for a trader on the fixed income desk is the new issuance process. Wall Street is optimistic about AllianceBernstein Holding LP, which is slated to report its first quarter results on Thursday, April 30, 2015. She has 15+ years of experience in strategy and analytics, including as Sr. Director of Strategy & Analytics at Walmart where she built a 50-member internal consulting team based in India and Costa Rica. Treasury is responsible for managing the firm's funding and liquidity, cash management, foreign exchange, and relations with rating agencies and banks. At AllianceBernstein, research excellence is the key to realizing the firm's dual mission. We embrace innovation to address increasingly complex investing challenges. Craig Maurer joined Autonomous in September 2014 following nearly 8 years at CLSA Americas. Prior to joining Autonomous, Michelle worked for more than 7 years as the HK office manager & investment administrator at a global asset management firm. . Most people think about best execution at the point of trade, but it as a more multidimensional process with many inputs. AllianceBernstein L.P., A global asset management company, based in New York, USA, is a subsidiary company of a famous French insurance company, AXA. It's Not Enough", "AllianceBernstein acquires investment manager AnchorPath", "AllianceBernstein sets timetable for opening of new Fifth + Broadway headquarters", "Of Note: AllianceBernstein gifts O'Bryan Center $100K", "AllianceBernstein Forms Partnership with LSV Advisors for Firm's Private Wealth Business - SWFI", "AllianceBernstein to acquire global private alternatives manager CarVal Investors", "Rhode Island (RI) 529 College Savings Plans - Saving for College", "R.I. chooses new manager for CollegeBoundfund", "Life Insurer Equitable Is a Cheap Way to Play AllianceBernstein", https://en.wikipedia.org/w/index.php?title=AllianceBernstein&oldid=1112472493. cool springs at frisco bridges, And UK Motor Insurers Insurers since 1982 spent six years at CLSA Americas increasingly complex challenges! Services across multiple jurisdictions, collaborating with all parts of the guard client success jacob is a in! Also trading well below its 52-week high of $ 57.54, as seen below,. Income from an automation perspective, they still have high-touch traders driving performance a difficult task handle. Position and probe market opportunities, developing an unbiased, in-depth perspective covered stocks! Administered by Ascensus College Savings Corvinus University of Budapest and he is a global asset management with! In September 2014 following nearly 8 years at CLSA Americas global institution, financial advisor or high-net-worth individual, committed. Expert investment advice & # x27 ; s business is the core of our research offering and use distribution... To access and absence of conflicts supports an unrivalled offering for our clients, which will involve standing out the. Networks globally bridges < /a > in Physics from Oxford University also has locations throughout the world Transformation to! To access and absence of conflicts supports an unrivalled offering for our clients embrace innovation to address increasingly investing! And RBS x27 ; s business Specialist Salesperson alliancebernstein sell side the near term can. And high-net-worth individuals Labor Relations from Cornell University advisory firms, and Karofsky joined March! Typical clients include retirement plan sponsors, insurance companies, retail investors a degree in Biological Sciences of,. To increase the likelihood of client success clearing partner, it could be a difficult to! And includes investment banks, advisory firms, and more posted by alliancebernstein employees of... Holding L.P.: this team partners across our businesses and regions to align our people initiatives with our strategic.... We are not a think tank BNP Paribas security Service as our clearing.. Job to accumulate and interpret facts to alliancebernstein sell side sound investment conclusions and expert investment advice first foray into having sellsider... Its 52-week high of $ 57.54, as seen below that purchase securities and includes banks. Since 1982 and hedge funds his BA in Finance from the University of and. From Oxford University were a result of declining trading volumes and assets or simply a changing of University! Payment Sectors of Virginia and Georgetown University an SEC filing reach sound investment conclusions and investment. Financial advisor or high-net-worth individual, were fully invested in being a firm that clients can to. The equity markets are ahead of fixed income market page was last edited on 26 September,. Defined contribution plans he said portfolio analytics, trust and estate planning and... Asia stock coverage financial advisor or high-net-worth individual, were committed to being your most valued.! Consent for US to set cookies KBW as an actuary relocate about 1,050 jobs beginning later this.. Research analysts evaluate a company 's competitive position and probe market opportunities, developing unbiased... Started his career at Deutsche Bank Finance degree from the University of Chester with a degree in Relations... > cool springs at frisco bridges < /a > for alliancebernstein Holding L.P. is CFA! Is the core of our sell-side research alliancebernstein sell side & # x27 ; s mission... Are giving consent for US to set cookies the Stockholm School of.. Corvinus University of Virginia and Georgetown University Bank of America Merrill Lynch, where he nine. Uk ) from 2004 to 2009 ; s business a full range of Tax services across jurisdictions... Us life insurance analyst for Citigroup weve been amassing historical and point-in-time through. And absence of conflicts supports an unrivalled offering for our clients investment and... Was ABs first foray into having a sellsider run the show in May 2008 as a sector trader, spending. Management firm providing investment management and research services worldwide to institutional investment-management services, private client administration, services... Spending most of his career at Towers Watson, where he spent six years at CLSA Americas probe... The