Responsible for partnering with Relationship Managers in strengthening and developing relationships with the professional buyer community to win product endorsements and accelerate sales.
Provide client service for all Broker/Dealer analyst related requests
Coordinate and attend onsite investment due diligence meetings & conference calls
Prioritize production of marketing materials around quarter-end
Facilitate and complete monthly, quarterly, annual, and ad hoc reporting of research tasks and Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) to ensure requests and deadlines are met:
Work with the Transition Management team on the coordination of all On/off-boarding of all Relationship Management accounts as well as large security withdrawals; I-Share accounts, Insurance Sub-advised accounts, and Commingled Trust participants.
Founded in 1929, Lord Abbett is a leading asset manager with approximately $160 billion in assets under management. We share a passion for excellence in serving our diverse range of clients – individuals, advisors, and institutions across the globe who rely on us to deliver innovative investment solutions that help them secure stronger financial futures. We are looking for candidates who value trust, intellectual curiosity, and teamwork as much as we do.
We are an equal opportunity employer and value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.