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J.P. Morgan jobs in Nashville, TN - 73 jobs

  • Private Placements Operations Associate

    Alliancebernstein Holding LP 4.3company rating

    Nashville, TN job

    Who You'll Work With: Private Alternatives Infrastructure is responsible for delivering technology & operations designed to enable revenue growth, drive efficiency, and mitigate risk for the Private Alternatives business channel. Private Alternatives investment strategies include Private Credit, US/European Real Estate Debt, Private Placements, and other private market strategies. Critical functions within Private Alternative Infrastructure include Investment & Fund Operations, Product Implementation, Business Analysis, Project Management, 3rd Party Vendor Integration & Management, and Infrastructure Technology Buildout. The Private Alternative Infrastructure Department collaborates closely with business unit heads across the Firm to develop plans in line with business objectives. What You'll Do: We are seeking a Private Placements Operations Associate to join our Private Alternatives Investment Operations team, supporting the growth and execution of our Private Placements business. Based in Nashville, TN or Houston, TX, this role will be integral to the day-to-day lifecycle management of private placement investments and will serve as a key operational partner to our New York and Houston based investment professionals. This is a hands-on, high-impact role that requires precision, initiative, and a deep understanding of investment operations. The Associate will be responsible for ensuring operational excellence through robust controls, process optimization, and seamless execution of investment strategies. As the business evolves, this role will be instrumental in scaling workflows and driving efficiency across Institutional and Insurance distribution channels. Key Responsibilities of this role may include but not be limited to: * Collaborate directly with investment professionals to lead the operational development of our insurance platform and on-balance sheet strategies, onboard new clients, and oversee security types including 144A and 4(a)(2) private placements. * Execute on the roundtrip trade lifecycle within the Private Placements business ensuring seamless portfolio management operations and trade support for all parts of the deal Lifecycle including but not limited to: * Lead and coordinate all operational aspects of private placement deals, from initial pipeline review through post-trade execution. * Participate in weekly pipeline calls with the Deal Team to anticipate upcoming volumes and prepare operational workflows. * Oversee security setup and order creation per deal team instructions across allocations. * Manage the investor pre-trade compliance checks and collaborate with the Multi-Sector Insurance APM team to resolve compliance warnings. * Manage trade communications, booking, confirmations, and lifecycle events for loan acquisitions, secondary offerings, and restructurings. * Lead deal closings and oversee funding settlement, ensuring transactions are executed timely and accurately. * Maintain the multi-currency note register and ensure accurate transaction booking with service providers. * Respond to and manage inbound client requests, ensuring timely, accurate, and thoughtful resolution across operational and reporting matters. * Contribute to strategic and ad hoc projects-including new product launches, process enhancements, and cross-functional initiatives-as the business evolves and new opportunities arise. * Support strategic initiatives such as new product launches, process enhancements, and integrations with third-party providers. * Partner with our Technology team to identify and implement enhancements to existing operational workflows, driving automation, scalability, and continuous process improvement. What We're Looking For: * Team-oriented individual with the ability to work well across diverse groups in a collaborative, dynamic team environment. * Undergraduate degree with 3-5 years of relevant work experience in investment management operations or financial services environment. * Experience with on-balance sheet Insurance and SMA product types is a plus. * Detail oriented with an ability to be both hands on as well as delegate where necessary. * Organized and extremely thorough with strong problem-solving skills and demonstrated ability to take initiative. * Proficiency of Microsoft Office Applications, specifically Excel & PowerBI. * Ability to effectively prioritize and manage time to complete deliverables timely and accurately. About AB 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 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria. Nashville, TennesseeHouston, Texas
    $51k-76k yearly est. 7d ago
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  • Penetration Tester

    UBS 4.5company rating

    Nashville, TN job

    Your role Do you have experience in performing penetration testing? Do you like to test complex applications and find ways around security controls? Do you have proven ability to report and to provide guidance for software teams to remediate vulnerabilities? We're looking for a penetration tester: * perform manual penetration testing against web, thick-client and mobile applications and manual penetration testing against critical infrastructure (e.g. Active Directory, LDAP) * identify and report vulnerabilities using common methodologies and have extensive knowledge of OWASP * communicate with application teams on how to remediate certain vulnerabilities * have knowledge of a variety of technologies and tools, such as Burp Suite, DAST, Azure cloud, * participate in process improvements and automation * perform technical QAs, including false-positive analysis and risk rating reviews Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally, 5+ years of hands-on experience in penetration testing web, thick-client and mobile applications * hands-on experience with testing critical infrastructure such as AD, LDAP, DNS, etc. * proficient with Microsoft o365 suite - specifically focused on PowerPoint, Excel, Outlook, etc. * demonstrates exceptional attention to detail and possesses strong problem-solving skills * track record of explaining technical issues to application teams and assisting them in resolving issues * great communicator that can explain technology to non-technical audiences * ability to properly document vulnerabilities and to produce penetration test report * ideally certifications in cyber security area, such as OSWE, OSCP, CompTIA Security+, Burp Suite Certified Practitioner "At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services." * LI-UBS * UBS-MOGUL About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $70k-90k yearly est. 42d ago
  • IB Operations (DOD SkillBridge Trainee)

