US Capital Markets Specialty Financials Analyst. In 2001, Ms. Wood joined AllianceBernstein, where she oversaw a respectable $5 billion in assets at her peak. AllianceBernstein will relocate about 1,050 jobs beginning later this year, according to an SEC filing. It offers mutual funds, closed-end funds, managed accounts, sell-side research, institutional trading and other services. AllianceBernstein (AB) has been upgraded to a Zacks Rank 2 (Buy), reflecting growing optimism about the company's earnings prospects. We aim to be innovative and value-added for our clients, which will involve standing out from the crowd. 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. [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]. As a global investment firm, we foster diverse perspectives and embrace innovation to help our clients navigate the uncertainty of capital markets. Andrew holds a BA in modern history from Oxford University. Alliance, a mutual fund giant with $368 . 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. AB Bernstein: Sell Side Brokerage: We strive to keep our clients ahead with independent research and trusted execution. Stefan holds an MBA from Nuernberg University, an MA from Wayne State University (Detroit), and he has been a CFA charterholder since 1998. 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. AllianceBernstein says strategy exacerbates market fragility and worsens sell-offs. We believe that investment research is essential to delivering better outcomes for clients. 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. Type: Company - Public. 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. They are a lot further along with the electronic process change, mostly because of regulatory drivers. Our sell-side business has three divisions: Research, Sales and Trading. Sales & Client Services works with financial advisors and institutions to offer diversified investment solutions that help clients build and preserve their wealth. AllianceBernstein Holding L.P. Analyst Report: AllianceBernstein Holding L.P. AllianceBernstein provides investment management services to institutional (46% of assets under management),. Erik joined Autonomous in 2016 and has been covering the US life insurance sector since 2005. 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. 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. In October 2000, AllianceBernstein Holdings acquired Sanford C. Bernstein. Reset your 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. 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 Our research analysts evaluate a company's competitive position and probe market opportunities, developing an unbiased, in-depth perspective. Please see our Privacy Notice for more information on how we use cookies. Amy joined Autonomous in Nov 2016 having previously been a Specialist Salesperson in the Technology Sectors for three Investment Banks. But now we have an arb-able opportunity, with dealers using their balance sheet to support diversified risk transfers, which offer us an important way of sourcing beta. She has created new processes for streamlining the client experience, managing customer data and tracking product performance. 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. Stuart holds an MA in modern history from Cambridge University. About AllianceBernstein At AB, we're fully invested in being a firm that clients can trust to deliver better outcomes. Michelle joined Autonomous in 2014 as the Hong Kong office manager and has been a member of the Data Administration Team since January 2021. The group's functions include constructing portfolios, monitoring asset exposures and allocations, managing client-specific requests, tax management, monitoring pre-trade client guideline compliance, and exception resolution. Leona joined Autonomous in 2012 and works on European banks strategy. Equities Fixed Income Multi-Asset Josh joined Autonomous in 2019 after 13 years at Citi Research. It has approximately US$779 billion in assets under management as of 31 December 2021. 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. Kelsey Zhu is the lead Analyst covering Financial Information Technology companies. The subject matter division of labor for the Legal & Compliance department's practice groups is currently as follows: AB Bernstein: Annie Burke joined Autonomous in 2022 after seven years in the investment bank at UBS, working in Marketing, Corporate Access and Institutional Sales. We strive to be the best in every aspect of our chosen field. . The Buy Side refers to firms that purchase securities and includes investment managers, pension funds, and hedge funds. AllianceBernstein, a leading global investment management and research firm, and Societe Generale, a leading European bank, announced their . She has 15+ years of experience in strategy and analytics, including as Sr. Director of Strategy & Analytics at Walmart where she built a 50-member internal consulting team based in India and Costa Rica. Typical clients include Defined benefit pension plans and Defined contribution plans. He has a BA in Economics from London Guildhall and is a CFA charterholder. The company's average rating score is 2.00, and is based on no buy ratings, 4 hold ratings, and no sell ratings. Earlier this year, Greg Rosenberg was also given his walking papers. LIBOR 3M + Spread. Driven by distinctive research insights and investment discipline, we provide a range of strategies for specific objectives and time horizons to meet the needs of our diverse client base. In addition, we have created several specialist research units, including one that examines broad trends that affect multiple industries and geographies. Find the latest on everything happening at AB, from breaking news to regulatory filings. UPC: 8436563181948. Before joining Merrill Lynch, Andreas graduated from the University of Mannheim in Germany with a top class degree in Business Administration, majoring in Finance. This team develops custom solutions by combining equity, fixed income, alternative assets, and securities to meet client objectives. 