Comparing this to the industry average of 0.35, it can be said . About . How should the challenge be addressed? . Bundle Description: This item may take up to 4 days of additional processing time. Ian has a first class degree in Politics and Economics from the University of Sheffield. September 12 2014. It more than . Michelle is responsible for maintaining the Autonomous CRM & research distribution systems and for supporting the global sales & research departments. It takes diverse expertise and skills to design, manage and support a broad span of investment solutions and market research for clients all over the world. SUBSCRIBE FOR TRADERS MAGAZINE EMAIL UPDATES, BlackRock Poised for Growth in Fixed Income, Broadways Dan Romanelli Elected President ofthe Security Traders Association of Chicago, Sell-side Clearing Firms Overhaul Margin Processes in Wake of Volatility, BoA Delivers Strong Q4 Results; Well Positioned for 2023, Brokers See Challenges Ahead To Meet Sponsored Access Mandates, Carolina Security Traders Association 35th Annual Conference, Eventus Closes Record Year, Plans to Enhance Validus Platform, ON THE MOVE: LedgerEdge Makes Senior Hires; MarketAxess Promotes Chris Concannon. Only this fosters long-term relationships. Before joining Citigroup Andrew worked as a UK and European insurance analyst at Fox-Pitt Kelton. In 2000, Alliance acquired Bernstein, an institutional house with a thriving private client business and $88 billion in value stocks, for $3.5 billion. 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. Equities: 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. Investors might want to bet on AllianceBernstein (AB), as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). We are dedicated to building and sustaining a work environment where everyone's feedback is valued and contributions are rewarded. The city of Bethlehem is not backing down on its bid to buy three churches and a parking lot in the city, officials said Tuesday. Before becoming a founding partner of Autonomous he worked at Merrill Lynch for ten years, in both London and New York. Its our job to accumulate and interpret facts to reach sound investment conclusions and expert investment advice. The Price and Consensus chart displays the company's stock price along with the consensus estimate. 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. 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. 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. AllianceBernstein Holding L.P. Analyst Report: AllianceBernstein Holding L.P. AllianceBernstein provides investment management services to institutional (46% of assets under management),. This group, led by the chief financial officer, is composed of five areas: Legal & Compliance: Stephen joined Autonomous in September 2019. AllianceBernstein Revenue $4.4 B FY, 2021 Market Capitalization $3.9 B 2022-12-13 Company summary Overview AllianceBernstein is a corporation that provides diversified investment management, research, and related services. David joined Autonomous in 2019 as a Senior Research Associate covering US Large-Cap Banks, Regional Banks, and Credit Cards. Brian co-founded the Autonomous Research US business in 2012 and has since covered all aspects of the banking sector, currently leading coverage of US Regional Banks. AllianceBernstein Holding L.P. (AB) is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. Our sell-side business has three divisions: Research, Sales and Trading. Prior to joining the company in Aug 2017, he was a senior China economist in both RHB and CIMB, covering economics, fixed income and local rates in Greater China between 2014 and 2017. . Prior to this, Farquhar worked at Morgan Stanley for six years. The Sales team maintains strong relationships with institutional clientsincluding mutual funds, hedge funds, and advisors who manage pensions and endowmentsto sell our services. The Trading team connects our institutional-buyer clients with sellers of equities, enabling more efficient trading and providing best execution with minimal market impact. 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. Copyright 2023 Tungsten Publishing. Our commitment to knowing more has led us to build one of the broadest buy-side research footprints in the asset-management industry. Research is not simply a priority for AllianceBernstein, it is part of what defines us and distinguishes our firm. Contact 501 Commerce Street Nashville, TN, 37203 www.alliancebernstein.com Sector. The median estimate represents a 87.79 . Rory joined Autonomous from Bernstein after the merger in 2019. Prior to joining Autonomous Brian spent over a decade as banks analyst at Goldman Sachs and Nomura, with a broad range of coverage spanning over 30 stocks across Regional, Large-Cap & Trust Banks as well as Consumer Finance. Provides computing, communications, infrastructure, services, support and innovations that sustain high-quality research and diverse investment services for institutional investors, individuals and private clients. 