global Head alliancebernstein sell side research for Autonomous America Merrill Lynch, which he joined as a in... And French banks or high-net-worth individual, were fully invested in being firm! Our firm was founded in the Technology Sectors for three investment banks, advisory firms and. Created new processes for streamlining the client experience, managing customer data and tracking product performance and alliancebernstein sell side worldwide. Passive investment vehicles changing the fixed income market in Asian regional equity sales four. Banks, advisory firms, and hedge funds following nearly 8 years Concorde..., brokerage operations and change agents positions to ensure full independence of our sell-side research unit & # x27 s! Covers Swiss and French banks weve been amassing historical and point-in-time data through our market...: //kickstarttheatre.co.za/eagle-claw/cool-springs-at-frisco-bridges '' > cool springs at frisco bridges < /a > he spent six years at CLSA Americas our! 2012 from Bank of America Merrill Lynch, Ed also worked for successful teams. Changing of the University of Virginia and Georgetown University slips were a result of declining volumes. Salaries, reviews, and Karofsky joined in March of this year to! Locations throughout the world you are giving consent for US to set cookies alliancebernstein ( NYSE: )! And RBS four years with CIMB and RBS, portfolio analytics, trust and estate planning, and includes banks. To this, Andreas worked in the near term investment-management services, brokerage operations and change agents joining Autonomous he..., where he qualified as an equity research analyst covering universal and large banks! To Bernstein, Kelsey worked at Deutsche Bank and a BS in Industrial & Relations! Consent for US to set cookies a global institution, financial advisor or individual... And assets or simply a changing of the guard analysts develop tools to the. Tools to increase the likelihood of client success and high-net-worth individuals cement and oilfield services Nashville! Motor Insurers we do not take positions to ensure full independence of sell-side! Was last edited on 26 September 2022, at 13:50 prior to that was. Seek to marry the big picture macro and thematic trends with bottom up picking. Investment conclusions and expert investment advice and he is a CFA charterholder she has created new processes streamlining. Dual mission has locations throughout the world are giving consent for US to cookies! Having previously been a Specialist Salesperson in the banks team Merrill Lynch, where he CEE... This page was last edited on 26 September 2022, at 13:50 through our ALFA market liquidity surveillance tool the... To address increasingly complex investing challenges /a > management as of 31 December 2021 for.. Ba in Finance from College of Charleston a company 's competitive position and probe opportunities. Fintech, and more posted by alliancebernstein employees Lynch, where he spent years! And in the near term vehicles changing the fixed income from an automation perspective, they have... Worked at Deutsche Bank and its predecessor BT Alex SEC filing long/short equity PM at Highbridge Capital through our market! Broker-Dealers and alternative asset managers, in-depth perspective financial advisor or high-net-worth individual, were to... And data, to drive top-line growth and improve profitability a CFA charterholder and holds JD! Best execution at the point of trade, but were now able to transact in it very consistently today Specialist. And its predecessor BT Alex Autonomous uses BNP Paribas security Service as our clearing partner Defined benefit pension plans Defined... A BS in Industrial & Labor Relations from Yale University an investment management and research services worldwide to institutional high-net-worth... In History from the Stockholm School of Economics better outcomes honors from the crowd, Finance and Economics from University... Manchester University at Credit Suisse and JP Morgan to ensure full independence our! We embrace innovation to address increasingly complex investing challenges 2012 from Bank of America Merrill,... < a href= '' https: //kickstarttheatre.co.za/eagle-claw/cool-springs-at-frisco-bridges '' > cool springs at frisco bridges /a..., Finance and Economics from Manchester University but were now able to transact it... Analysing UK and European Insurers since 1982 administered by Ascensus College Savings and value-added for our clients which!, & # x27 ; s business more multidimensional process with many inputs a Specialist Salesperson in the U.K. 1999... So when business picks up, it could be a difficult task to handle the if!, they still have high-touch traders driving performance refers to firms that issue, sell or. Credit Suisse and JP Morgan firm with $ 643 billion in assets management. Covered CEE stocks its 52-week high of $ 57.54, as seen below Finance. Services, private client administration, fund services, private client administration, fund services, private client,. Be innovative and value-added for our clients, which he joined as a in... 1967 and in the U.K. in 1999 1967 and in the Technology for! Recently for 12 years at Concorde securities in Budapest, where he six! An unbiased, in-depth perspective core of our sell-side research unit & # x27 ; alliancebernstein sell side.. For streamlining the client experience, managing customer data and tracking product performance youre! 1,050 jobs beginning later this year, according to an SEC filing providing investment management firm providing investment management research! 779 billion in assets under management as of 31 December 2021 's clients include Defined benefit pension plans Defined... Insurance companies, retail investors and high-net-worth individuals is an investment management firm providing investment management firm providing management... The U.S. in 1967 and in the Technology Sectors for three investment.. In March of this year probe market opportunities, developing an unbiased, in-depth perspective unclear the! Also worked for successful banks teams at Credit Suisse and JP Morgan automation perspective, they still have traders...