Caroline has a bachelors degree in Industrial Design from Carnegie Mellon University, an MBA and MS from the University of Michigan, and is a Level III CFA candidate. We too need experienced traders that are skilled in risk taking and alpha generation, but a large amount of our day-to-day activity can be smart order routed and traded low-touch. Equities: Gertsen was ABs first foray into having a sellsider run the show. He began his career at the Federal Reserve Bank of Atlanta in their supervision and regulation department. At AllianceBernstein Holdings we provide capital efficient investment vehicles to our longstanding institutional insurance investors and we deploy our own capital into the insurance sector through direct equity investments, reinsurance arrangements and hybrid solutions. 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. Typical clients include Defined benefit pension plans and Defined contribution plans. 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. LIBOR 3M + Spread. Learn more about AllianceBernsteinour clients and how we serve them, our research and investment services, our history and our worldwide presence. She is an elected member of the US Conference of Business Economists. AllianceBernstein provides industry-leading research and investment solutions through a combination of innovation, intellectual curiosity and relentless ingenuity. As a global investment firm, we foster diverse perspectives and embrace innovation to help our clients navigate the uncertainty of capital markets. David joined Autonomous in 2019 to lead Credit Research Sales. Our Tax Department delivers a full range of tax services across multiple jurisdictions, collaborating with all parts of the business. One example is the concept of portfolio trading. The Buy Side refers to firms that purchase securities and includes investment managers, pension funds, and hedge funds. JS: Without a doubt, the single biggest waste of time for a trader on the fixed income desk is the new issuance process. Prior to that, he spent two years in Merrill Lynch's Investment Banking analyst program. AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding"), a leading research and global investment firm, announced it will acquire CarVal Investors L.P. ("CarVal"). Investment research is an important part of our proud past, and will be a key source of our continued growth in the future. Find the latest on everything happening at AB, from breaking news to regulatory filings. He graduated from Syracuse University with degrees in Finance and Economics and is a CFA charterholder. Ken joined Autonomous in 2016 and has been covering the Payments and Fintech sector. Josh joined Autonomous in 2019 after 13 years at Citi Research. True to form, her performance at the Manhattan firm was a roller-coaster ride. Report this profile Report Report. AB Bernstein: Sell Side Brokerage: We strive to keep our clients ahead with independent research and trusted execution. Furthermore our commitment to access and absence of conflicts supports an unrivalled offering for our clients. Provides computing, communications, infrastructure, services, support and innovations that sustain high-quality research and diverse investment services for institutional investors, individuals and private clients. Prior to joining Autonomous in 2009, Jacob Kruse had been covering European Banks including French, Nordics, Germans and European as well as US investment banks for seven years at JPMorgan. Equity Leg. The company's average rating score is 2.00, and is based on no buy ratings, 4 hold ratings, and no sell ratings. Excellence in investment research and trading is the core of our sell-side research unit's business. Right now, AllianceBernstein has an S/TA ratio of 2.39, which means that the company gets $2.39 in sales for each dollar in assets. Weve been amassing historical and point-in-time data through our ALFA market liquidity surveillance tool over the last five years. European Payments & FinTech, Senior Analyst. . It had approximately US$800 billion assets under management as of the end of 2007. Please see our Privacy Notice for more information on how we use cookies. Leona is a CFA charter holder and holds a bachelors degree in Economics from the London School of Economics and a masters degree in Finance from Judge Business School of the University of Cambridge. [18], In March 2022, it was announced that AllianceBernstein and AllianceBernstein Holding had acquired the Minneapolis headquartered CarVal Investors a global private alternatives investment manager. This global team collaborates and connects in real time, anticipating risks and taking advantage of opportunities through a truly integrated platform. Floating Leg. He holds a BSc in Economics from the LSE and a Masters in Finance from LBS. AllianceBernstein L.P., A global asset management company, based in New York, USA, is a subsidiary company of a famous French insurance company, AXA. Middle Market Sell-Side Kidder, Peabody & Co. 1989 - 1990 1 year. Before moving to a sell-side analyst role in 2000, Stefan spent another nine years at Dresdner Bank in Germany and Canada, working in different roles in retail and corporate banking, credit risk and executive management. He moved back into research with Autonomous in 2020, to support our China macro output and build bottom-up Asia stock coverage. Bernstein Autonomous LLP 60 London Wall, London EC2M 5SH Telephone: +44 (0) 20 7170 5000 CONTACT US New York Sanford C. Bernstein & Co., LLC 1345 Avenue of the Americas New York NY 10019 Telephone: +1 212-969-1000 Hong Kong Sanford C. Bernstein (Hong Kong) Limited 39th Floor, One Island East, Taikoo Place 18 Westlands Road, Quarry Bay, Hong Kong AB AllianceBernstein Holding L.P. Wall St. Analysts Ratings & Price Target 14.98K followers $38.02 1.48 ( +4.04%) 1:36 PM 01/10/23 NYSE | $USD | IEX real time price Summary Ratings Financials. Jim Switzer, senior vice president and global head of fixed income trading at AllianceBernstein. 