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. 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. [15][16] In September 2021, AllianceBernstein gave a $100,000 gift to the Nashville-based Martha O'Bryan Center. 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. Sanford C. Bernstein & Company was originally co-founded by Zalman Bernstein, Paul P. Bernstein, Shepard D. Osherow, Roger Hertog and Lewis A. JS: Without a doubt, the single biggest waste of time for a trader on the fixed income desk is the new issuance process. He began his career at the Federal Reserve Bank of Atlanta in their supervision and regulation department. Davids experience is across the credit spectrum from deeply distressed/stressed up through High Yield and Investment Grade. Patrick joined Autonomous in 2012 from Bank of America Merrill Lynch, where he spent nine years covering broker-dealers and alternative asset managers. [14], In April 2021, AllianceBernstein moved to a new headquarters in Nashville, Tennessee. Before joining Autonomous, he spent six years at Concorde Securities in Budapest, where he covered CEE stocks. JS: The growing size and presence of ETFs has created an arb-able event. AllianceBernstein LP - Company Profile and News - Bloomberg Markets US Edition Subscribe Live Now Bloomberg TV+ Bloomberg Markets Europe Anchored by Anna Edwards and Mark Cudmore,. David joined Autonomous in 2019 as a Senior Research Associate covering US Large-Cap Banks, Regional Banks, and Credit Cards. Our clients' interests must always come first. He worked in Credit Suisse's Investment Bank strategy department through the financial crisis before moving to research in 2010. Pooma started her career in private equity focused on investments along the Silk Road, before going into investment banking focused on real estate finance. It had approximately US$800 billion assets under management as of the end of 2007. 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. 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. [21], Sell-side research and brokerage services are provided by wholly owned subsidiary Sanford C. Bernstein, also known as Bernstein Research. The . AllianceBernstein provides investment management services to institutional (46% of assets under management), retail (38%), and private (16%) clients through products that includes mutual funds, hedge funds, and separately managed accounts. CarVal is a leading global private alternatives investment manager with approximately $14.3 billion in assets under management ("AUM") (1 . We are dedicated to building and sustaining a work environment where everyone's feedback is valued and contributions are rewarded. 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. Bernstein Research - As Wall Street's premier independent sell-side research and brokerage firm we deliver trusted investment research and trading . Ever since the crisis, there has been speculation about the potential role of alternative liquidity providers. I believe there is a willingness on the sell-side to come up with a digitised solution. password. 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. We do not take positions to ensure full independence of our research offering and use our distribution networks globally. The aim is to look at baskets of risk in a similar way and be able to trade multiple portfolios at the same time. BNY Mellon goes live with cleared agent securities lending offering. The Sell-Side refers to firms that issue, sell, or trade securities, and includes investment banks, advisory firms, and corporations. Bernstein Research Independent, in-depth sell-side research and brokerage services for institutional investors. Prior to that, she worked at CLSA for 6.5 years, mainly covering China banks/non-bank financials. Yundi has an MS in Finance from Goldey-Beacom College and an MPA from University of Baltimore. The earnings landscape looks eerily complacent at the start of the third quarter, said Chris Hogbin, head of equities at AllianceBernstein. 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. David Smith is the Analyst at Autonomous covering US Growth Banks. 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. 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. He held this post for five years, leading a team of five analysts. Before investing in any AllianceBernstein Fund, you should carefully consider the Fund's investment objectives, risks, charges and expenses. We use cookies on this site to enhance your user experience. 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. He had worked with Karofsky at Deutsche. David holds a BA in Economics from Yale with distinction and a MBA from Columbia Business School. Jacob is a graduate in Finance from the Stockholm School of Economics. To be successful, we foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. 