Analyst, Global Investor Services - Alternatives

The Analyst, Global Investor Services – Alternatives, will support the day-to-day shareholder and participant operational activities for Lord Abbett’s Alternative Investment products, including BDCs, Closed End (Drawdown) Private Funds, and Feeder Funds. This role is designed for an early-career professional with hands-on experience in transfer agency, intermediary operations, or wealth management operations who is looking to deepen their exposure to alternative products.

The Analyst will work closely with senior team members to support the investor lifecycle, operational readiness across intermediary platforms, service provider coordination, internal reporting, and regulatory support activities. This role is execution-focused, with opportunities to grow into more complex oversight and project responsibilities over time.

• Support daily operational activities across the alternative product investor lifecycle, including onboarding, subscriptions, funding, and redemptions.
• Coordinate with Transfer Agents, custodians, intermediary platforms, and internal partners to resolve routine operational inquiries and processing issues.
• Monitor subscription pipelines and funding activity by maintaining internal trackers and providing status updates to senior team members.
• Assist with third-party Transfer Agent and Fund Administrator oversight activities, including data validation, issue tracking, and preparation for service reviews.
• Escalate operational issues and trends with clear documentation and supporting analysis.
• Support intermediary and broker-dealer operational onboarding activities under the guidance of senior staff.
• Assist with audit, regulatory, and internal review requests by gathering required data and documentation.
• Partner with Product, Fund Finance, Client Services, Technology, and Compliance teams to support ongoing initiatives and operational enhancements.
• Participate in process improvement and automation efforts by identifying manual steps, data gaps, and recurring operational issues.
• Support ad hoc projects related to new product launches, platform expansions, and operational enhancements.

• 2+ years of experience in Transfer Agency, Wealth Management Operations, Fund Operations, or a related asset management operations role.
• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field preferred
• Experience interacting with Transfer Agents, custodians, or broker-dealer home offices.
• Exposure to alternative investment products such as BDCs, interval funds, drawdown vehicles, or feeder funds preferred
• Familiarity with mutual fund or alternative product operational workflows, including subscriptions, redemptions, funding, and reporting.
• Interest in operational automation, data quality, and process improvement.
• Strong attention to detail with the ability to manage multiple tasks and deadlines.
• Clear written and verbal communication skills, with comfort escalating issues appropriately.
• Proficiency in Excel and experience working with operational data and reconciliations.
• Ability to collaborate effectively within a team-oriented 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 $80,000 - $95,000. 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.