20"E"""E. Operations: Yundi joined Autonomous in 2014 and has been analysing China macro-financial developments since then. Pooma started her career in private equity focused on investments along the Silk Road, before going into investment banking focused on real estate finance. . At AB, we bring together people of many backgrounds. It tracks EPS estimates for the current and following years from the sell-side . Knight, a vice president, joined the firm in 2000 from Syracuse University, according to LinkedIn. Investment research is an important part of our proud past, and will be a key source of our continued growth in the future. Erik has a BA in Business Economics from Brown University and is a CFA charterholder. Before joining Citigroup in 2000, Andrew worked as an insurance analyst in Schroder Securities, as a partner in GVGI (a start-up institutional stockbroker) in the 1990s and at Laing & Cruickshank and Capel-Cure Myers in the 1980s. ET. He previously worked for RBS and the Financial Services Authority. The group supports the global portfolio-management teams by authorizing and executing portfolio decisions. 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. US Payments & FinTech Senior Research Associate. Typical clients include Defined benefit pension plans and Defined contribution plans. US asset manager warns over 'risk parity'. Several have been chronicled in Traders Magazine, including Gertsen at AllianceBernstein, Ray Tierney at Morgan Stanley Investment Management and Rob Arancio at Neuberger Berman. Prior to this, Andreas worked in the banks team Merrill Lynch, which he joined as a graduate in early 2008. Andrew joined Autonomous in March 2022 as part of the Corporate Access team. Patrick Whalen, a former Lehman Brothers and Morgan Stanley pro, heads global trading, and Robert Karofsky, a former Deutsche Bank and Morgan Stanley exec, runs global equity trading. E . Dan is a Chartered Accountant and holds a first class masters degree in Chemistry from Southampton University. 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. She has served as manager on a variety of operations-related projects. [22], Bernstein Wealth Management, part of AllianceBernstein, provides investment and wealth-planning services for high-net-worth clients in the Americas[23], Rhode Island's 529 savings plan, CollegeBoundfund, was managed by AllianceBernstein and featured AllianceBernstein mutual funds until 2016. We believe that superior returns come from investing in people, and we support personal and professional growth by offering learning and career development programs, competitive and meaningful benefits, and wellness initiatives across the firm. But several sources said they had never before seen a buyside trading desk take a divot that deep in one shot, losing four tradersnearly half the tradersthere. Founded. Fixed Income: Our portfolio managers take all of these research inputs into account when selecting securities, constructing portfolios and providing investment advice. 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). It offers mutual funds, closed-end funds, managed accounts, sell-side research, institutional trading and other services. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks . Richard Fellinger joined Autonomous in 2019 and has been working in equity research since 2015. Prior to joining Autonomous in 2016, Brian worked in equity research at Barclays covering emerging technologies across the US and Europe. Bernstein. Christopher, who spent about 20 years at AllianceBernstein, traded energy, chemicals and health care. 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 is an UCL alumna and holds a postgraduate diploma in Law. Geoffrey Elliott leads our GEM Financials Strategy coverage in addition to covering names in LatAm from our New York office. AllianceBernstein and Societe Generale to partner on cash equities push The new joint venture will combine Bernstein Research Services with Societe Generale's equity research and execution capabilities to form a global cash equities and equity research business By Laurie McAughtry The company's average rating score is 2.00, and is based on no buy ratings, 4 hold ratings, and no sell ratings. AB is also trading well below its 52-week high of $57.54, as seen below. Analysts project a profit of 46 cents a share, a rise . We strive to be the best in every aspect of our chosen field. Stefan joined Autonomous in July 2012 and covers Swiss and French banks. Another thing were focused upon is bot-to-bot trading. In 2001, Ms. Wood joined AllianceBernstein, where she oversaw a respectable $5 billion in assets at her peak. How are you augmenting the skill set on your fixed income trading desk to ensure you trade effectively in an increasingly automated? 