Copyright 2022, Sanford C. Bernstein & Co., LLC, Bernstein Autonomous LLP, Sanford C. Bernstein (Hong Kong) Limited , Sanford C. Bernstein (India) Private Limited, and Sanford C. Bernstein (Singapore) Private Limited, subsidiaries of AllianceBernstein L.P. All rights reserved. The Research team generates independent insights across markets and sectors for institutional investment professionals. Both Gertsen and Tierney have since moved back to their sellside rootsGertsen to Citi and Tierney to Bloomberg Tradebook. Chris is a Chartered Accountant and holds a degree in Experimental Psychology from Oxford University. Rory is well versed in many aspects of the equity research business, having spent several years at Bernstein working first in research marketing and then as a sales assistant on the hedge fund desk. Prior to joining Autonomous, Ryan was the US Property & Casualty Insurance analyst at Credit Suisse. Discover potential paths to advance your career at AB. ESIGHT, our proprietary ESG research and collaboration platform, is a hub for fixed income and equity investment teams to access and share insights about issuers ESG practicesin real time. Provides computing, communications, infrastructure, services, support and innovations that sustain high-quality research and diverse investment services for institutional investors, individuals and private clients. In 2018, Rob was named to the Institutional Investor All-America Research team Rising Stars list. Discover an area of AB that may be a good fit for you. He is also a CFA Charterholder. Before investing in any AllianceBernstein Fund, you should carefully consider the Fund's investment objectives, risks, charges and expenses. . Contact 501 Commerce Street Nashville, TN, 37203 www.alliancebernstein.com Sector. Other research focuses on complex asset-allocation problems, including liability-driven investment management and liquidity management. Prior to this, Farquhar worked at Morgan Stanley for six years. [14], In April 2021, AllianceBernstein moved to a new headquarters in Nashville, Tennessee. Our sell-side business has three divisions: Research, Sales and Trading. David holds a BA in Economics from Yale with distinction and a MBA from Columbia Business School. Josh joined Autonomous in 2019 after 13 years at Citi Research. Rather than telling us what theyre trying to get done, they ask us what were trying to get done. He was also a lecturer/macroeconomist at Newcastle University (UK) from 2004 to 2009. US Capital Markets Specialty Financials Analyst. Some research focuses on complex wealth-management issues for individuals involving taxation, single-stock concentration, intergenerational wealth transfer and charitable giving. Search job openings, see if they fit - company salaries, reviews, and more posted by AllianceBernstein employees. document.write(new Date().getFullYear()); AllianceBernstein L.P. Institutional Investor recognized him as a Rising Star for US Insurance/Nonlife in 2015 and 2017. Prior to joining the firm in 2009, Geoff worked at Fox-Pitt, Kelton and Citigroup. Chris joined from Barclays where he was ranked #1 in Extel, and previously worked at Morgan Stanley, Lehman Brothers/Nomura and RBC. Fan Zhang is a senior China macro-financial research analyst. Ever since the crisis, there has been speculation about the potential role of alternative liquidity providers. By clicking OK you are giving consent for us to set cookies. Comparing this to the industry average of 0.35, it can be said . Craigs coverage of the payment processing and speciality finance industries began in 2003, prior to which he covered mid-cap banks. He earned a BA in History from the University of Chicago and an MBA from NYU. For the full year, the company is expected to earn $2.81 per share, representing a year-over-year change of -27.76%. Pooma started her career in private equity focused on investments along the Silk Road, before going into investment banking focused on real estate finance. Based on all this, we consider the possible strategies to engage liquidity, remembering of course that the best way to generate alpha is to be a liquidity provider. Reset your European Payments & FinTech, Senior Analyst. Chris joined Autonomous in 2011 and covers UK and Irish banks. As a full-service, global asset-management firm, we're always looking for ambitious, tenacious people to invigorate our different businesses with new ideas. She received a Bachelor of Science from Clemson University and holds a certificate in Marketing Strategy from Cornell Johnson Graduate School of Management. In 2006 and 2008, Craig was named to the Wall Street Journals Best