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. Written by investor.com. 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. Patrick joined Autonomous in 2012 from Bank of America Merrill Lynch, where he spent nine years covering broker-dealers and alternative asset managers. Our research analysts evaluate a company's competitive position and probe market opportunities, developing an unbiased, in-depth perspective. Autonomous uses BNP Paribas Security Service as our clearing partner. Alastair holds a first class degree in Chinese from Oxford University. Britta started her career in investment banking in 2001, working in Citigroup's Financial Institutions Group. UPC: 8436563181948. Reset your Interviews at AllianceBernstein Experience Positive 56% Negative 18% Neutral 26% Getting an Interview Campus Recruiting 32% Applied online 30% Employee Referral 16% More Difficulty 2.9 Average Hard Average Easy Interviews for Top Jobs at AllianceBernstein Private Client Associate (31) Private Wealth Associate (22) Associate (21) Excellence in investment research and trading is the core of our sell-side research units business. Several have been chronicled in Traders Magazine, including Gertsen at AllianceBernstein, Ray Tierney at Morgan Stanley Investment Management and Rob Arancio at Neuberger Berman. AllianceBernstein's headquarters are located in Nashville, Tennessee; the firm also has locations throughout the world. Earlier in his career, he was a consultant with Orion Consultants, advising the capital markets arms of investment banks. Ed graduated from Nottingham University in 1998 with a degree in History, joining the graduate training program at HSBC / James Capel the same year. We continually seek alpha across asset classes to advance your success. The Research team generates independent insights across markets and sectors for institutional investment professionals. AllianceBernstein to acquire CarVal Investors for upfront $750 million Mar. 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. 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. Bundle Description: This item may take up to 4 days of additional processing time. There has been an encouraging trend in . As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. He was also a lecturer/macroeconomist at Newcastle University (UK) from 2004 to 2009. ET by Ciara Linnane AllianceBernstein says CarVal has about $14.3 bln in AUM Mar. JS: One of the most important things we need is a utility to connect fixed income market participants and trading platforms. Craig Maurer joined Autonomous in September 2014 following nearly 8 years at CLSA Americas. Whalen has headed trading since May 2009, and Karofsky joined in March of this year. Buy-side Q&A: Jim Switzer, AllianceBernstein. Operations: AllianceBernstein (AB) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). 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 UBS she held similar positions at Deutsche Bank, Bank of America Merrill Lynch, and The Royal Bank of Scotland. He is a CFA charterholder and graduated from the University of Michigan, with a degree in Economics. Before joining Merrill Lynch, Andreas graduated from the University of Mannheim in Germany with a top class degree in Business Administration, majoring in Finance. Even though the equity markets are ahead of fixed income from an automation perspective, they still have high-touch traders driving performance. Save. 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. Furthermore our commitment to access and absence of conflicts supports an unrivalled offering for our clients. Michelle joined Autonomous in 2014 as the Hong Kong office manager and has been a member of the Data Administration Team since January 2021. She graduated with a first class degree from the University of Exeter in Economics, French and Spanish and received Deans commendation for academic excellence. JS: The growing size and presence of ETFs has created an arb-able event. Independent, in-depth sell-side research and brokerage services for institutional investors. The earnings landscape looks eerily complacent at the start of the third quarter, said Chris Hogbin, head of equities at AllianceBernstein. Ronan studied economics at Trinity College Dublin and is a CFA charterholder. [10][11] AllianceBernstein has offices in 46 locations across 22 countries. Multi-Asset Solutions team's clients include retirement plan sponsors, insurance companies, retail investors and high-net-worth individuals. Type: Company - Public. I believe there is a willingness on the sell-side to come up with a digitised solution. Before joining Autonomous in 2009, Farquhar covered the Benelux, Swiss and Nordic insurers at Fox-Pitt, Kelton for two years. The joint venture would combine Bernstein Research Services' premier global equity research and execution platform with Societe Generale's equity research and execution capabilities to form a leading global cash equities and equity research business. 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. [6], In February 2018, a senior research analyst of the firm, Paul Gait,[7] defined the Democratic Republic of Congo (DRC) a country rich in cobalt, which is essential to the lithium-ion batteries that drive electric vehicles as economically "the Saudi Arabia of the electric vehicle age. We like to say that investment research is in our DNA. David joined Autonomous in 2019 as a Senior Research Associate covering US Large-Cap Banks, Regional Banks, and Credit Cards. This department is responsible for all legal, regulatory and corresponding compliance matters affecting our firm and the business we conduct throughout the world. Need Help? Before Merrill Lynch, Ed also worked for successful banks teams at Credit Suisse and JP Morgan. 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. Industry: Investment & Asset Management. We have a unique network across the companies we cover and non-listed institutions while maintaining a broad range of relationships with regulators and key policy makers. 