Performance Analyst

The Role

Lord Abbett is looking for a Performance Analyst to join the Product Data and Information team in the Client Services department. This team provides investment performance insights to portfolio management, executive leadership, and external stakeholders. Their goals include sourcing data, resolving errors quickly, improving transparency, automating reports, and enhancing firm-wide use of performance reports. We need an experienced financial professional with a background in investment performance who is motivated and independent. This person will research data anomalies, identify improvement opportunities, resolve issues promptly, provide context for performance inquiries, and develop plans to improve reporting processes.

We’ll trust you to:

Calculate and deliver investment performance related reporting to all internal and external stake holders such as portfolio managers. existing clients, perspective clients, sales and marketing teams, and help to answer RFP and DDQ requests

Deliver competitor analysis and rankings on our products to senior leadership

Prepare and analyze comprehensive reporting including risk statistic

Manage and respond to any adhoc requests that come into the performance inbox

Assist with reviewing weekly, monthly, and quarterly reports and follow up with any questions from clients regarding activity from prior periods

Perform research on portfolios and market data to assist in the development of marketing content

Identify opportunities to automate ongoing/recurring client deliverables

Gather and research data requests for our annual GIPS verification

Participant in the operational set up of accounts and benchmarks across all internal and external systems.

Prepare and review all performance sections on legal filings (TSR, Prospectus, Annual reports)

Coordinate with third party vendors to improve processes, gather data, leverage existing tools to enhance reporting

You'll need to have:

A minimum of 1-5 years of relevant experience is required

Knowledge of Global Investment Performance Standards (GIPS®) or Certificate in Investment Performance Measurement (CIPM®) Program a plus

Strong background data analysis, investment performance, risk reporting, and portfolio analytics is strongly preferred

Demonstrated experience building/improving data management processes and analytical systems

Strong analytical and quantitative skills, including proficiency in Excel and Power Bi/VBA

Familiarity with reporting tools such Morningstar, eVestment, Zephyr, Confluence, StatPro, Lipper, PSN

Excellent communication and interpersonal skills with strong interpersonal interaction capabilities.

A passion for data-driven decision-making and a commitment to accuracy.

Sharp control/risk mitigation mentality

Knowledge of Alternative products, performance metrics such as MOIC/IRR a plus

Bachelor’s degree is required

Pursuit towards or completion of a financial industry designation (CIPM, CFA, FRM, CAIA) preferred

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.

Principles-Based - We empower our leaders to create an environment of trust.

Performance-Oriented - We inspire our people to embody our values, excellence, responsibility, transparency & collaboration.

Purpose-Driven - We instill a passion for always putting our clients' interests first.

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 Campaign’s Corporate Equality Index, a measure of LGBTQ+ workplace equality.

Compensation Information: Annual base salary for this role is $110,000 - $125,000. 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 applicant’s 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.

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