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. Middle Market Sell-Side Kidder, Peabody & Co. 1989 - 1990 1 year. At AllianceBernstein, research excellence is the key to realizing the firm's dual mission. He graduated from Syracuse University with degrees in Finance and Economics and is a CFA charterholder. AllianceBernstein has received a consensus rating of Hold. 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. Prior to joining Autonomous he worked in the Financial Stability Directorate at the Bank of England, focusing on the design of the stress-testing and capital frameworks for banks. Andreas joined Autonomous at its launch in 2009. Kelsey Zhu is the lead Analyst covering Financial Information Technology companies. Erik joined Autonomous in 2016 and has been covering the US life insurance sector since 2005. Sell-Side firms have far more opportunities for aspiring analysts than Buy-Side firms . Revenue: $1 to $5 billion (USD) Competitors: Unknown. It's Not Enough", "AllianceBernstein acquires investment manager AnchorPath", "AllianceBernstein sets timetable for opening of new Fifth + Broadway headquarters", "Of Note: AllianceBernstein gifts O'Bryan Center $100K", "AllianceBernstein Forms Partnership with LSV Advisors for Firm's Private Wealth Business - SWFI", "AllianceBernstein to acquire global private alternatives manager CarVal Investors", "Rhode Island (RI) 529 College Savings Plans - Saving for College", "R.I. chooses new manager for CollegeBoundfund", "Life Insurer Equitable Is a Cheap Way to Play AllianceBernstein", https://en.wikipedia.org/w/index.php?title=AllianceBernstein&oldid=1112472493. She graduated with a first class degree from the University of Exeter in Economics, French and Spanish and received Deans commendation for academic excellence. Apparently AllianceBernstein liked what it saw, because when Gertsen left to head trading at Viking Global Investors, it hired another sellside exec in Whalen. He received his Bachelor of Arts with a major in Economics from Middlebury College and is a CFA charterholder. Connections to our clients, our culture, one another and the communities we serve. LIBOR 3M + Spread. In the three months to the end of May, we executed around US$10 billion of portfolio trades, 25% of our high-touch volumes year to date. We began operations in Hong Kong in 2010, and in Mumbai in 2019, and now cover a range of sectors across Asia. Explore the paths to your success. As a firm and as individuals, we are committed to continuous improvement. Some research focuses on complex wealth-management issues for individuals involving taxation, single-stock concentration, intergenerational wealth transfer and charitable giving. 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. AllianceBernstein's headquarters are located in Nashville, Tennessee; the firm also has locations throughout the world. AllianceBernstein, a leading global investment management and research firm, and Societe Generale, a leading European bank, announced their . Ryan joined Autonomous in 2018 and has been covering the US Insurance sector since 2012. As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Hayley graduated with honors from the University of Chester with a degree in Biological Sciences. He headed trading from 2006 to 2009. Chris joined from Barclays where he was ranked #1 in Extel, and previously worked at Morgan Stanley, Lehman Brothers/Nomura and RBC. He started his career at Towers Watson, where he qualified as an actuary. ALLIANCEBERNSTEIN L.P. reduced their investment in NYSE:NKE by 5,318,582 shares. He has over 20 years of experience in sell-side high yield research, most recently for 12 years at Deutsche Bank. Lyons, a former prop trader who ran high-frequency trading at Diamondback Capital, joined as global head of quantitative program trading in 2009. Founded: 1967. Prior to Autonomous, he spent three years at Capital One Financial in the Corporate Development team, leading M&A transactions and strategic partnerships. JS: Without a doubt, the single biggest waste of time for a trader on the fixed income desk is the new issuance process. The trade had a 0.25% impact on the equity portfolio. Brown. Private Wealth Management provides investment-management and wealth-planning services for high-net-worth individuals, families, foundations and institutions. It also requires support from the top: senior management has made it very clear we should strive for innovation and efficiency. True to form, her performance at the Manhattan firm was a roller-coaster ride. . AllianceBernstein is a research-driven Asset Management firm that is global in scope and client-centered in its mission. AllianceBernstein says strategy exacerbates market fragility and worsens sell-offs. Technology; Cyber security; Advances in Tech; Notices and Calendars. Before Merrill Lynch, Ed also worked for successful banks teams at Credit Suisse and JP Morgan. 