    UBS 4.5company rating

    Nashville, TN job

    Your role Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry? UBS is seeking individuals like you to participate in our SkillBridge training program. Only transitioning services members approved for DOD SkillBridge will be considered As an Operations Associate in our Investment Bank, you will play a crucial role in ensuring the smooth execution of daily operations. You will assist in managing the transactional processes, ensuring accuracy and efficiency, and supporting various departments within the bank. In Operations, we work hand-in-hand with our business partners to deliver best-in-class services. With our clients at the heart of everything we do, we strive to deliver best results for our clients and recognize that the key to our success is continuously building our relationships with our clients. This role is designed to provide you with a broad understanding of the operational functions and to prepare you for a thriving career in investment banking. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Transaction Processing: Assist in processing and verifying transactions, ensuring all data is accurate and compliant with regulatory standards. * Client Support: Handle client inquiries and provide timely and accurate information to ensure client satisfaction. * Client Lifecycle Management: Collect and record client identifying details during the onboarding process and periodic client reviews throughout the client's relationship with the Investment Bank. * Data Analytics: Maintain accurate data records, ensuring all records are current and easily accessible. Utilize data to identify trends and areas of improvement. * Reporting: Generate and analyze reports to support various departments and provide insights into operational performance. * Risk Management: Identify and mitigate potential risks in operational processes, ensuring the integrity of transactions. * Process Optimization, Automation, and Scalable Processes: Using technology to automate processes and deliver impactful improvements to how we deliver services and create time-saving efficiencies. * Collaboration: Work closely with other teams, including Compliance, IT, and Front Office, to ensure seamless operations. * Continuous Improvement: Participate in projects aimed at improving operational efficiency and implementing best practices. At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services. Only transitioning armed service members approved for DOD SkillBridge will be considered. During your SkillBridge assignment you will continue to be an active service member and shall not be an employee of UBS. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $36k-46k yearly est. 12d ago
  • Client Onboarding Specialist - Global Banking

    UBS 4.5company rating

    Nashville, TN job

    Your role Are you a detail-oriented problem solver who thrives in a fast-paced, client-focused environment? As a Client Onboarding Specialist, you will support Global Banking by executing the client onboarding process for clients involved in capital markets and corporate financing transactions. This includes completing the required Know Your Customer (KYC), regulatory, and tax onboarding requirements, and working with clients and internal stakeholders to gather, review, and validate the necessary information. Your work ensures clients are fully onboarded into our platform ahead of deal execution, and that all AML and regulatory obligations are satisfied in a timely and compliant manner. Your day-to-day responsibilities will include: * Reviewing onboarding requests assigned by the pipeline manager and entering key transaction and client details into the case workflow tool * Conducting preliminary research to understand the client, using internal systems and publicly available information * Determining onboarding requirements and preparing accurate client outreach requests * Coordinating with clients, their counsel, and internal Global Banking deal teams to obtain required documentation and information ahead of a transaction * Keeping the workflow tool updated throughout the onboarding process to reflect the accurate stage of the case, including outreach status and any changes to deal timelines * Proactively communicating with deal teams to align on changes to transaction timelines or scope, and providing clear updates on onboarding progress to ensure transparency throughout the process * Performing screening on clients and related parties, reviewing adverse media, and escalating matters to Financial Crime Prevention when required * Preparing complete onboarding files, addressing approver feedback, and ensuring all documentation and data capture meet internal standards * Acting as a single point of contact for the deal teams to ensure the client onboarding process is completed ahead of transaction timelines Detailed salary information: * Raleigh, Nashville: the salary range for this role is $57500 to $72500 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise We are looking for someone with: * Bachelor's degree, preferably in Finance, Business, Economics, or a related field. * Ideally 1-3 years of prior experience in client onboarding, KYC/AML, or financial services operations (preferred) * Strong interpersonal and communication skills * Ability to manage multiple priorities in a fast-paced, deadline-driven environment * Client-centric mindset with strong attention to detail * Ability to analyze documentation and problem-solve effectively * Proficiency in Microsoft Office and willingness to learn internal systems and tools About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $57.5k-72.5k yearly 14d ago
  • Rotational Portfolio Implementation Associate

    Alliancebernstein LP 4.3company rating

    Nashville, TN job

    Who You'll Work With: The Portfolio Management Group (“PMG”) is responsible for portfolio implementation and supports the global portfolio management teams by implementing portfolio decisions and serving as the contact point with the trading desks, operations, and sales teams. Functions may 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 the portfolios on an ongoing basis. Portfolio Implementation Associates develop a deep understanding of AB's investment products and operational policies and procedures. Specific Responsibilities will include: 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. What You'll Do: The Rotational Portfolio Implementation Associate will rotate through the following groups: Equity Portfolio Management Group Equity PMG will all the intern to gain exposure as to how investment managers get their equity, currency and derivative investment ideas implemented. The intern will work on day-to-day tasks as well as project work to improve the effectiveness of portfolio management techniques and to experience how both quantitative and fundamental research is used in the context of managing equity mandates Fixed Income Portfolio Management Group Fixed Income PMG will allow the intern to gain exposure as to how investment managers get their bond, currency and derivative investment ideas implemented. The intern will work on day-to-day tasks as well as project work to improve the effectiveness of portfolio management techniques and to experience how technology is being used to enhance our investment process. Multi-Asset & Hedge Fund Solutions Management Group Multi-Asset Strategies PMG supports the implementation of the systematic, outcome oriented and income driven investment solutions. The associate will learn how various instruments are used in order to implement the various investment ideas. Day to day tasks and project work will help to improve the efficiency of our portfolio management processes. They will gain an understanding of the complex structures and sub strategies that can be combined to meet the needs. What We're Looking For: December 2025 or May/June 2026 Bachelor's degree candidates in business, finance, economics, math, computer science, engineering, or liberal arts Cumulative GPA of 3.0 or higher Must be a U.S. Citizen or Permanent Resident (must be able to work in the U.S. without visa sponsorship now or in the future) Strong analytical and problem-solving skills In particular, candidates should possess strong verbal and written communication skills coupled with the confidence to thoughtfully assert his/her ideas with 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 Who We Are: 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 simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! How We Invest in You: AB's purpose is to pursue insight that unlocks opportunity. It is why we exist and what we work at every day. Our shared values define how we work. They're a foundation of our culture, which empowers all of us to be our complete selves - and contribute our distinctive talents. We invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity - Always! We recognize the value of investing in one another, fostering growth and advancement while meeting evolving individual needs. That's why we've crafted a competitive benefits package and focused intently on developing a holistic approach to employee well-being. Here are a few highlights of what we have to offer: 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 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 AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria Nashville, Tennessee
    $49k-92k yearly est. Auto-Apply 60d+ ago
  • 2026 Summer Internship - Wealth Management Operations - Nashville

