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Profile
Jacob Tran worked as an Associate at AllianceBernstein Australia Ltd. in 2019.
Mr. Tran worked as a Portfolio Analyst at Ethical Partners Funds Management Pty Ltd. from 2019 to 2024.
Former positions of Jacob Tran
| Companies | Position | End |
|---|---|---|
Ethical Partners Funds Management Pty Ltd.
 Ethical Partners Funds Management Pty Ltd. Investment ManagersFinance Ethical Partners provides investment strategy based on their clients' goals and risk tolerance. | Analyst-Equity | 2024-09-30 |
AllianceBernstein Australia Ltd.
 AllianceBernstein Australia Ltd. Investment ManagersFinance ABAL is a research-driven, value-oriented manager which follows both a top-down and bottom-up investment process. The firm's investment services consist of equities, fixed-income, multi-asset and alternatives. The investment management team collectively determines preferred portfolio positions and constructs portfolios with securities that are fundamentally attractive and undervalued based on bottom-up credit research. Portfolio construction aims to consistently maintain portfolio risk positions by incorporating the best ideas generated from their research process. ABAL also uses in-house developed systems to implement and manage multiple risk positions across portfolios. | Corporate Officer/Principal | 2019-02-28 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
5
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
AllianceBernstein Australia Ltd.
AllianceBernstein Australia Ltd. Investment ManagersFinance ABAL is a research-driven, value-oriented manager which follows both a top-down and bottom-up investment process. The firm's investment services consist of equities, fixed-income, multi-asset and alternatives. The investment management team collectively determines preferred portfolio positions and constructs portfolios with securities that are fundamentally attractive and undervalued based on bottom-up credit research. Portfolio construction aims to consistently maintain portfolio risk positions by incorporating the best ideas generated from their research process. ABAL also uses in-house developed systems to implement and manage multiple risk positions across portfolios. | Finance |
Ethical Partners Funds Management Pty Ltd.
Ethical Partners Funds Management Pty Ltd. Investment ManagersFinance Ethical Partners provides investment strategy based on their clients' goals and risk tolerance. | Finance |
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