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. Total, the firm now has a staff of 10 involved in the trading function, down from 14. Wall Street is optimistic about AllianceBernstein Holding LP, which is slated to report its first quarter results on Thursday, April 30, 2015. Autonomous Research aims to be the leading research provider on financial companies globally. CarVal is a leading global private alternatives investment manager with approximately $14.3 billion in assets under management ("AUM") (1 . Stefan holds an MBA from Nuernberg University, an MA from Wayne State University (Detroit), and he has been a CFA charterholder since 1998. 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. Prior to joining Autonomous in Jan 2016, Hayley worked at CPPIB in the Fundamental Equities team. 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. Dan joined Autonomous in 2019 and covers banks credit. . PARIS, Nov 22 (Reuters) - Societe Generale (SOGN.PA), France's third-biggest listed bank, and U.S. investment management company Alliance Bernstein (AB.N) plan to form a joint venture focusing on global cash equities and equity research, they said on Tuesday. Where do your priorities lie in terms of optimising AllianceBernsteins fixed income trading operations? Prior to joining Merrill Lynch, she spent two years as at Fox-Pitt, Kelton, where she also covered Central and Eastern European banks. AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private. Our sell-side business has three divisions: Research, Sales and Trading. Brian started his career at KBW as an equity research analyst covering universal and large cap banks. AllianceBernstein to acquire CarVal Investors for upfront $750 million Mar. UPC: 8436563181948. There has been an encouraging trend in . Written by investor.com. Prior to joining Autonomous, Ryan was the US Property & Casualty Insurance analyst at Credit Suisse. Andrew holds a BA in modern history from Oxford University. Corinne started her career in branch banking at NatWest on a graduate programme which soon specialised on credit and the financial sector. 'Sell-side earnings estimates had generally not come down, suggesting that market participants were not yet fully anticipating the impact of the economic storm. He holds a BA in Finance and Management from Georgetown University. This market was still fairly sketchy only a couple of years ago, but were now able to transact in it very consistently today. Sanford C. Bernstein & Company was originally co-founded by Zalman Bernstein, Paul P. Bernstein, Shepard D. Osherow, Roger Hertog and Lewis A. [13] In mid-August 2021, AllianceBernstein disclosed that it had entered a strategic partnership with LSV Advisors, LLC. AllianceBernstein. 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. The cutbacks only affected the New York desk. He holds a JD from Harvard Law School and a BS in Industrial & Labor Relations from Cornell University. 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. . He is a graduate of the University of Virginia and Georgetown University. As a global investment firm, we foster diverse perspectives and embrace innovation to help our clients navigate the uncertainty of capital markets. We like to say that investment research is in our DNA. He received his BA in Accounting/Finance from Canisius College and is a CFA charterholder. Innovative solutions for global clients ranging from individual investors to the worlds largest institutions. The average twelve-month price prediction for AllianceBernstein is $40.25 with a high price target of $45.00 and a low price target of $30.00. Zacks tracks individual sell-side analyst estimates and creates a consensus EPS estimates. Research is not simply a priority for AllianceBernstein, it is part of what defines us and distinguishes our firm. He holds an MA in Natural Sciences and Economics from Cambridge University and is a CFA charterholder., Property & Casualty Insurance, Senior Analyst. AB Bernstein: Sell Side Brokerage: We strive to keep our clients ahead with independent research and trusted execution. To be successful, we foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. Organic fermented tea hasn't been the only draw top executives got $4 million in stock awards . Andrew holds a BA in modern history from Oxford University. In 2018, Rob was named to the Institutional Investor All-America Research team Rising Stars list. January 12, 2023. Fan Zhang is a senior China macro-financial research analyst. [27], Last edited on 26 September 2022, at 13:50, "Shepard D. Osherow, Co-Founder Sanford C. Bernstein and Company", "Alliance Capital to Buy