Transfer Agency Oversight Specialist

We are seeking an Operations Specialist to support and oversee the day-to-day servicing and operational performance of our fund transfer agents (BBH, BNY and State Street). This role will focus on operational oversight, issue resolution, reporting, and control monitoring, working closely with internal stakeholders and external service providers to ensure accurate, timely, and compliant shareholder servicing.

The ideal candidate has strong attention to detail, excellent communication skills, and the ability to work cross‑functionally across Operations, Compliance, Marketing, and Sales.

• Provide ongoing oversight of third-party transfer agent operations, including monitoring service levels, controls, and issue resolution
• Review and analyze daily, monthly, and ad hoc operational reports related to shareholder activity, transactions, and servicing metrics
• Investigate and resolve operational exceptions, discrepancies, and servicing inquiries in coordination with the transfer agent and internal teams
• Support reconciliations, operational controls, and escalation of identified risks or trends
• Participate in service provider reviews, audits, and due diligence activities
• Assist with process improvements, documentation, and operational enhancements
• Collaborate with Legal, Compliance, Accounting, Marketing, and other internal stakeholders
• Support special projects related to fund launches, conversions, regulatory changes, and vendor initiatives
• Provide elevated servicing and operational support to key financial professionals and partner relationships
• Support Sales by responding to client and prospect servicing questions and escalating issues as needed
• Review and approve client-facing statement messages, forms, and operational materials in partnership with Marketing

• 2+ years of experience in mutual fund operations, transfer agency operations, securities operations, or related financial services roles
• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field preferred
• Working knowledge of mutual fund shareholder servicing, transaction processing, or transfer agency workflows strongly preferred
• Experience interacting with third-party service providers (transfer agents, custodians, fund accountants, etc.) a plus
• Proficiency in Microsoft Excel (pivot tables, formulas, data analysis)
• Experience working with operational systems, reporting tools, or recordkeeping platforms
• Strong analytical skills with a high level of attention to detail
• Comfortable managing multiple priorities in a deadline-driven environment

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 $75,000 - $90,000. 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.