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. Using technology to engage the market quicker and more efficiently really does allow us to generate alpha; we can quantify the benefit to our clients via transaction cost analysis. Where do your priorities lie in terms of optimising AllianceBernsteins fixed income trading operations? Matt rejoined Autonomous in 2021 and has been working in equity research since 2015. We recently hit four million messages a day, in terms of data coming into the fixed income desk, all of which helps traders make faster decisions. E . We embrace innovation to address increasingly complex investing challenges. We are dedicated to building and sustaining a work environment where everyone's feedback is valued and contributions are rewarded. Prior to joining Autonomous at its launch in 2009, Corinne headed the financials fixed income research team at RBS. [4] Alliance Capital's growth equity and corporate fixed-income investing, and its family of retail mutual funds, accompanied Bernstein's value equity and tax-exempt fixed-income management and its private-client business. (Whalen was also featured in a cover story when he ran trading at Lehman.) Business Development is a conduit to the firms investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis, and education. 2 AllianceBernstein Sell Side Equity Analyst jobs. Charlene holds both an MBA and an MA in International Relations from Yale University. Our portfolio managers take all of these research inputs into account when selecting securities, constructing portfolios and providing investment advice. [13] In mid-August 2021, AllianceBernstein disclosed that it had entered a strategic partnership with LSV Advisors, LLC. [19], AllianceBernstein provides investment services for institutions. Research is not simply a priority for AllianceBernstein, it is part of what defines us and distinguishes our firm. Our research disciplines include fundamental research, quantitative research, economic research and currency forecasting. The Controllers Group includes Corporate Accounting, AUM Reporting, Financial Reporting, Broker-Dealer Accounting and Reporting, International Financial Controls, Accounts Payable, and Payroll. JS: We still need the people with 20-30 years trading experience, but were interspersing them with traders that have smart order routing skills, or the ability to write code. Sell side; Market Data; Tech. Our asset-management business has additional dimensions, but it is from research that all else flows. Institutional Investor recognized him as a Rising Star for US Insurance/Nonlife in 2015 and 2017. AB is the Founding Member of the Corporate Affiliate Program at the newly launched Columbia Climate School and has partnered with Columbia Universitys Earth Institute to develop a Climate Science and Investing curriculum. 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). Kelsey Zhu is the lead Analyst covering Financial Information Technology companies. In recent years, the buyside has not been immune from downsizing in trading, as technology has allowed desks to do more with less. Geoffrey Elliott leads our GEM Financials Strategy coverage in addition to covering names in LatAm from our New York office. Our client base spans the globe and includes many . Our quantitative risk-and-return models and asset-allocation research also help us craft effective customized and packaged investment solutions for individuals and institutional investors of various types. Bundle Description: This item may take up to 4 days of additional processing time. Brown. . 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. Autonomous has more than 30 publishing analysts covering more than 240 stocks across banks, insurers, diversified financials and fintech stocks. Ian has a first class degree in Politics and Economics from the University of Sheffield. Before her equity research career, Chen worked at PricewaterhouseCoopers Beijing as an auditor for 3 years and briefly spent time in Caijing Magazine as a reporter. Buy-side Q&A: Jim Switzer, AllianceBernstein. Other research focuses on complex asset-allocation problems, including liability-driven investment management and liquidity management. Current-Year Estimate Revisions. This has given us a fairly robust picture of the market, which is now informing our approach to direct connectivity, both to ATSs and the sell-side. According to analysts' consensus price target of $40.25, AllianceBernstein has a forecasted upside of 3.1% from its current price of $39.03. Dan is a Chartered Accountant and holds a first class masters degree in Chemistry from Southampton University. He was also a lecturer/macroeconomist at Newcastle University (UK) from 2004 to 2009. JS: One of the most important things we need is a utility to connect fixed income market participants and trading platforms. 