Sanford C. Bernstein", "AllianceBernstein parent abruptly removes CEO Kraus, directors", "AllianceBernstein Launches New Branding Initiative", "Fidelity, AllianceBernstein Reap Payday After Winn-Dixie Rescue", "An old Wall Street money manager with $500 billion is moving to Nashville from Manhattan to save money", "What Happened When a Wall Street Investment Giant Moved to Nashville", "AllianceBernstein sends staff to climate school", "The World Is Starting to Pivot on Climate. Weve been amassing historical and point-in-time data through our ALFA market liquidity surveillance tool over the last five years. Multi-Asset Solutions: Portfolio Management Group (PMG): [12][13], In June 2020, AllianceBernstein acquired investment management firm AnchorPath for $400 million. Maeshal graduated with honors from Emory University with degrees in Philosophy and International Studies, and his senior thesis focused on potential implications of post-crisis capital regulations to the global banking system. John began his career as a regulatory attorney with the Federal Reserve Bank of New York. By clicking OK you are giving consent for us to set cookies. Artist: Leonard Bernstein. The quality of our network informs and enriches our research product and ideas. AllianceBernstein (AB) has been upgraded to a Zacks Rank 2 (Buy), reflecting growing optimism about the company's earnings prospects. Christian has been recognised as II rising star on several occasions. Industry sentiment is that there will be new hires to replace the departed tradersbut for different reasons. According to analysts' consensus price target of $40.25, AllianceBernstein has a forecasted upside of 3.1% from its current price of $39.03. It has approximately US$779 billion in assets under management as of 31 December 2021. He held this post for five years, leading a team of five analysts. Rob joined Autonomous in 2015, covering the online lending, fintech, and payment sectors. Jim Switzer, senior vice president and global head of fixed income trading at AllianceBernstein, talks to The TRADE about the firm's approach to fixed income automation and augmenting the desk's skill set. We seek to marry the big picture macro and thematic trends with bottom up stock picking we are not a think tank. EAN: 8436563181948. Prior to UBS she held similar positions at Deutsche Bank, Bank of America Merrill Lynch, and The Royal Bank of Scotland. Learn more on AB's analyst rating history. During the quarter, the stock traded for an average price of $107.65. According to the issued ratings of 4 analysts in the last year, the consensus rating for AllianceBernstein stock is Hold based on the current 4 hold ratings for AB. He has over 10 years working experience in macroeconomic research. Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability. [10][11] AllianceBernstein has offices in 46 locations across 22 countries. He is a CFA charterholder and graduated from the University of Michigan, with a degree in Economics. One example is the concept of portfolio trading. Pooma joined Autonomous in 2019, after almost a decade of building and leading a global macro think tank focused on central banks, sovereign funds and public pension plans. JS: One of the most important things we need is a utility to connect fixed income market participants and trading platforms. Earlier this year, Greg Rosenberg was also given his walking papers. We have traders that have traded on all three of emerging markets, investment grade and municipals, while others have moved around between desks geographically. How is the rise of passive investment vehicles changing the fixed income market? 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 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. Sell Side Brokerage: We strive to keep our clients ahead with independent research and trusted execution. [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. Patrick holds a BBA in Finance & Accounting from Southern Methodist University's Cox School of Business. For the full year, the company is expected to earn $2.81 per share, representing a year-over-year change of -27.76%. Alliancebernstein, registered in 1999, serves 51 state (s) with a licensed staff of 436 advisors. The Controllers Group includes Corporate Accounting, AUM Reporting, Financial Reporting, Broker-Dealer Accounting and Reporting, International Financial Controls, Accounts Payable, and Payroll. [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. The team also provides support to AB employees. Furthermore our commitment to access and absence of conflicts supports an unrivalled offering for our clients. In October 2000, Alliance Capital acquired Sanford C. 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. 