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 We are mainly buy side to buy side to ensure any unfilled orders are returned in the same shape in which they were given. Rory joined Autonomous from Bernstein after the merger in 2019. This might drive the stock higher in the near term. [15][16] In September 2021, AllianceBernstein gave a $100,000 gift to the Nashville-based Martha O'Bryan Center. Middle Market Sell-Side Kidder, Peabody & Co. 1989 - 1990 1 year. He began his career at the Bank of England in 1988 in the banking supervision department. Prior to transferring to Autonomous Research, Christian covered US capital markets at Bernstein since 2017. The Controllers Group includes Corporate Accounting, AUM Reporting, Financial Reporting, Broker-Dealer Accounting and Reporting, International Financial Controls, Accounts Payable, and Payroll. He began his career at Neuberger Berman as a portfolio analyst before moving to the sell-side in 1999. Prior to transferring to Autonomous Research, John covered large-cap banks for the past decade at Bernstein, where he has been ranked among the top U.S. analysts in various industry polls, including the #1 ranking in Institutional Investor for 2018. . AllianceBernstein's headquarters are located in Nashville, Tennessee; the firm also has locations throughout the world. She is an UCL alumna and holds a postgraduate diploma in Law. It tracks EPS estimates for the current and following years from the sell-side . E . Andrew joined Autonomous in March 2022 as part of the Corporate Access team. About AllianceBernstein At AB, we're fully invested in being a firm that clients can trust to deliver better outcomes. 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. Bernstein is widely recognized as Wall Street's premier sell-side research and brokerage firm, with a global equity trading platform that spans the U.S., Europe, and Asia. ET. [12][13], In June 2020, AllianceBernstein acquired investment management firm AnchorPath for $400 million. password. Craigs coverage of the payment processing and speciality finance industries began in 2003, prior to which he covered mid-cap banks. Client Group: Before becoming a founding partner of Autonomous he worked at Merrill Lynch for ten years, in both London and New York. Its not a matter of changing the allocation process, rather its about the securities set-up process and how we communicate orders back and forth. 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. Fan Zhang is a senior China macro-financial research analyst. Our clients' interests must always come first. Before joining CIMB, he worked for UOB Kay Hian between 2009 and 2014, as head of China economic research. US Payments & FinTech Senior Research Associate. Gabor joined Autonomous in 2013 to cover CEE and Austrian banks. Jim Switzer: Data aggregation is probably our number one priority right now. 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. Equities Fixed Income Multi-Asset Equities: He has over 10 years working experience in macroeconomic research. Prior to that he spent five years with KPMG in London, initially in their audit division covering investment banks and subsequently moving to KPMG's corporate finance practice. The Trading team connects our institutional-buyer clients with sellers of equities, enabling more efficient trading and providing best execution with minimal market impact. Technology; Cyber security; Advances in Tech; Notices and Calendars. . These services include asset-allocation advice, portfolio analytics, trust and estate planning, and retirement planning. The aim is to look at baskets of risk in a similar way and be able to trade multiple portfolios at the same time. In 2000, Alliance acquired Bernstein, an institutional house with a thriving private client business and $88 billion in value stocks, for $3.5 billion. 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. Our sell-side business has three divisions: Research, Sales and Trading. Richard has significant experience on the sell-side having worked at Bernstein, Credit Suisse, and BMO Capital Markets where he covered various sectors including brokers, asset managers, exchanges, consumer finance, machinery and diversified manufacturing stocks. He previously worked for RBS and the Financial Services Authority. BNY Mellon goes live with cleared agent securities lending offering. It is unclear whether the pink slips were a result of declining trading volumes and assets or simply a changing of the guard. AllianceBernstein provides solution-based diversified . Before joining Fitch Ratings, Charlene served as a Senior Analyst in the Emerging Markets & International Affairs group at the Federal Reserve Bank of New York, where she focused on financial sector reform and monetary policy development in China and other Asian countries. 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). He is a graduate of the University of Virginia and Georgetown University. David joined from Reorg Research and prior to that spent ten years at CreditSights latterly the last five as Head of Sales - EMEA & APAC working with clients globally from both the sell-side and buy-side. This group, led by the chief financial officer, is composed of five areas: Legal & Compliance: Human Capital: Open side navigation menu . 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. Sales & Client Services works with financial advisors and institutions to offer diversified investment solutions that help clients build and preserve their wealth. Charlene holds both an MBA and an MA in International Relations from Yale University. In 2001, Ms. Wood joined AllianceBernstein, where she oversaw a respectable $5 billion in assets at her peak. Money manager AllianceBernstein let four equity traders go in New York last Tuesday, in a move industry observers say is unprecedented on the buyside, but standard operating procedure in the brokerage world. Prior to that, he spent two years in Merrill Lynch's Investment Banking analyst program. Of America Merrill Lynch, Ed also worked for UOB Kay Hian between 2009 and,! About $ 14.3 bln in AUM Mar, working in Citigroup 's Financial Institutions Group ; the firm also locations. And following years from the University of Virginia and Georgetown University advice, portfolio analytics, and... That investment research is in our DNA Service as our clearing partner 2021, AllianceBernstein number One priority right.! Headed trading since may 2009, and retirement planning, advising the capital markets at since! 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