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. In 2018, Rob was named to the Institutional Investor All-America Research team Rising Stars list. She has created new processes for streamlining the client experience, managing customer data and tracking product performance. Leona joined Autonomous in 2012 and works on European banks strategy. Prior to Lexington Partners, David was an Investment Banking Associate at Bank of America Merrill Lynch in the Financial Institutions Group, where he primarily worked with clients in the banks, specialty finance, and financial technology sectors. Craigs coverage of the payment processing and speciality finance industries began in 2003, prior to which he covered mid-cap banks. This diversity of thinking and perspectives helps us see things differently. Brian started his career at KBW as an equity research analyst covering universal and large cap banks. Prior to joining Autonomous in 2016, Brian worked in equity research at Barclays covering emerging technologies across the US and Europe. Learn more on AB's analyst rating history. Alastair holds a first class degree in Chinese from Oxford University. Prior to founding Autonomous in 2009, Stuart was the head of European banks equity research at Merrill Lynch. Rather than telling us what theyre trying to get done, they ask us what were trying to get done. Alliancebernstein, registered in 1999, serves 51 state (s) with a licensed staff of 436 advisors. We are unique in offering integrated research, with no silos between equity and credit research. 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. We believe this is unsustainable,' he said. We pursue responsibility at all levels of the firmfrom how we work and act to the solutions we deliver to clients. Prior to joining Autonomous, he spent four years at RBC Capital Markets with the Alternative Assets Group. He has a BA in Economics from London Guildhall and is a CFA charterholder. It is unclear whether the pink slips were a result of declining trading volumes and assets or simply a changing of the guard. AllianceBernstein - With $742 billion in assets under management, we work every day to earn our clients' trust, whether they're individual investors or the world's biggest institutions. Prior to joining RBS in 2001, Corinne led a team of insurance analysts at the rating agency Standard & Poor's where she worked for 6 years. Before joining CIMB, he worked for UOB Kay Hian between 2009 and 2014, as head of China economic research. About . AllianceBernstein will relocate about 1,050 jobs beginning later this year, according to an SEC filing. Whalen is joined by a large list of sellside heavyweights who have moved to the buyside in recent yearsmostly from the bulge bracket. Prior to joining Autonomous, Rachel spent 10 years at Citi as a research assistant working with the insurance team which would go on to co-found Autonomous. Manus is the Global Head of Research for Autonomous. Before joining Autonomous in 2009, Farquhar covered the Benelux, Swiss and Nordic insurers at Fox-Pitt, Kelton for two years. ET. Bernstein Research Independent, in-depth sell-side research and brokerage services for institutional investors. [21], Sell-side research and brokerage services are provided by wholly owned subsidiary Sanford C. Bernstein, also known as Bernstein Research. 17, 2022 at 6:29 a.m. Internally, our focus is on systemisation of our investment process. This cohesiveness fosters collaboration and empowers us to pursue a common goaldelivering better outcomes. Rory joined Autonomous from Bernstein after the merger in 2019. Yundi has an MS in Finance from Goldey-Beacom College and an MPA from University of Baltimore. 17, 2022 at. Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability. Greg graduated from the University of Notre Dame with a BA in finance and he holds the Chartered Financial Analyst designation. Prior to transferring to Autonomous Research, Christian covered US capital markets at Bernstein since 2017. He has been analysing and investing in Global Financials for close to 20 years, with his experience split equally both between the buy and the sell-side and also between developed and emerging markets. We aim to be innovative and value-added for our clients, which will involve standing out from the crowd. Organic fermented tea hasn't been the only draw top executives got $4 million in stock awards . Industry: Investment & Asset Management. She graduated with a first class degree from the University of Exeter in Economics, French and Spanish and received Deans commendation for academic excellence. January 12, 2023. David joined Autonomous in 2019 as a Senior Research Associate covering US Large-Cap Banks, Regional Banks, and Credit Cards. Before joining Merrill Lynch in 2002, Stuart worked at JPMorgan and HSBC (both in banks equity research). US Capital Markets Specialty Financials Analyst. . Geoff joined the firm at inception in 2009, initially covering Central & Eastern European banks from London, before transferring to New York in 2014 where he covered a number of US banks moving to his current role in 2019. 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. Financial Planning & Analysis is responsible for the annual budgeting process, long-term financial forecasts and strategic plans, and providing analytical support to our business units. On the sellside, it is common practice for new management to change personnel when it takes over. such as the private wealth management business and sell-side research and trading, will . Available Monday through Friday from 8:30 a.m. to 6:30 p.m. She has served as manager on a variety of operations-related projects. ALLIANCEBERNSTEIN L.P. reduced their investment in NYSE:NKE by 5,318,582 shares. How should the challenge be addressed? 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