    UBS 4.5company rating

    Nashville, TN job

    Your role Interested in working in finance, specifically wealth management, but not sure where to start? Do you want to work for a firm with a truly global footprint? We're looking for ambitions students to join our 2026 Summer Internship Program within our wealth management business. You'll get to: * assist with daily operational tasks supporting wealth management activities, including transaction processing, data reconciliation, and account maintenance * support process improvement and AI initiatives that enhance efficiency and accuracy across the Operations team * collaborate with cross-functional teams such as Client Services, Compliance, and Technology to resolve issues and streamline workflows Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise We're looking for a candidate who: * will graduate with a Bachelor's degree between December 2026 and June 2027 * has analytical, organizational, and problem-solving skills * has values that align with ours: hard-working, trustworthy, dedicated and collaborative * is a strategic thinker with strong communication skills * is motivated to work in a business with high demands and tight deadlines We're looking for someone who's curious and wants to thrive in a business that never stops moving. We welcome all majors, but it's important to have an interest in the financial industry. We want to see what makes you unique and discover what you can bring to our team. Perhaps you've organized a fundraising event or taken part in team sports? Or stepped out of your comfort zone to learn about a subject you found challenging? Let us know how your achievements match the skills we're after. Please note, this position is not eligible for any employment-based immigration sponsorship. Additionally, UBS will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship including optional practical training (OPT) or curricular practical training (CPT). About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $32k-46k yearly est. 13d ago
  • Communications Associate

    Alliancebernstein 4.3company rating

    Nashville, TN job

    Who You'll Work With: We are seeking a Participant Communications Associate to join our Defined Contribution (DC) Business Development team, which is responsible for positioning and supporting AB's investment services across workplace retirement plans (i.e. 401(k) plans) of all sizes in the U.S., with a primary focus on institutionally sized plans. In this role, the Associate will support the Director of Participant Communications in engaging with the diverse audiences involved in corporate and public retirement plans. These audiences include plan participants (employees), plan sponsors (employers), and financial intermediaries and business partners (consultants, financial advisors, recordkeepers and insurers). The Associate will play a key role in developing and distributing relevant content-client specific, product-specific and value-added-internally to teams that support these stakeholders. As one of the largest managers of custom target-date funds and a pioneer in retirement income solutions for institutional DC plans, AB offers a dynamic environment where the Participant Communications Associate will contribute to the development and delivery of customized communications programs tailored to the unique needs of our plan sponsor clients. This includes creating participant-facing materials such as fact sheets, websites, and educational content, fulfilling ad-hoc requests, and supporting ongoing research initiatives focused on plan sponsors and participants. A central goal of this role is to help simplify complex investment concepts and deliver engaging, accessible communications that resonate with everyday plan participants. The Associate will collaborate closely with internal teams-including client service, marketing, product management, legal and compliance, and the multi-asset solutions investment team-as well as external business partners. Additionally, this role will explore and implement innovative ways to communicate with retirement plan participants, leveraging creative strategies and modern channels to enhance engagement and understanding. Beyond execution, the Associate will be expected to stay informed on industry trends, legislative developments, communication innovations, and competitor activity within the DC space. They will also be accountable for conceptualizing, creating, and implementing value-added content-such as financial wellness and retirement education programs-leveraging existing resources like blogs, whitepapers, and market commentary. Additionally, the Associate will support the Director of Participant Communications in external business development efforts, including new business opportunities, meetings, conferences, webinars, and speaking engagements. While prior experience with retirement plans or investment products is beneficial, it is not required. We are looking for someone with a strong interest in learning about the retirement market and its impact on the financial well-being of American workers. What You'll Do: Respond effectively to client requests, coordinating with the client service team and other members of the DC team to ensure timely and accurate delivery. Manage and maintain a holistic view of ongoing projects-overseeing execution, tracking status and next steps, and ensuring alignment across internal stakeholders. Create, update, and maintain quarterly participant fact sheets, fund profiles, and assist with fund change communications for each client. Assist in the development of general participant communications, retirement education materials, and research content for plan sponsors and participants. Explore, create and implement financial wellness initiatives that add value for both institutional and retail clients. Provide up-to-date participant communications content to the RFP team and develop and update participant-focused business development materials and continuously seek innovative ways to showcase content. Create sample materials and tailored communications for retirement income recordkeeping and insurer partners. Manage the communications production process by collaborating with internal departments including editorial, graphic design, legal, compliance, technology, and external business partners. Build strong relationships with key support groups (design, production, proofing, web) to understand workflows and requirements. Explore new modes of participant communication, including mobile apps and social media formats, to enhance engagement. Stay informed on DC industry trends, legislation, communication innovations, and competitor activity. Actively participate in department meetings, including project updates and business strategy discussions. Support broader team initiatives and contribute to cross-functional projects as needed. Disseminate updates and content as applicable to team members Demonstrate a strong interest in learning about the retirement plan industry and its impact on American workers. Proactively seek opportunities for professional growth through training, mentorship, and staying current on industry best practices and communication strategies. Required Skills Ability to manage multiple deadlines and reassess priorities in a fast-moving environment. Proficiency in Microsoft PowerPoint, Word, and Excel. Outstanding written and verbal communication abilities. Strong analytical and critical thinking skills. What We're Looking For: Bachelor's degree-preferably in communications, finance, business management, or marketing-with a strong academic record. A minimum of two years of professional experience is preferred, ideally in a communications, marketing, or client-facing role. Experience in financial services, investments, defined contribution plans, or retirement savings is a plus but not required. Strong interest in learning about the retirement industry and AB's investment strategies, with a commitment to personal and professional growth. Creative thinker with the ability to conceptualize engaging ways to deliver information to end-users. Excellent verbal and written communication skills, with the confidence to present ideas to diverse audiences. Strong judgment, initiative, and a sense of urgency in managing tasks and priorities. Ability to work proactively, both independently and collaboratively within a team environment. Self-starter with a high level of motivation and accountability. Interest in and familiarity with varied communication formats, including social media, print, web, and virtual platforms. Willingness to present new materials to internal audiences and contribute to thought leadership. Exceptional time management and organizational skills. Detail-oriented and client-focused, with the ability to thrive in a fast-paced, dynamic environment. Skilled at synthesizing data and insights to craft compelling narratives. Open-minded and collaborative, with a respect for diverse viewpoints. Location Nashville, TN, US About AB 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 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! Nashville, Tennessee
    $48k-65k yearly est. Auto-Apply 1d ago
  • Associate Director, Tech Support Analyst