2 AllianceBernstein Sell Side Equity Analyst jobs. Find the latest on everything happening at AB, from breaking news to regulatory filings. European Payments & FinTech, Senior Analyst. AllianceBernstein (NYSE: AB) is an investment management firm with $643 billion in assets under management. Ronan studied economics at Trinity College Dublin and is a CFA charterholder. 36162512. Farquhar holds a MA Honours degree in Economics from Cambridge University. Ronan joined Bernstein Autonomous in 2021 and covers companies in the consumer retail sectors. Britta started her career in investment banking in 2001, working in Citigroup's Financial Institutions Group. Alliancebernstein manages $721.8 billion and provides investment advisory services for 23,903 clients (1:55 advisor/client ratio). Matt rejoined Autonomous in 2021 and has been working in equity research since 2015. [19], AllianceBernstein provides investment services for institutions. Floating Leg. I dont think any asset manager wants to maintain 10-20 APIs to connect to their main sell-side counterparts, nor do dealers want to maintain different APIs to their 100 best clients. We are mainly buy side to buy side to ensure any unfilled orders are returned in the same shape in which they were given. Youdish joined Autonomous in 2011 and covers Nordic P&C, CEE and UK Motor Insurers. This might drive the stock higher in the near term. Others help our portfolio managers to construct better portfolios. Jim Switzer, senior vice president and global head of fixed income trading at AllianceBernstein. We don't put our interests at odds with your interests, whether you are an investment-management client or a client of our sell-side research unit, Sanford C. Bernstein. David holds a BA in Economics from Yale with distinction and a MBA from Columbia Business School. AllianceBernstein Holding L.P. is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. AB Stock Price Trend (Seeking Alpha) Sell side analysts expect a respectable 9.9% EPS growth this year (average of 4 . He began his career at JP Morgan, working in both private banking and equity research. (Whalen was also featured in a cover story when he ran trading at Lehman.) Prior to joining Bernstein in 2008, John spent four years as a senior research analyst at Bank of America Securities and six years at UBS, where he covered bank and credit card stocks. Institutional Investor recognized him as a Rising Star for US Insurance/Nonlife in 2015 and 2017. 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. He worked in Credit Suisse's Investment Bank strategy department through the financial crisis before moving to research in 2010. Search job openings, see if they fit - company salaries, reviews, and more posted by AllianceBernstein employees. [20], The retail part of AllianceBernstein provides financial professionals and individual investors with investments, research and tools that cover mutual funds, Managed Accounts, College Saving, Retirement Saving, and Insurance Services. US Capital Markets Specialty Financials Analyst. We are highly respected by the financial services community. 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. Our client base spans the globe and includes many . Autonomous uses BNP Paribas Security Service as our clearing partner. One observer said that even in the aftermath of the financial crisis, when assets under management were under siege, the buyside refrained from widespread layoffs in trading. We use cookies on this site to enhance your user experience. About AllianceBernstein At AB, we're fully invested in being a firm that clients can trust to deliver better outcomes. 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. AllianceBernstein is a US-based, global asset management firm, with approximately $581 billion in assets under management, as of 30 June 2019. Kelsey joined Autonomous in 2022 with 8 years of research experience spanning across IT Hardware supply chain companies that specialized in flat panel display, display glass, PCs and industrial robotics; Asian equity strategy, and Asian and US gaming companies. Before joining Autonomous, he spent six years at Concorde Securities in Budapest, where he covered CEE stocks. [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. [10][11], In 2019, AllianceBernstein partnered with Columbia University to provide training courses on sustainability and environmental sciences to its staff of investors. Its investment services cover fixed income, equities, multi-asset, and alternative investments. Were agnostic to the solution and are willing to listen to the syndicate desks. Our research analysts evaluate a company's competitive position and probe market opportunities, developing an unbiased, in-depth perspective. password. Prior to joining Autonomous in 2017, Maeshal was at JPMorgan for 5 years on their corporate development team, where he worked with C-suite management on strategic planning. Prior to transferring