Associate Credit Research Analyst (U.S. Bank Loans)

Lord Abbett; Jersey City (NJ); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Discretionary Bonus

Competitive benefits

Job summary

Lord Abbett is expanding its 30+ person credit research team by adding an Associate Research Analyst to cover companies with Loan-Only capital structures. You will be part of the Global Credit Research Team and interact with investment professionals across taxable fixed income mandates.

You’ll conduct industry and company analysis, build financial models, and assist in drafting research notes under senior supervision, while engaging with issuer management and market professionals.

Qualifications

• 2–3 years of financial modeling experience.
• Experience with high yield/leveraged loans, private credit/direct lending; healthcare sector helpful.
• Excellent quantitative, communication, and investment management skills.
• BA/BS degree required.

Responsibilities

• Conduct detailed industry and company fundamental analysis for Loan-Only capital structures.
• Build and maintain industry and company financial models.
• Assist Senior Analyst in constructing company and industry research notes with data tables.
• Develop research knowledge under supervision of Senior Analyst and Director of Research.
• Communicate with issuer management, sell-side, legal and restructuring professionals, and PE sponsors.

Skills

Financial modeling

High yield loans

Investment management

Communication skills

Education

BA/BS degree

Job description

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.

The Role

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

We are looking to expand our 30+ person credit research team by adding an Associate Research Analyst to assist Senior Analysts covering companies with Loan-Only capital structures. This individual will be part of the Global Credit Research Team and will interact with investment professionals across our taxable fixed income mandates.

We’ll Trust You To

• Conduct detailed industry and company fundamental analysis for Loan-Only capital structures as directed by the Senior Analysts
• Build and maintain industry and company financial models
• Assist Senior Analyst in constructing company and industry research notes, providing background information, graphs and data tables
• Develop and refine research knowledge and skills under the guidance of the supervising Senior Analyst and Director of Research
• Communicate and develop relationships with issuer management teams, sell-side professionals, legal and restructuring professionals, and private equity sponsors
• Analyze and help develop credit documents such as loan agreements, amendments, and security agreements

You’ll Need To Have

• 2-3 years of financial modeling experience
• Experience with high yield/leveraged loans, private credit/direct lending and the healthcare sector would be helpful
• Excellent quantitative, communication, and investment management skills
• BA/BS degree required

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 were honored to be ranked #1 in Barron’s Best Fund Families for 2024 and to 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 $130,000-$150,000. 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.