    UBS 4.5company rating

    Nashville, TN job

    Your role UBS Business Solutions US LLC is seeking an Associate Director, Tech Support Analyst in Nashville, TN. Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering enhanced change capabilities across a range of business functions? We're looking for an Associate Director, Tech Support Analyst to: * Ensure workflows, processes, tooling, and applications meet the highest production quality standards. Contribute ITIL production expertise to the onboarding of existing and new IT products and services. * Define workarounds for known errors and initiate process improvements. Support big data applications that will eventually migrate to Azure. * Assist in planning BCP, patching and other infrastructure related projects and contribute to automating manual processes. Identify root causes and ensure issues do not reoccur. * Can work hybrid (In-office/remote). Qualified Applicants apply through ***************************. Please reference 002976. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNI Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Education & Experience Requirement * This position requires a Bachelor's degree or foreign equivalent in Electronic Engineering, Computer Science, or related field of study plus seven (7) years of experience in the job offered or as a Technology Lead, or related occupation. Position requires experience with the following: * Informatica; Automation Anywhere; IPcenter; ServiceNow; Confluence; Airflow * monitoring solutions on Netcool, AppDynamics, and Splunk * diagnosing and resolving application issues; performing root cause analysis * automating key activities and manual processes using Oracle, Autosys, and Shell Scripting About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $71k-102k yearly est. Easy Apply 15d ago
  • Cyber Threat, Risk & Controls Data Analyst

    UBS 4.5company rating

    Nashville, TN job

    Your role Are you passionate about Data Analytics, data driven cybersecurity risk / threat discovery and storytelling? Are you looking to work in a diverse and strong Cyber Security team? Do you want to be a part of maintaining and evolving the firm's cybersecurity posture? Are you motivated to work in a complex and global environment? UBS is looking for a Cyber Threat, Risk & Controls Data Analyst to: * play a crucial role in safeguarding our organization's digital assets * be responsible for analyzing vast amounts of security data to answer complex proactive scenarios involving threats, vulnerabilities, trends, and compensating controls * contribute to the enhancement of our cybersecurity posture * leverage your analytical skills across data and summarize your analysis and corresponding findings to be consumed by our Cybersecurity and Technology partners to better understand the impacts of threats to our organization Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 5 years of hands-on experience with highly proficient data analysis and/or data engineering skills * ideally 3 years' experience with Cybersecurity data domain knowledge and familiarity with cyber threats, risks and controls to mitigate them * data query languages (such as SQL, GraphQL and Pandas) * self-driven problem solving, assumption challenging and analysis skills and able to develop and implement data analysis methodologies for anomaly and trend identification, pairing with control event data to demonstrate threat / risk mitigation * automation capability leveraging scripting languages Nice to have * Azure implementations (i.e. Azure Data Factory, Azure Data Lake, Azure Functions) Splunk querying (SPL) and dashboard creation experience, Visualization experience in Tableau or PowerBI * Python programming language experience (outside of Pandas and automation scripting), Machine Learning methods (but not limited to NLP, clustering, regression) * previous experience within a regulated industry such as finance or healthcare .strong analytical skills, a deep understanding of cybersecurity principles, threats, tactics, and proficiency in data analysis techniques * LI-UBS * UBS-MOGUL About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $58k-84k yearly est. 40d ago
  • Centralized 9/10 Account Approver

    UBS 4.5company rating

    Nashville, TN job

    Your role Are you a strong communicator with a background in KYC and client onboarding? Are you passionate about supporting a strong risk and control culture by ensuring high standards in client due diligence, onboarding, and periodic KYC Reviews (PKR), in line with internal policies and industry best practices? We're looking for a Centralized 9/10 Account Approver to: * execute the Know Your Customer (KYC) activities, ad-hoc regulatory requirement reports, and remediation's of the branch. This includes delivering the Compliance program for anti-money laundering, anti-bribery, sanctions, Cross Border, Fiscal Compliance and related disciplines * identify key risks in the current client lifecycle management process and recommend strategies to for future state design to mitigate AML risks while operationalizing efficiency levers and reduce account opening lead times * conduct initial analysis of new account EDD packages, review required documentation in accordance with CUSO policy and procedures * maintain subject matter expertise of applicable anti-money laundering laws and regulations and support Front Office by providing guidance on KYC compliance requirements * translate AML policy for the Front Office to understand and execute, and ensure KYC standard/policy is consistently applied * ensure client vetting data and document processing comply with regulations, guidelines, standards and UBS policies for all new accounts * complete of Final Due Diligence Checklist and negative news searches Detailed salary information: * Weehawken, Raleigh, Nashville: the salary range for this role is $65000 to $85000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 2 or more years of AML/Compliance, Risk Management and/or legal background * bachelor or international equivalent required; advanced degree a plus * 9/10 series license required * experience in performing screening for individuals and entities * strong understanding of AML/ OFAC regulations; consulting background is a plus * strong understanding of Wealth Management, broker dealer products, and various banking products and services * result-oriented and assertive (you don't shy away from challenging situations) * ability to effectively handle a fast paced environment and successfully meet established deadline requirements * ability to interact and work closely with business stakeholders at all levels of seniority About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $65k-85k yearly 11d ago
  • Mutual Fund Paralegal

