Private Placements Operations Associate

Private Placements Operations Associate

Private Alternatives Infrastructure is responsible for delivering technology & operations designed to enable revenue growth, drive efficiency, and mitigate risk for the Private Alternatives business channel. Private Alternatives investment strategies include Private Credit, US / European Real Estate Debt, Private Placements, and other private market strategies. Critical functions within Private Alternative Infrastructure include Investment & Fund Operations, Product Implementation, Business Analysis, Project Management, 3rd Party Vendor Integration & Management, and Infrastructure Technology Buildout. The Private Alternative Infrastructure Department collaborates closely with business unit heads across the Firm to develop plans in line with business objectives.

We are seeking a Private Placements Operations Associate to join our Private Alternatives Investment Operations team, supporting the growth and execution of our Private Placements business. Based in Nashville, TN or Houston, TX, this role will be integral to the day-to-day lifecycle management of private placement investments and will serve as a key operational partner to our New York and Houston based investment professionals. This is a hands-on, high-impact role that requires precision, initiative, and a deep understanding of investment operations. The Associate will be responsible for ensuring operational excellence through robust controls, process optimization, and seamless execution of investment strategies. As the business evolves, this role will be instrumental in scaling workflows and driving efficiency across Institutional and Insurance distribution channels.

Key Responsibilities of this role may include but not be limited to :

• Collaborate directly with investment professionals to lead the operational development of our insurance platform and on-balance sheet strategies, onboard new clients, and oversee security types including 144A and 4(a)(2) private placements.
• Execute on the roundtrip trade lifecycle within the Private Placements business ensuring seamless portfolio management operations and trade support for all parts of the deal Lifecycle including but not limited to :
• Lead and coordinate all operational aspects of private placement deals, from initial pipeline review through post-trade execution.
• Participate in weekly pipeline calls with the Deal Team to anticipate upcoming volumes and prepare operational workflows.
• Oversee security setup and order creation per deal team instructions across allocations.
• Manage the investor pre-trade compliance checks and collaborate with the Multi-Sector Insurance APM team to resolve compliance warnings.
• Manage trade communications, booking, confirmations, and lifecycle events for loan acquisitions, secondary offerings, and restructurings.
• Lead deal closings and oversee funding settlement, ensuring transactions are executed timely and accurately.
• Maintain the multi-currency note register and ensure accurate transaction booking with service providers.
• Respond to and manage inbound client requests, ensuring timely, accurate, and thoughtful resolution across operational and reporting matters.
• Contribute to strategic and ad hoc projectsincluding new product launches, process enhancements, and cross-functional initiativesas the business evolves and new opportunities arise.
• Support strategic initiatives such as new product launches, process enhancements, and integrations with third-party providers.
• Partner with our Technology team to identify and implement enhancements to existing operational workflows, driving automation, scalability, and continuous process improvement.

What We're Looking For :

About AB

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple : to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!