on the Street ranking, and the Financial Times ranking in 2008 and 2013. He holds a BA in History from Brown University and a post-graduate degree in Philosophy/Religious Studies from Oxford University. He graduated from Syracuse University with degrees in Finance and Economics and is a CFA charterholder. In addition, we have created several specialist research units, including one that examines broad trends that affect multiple industries and geographies. The traders relieved of their duties were Dave Christopher, Lauren Knight, Luke Lyons and Dave Steigerwald. Richard Fellinger joined Autonomous in 2019 and has been working in equity research since 2015. AllianceBernstein is a research-driven Asset Management firm that is global in scope and client-centered in its mission. Gregs wall street career started in equity research at Goldman Sachs covering financials and telecom services. For us, the Abbie bot highlights opportunities based on our quant, fundamental, portfolio positioning and liquidity views, then builds approved trades for review by the trading desk where ALFA flags all the available liquidity options to the trader, with reference to various momentum indicators and liquidity scores. In fixed income, weve had relatively little direct regulatory intervention, but we all recognise that to compete going forward we have to be able to do things in a much more efficient manner.This article was originally published in the FILS in Philly Today magazine, produced by The TRADE, which was distributed to attendees of this years Fixed Income Leaders Summit USA conference. Before joining Autonomous in 2009, Farquhar covered the Benelux, Swiss and Nordic insurers at Fox-Pitt, Kelton for two years. Greg has extensive buy-side experience including stints as sector head/senior analyst at Millennium (Tribe Capital), Cedar Hill Capital, and Avenue Capital on the Events Driven equity team. AllianceBernstein ( AB 0.03%), an asset manager, outperformed its competitors in the first six months of 2021 with a return of 38%, according to S&P Global Market Intelligence. The Buy Side refers to firms that purchase securities and includes investment managers, pension funds, and hedge funds. Ryan joined Autonomous in 2018 and has been covering the US Insurance sector since 2012. The Research team generates independent insights across markets and sectors for institutional investment professionals. [12][13], In June 2020, AllianceBernstein acquired investment management firm AnchorPath for $400 million. Institutional Investor recognized him as a Rising Star for US life insurance in its 2013 and 2014 All-America Research surveys, and he was ranked Runner-Up in the 2016 survey. Erik has a BA in Business Economics from Brown University and is a CFA charterholder. Before joining Autonomous, Leona worked in Credit Risk Management in Deutsche Bank. Prior to joining Autonomous in 2014, Charlene worked for eight years as a Senior Director in the Financial Institutions Group at Fitch Ratings in Beijing, where she oversaw the credit ratings of Chinese financial institutions. Offering investment strategies, investment planning and risk-management services. Weve been amassing historical and point-in-time data through our ALFA market liquidity surveillance tool over the last five years. Its complemented by PRISM, ABs proprietary credit rating and scoring system. They believe research excellence is the key to better outcomes, so they've built research capabilities with exceptional breadth, depth and focus on innovation, on the buy-side and the sell-side. Industry: Investment & Asset Management. She is an UCL alumna and holds a postgraduate diploma in Law. Prior to UBS she held similar positions at Deutsche Bank, Bank of America Merrill Lynch, and The Royal Bank of Scotland. Were looking for driven, collaborative people with new ideas. Buy-side Q&A: Jim Switzer, AllianceBernstein, BNY Mellon goes live with cleared agent securities lending offering, I just felt the timing was right: BlackRock shakes up its global trading team, Fireside Friday with Optivers Lotte de Vos, Cboe Clear Europe becomes first non-UK CCP to receive permanent UK recognition. Matt previously worked at firms on both the buy-side (Millennium) and sell-side (Citi) and has experience covering a variety of financials sub-sectors (Capital Markets, Insurance, Payments/FinTech). Before joining Citigroup Andrew worked as a UK and European insurance analyst at Fox-Pitt Kelton. E . Before joining Merrill Lynch, Andreas graduated from the University of Mannheim in Germany with a top class degree in Business Administration, majoring in Finance. Amy joined Autonomous