    Alliancebernstein 4.3company rating

    Nashville, TN job

    Who You'll Work With: We are looking for a Mutual Fund ('40 Act) Paralegal to join our Mutual Fund Legal Group in a fast paced and dynamic environment. Your impact as both an individual contributor and a team member is critical to the success of the team. What You'll Do: The Legal and Compliance Department is responsible for ensuring compliance with all of the legal and regulatory requirements to which we are subject, protecting the firm from regulatory and reputational risk across the globe, and strengthening the firm's culture of compliance. We do this through collaborative partnership with the business units we support by providing thoughtful and timely advice. In addition, the department conducts global monitoring and training activities that detect, address and mitigate regulatory and reputational risk. The advice coupled with the monitoring and training activities provide the framework to support the firm's business strategy and objectives while maintaining a high standard for integrity. Assist attorneys with the preparation and update of fund registration statements including Part Cs, and supplements to prospectuses. Assist attorneys in the preparation of documentation related to the organization, reorganization, modification, and liquidation of funds. Assist in product development and mutual fund and ETF creations/launches. Assist with administrative projects including uploading and managing Board materials to Diligent and performing other duties relevant to Board materials. Coordinate, compile, organize and review agendas, resolutions, and materials for Board of Directors and Committee meetings; assemble and obtain applicable reports for Board Books. Assist in the preparation and execution of fund contracts. Review various disclosure documents required for assigned funds, including shareholder reports and N-CENS. Assist in the creation of proxy materials. Assist in the preparation and filing of Tender Offer documents for closed-end funds. Maintain internal document repositories--organize and maintain fund records for assigned funds, including electronic document and file management. Maintaining up-to-date listing of Officers and portfolio managers for our funds in databases. Develop and maintain “tickler” files and calendars for assigned funds to coordinate workflow and assure adherence to project timelines, due dates and regulatory deadlines What We're Looking For: The Mutual Fund Legal Group is responsible for coordinating and supervising the legal aspects of our domestic, US registered funds, including ETFs and closed-end funds. AB's funds complex currently consists of over 90 portfolios covering a broad range of investment services including alternatives, equity, fixed income and multi-asset funds. College degree. Minimum of five years' experience as a paralegal in an in-house mutual fund legal department or 5- 10+ years' strong corporate/finance paralegal experience. Experience with Microsoft Office Suite and the ability to learn new databases/programs quickly. Paralegal certificate Experience working with open-end, closed-end, and exchange-traded funds. Knowledge of Diligent Boards software. About AB 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 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria. Nashville, Tennessee
    $44k-56k yearly est. Auto-Apply 26d ago
  • Associate Portfolio Manager

    Alliancebernstein 4.3company rating

    Nashville, TN job

    Who You'll Work With: AllianceBernstein is seeking a, Insurance Associate Portfolio Manager (APM), reporting to the Manager of Insurance Portfolio Management Group (PMG). APMs are responsible for supporting our Insurance 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, trading as well our partners at the Client Group. 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 Insurance APM role offers high visibility to the Investment teams 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. Insurance APMs also gain exposure to our insurance clients through working on strategic projects, ad hoc portfolio and asset analysis, and other client requests. What You'll Do: An APM must ensure accurate and efficient implementation of Insurance trades and other portfolio management responsibilities. Specific responsibilities include: Managing portfolio cash balances and ensuring cash balances are consistent with portfolio 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. Partner with Insurance Ops in portfolio transfers and determine actionable cash balance Build and maintain investment program trackers and report-out presentations Serve as Clients' first go-to on asset class related inquiries and provide impairment review support. Perform bespoke analysis on asset allocation and provide insurance specific relative value recommendations. 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 two 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. About AB 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 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria. Nashville, Tennessee
    $74k-124k yearly est. Auto-Apply 13d ago
  • Mutual Funds Financial Reporting

    Alliancebernstein 4.3company rating

    Nashville, TN job

    Who You'll Work With: We are seeking a Mutual Funds Financial Reporting Analyst based in Nashville, Tn to join our Accounting Team in Global Fund Administration. The AB Global Operations - Global Fund Administration department is in search of a Financial Reporting Analyst to join their team. The candidate will report to the Manager of our Financial Reporting group within GFA. What You'll Do: The Financial Reporting Analyst is responsible for reviewing and creating consistencies among AllianceBernstein shareholder reports. The candidate will play an integral role in ensuring the reports drafted are “Best in Class Service” to all of our customers. Incorporate comments on all financial reports from all parties (i.e. GFA Fund Accounting, Auditors, Legal, etc.) Communicate changes in GAAP rules for financial statement presentation to the operating groups and accounting agents. Review Shareholder Letters (i.e. performance, SEC yield, etc.) Provide information on the notes to financial statements (i.e. 12b-1 expenditures in excess of the 12b-1 fee, front and back-end sales load, T/A expense offset arrangement etc.) Responsible for the review of reports to shareholders for style, consistency and accuracy. Work with the banks, printers and attorneys on the S.E.C. NSAR filing, N-30D filing and 485B filing. Prepare and update yearly schedules for Shareholder reports. Prepare calendars for banks, auditors and fund accounting to follow in the preparation and review of the reports. Responsible for maintenance of Financial Reporting checklists and bank accuracy sheets Keep management informed of any problems that arise on his or her funds What We're Looking For: Minimum of 5 - 7 + years of experience in the mutual fund or finance industry as well as a 4-year degree in a business field (preferably accounting or finance related). Proficient knowledge of mutual fund accounting. The job requires knowledge of tax issues, SEC regulations, financial reporting and the use of spreadsheets. It also requires excellent analytical skills, communication skills, organizational skills, and problem-solving skills. Experience in the mutual fund industry. Proficiency in standard desktop applications (excel, word, outlook, etc). Knowledge of RIC reporting requirements, financial reporting experiences and any alternative product knowledge is a plus. Process management/improvement experience is preferred. About AB 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 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria. Nashville, Tennessee
    $37k-53k yearly est. Auto-Apply 26d ago
  • Mutual Funds Core Processing Specialist