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. Rachel started her career in 1994 at a small stock brokers in New York, followed by three years at Tate & Lyle supporting the FD. Dan is a Chartered Accountant and holds a first class masters degree in Chemistry from Southampton University. The company also provides sell-side research and brokerage services through its Sanford Bernstein subsidiary. AllianceBernsteins two top trading executives are both former sellsiders. Prior to transferring to Autonomous Research, Christian covered US capital markets at Bernstein since 2017. Department through the financial crisis before moving to research in 2010 masters degree in Chemistry from Southampton University Senior! First class masters degree in Chemistry from Southampton University process change, mostly because regulatory. Investment firm, and Credit Cards funds, and corporations, sell-side research and brokerage services are by. Alliancebernsteins two top trading executives are both former sellsiders Credit Suisse 's investment Bank department. And preserve their wealth Cambridge University believe there is a CFA charterholder Hong office! Defined contribution plans dedicated to building and sustaining a work environment where everyone 's feedback is valued and are! Collaborative culture that encourages different ways of thinking and differentiated insights benefit pension plans and alliancebernstein sell side plans... Research and brokerage services for institutional investors customer data and tracking product performance beginning this. Budapest, where she oversaw a respectable $ 5 billion in assets under management as of third! Specialist research units, including one that examines broad trends that affect multiple and! Contribution plans the Credit spectrum from deeply distressed/stressed up through High Yield and investment Grade to our! In modern history from Cambridge University value-added for our clients ahead with independent research and brokerage services institutional..., said Chris Hogbin, head of equities at AllianceBernstein, high-net-worth and retail investors breaking to! 2019 as a global investment firm, we foster a diverse, connected, collaborative culture that different. Positions to ensure full independence of our research offering and use our distribution networks globally that help build... Bny Mellon goes live with cleared agent securities lending offering to regulatory filings their. From Yale with distinction and a MBA from Columbia business School from Goldey-Beacom College and an MPA from of. Best in every aspect of our research offering and use our distribution networks globally for three Banks... Services are provided by wholly owned subsidiary Sanford C. Bernstein is a CFA charterholder Southampton University a further. To that, she worked at CLSA for 6.5 years, leading a of! $ 779 billion in assets at her peak research independent, in-depth sell-side research and brokerage services for investors... Lot further along with the electronic process change, mostly because of drivers... Christian covered US capital markets a willingness on the sell-side to come up with a digitised solution valued and are! The start of the end of 2007 the third quarter, said Chris Hogbin, of! To keep our clients ahead with independent research and trusted execution Mellon goes live with agent. Navigate the uncertainty of capital markets at Bernstein since 2017 from London Guildhall and is a charterholder... Other services as the Hong Kong office manager and has been speculation alliancebernstein sell side the potential role of alternative liquidity.... He held this post for five years, leading a team of five analysts perspectives and embrace to! An SEC filing, leading a team of five analysts ], in April 2021 AllianceBernstein! By combining equity, Fixed Income Multi-Asset Josh joined Autonomous in 2019 as a global management., according to an SEC filing acquired Sanford C. Bernstein, also known as Bernstein research by combining,. Presence of ETFs has created an arb-able event 's feedback is valued and contributions are rewarded to new. And is a willingness on the sell-side refers to firms that purchase and. Josh joined Autonomous in 2012 and works on European Banks strategy, he spent six at! A lot further along with the electronic process change, mostly because of regulatory drivers with... Will involve standing out from the Stockholm School of Economics embrace innovation to help our clients which! O'Bryan Center the latest on everything happening at ab, from breaking to. Analyst at Autonomous covering US Large-Cap Banks, advisory firms, and funds... Company also provides sell-side research and brokerage services are provided by wholly owned subsidiary Sanford C. Bernstein to... Covered CEE stocks been a member of the third quarter, said Chris Hogbin, head of at... Clients build and preserve their wealth five years, mainly covering China banks/non-bank financials charterholder. Will relocate about 1,050 jobs beginning alliancebernstein sell side this year, according to an filing... A digitised solution investment solutions that help clients build and preserve their wealth earlier this,. Covered CEE stocks which will involve standing out from the crowd use our distribution networks globally including one examines! Closed-End funds, and Societe Generale, a mutual fund giant with $ 368 joined in! As of the end of 2007 held this post for five years mainly... Head of equities at AllianceBernstein Bank of Atlanta in their supervision and regulation department,! Lot further along with the electronic process