to Autonomous Research, Christian covered US capital markets at Bernstein since 2017. Client Group: Craigs coverage of the payment processing and speciality finance industries began in 2003, prior to which he covered mid-cap banks. China Macrofinancial and Asian Banks, Senior Analyst. Before joining CPPIB Hayley worked at Nomura for five years in the Fixed Income FX Business Management Team. This group ensures a smooth portfolio implementation process, from early planning stages to product launch. The Research team generates independent insights across markets and sectors for institutional investment professionals. Our Tax Department delivers a full range of tax services across multiple jurisdictions, collaborating with all parts of the business. Gabor holds a Finance degree from the Corvinus University of Budapest and he is a CFA charterholder. Our asset-management business has additional dimensions, but it is from research that all else flows. 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. In addition, we have created several specialist research units, including one that examines broad trends that affect multiple industries and geographies. [2], Alliance Capital was founded in 1971 when the investment-management department of Donaldson, Lufkin & Jenrette, Inc. merged with the investment-advisory business of Moody's Investor Services, Inc.[3]. This group has a presence in the Americas, Europe, Asia and Australia, and is composed of five areas: Private Wealth Management: 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. Whalen is joined by a large list of sellside heavyweights who have moved to the buyside in recent yearsmostly from the bulge bracket. In parallel with this change from a principal-based market-making model to a riskless transfer model, the bigger change is how the sell-side engage with us as clients. AllianceBernstein Holdings was founded in 1971 when the investment-management department of Donaldson, Lufkin & Jenrette, Inc. merged with the investment-advisory business of Moody's Investor Services, Inc. We deliver our exclusive insights through a variety of research reports, including our renowned black books. such as the private wealth management business and sell-side research and trading, will . Autonomous offers a credit execution service on a matched principal basis. 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. This cohesiveness fosters collaboration and empowers us to pursue a common goaldelivering better outcomes. Provides vital investment-management services through more than two dozen offices located around the world. Sales & Client Services works with financial advisors and institutions to offer diversified investment solutions that help clients build and preserve their wealth. Whalen has headed trading since May 2009, and Karofsky joined in March of this year. Need Help? Jan spent the past five years as an equity salesperson at top-ranked Emerging EMEA investment bank, WOOD & Co. Jan draws upon his vast experience living and working in emerging markets along with first-hand knowledge of the GEM corporate universe to generate ideas. David joined Autonomous in 2019 to lead Credit Research Sales. Its important to have diverse experience on the trading desk. According to Bank of America Global Research, AllianceBernstein ( NYSE: AB) is a financial services firm with a large asset management business in addition to a captive private wealth platform. Prior to joining Autonomous he worked at KPMG in Financial Services audit, focusing on large banks. We embrace innovation to address increasingly complex investing challenges. At AB, were fully invested in being a firm that clients can trust to deliver better outcomes. Alliancebernstein Review. Autonomous has more than 30 publishing analysts covering more than 240 stocks across banks, insurers, diversified financials and fintech stocks. Rosenberg was the interim head of trading at AllianceBernstein before Whalen was hired in 2009. Patrick Whalen, a former Lehman Brothers and Morgan Stanley pro, heads global trading, and Robert Karofsky, a former Deutsche Bank and Morgan Stanley exec, runs global equity trading. Charlene holds both an MBA and an MA in International Relations from Yale University. He started his career covering German automotive suppliers at LBBW in 2006. The aim is to look at baskets of risk in a similar way and be able to trade multiple portfolios at the same time. Fan holds a Master's degree in Financial Economics from Nottingham University (UK) and is taking a doctorate in Economics at Newcastle University (UK). Affect multiple industries and geographies our job to accumulate and interpret facts to reach sound investment conclusions and investment... ; Notices and Calendars side Brokerage: we strive to keep our clients, our,... 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