    UBS 4.5company rating

    Nashville, TN job

    Your role We are seeking a proactive and detail-oriented leader to serve as a Mutual Funds Core Processing Specialist, responsible for guiding and overseeing the Mutual Fund Operations teams. This role is pivotal in ensuring operational excellence, resolving complex mutual fund and 529-related issues, and managing escalations with precision and care. Key Responsibilities: * Lead resolution of complex mutual fund and 529-related client issues, ensuring high-touch service delivery for top-tier advisor teams. * Manage and triage escalations from advisors and internal stakeholders, driving timely and effective resolution. * Investigate and resolve breaks and discrepancies, escalating as needed to maintain service continuity. * Oversee daily reconciliation of mutual fund positions and transactions at both the CUSIP and account level. * Provide oversight and guidance to offshore teams, ensuring adherence to SLAs, quality standards, and process documentation. * Facilitate cross-functional communication with operations, technology, and compliance teams to support reconciliation and issue resolution. * Engage with external parties such as fund companies, custodians, and counterparties to resolve inquiries and exceptions. * Support audits, internal controls, and process improvement initiatives related to reconciliation and transfer processes. * Document procedures and contribute to training materials for both onshore and offshore teams. Detailed salary information: * Weehawken: the salary range for this role is $90000 to $120000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Bachelor's degree in Finance, Accounting, Business, or related field. * ideally 5+ years of experience in an operations environment; knowledge of reconciliation, trade corrections, 529 plan processing, and/or ACAT processing is a plus. * Strong understanding of mutual fund products, CUSIP-level data, and account structures. * Experience working with offshore teams and managing cross-functional communication. * Excellent problem-solving, organizational, and interpersonal skills. * Ability to work independently and manage multiple priorities in a fast-paced environment. #LI-Multi About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $90k-120k yearly 42d ago
  • Operations - New Issues Middle Office Analyst

    UBS 4.5company rating

    Nashville, TN job

    Your role Are you interested in working with IPO's and new security offerings? Do you enjoy collaborating with peers to meet deadlines and deliver positive results? Does solving problems and learning new concepts excite you? We're looking for someone to manage the responsibilities associated to new security offerings which include monitoring trade bookings, working with external vendors and partnering with other internal functions to ensure securities can be issued in the market. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise You Multi-task effectively You have strong analytical skills You will work independently Time management skills and leadership skills * You are able to communicate effectively You have the ability to think creatively and solve problems About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $40k-55k yearly est. 14d ago
  • Investments PMG Intern

    Alliancebernstein LP 4.3company rating

    Nashville, TN job

    Who We Are: 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 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Who You'll Work With: The Portfolio Management Group (“PMG”) is responsible for portfolio implementation and supports the global portfolio management teams by implementing portfolio decisions and serving as the contact point with the trading desks, operations, and sales teams. Interns will play a key role to provide support in all aspects of the business. Specific responsibilities and activities may include: Project-based initiatives related to process improvement and portfolio strategies. Data Analysis. Partnering with team members to best support the goals of the group. Interacting and networking with professionals throughout the firm to fuel career success needs. What You'll Do: The Portfolio Implementation Summer Internship will provide students with firsthand exposure to careers in asset management, investment research, and financial services. Summer Interns will be placed in one of the following groups: Equity Portfolio Management Group Equity PMG will allow the intern to gain exposure as to how investment managers get their equity, currency and derivative investment ideas implemented. The intern will work on day-to-day tasks as well as project work to improve the effectiveness of portfolio management techniques and to experience how both quantitative and fundamental research is used in the context of managing equity mandates. Fixed Income Portfolio Management Group Fixed Income PMG will allow the intern to gain exposure as to how investment managers get their bond, currency and derivative investment ideas implemented. The intern will work on day-to-day tasks as well as project work to improve the effectiveness of portfolio management techniques and to experience how technology is being used to enhance our investment process. Multi-Asset & Hedge Fund Solutions Management Group Multi-Asset Strategies PMG supports the implementation of the systematic, outcome oriented and income driven investment solutions. The intern will learn how various instruments are used in order to implement the various investment ideas. Day to day tasks and project work will help to improve the efficiency of our portfolio management processes. They will gain an understanding of the complex structures and sub strategies that can be combined to meet the needs. What We're Looking For: Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us December 2025 through May/June 2027 Bachelor's degree candidates in business, finance, economics, math, computer science, engineering, or liberal arts. Cumulative GPA of 3.2 or better. Must be a U.S. Citizen or Permanent Resident (must be able to work in the U.S. without visa sponsorship now or in the future.) Candidates must be available to work full-time from June through August. Selected candidates will need to successfully complete a thorough background check. It is not permissible to simultaneously take academic classes or hold other employment that will conflict with the internship schedule. 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. How We Invest in You: AB's purpose is to pursue insight that unlocks opportunity. It is why we exist and what we work at every day. Our shared values define how we work. They're a foundation of our culture, which empowers all of us to be our complete selves - and contribute our distinctive talents. We invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity - Always! We recognize the value of investing in one another and providing you with the opportunity to showcase your newly learned skills as a commitment to your growth! That's why we've crafted an exciting training program that will include, but not limited to, the topics listed below: Introduction to Capital Markets Advanced Technology Trainings such as Python, PowerBI, SQL, etc. Diversity Equity & Inclusion programming Mentoring Program Career Compassing Networking opportunities Investment case studies Social outings with your intern class All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria. Nashville, Tennessee
    $58k-81k yearly est. Auto-Apply 60d+ ago
  • Technical Product Owner