in Nov 2016 having previously been a Specialist Salesperson in the Technology Sectors for three Investment Banks. Our team is organized across the following Centers of Excellence: Analytics, Benefits, Diversity & Inclusion, Employee Relations, Human Capital Administration, Organizational Development, Recruiting, and Talent Development. He holds a JD from Harvard Law School and a BS in Industrial & Labor Relations from Cornell University. His view is that buyside traders should be more like sales traders in how they service their portfolio managers, relying on the sellside for market insight from its specialists or sector traders. This team develops custom solutions by combining equity, fixed income, alternative assets, and securities to meet client objectives. The cutbacks only affected the New York desk. AllianceBernstein Holding L.P. Analyst Report: AllianceBernstein Holding L.P. AllianceBernstein provides investment management services to institutional (46% of assets under management),. He received his BA in Accounting/Finance from Canisius College and is a CFA charterholder. We are dedicated to building and sustaining a work environment where everyone's feedback is valued and contributions are rewarded. We need a different skill set there. These services include asset-allocation advice, portfolio analytics, trust and estate planning, and retirement planning. Sell side; Market Data; Tech. Recognising the growing role of passive investment vehicles in the fixed income markets, the core idea is to transfer diversified risk baskets, as opposed to large blocks of idiosyncratic risk, which the sell-side do not want to buy because they cant hedge it. Youdish joined Autonomous in 2011 and covers Nordic P&C, CEE and UK Motor Insurers. AllianceBernstein says strategy exacerbates market fragility and worsens sell-offs. This diversity of thinking and perspectives helps us see things differently. By Chris Hall. We are mainly buy side to buy side to ensure any unfilled orders are returned in the same shape in which they were given. He received his BA in Finance from College of Charleston. Automation in primary issuance has lagged the secondary markets. Knight, a vice president, joined the firm in 2000 from Syracuse University, according to LinkedIn. Britta started her career in investment banking in 2001, working in Citigroup's Financial Institutions Group. We cant always do that right now given the existing infrastructure and often have to resort to voice trading. He previously worked for RBS and the Financial Services Authority. She previously held a variety of ESG and operational roles at Walmart and other companies including Alcoa, Steelcase, Deere and Cummins. We believe that investment research is essential to delivering better outcomes for clients. David joined Autonomous in 2019 as a Senior Research Associate covering US Large-Cap Banks, Regional Banks, and Credit Cards. This is unusual, no matter what the reason, said one industry veteran. Learn more on AB's analyst rating history. Originated from its founder Sanford C. Bernstein in 1967, whereas Alliance was founded in 1971, the acquisition of Sanford C. Bernstein in 2000 gave this company the captioned name. Innovative solutions for global clients ranging from individual investors to the worlds largest institutions. [25], AllianceBernstein's global headquarters are located in Nashville, TN at the Fifth and Broadway development, having recently moved from Midtown Manhattan in New York City. Rachel joined the team after two years working as European Financials Specialist Sales at Deutsche Bank. AllianceBernstein. Patrick joined Autonomous in 2012 from Bank of America Merrill Lynch, where he spent nine years covering broker-dealers and alternative asset managers. AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding") (NYSE: AB) today announced that preliminary assets under management decreased to $646 billion during December. Our asset-management business has additional dimensions, but it is from research that all else flows. Equity Execution Services offered by Bernstein [click here] for more information. In 2019 we combined with Bernstein which allows us to broaden our depth of coverage and services, Bernstein AutonomousLLP60 London Wall, London EC2M 5SH, Sanford C. Bernstein & Co., LLC1345 Avenue of the AmericasNew York NY 10019, Sanford C. Bernstein (Hong Kong) Limited39th Floor, One Island East, Taikoo Place18 Westlands Road, Quarry Bay, Hong Kong. Jim Switzer, senior vice president and global head of fixed income trading at AllianceBernstein. In July this year AllianceBernstein completed the acquisition of CarVal Investors, a