Financial Reporting and Accounting Policy Specialist

Job ID
2018-1283
Category
Operations
Jersey City
NJ

Overview

About Lord Abbett:

 

Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money. Over the course of our history, we’ve 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, we’ve 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.

 

We’re 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:This role will work closely with the Treasurer of the Funds, as well as the Fund Accounting Oversight team.  This role will deal with matters related to financial reporting, regulatory matters, accounting policy, internal control documentation, issue resolution and ad hoc reporting and business development requests

 

Responsibilities

 Responsibilities include, but are not limited to:

  • Responsible for review of financial statement regulatory filings (i.e., Annual reports, semiannual reports, Form N-Q, Prospectus and SAI etc.) in accordance with SEC Regulations and US GAAP.

  • Play key role in financial statement production process, through identification and drafting of new disclosure requirements, documentation of required accounting policies, liaising with external auditors and supporting the certification of the financial statements under the Sarbanes-Oxley Act.

  • Strong knowledge of SEC Regulation S-X and US GAAP.

  • Ensure inclusion of any new regulations and/or best practices learned from industry involvement.

  • Works directly with the Fund’s Treasurer for all strategic initiatives. Manages operational project timelines; plans and coordinates the implementation of all operational steps to implement fund launches, mergers and liquidations and other business initiatives.

  • Liaise with all investment operations teams, legal and compliance, shareholder servicing, distribution and portfolio management.

  • Understands how processes and systems interact and affect other areas of the company. Works collaboratively with management to develop recommendations, identifying improvement opportunities. Makes recommendations and implements workflow, process or system enhancements to continually enhance operational efficiency.

  • Preparation of certain quarterly Board materials.

Qualifications

  • Strong knowledge of Excel.

  • Seven + years of public accounting experience with investment funds required.

  • CPA required.

  • Strong analytical and problem solving skills.

  • Excellent verbal and written communication skills required.

 Personal Characteristics Required:

  • Proactive, collaborative team player
  • Takes initiative and self-motivated  
  • Outstanding interpersonal, communication and follow-up skills
  • Ability to plan and manage several initiatives concurrently

 

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