Buy-side Q&A: Jim Switzer, AllianceBernstein. Most people think about best execution at the point of trade, but it as a more multidimensional process with many inputs. Before joining Citigroup Andrew worked as a UK and European insurance analyst at Fox-Pitt Kelton. Our research analysts evaluate a company's competitive position and probe market opportunities, developing an unbiased, in-depth perspective. 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. Britta joined Autonomous in 2009 after having worked in the equity research team at Merrill Lynch, covering German and Benelux banks. Bank Services Prior to joining Autonomous, Yundi was an Associate Analyst in the Financial Institutions Group at Fitch Ratings in Beijing, where he has been analysing Chinese financial institutions. About . PMG also serves as the contact point with the trading desks as well as with the operations and sales teams. Learn more on AB's analyst rating history. The Research team generates independent insights across markets and sectors for institutional investment professionals. Jim Switzer, senior vice president and global head of fixed income trading at AllianceBernstein. Fixed Income: Sell-Side firms have far more opportunities for aspiring analysts than Buy-Side firms . She received her Bachelor degree in Economics from University of International Business and Economics (UIBE) in China and Master in Public Administration (MPA) from Maxwell School of Syracuse University in the US. Bernstein. 17, 2022 at. Bernstein Private Wealth Management Investment Services & Sell Side Equity Research We're a global investment management and research firm. European Payments & FinTech, Senior Analyst. 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. Learn more about AllianceBernsteinour clients and how we serve them, our research and investment services, our history and our worldwide presence. Product Strategy & Development designs, develops and manages the firms global lineup of investment services, and considers clients evolving needs to identify new opportunities. Earlier this year, Greg Rosenberg was also given his walking papers. He began his career at Neuberger Berman as a portfolio analyst before moving to the sell-side in 1999. The Trading team connects our institutional-buyer clients with sellers of equities, enabling more efficient trading and providing best execution with minimal market impact. We use cookies on this site to enhance your user experience. He previously covered European Payments & Fintech, Frontier Market Banks and US Regional Banks. When I first talked to our equity guys, I learned about dark pools, all-to-all trading and direct connectivity, but I also heard about illiquidity and fragmentation, which are not words I expected to hear from an equities trader. Gabor joined Autonomous in 2013 to cover CEE and Austrian banks. As of June 30, AllianceBernstein managed $461 billion in assets. 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. [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. Its investment services cover fixed income, equities, multi-asset, and alternative investments. He holds a BA in Finance and Management from Georgetown University. Prior to joining Autonomous at its launch in 2009, Corinne headed the financials fixed income research team at RBS. The move was announced by James Switzer, global head of the company's . AllianceBernstein (AB) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). Because they have insight into the ETFs create/redeem process and can hedge their risk, the sell-side can facilitate riskless transfers, acting as intermediary between active and passive managers. Autonomous uses BNP Paribas Security Service as our clearing partner. [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. 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. On 11/16/2022, Nike Inc traded for a price of $105.23 per share and a market cap of $164.64Bil. Its a problem for the sell-side too and its impacting the secondary market. Prior to this, Farquhar worked at Morgan Stanley for six years. Prior to joining Autonomous, Michelle worked for more than 7 years as the HK office manager & investment administrator at a global asset management firm. 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. Others help our portfolio managers to construct better portfolios. 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. He moved back into research with Autonomous in 2020, to support our China macro output and build bottom-up Asia stock coverage. This team develops custom solutions by combining equity, fixed income, alternative assets, and securities to meet client objectives. 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. Autonomous is considered to be the go-to credit desk for news and views on the Financials sector in particular with highly experienced and knowledgeable traders who know the sector and its drivers. 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. Floating Leg. Open side navigation menu . Jim Switzer: Data aggregation is probably our number one priority right now. Kelsey holds a BA in Business Administration from Hong Kong University of Science and Technology, where she graduated in the top 1% of her class. January 12, 2023. Our commitment to knowing more has led us to build one of the broadest buy-side research footprints in the asset-management industry. Andreas joined Autonomous at its launch in 2009. Prior to joining Autonomous in 2016, Brian worked in equity research at Barclays covering emerging technologies across the US and Europe. Equities: 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. Reset your September 12 2014. He holds a JD from Harvard Law School and a BS in Industrial & Labor Relations from Cornell University. Gregs wall street career started in equity research at Goldman Sachs covering financials and telecom services. 