    Alliancebernstein 4.3company rating

    Nashville, TN job

    Who You'll Work With: The SMA Product Management team supports Private Wealth and US Retail in growing the Direct Indexing and Tax Managed Strategies platform. The Technical Business Analyst will work closely with the Investment Team and Portfolio Management Group in expanding infrastructure. The ideal candidate will possess a strong understanding of both technical and business aspects, enabling them to bridge the gap between investment research and practical application within our portfolio management framework. This role requires a proactive individual with excellent analytical skills, a solid grasp of tax-related concepts, and the ability to communicate effectively with both technical and non-technical stakeholders. What You'll Do: Collaborate with the Investment and Quant teams to provide business insights and implementation guidance for research projects. Analyze the impact of product solutions on portfolio management practices. Translate investment strategies into functional requirements for the development of a scalable solution for our portfolio management system. Work closely with the IT development and Portfolio Management Group to ensure that technical specifications align with business needs and product requirements. Conduct user acceptance testing (UAT) to validate that system enhancements meet business requirements and provide necessary functionalities. Develop and maintain documentation, including business requirements, process flows, and user guides, to support system implementation and user training. Provide ongoing support and training to end-users, ensuring they understand how to leverage the portfolio management system effectively in relation to the growing product and solutions. What We're Looking For: The ideal candidate will: Bachelor's degree in Finance, Business Administration, Information Technology, or a related field. 3-5 years of experience as a Business Analyst, preferably in the financial services or investment management industry. Knowledge of direct-indexing and tax-managed strategies and solutions. Experience in translating technical concepts into clear business requirements. Strong analytical and problem-solving skills, with a keen business sense and attention to detail. About AB 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 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! Nashville, Tennessee
    $86k-113k yearly est. Auto-Apply 58d ago
  • Digital Experience Solutions Manager

    Alliancebernstein 4.3company rating

    Nashville, TN job

    Who You'll Work With: The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of five main areas: Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth Business Development is a conduit to the firm's investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education Product Strategy & Development designs, develops and manages the firm's global lineup of investment services and considers clients' evolving needs to identify new opportunities Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability What You'll Do: The Digital Experience Solutions Analyst role requires a candidate with a strong background in web development expertise, whom can gather and write detailed requirements like a business analyst while utilizing various Agile and Scrum methodologies like a Scrum master. The role involves supporting the building and enhancing of AB's global websites, which serve over 1 million unique visitors in 30 countries and 12 languages. The ideal candidate must possess a deep understanding of technology application, meeting regional business stakeholder goals from a globally holistic mindset, Agile and Scrum methodologies, and leverage project management tools such as Jira and Confluence. This role will collaborate with project managers, product managers and web developers to understand the needs of all parties and support implementation of solutions. The candidate will be responsible for collecting and documenting requirements, understanding current sprint velocity for the front-end web development team, leading scrum ceremonies, managing stakeholder expectations, and working closely with product managers and web development teams to complete road mapped initiatives. What We're Looking For: Specific responsibilities include but are not limited to: Oversee end-to-end delivery management for development teams, ensuring timely execution of deliverables, adherence to release schedules, and proactive resolution of delivery blockers Manage development release processes, including coordinating cross-functional input, preparing and distributing release communications to large collaborative teams, and ensuring smooth deployment of updates and enhancements for platforms Gather requirements from regional stakeholders across EMEA, APAC, Americas, and globally to build new website features or enhancements Write thorough and detailed business requirements in Confluence and epics/stories in Jira with acceptance criteria and development notes for web developers to complete Lead and run Scrum ceremonies such as daily stand-ups, sprint planning meetings, story pointing and estimation sessions, demos, and retrospectives Triage and troubleshoot incoming web development production issues, including CSS styling, HTML structure, JS functionality, API service calls, and CMS authoring Assign tickets to the appropriate team members (front-end, QA, authoring, data, etc.) based on ticket criteria and understanding team member capacity Navigate an Agile/Waterfall hybrid approach to development, work in a sprint timebox, and create release notes with the AEM product manager and front-end development lead Facilitate effective working meetings, using techniques such as active listening, negotiation, and leadership Tailor communication style to suit both face-to-face and virtual settings while offering strategic solutions to problems Collaborate with multiple partners and stakeholders, including Senior Leaders, Business Sponsors, Marketing, Front-End Development, Back-End Development, QA, Production, Content, Strategy, and Design Job Qualifications & Key Attributes 4-7 years as either Web Developer, Scrum Master or similar role Experienced in Web Development: HTML CSS Javascript/React REST API / CRUD / API Integrations Comfortable working in systems, marketing/technology tools such as: Adobe AEM or component based CMS Jira, Confluence or other project/development management software Data Analysis tools such as Adobe or Google Analytics Workflow and Sales/Marketing Automation tools (Workfront, Marketo, Seismic etc) Developer Tools and Postman Excellent writing, speaking, presentation and interpersonal skills Natural problem solver and self starter Understanding of Agile and Scrum methodologies; Scrum certification is a plus Experience in Financial Services, Asset Management, Digital Marketing is a plus Ideal Candidate Previous experience as a web developer or Scrum Master Can bridge the gap between business and developer pain points Functional knowledge of front-end development concepts and building for scale Creative problem solver with an excellent work history and a drive to succeed Benefits of this Role Opportunity to transition from a technical role to a business-facing role Work with first in-class enterprise marketing technology tools Be part of a team that values creativity, problem-solving, and collaboration Competitive compensation and benefits package About AB 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 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! Nashville, Tennessee
    $98k-134k yearly est. Auto-Apply 60d+ ago
  • Product Specialist- Fixed Income