global private alternatives investment manager with $15bn in assets under management, primarily focused on opportunistic and distressed credit, renewable energy infrastructure, specialty finance and transportation investments. Type: Company - Public. The quality of our network informs and enriches our research product and ideas. Before becoming a founding partner of Autonomous he worked at Merrill Lynch for ten years, in both London and New York. Dan joined Autonomous in 2019 and covers banks credit. Prior to that, she worked at CLSA for 6.5 years, mainly covering China banks/non-bank financials. We seek to marry the big picture macro and thematic trends with bottom up stock picking we are not a think tank. This requires not only electronic process change but also behavioural process change from traders and the investment team in how they approach risk management and portfolio optimisation. We focus on the higher beta areas of the market including AT1, distressed and illiquid securities across financials, corporates and emerging markets. Autonomous Research aims to be the leading research provider on financial companies globally. It also requires support from the top: senior management has made it very clear we should strive for innovation and efficiency. [9], AllianceBernstein also have announced the move of their global headquarters and csuite from New York City to Nashville, while also having an office remaining in Midtown in New York City. AllianceBernstein Holding L.P. AB, through a new outsourcing service, will execute the bond trades of other buy-side firms. Oliver joined Autonomous in 2019, having previously worked on the European Insurance team at Bernstein since 2015. So when business picks up, it could be a difficult task to handle the work if the desk is short-staffed. US Payments & FinTech Senior Research Associate. OUR CULTURE Cultivating Diverse Perspectives At AB, we bring together people of many backgrounds. Prior to this, Andrew was on the sell-side as a member of the European insurance equity research team led by Andrew Crean at Citigroup. Charlene is considered one of the leading experts on shadow finance in China and on the interlinkages between Chinas monetary and fiscal policy and the countrys sprawling financial system. Brian started his career as a consultant at Oliver Wyman, and holds a BSE in Operations Research and Financial Engineering from Princeton University. He had worked with Karofsky at Deutsche. Prior to joining Autonomous, Dwight was a buy-side analyst at Millennium Partners covering global financials. Sell Side Brokerage: We strive to keep our clients ahead with independent research and trusted execution. Product Strategy & Development designs, develops and manages the firms global lineup of investment services, and considers clients evolving needs to identify new opportunities. Rachel started her career in 1994 at a small stock brokers in New York, followed by three years at Tate & Lyle supporting the FD. Prior to founding Autonomous in 2009, Ed worked at Merrill Lynch for the top ranked banks team alongside Autonomous co-founders Stuart Graham and Manus Costello. The trade had a 0.25% impact on the equity portfolio. Prior to joining Autonomous at its launch in 2009, Corinne headed the financials fixed income research team at RBS. Brian started his career at KBW as an equity research analyst covering universal and large cap banks. When I first talked to our equity guys, I learned about dark pools, all-to-all trading and direct connectivity, but I also heard about illiquidity and fragmentation, which are not words I expected to hear from an equities trader. Prior to that he was in Asian regional equity sales for four years with CIMB and RBS. Annie Burke joined Autonomous in 2022 after seven years in the investment bank at UBS, working in Marketing, Corporate Access and Institutional Sales. Instead, we can sell a US$500m diversified basket, for example, if we can identify opportunities from total return funds or exchange-traded funds (ETFs). Were digesting lots of data sources, we have multiple tools and analytics running, and we want to be able to engage the market efficiently at the point of risk transfer. The subject matter division of labor for the Legal & Compliance department's practice groups is currently as follows: AB Bernstein: Gabor holds a Finance degree from the Corvinus University of Budapest and he is a CFA charterholder. The department is organized by practice groups. It tracks EPS estimates for the current and following years from the sell-side . Artist: Leonard Bernstein. 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