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. We want our research to define thought leadership about current conditions and emerging trends. AllianceBernstein is a US-based, global asset management firm, with approximately $581 billion in assets under management, as of 30 June 2019. Our asset-management business has additional dimensions, but it is from research that all else flows. AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private. Nick joined Autonomous in Dec 2019, having started his career at UBS in 2003. The . 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. Rory joined Autonomous from Bernstein after the merger in 2019. Ian joined Autonomous in 2016 to cover UK banks and speciality financials. We seek to marry the big picture macro and thematic trends with bottom up stock picking we are not a think tank. password. Knight, a vice president, joined the firm in 2000 from Syracuse University, according to LinkedIn. Craig currently covers the Speciality Finance and Payments sector, and has been on Wall Street since 1997. 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. Fan Zhang is a senior China macro-financial research analyst. Typical clients include Defined benefit pension plans and Defined contribution plans. Save. Back Submit. ESIGHT, our proprietary ESG research and collaboration platform, is a hub for fixed income and equity investment teams to access and share insights about issuers ESG practicesin real time. The Price and Consensus chart displays the company's stock price along with the consensus estimate. AllianceBernstein, a leading global investment management and research firm, and Societe Generale, a leading European bank, announced their . We cant always do that right now given the existing infrastructure and often have to resort to voice trading. The process is automated through our Abbie bot, a virtual portfolio assistant, which can quickly optimise these portfolios, helping traders to price them and transfer the risk. The Fixed Income team is composed of product and strategy groups whose coverage spans high-yield corporate bonds, emerging-market corporate bonds, global economic research, quantitative research, securitized products, alternative credit and municipal bonds. Youdish is a Chartered Accountant and holds a degree in International Business, Finance and Economics from Manchester University. Based on the current quarter's distribution, it yields a robust 9%. Ian has a first class degree in Politics and Economics from the University of Sheffield. Weve been amassing historical and point-in-time data through our ALFA market liquidity surveillance tool over the last five years. Ed graduated from Nottingham University in 1998 with a degree in History, joining the graduate training program at HSBC / James Capel the same year. The company also provides sell-side research and brokerage services through its Sanford Bernstein subsidiary. She previously held a variety of ESG and operational roles at Walmart and other companies including Alcoa, Steelcase, Deere and Cummins. In recent years, the buyside has not been immune from downsizing in trading, as technology has allowed desks to do more with less. Search job openings, see if they fit - company salaries, reviews, and more posted by AllianceBernstein employees. JS: One of the most important things we need is a utility to connect fixed income market participants and trading platforms. But make no mistake about it: we need a solution. Our client base spans the globe and includes many . Portfolio Management Group (PMG): "AllianceBernstein reached the limit of where they could sell their research, but they needed equities capital markets to turbo charge it," said a senior SocGen . 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 supports the global portfolio-management teams by authorizing and executing portfolio decisions. 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. We deliver our exclusive insights through a variety of research reports, including our renowned black books. Chris joined from Barclays where he was ranked #1 in Extel, and previously worked at Morgan Stanley, Lehman Brothers/Nomura and RBC. AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth. 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. 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 Bernstein, Kelsey worked at Deutsche Bank covering China cement and oilfield services. He earned a BA in History from the University of Chicago and an MBA from NYU. Excellence in investment research and trading is the core of our sell-side research units business. He held this post for five years, leading a team of five analysts. 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. Ryan has a BS in Mathematical Economics from Wake Forest University and is a CFA charterholder. Christian joined Bernstein Autonomous in 2021 with a focus on high yield bond issuers from various industrial sectors. 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