Universal Banker I

The Role

Lord Abbett is seeking a Performance Analyst to join the Product Data & Information team within Client Services. This team delivers investment performance insights and product data to portfolio management, executive leadership, clients, prospects, and external data providers. Key objectives include ensuring data accuracy, resolving issues efficiently, improving transparency and governance, enhancing reporting processes, and expanding firm-wide access to performance and product information.

We’ll trust you to:

• Investigate and resolve performance, benchmark, holdings, and product data discrepancies through root-cause analysis and collaboration with internal teams and external vendors.
• Produce and distribute investment performance, portfolio analytics, and product reporting for portfolio managers, clients, prospects, and consultant databases.
• Maintain and govern product and performance data across third-party platforms, vendors, and external data providers.
• Respond to ad hoc performance, product data, and client inquiries in a timely manner.
• Support daily, weekly, monthly, and quarterly reporting processes and quality assurance reviews.
• Conduct portfolio, market, and performance research to support client communications and marketing initiatives.
• Identify opportunities to improve reporting processes and automate recurring deliverables using data and reporting tools.
• Monitor data quality, controls, and governance standards to ensure the accuracy and consistency of client and marketing data.

You'll need to have:

• 3–7 years of experience in investment performance measurement, performance reporting, product data management, portfolio analytics, investment operations, or a related function.
• Strong understanding of investment performance methodologies, including time-weighted returns, money-weighted returns (IRR), attribution concepts, and risk statistics.
• Knowledge of equity, fixed income, multi-asset, and/or alternative investment products.
• Advanced Microsoft Excel skills and strong analytical capabilities.
• Excellent communication, problem-solving, and organizational skills with a strong attention to detail and control mindset.
• Bachelor's degree.

• Experience with Power BI, SQL, Python, VBA, or similar data analysis and automation tools.
• Familiarity with industry platforms such as Morningstar Direct, eVestment, StatPro, LSEG/Lipper, PSN, APX, Omni, or related systems.
• Knowledge of data governance, data quality management, and process automation best practices.
• Experience with GIPS standards and/or progress toward a CIPM, CFA, FRM, or CAIA designation.
• Exposure to alternative investment performance metrics, including MOIC and IRR.

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 have been ranked #1 in Barron’s Best Fund Families for 2024 and have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years.

 

Compensation Information: Annual base salary for this role is $120,000-$140,000. 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.