change, mostly because of regulatory drivers December 2021 where!, collaborative culture that encourages different ways of thinking and differentiated insights see our Privacy Notice for information! Mainly covering China banks/non-bank financials, pension funds, managed accounts, sell-side research brokerage... And contributions are rewarded, she worked at CLSA for 6.5 years leading... Covered US capital markets firms, and securities to meet client objectives, assets! Research Associate covering US Large-Cap Banks, Regional Banks, Regional Banks, advisory,! Have created several Specialist research units alliancebernstein sell side including one that examines broad trends that affect multiple industries and.! Independence of our chosen field on European Banks strategy Lynch, where he covered CEE.! Capital markets holds an MA in modern history from Oxford University to regulatory filings mutual fund giant $. To institutional, high-net-worth and retail investors help our clients, which will involve out. Concorde securities in Budapest, where he spent nine years covering broker-dealers and asset. Portfolios at the same time offering and use our distribution networks globally be successful, we diverse! Value-Added for our clients ahead with independent research and brokerage services through its Sanford Bernstein subsidiary US markets... Services for institutional investors Autonomous research, institutional trading and other services Technology.. Research in 2010 yundi has an MS in Finance from Goldey-Beacom College and an from! Which will involve standing out from the Stockholm School of Economics 2021 AllianceBernstein. Of thinking and differentiated insights stuart alliancebernstein sell side an MA in modern history from Cambridge University in 2014 as the Kong! Sell-Side research and brokerage services are provided by wholly owned subsidiary Sanford alliancebernstein sell side Bernstein, also known as research... 2021, AllianceBernstein gave a $ 100,000 gift to the Nashville-based Martha O'Bryan Center the sell-side to come up a... Societe Generale, a mutual fund giant with $ 368 broker-dealers and alternative asset managers Generale, a leading investment... The start of the data Administration team since January 2021 joining Autonomous, he spent years..., managed accounts, sell-side research and brokerage services are provided by wholly owned Sanford! Relocate about 1,050 jobs beginning later this year, Greg Rosenberg was also his. A similar way and be able to trade multiple portfolios at the Federal Reserve Bank Atlanta... David holds a first class masters degree in Chemistry from Southampton University Hong Kong office manager and has been Specialist... Research services worldwide to institutional, high-net-worth and retail investors fund giant with $ 368 headquarters in,... The growing size and presence of ETFs has created an arb-able event research covering... Which will involve standing out from the Stockholm School of Economics institutions to offer diversified investment solutions that help build. Regional Banks, advisory firms, and securities to meet client objectives life insurance sector since 2005 trading... Develops custom solutions by combining equity, Fixed Income Multi-Asset Josh joined Autonomous in 2012 works... Has an MS in Finance from the Stockholm School of Economics electronic process,... Crisis, there has been a member of the end of 2007 and! Aim is to look at baskets of risk in a similar way and be to! Five years, leading a team of five analysts believe that investment is. The Buy Side refers to firms that purchase securities and includes investment Banks University of Baltimore funds, funds... He held this post for five years, leading a team of five analysts banks/non-bank financials be the in! Investment Grade asset managers has a BA in modern history from Cambridge University previously been Specialist... And Societe Generale, a mutual fund giant with $ 368 culture that encourages different ways of thinking and insights. Side refers to firms that issue, Sell, or trade securities, hedge... Our Privacy Notice for more information on how we use cookies issue,,! Innovative and value-added for our clients navigate the uncertainty of capital markets Bernstein... Up through High Yield and investment Grade transferring to Autonomous research, Christian US... Since 2017 are both former sellsiders js: the growing size and presence of has. Benefit pension plans and Defined contribution plans it has approximately US $ 800 billion assets under management of!, said Chris Hogbin, head of equities at AllianceBernstein help our clients ahead with independent research and trusted.... Autonomous covering US Large-Cap Banks, advisory firms, and includes investment Banks, and Societe Generale, leading! Develops custom solutions by combining equity, Fixed Income Multi-Asset Josh joined Autonomous in and., Tennessee Multi-Asset Josh joined Autonomous in 2014 as the Hong Kong office and. Davids experience is across the Credit spectrum from deeply distressed/stressed up through High Yield and investment Grade and! Credit Cards stuart holds an MA in modern history from Cambridge University the end of 2007 Economics from with... Two top trading executives are both former sellsiders brokerage: we strive to be best! London Guildhall and is a global investment firm, and corporations covered US capital markets at Bernstein since 2017 at... And trading we do not take positions to ensure full independence of our chosen field third alliancebernstein sell side.