PORTFOLIO ANALYST

The Role : About Lord Abbe

Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money. Over the course of our history, weve earned a sterling reputation for our leadership, influence, and innovation in the asset management industry. Today, our independent perspective, our commitment to active management, and our intelligent product design continue to make us relevant to individual and institutional investors.

From the very beginning, weve recognized that our people are our greatest asset. As an investment-led, investor-focused firm, we value intellectual curiosity, teamwork, and collaboration across the organization.

Were looking for people with a keen interest in working for a trusted leader in the asset management industry, a desire to expand their knowledge, and a passion for delivering a client experience that exceeds expectations.

Now that you know our history, are you ready to be part of our future?

Job Overview :

Lord Abbett is currently seeking a portfolio analyst to join its Portfolio Analytics team within Investments Data Driven Insights. In this role, the analyst will examine Lord Abbett investment strategies across asset classes and will be primarily responsible for providing performance attribution and related analysis to relevant stakeholders. The analyst will also develop and enhance technical infrastructure to improve reporting processes and refine portfolio analysis capabilities to best satisfy stakeholder requirements. The analyst will work with a wide range of internal and external stakeholders such as Portfolio Management, Research Analysts, Client Services, and Investment Strategy.

Well trust you to : :

Responsibilities include, but are not limited to :

• Build a foundational knowledge base to understand Lord Abbett investment philosophies and processes across all asset classes.
• Apply your intellectual curiosity to analyze portfolios, identify sources of performance, and generate thoughtful inquiries.
• Lead performance attribution discussions and other engagements with investors; constructively challenge their views, where appropriate, with an independent perspective.
• Leverage strong technical and quantitative capabilities to manage large, complex data sets in pursuit of generating insights.
• Support other functions within the firm by providing product-specific insights and analysis.
• Partner with Quantitative Research and Investment Risk Management to share and enhance one foundational infrastructure across the Data Driven Insights team.
• Work with Portfolio Managers to design informative attribution analyses to enhance their ability to understand sources of relative performance.
• Work with Product Consultants, and other Client Services teams to provide important attribution analysis and educate them in the interpretation of the results.
• Work with Research Analysts to produce informative analyst attribution reports so they can better understand what recommendations contributed most to relative performance.

You'll need to have : :

Bachelors or Masters degree in Finance, Economics, or similar, or STEM field with relevant finance experience

5 years experience doing portfolio analysis or similar

Strong intellectual curiosity and be self-driven, detail-oriented, and hands-on

Understanding of performance attribution methodologies for fixed income and equities

Knowledge of and comfort with extracting data from SQL databases

Demonstrated experience with programming languages, preferably Python with pandas for analyzing data sets

Extensive experience using portfolio management and analysis tools particularly Bloomberg PORT, and FactSet PA

Strong verbal and written communication skills; ability to constructively engage Portfolio Managers and Research Analysts as well as members of Client Services teams

Ability to work within a fast-paced team environment with tight deadlines

Collaborative, team-first attitude; growth mindset

CFA, CIPM advantageous but not mandatory

Why Lord Abbett? :

Lord Abbett is a leading global independent, privately held investment management company. We are active managers and invest where we believe we have a repeatable edge and can deliver alpha for our clients. Our vision is to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility. This inspires the three pillars of our culture.

We are honored to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments and scored 100% on the Human Rights Campaigns Corporate Equality Index, a measure of LGBTQ workplace equality.

Compensation Information : Annual base salary for this role is $130,000 - $150,000. Salary is estimated for this role. Actual pay may be different.

Discretionary Bonus : Role may be eligible to receive an annual discretionary bonus. Discretionary bonuses are determined by several factors including, but not limited to, firm, team, and individual performance.

Benefits : Lord Abbett is committed to offering a competitive total rewards package to all eligible employees. Offerings include competitive total compensation, retirement plans, competitive health and well-being plans. To learn more about what we offer, please visit Careers | Lord Abbett

Lord Abbett is an equal employment opportunity employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to the following legally protected characteristics : race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military / veteran status, or any other characteristic protected by local, state or federal law. All employment decisions at Lord Abbett are based solely on the applicants relevant experience, skills and qualifications.

Important notice to Search Firms - Please Read Carefully

Without prior written agreement, Lord Abbett does not accept unsolicited submissions from employment agencies, search firms, placement services, or any similar provider (Search Firms) for employment opportunities. All candidates submitted by Search Firms to any employee or partner at our company without a written Search Firm agreement in place will be deemed the sole property of our company. In such circumstances, no fee, commission, or other compensation will be paid to such Search Firm in the event a candidate is hired by our company. To the extent a Search Firm has a written agreement in place, all introductions are position specific and should be directed to HR or the hiring manager, so we kindly request no unsolicited phone calls or emails.

Salary : $130,000 - $150,000