    Alliancebernstein 4.3company rating

    Nashville, TN job

    What You'll Do: The Municipal Product Specialist / Investment Strategist partners with both investments and distribution to promote and drive the growth of municipal platform for AB. The Product Specialist / Investment Strategists supports the efforts to serve as product champion for specific municipal fixed income products, as well as focuses on various channels and/or regions to ensure advisor support, product advocacy and competitive insight. This specific role will be focused on AB's wealth management business, Bernstein Private Client. Job Description This is a dynamic role that requires the ability to work across several products and initiatives at a time. Specific responsibilities include but are not limited to: Serve as first point of contact for Bernstein Private Wealth Management (Associates / Advisors) for the municipal platform, but with broad exposure to the full array of fixed income strategies at AB. Partner with Investment Management to create and update a strong, consistent suite of core product marketing and client-service materials, in collaboration with marketing colleagues. In addition, seeks broad feedback from investment management and distribution to identify areas for improvement. Build a presence and deep understanding of the investment process, market outlook, and become a strong advocate for the services (e.g. Portfolio Specialist). Serve as the go-to resource for product knowledge, articulating complex concepts in a clear and compelling manner. Explain portfolio performance and positioning by conducting attribution and risk reports in coordination with the portfolio management team Create new sales ideas/ways to advocate product. Anticipate market trends and client needs through deep market knowledge and analytical prowess. Craft compelling value propositions that resonate with clients and prospects. Understand overall region/channel strategies to communicate priorities to broader team and members of investment management Collaborate with the Global Product Management Team to define focus areas, business development initiatives, areas for training Support Learning & Development for regional training initiatives Assist on/review RFPs, and answer advisor/relationship manager questions on specific sales opportunities Identify areas for thought leadership that connect with product responsibilities In addition, the Product Analyst / Product Manager is responsible for the following in their respective platform: Review and update prospecting decks, marketing collateral and product overviews for products on the municipal platform Write compelling market commentary and updates Respond to incoming client inquiries and internal request What We're Looking For: The ideal candidate should have: 2-6 yrs experience with fixed income instruments and experience in the investment-management industry. Heavy preference for prior municipal fixed income experience Experience building pitchbooks, client materials, and working on marketing campaigns A desire to interact with both internal and external clients and to guide their product knowledge and support our sales effort Experience working with large data sets and technology infrastructure to promote scale and automation within the municipal business Intellectually curious about the capital markets, and finding creative ways to connect with our clients & prospects Ability to influence decisions leveraging strategic insights based on experience/knowledge of Alternatives and global distribution Excellent communication skills, both written and verbal. Highly detail-oriented and organized. A commitment to strategic thinking, innovative problem-solving, and collaborative teamwork. An understanding of the institutional and retail marketplace: understanding client needs, market trends and the competitive landscape Strong marketing and messaging skills, with the vision to create and maintain a compelling story for the firm's municipal platform and individual municipal products A team player with highly developed interpersonal skills, including collaboration, negotiation and consensus building Current CFA or progressing towards preferred Experience with Microsoft Powerpoint, Microsoft Excel, Morningstar as well as investment management data platform. About AB 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 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! Nashville, Tennessee
    $43k-62k yearly est. Auto-Apply 8d ago
  • Quantitative Software Developer

    Alliancebernstein 4.3company rating

    Nashville, TN job

    Who You'll Work With: Fixed Income Technology (“FIT”) group builds software that the Fixed Income business of AB uses in performing functions such as Fundamental Research, Quantitative research, Portfolio Management, Order Generation, Trading and Middle office and BackOffice operations. It partners with business to understand their challenges and help them by providing innovative technology solutions. We re-engineer the process where applicable in collaboration with business to help scale their business and be efficient in this dynamic market conditions. What You'll Do: The candidate will join the Fixed Income Technology team to build and enhance the Muni Optimizer to automate the Muni SMA portfolio construction. It incorporates data from quantitative, fundamental, and liquidity research, that leads to automated portfolio construction. The candidate will also be integration trade suggestions from the optimizer to trading system. The candidate will be interacting with business users and business analysts on requirements, as well as collaborating with members of other teams. They will also be manipulating and analyzing large amounts of data while developing these applications. What We're Looking For: Technical Leadership: • Lead a team of software engineers in the design, development, and maintenance of software applications. • Provide technical guidance and mentorship to team members, fostering a collaborative and innovative environment. • Ensure adherence to best practices in software development, including code reviews, testing, and documentation. Collaboration: • Work closely with the Software Architect to design scalable and efficient software architectures. • Collaborate with the Infrastructure Engineer to ensure seamless integration and deployment of applications. • Coordinate with cross-functional teams, including product management and quality assurance, to deliver high-quality software solutions. Development and Implementation: • Develop new application solutions using C# and Python, leveraging object-oriented programming principles. • Re-architect legacy systems to improve performance, scalability, and maintainability. • Implement software solutions that meet business requirements and align with the company's technology strategy. Quality Assurance: • Ensure the delivery of high-quality software by implementing automated testing and continuous integration practices. • Conduct code reviews and ensure compliance with coding standards and best practices. • Monitor and improve application performance and reliability. Innovation and Continuous Improvement: • Stay up to date with emerging technologies and industry trends. • Propose and implement improvements to existing systems and processes. • Encourage a culture of continuous learning and improvement within the team. Technical Skills: • Proficiency in C# and object-oriented programming (OOP) principles. • Strong experience with Python and its application in software development. • Familiarity with software architecture patterns and design principles. • Experience with back-end technologies such as Oracle, SQL Server, .NET, REST API, Linux, Apache Spark, microservices, etc. • Experience with cloud platforms (e.g., AWS, Azure) and containerization technologies (e.g., Docker, Kubernetes) is a plus. Leadership Skills: • Proven experience in leading and managing software development teams. • Excellent communication and interpersonal skills. • Ability to motivate and inspire team members to achieve project goals. Development of Quantitative Analytics Calculators: • Design and implement high-performance analytics calculators and engines using C# and Python. • Develop and maintain quantitative models and algorithms using Python to support financial analysis, trading strategies, and risk management. • Ensure the accuracy and efficiency of calculations, optimizing for performance and scalability. Algorithm Development: • Create and refine quant algorithm scripts in Python to solve complex financial problems. • Implement robust back testing frameworks to validate algorithm performance and reliability. • Continuously improve algorithms based on market data and feedback from quantitative analysts. Technical Skills: • Expertise in C# and Python for developing high-performance analytics calculators. • Strong understanding of numerical methods and quantitative finance concepts. • Experience with libraries and frameworks such as NumPy, SciPy, and Pandas for data analysis and algorithm development. • Familiarity with software design patterns and best practices in software engineering. Quantitative and Analytical Skills: • Strong mathematical and statistical skills, with the ability to apply them to develop financial models and algorithms. • Experience in developing and optimizing quantitative algorithms for financial applications. About AB 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 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria. Nashville, Tennessee
    $73k-96k yearly est. Auto-Apply 60d+ ago

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