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. He worked in Credit Suisse's Investment Bank strategy department through the financial crisis before moving to research in 2010. 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. This might drive the stock higher in the near term. Some research focuses on complex wealth-management issues for individuals involving taxation, single-stock concentration, intergenerational wealth transfer and charitable giving. Our ambition is to offer best in class coverage of global financials. Patrick joined Autonomous in 2012 from Bank of America Merrill Lynch, where he spent nine years covering broker-dealers and alternative asset managers. Its our job to accumulate and interpret facts to reach sound investment conclusions and expert investment advice. In addition, we have created several specialist research units, including one that examines broad trends that affect multiple industries and geographies. 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. UPC: 8436563181948. The trade had a 0.25% impact on the equity portfolio. 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. 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. We focus on the higher beta areas of the market including AT1, distressed and illiquid securities across financials, corporates and emerging markets. Rather than telling us what theyre trying to get done, they ask us what were trying to get done. For the full year, the company is expected to earn $2.81 per share, representing a year-over-year change of -27.76%. He has a BS degree in Hospitality Management from Widener 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. Total, the firm now has a staff of 10 involved in the trading function, down from 14. How is the rise of passive investment vehicles changing the fixed income market? We aim to be innovative and value-added for our clients, which will involve standing out from the crowd. This cohesiveness fosters collaboration and empowers us to pursue a common goaldelivering better outcomes. He had worked with Karofsky at Deutsche. Whether youre a global institution, financial advisor or high-net-worth individual, were committed to being your most valued partner. Craigs coverage of the payment processing and speciality finance industries began in 2003, prior to which he covered mid-cap banks. She graduated with a first class degree from the University of Exeter in Economics, French and Spanish and received Deans commendation for academic excellence. At a council meeting Tuesday evening, Mayor J. William Reynolds . She is an elected member of the US Conference of Business Economists. 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 Contact Shareholder Services Representative at 1-800-221-5672. JS: We still need the people with 20-30 years trading experience, but were interspersing them with traders that have smart order routing skills, or the ability to write code. Its complemented by PRISM, ABs proprietary credit rating and scoring system. Prior to joining Autonomous, Ryan was the US Property & Casualty Insurance analyst at Credit Suisse. Before joining Autonomous, Leona worked in Credit Risk Management in Deutsche Bank. ET by Ciara Linnane AllianceBernstein says CarVal has about $14.3 bln in AUM Mar. Buy-side Q&A: Jim Switzer, AllianceBernstein. Sell side; Market Data; Tech. It has approximately US$498 billion in assets under management as of June 30, 2017. [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. Comparing this to the industry average of 0.35, it can be said . Rahul joined Autonomous in 2022, and covers the FinTech sector. No Reproduction Without Prior Authorizations. In PRISM, analysts develop and share views on issuers fundamentalsincluding ESGin a consistent, comparable and quantifiable way across industries, ratings categories and geographies. Our sell-side business has three divisions: Research, Sales and Trading. At AllianceBernstein, research excellence is the key to realizing the firm's dual mission. Whalen has headed trading since May 2009, and Karofsky joined in March of this year. 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. Whalen is joined by a large list of sellside heavyweights who have moved to the buyside in recent yearsmostly from the bulge bracket. Compared to the pre-crisis environment, today we no longer have sell-side prop desks, dealer inventory is substantially reduced, and hedge funds use less leverage. AllianceBernstein declined to comment. Available Monday through Friday from 8:30 a.m. to 6:30 p.m. Discover an area of AB that may be a good fit for you. 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. Before joining Autonomous in 2010, Andrew spent five years on the buy-side as a European financials analyst most recently with Citadel Investment Group and prior to that with Blackrock. Zacks tracks individual sell-side analyst estimates and creates a consensus EPS estimates. Alastair joined Autonomous in late 2014 for its Asia launch, as financials specialist sales. An upward trend in earnings estimates -- one of the most powerful forces. True to form, her performance at the Manhattan firm was a roller-coaster ride. One example is the concept of portfolio trading. Prior to that, he spent two years in Merrill Lynch's Investment Banking analyst program. Andrew holds a BA in modern history from Oxford University. Prior to joining Autonomous in 2014, Charlene worked for eight years as a Senior Director in the Financial Institutions Group at Fitch Ratings in Beijing, where she oversaw the credit ratings of Chinese financial institutions. 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. [19], AllianceBernstein provides investment services for institutions. Knight, a vice president, joined the firm in 2000 from Syracuse University, according to LinkedIn. [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. Richard Fellinger joined Autonomous in 2019 and has been working in equity research since 2015. It had approximately US$800 billion assets under management as of the end of 2007. Several have been chronicled in Traders Magazine, including Gertsen at AllianceBernstein, Ray Tierney at Morgan Stanley Investment Management and Rob Arancio at Neuberger Berman. 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. Oliver joined Autonomous in 2019, having previously worked on the European Insurance team at Bernstein since 2015. We believe that investment research is essential to delivering better outcomes for clients. Andrew holds a BA in modern history from Oxford University. AllianceBernstein provides industry-leading research and investment solutions through a combination of innovation, intellectual curiosity and relentless ingenuity. On the sellside, it is common practice for new management to change personnel when it takes over. Before moving into sales Alastair was an analyst at Cazenove Asia for ten years, covering banks for seven of those and China consumer stocks for three, finishing up as Deputy Head of Research. 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. Equities: 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. Alastair holds a first class degree in Chinese from Oxford University. 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. At AB, we bring together people of many backgrounds. Jim Switzer: Data aggregation is probably our number one priority right now. [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. "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 . Equity Execution Services offered by Bernstein [click here] for more information. AllianceBernstein is a US-based, global asset management firm, with approximately $581 billion in assets under management, as of 30 June 2019. Sell-Side firms have far more opportunities for aspiring analysts than Buy-Side firms . Prior to joining Autonomous, he spent four years at RBC Capital Markets with the Alternative Assets Group. Before joining Autonomous in 2021, Caroline spent several years at AllianceBernstein covering US Broadlines & Hardlines Retail and brings a unique background in consumer research, business analytics, and multinational operations to her current coverage. [14], In April 2021, AllianceBernstein moved to a new headquarters in Nashville, Tennessee. 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