Due Diligence Analyst

Lord Abbett; Jersey City (NJ); On-site; USD 75,000 - 85,000; Full time

Job summary

Join a forward-thinking investment management firm as a Due Diligence Analyst. This role involves collaborating with various departments to deliver crucial product information to clients and consultants. You'll be at the heart of our operations, managing the Due Diligence Questionnaire process and ensuring that our messaging is consistent and effective. If you have a passion for financial markets and a desire to grow your expertise in a dynamic environment, this opportunity is perfect for you. Be part of a team that values curiosity, collaboration, and excellence while contributing to a company recognized for its commitment to diversity and employee satisfaction.

Benefits

Competitive Compensation

Retirement Plans

Health and Well-being Plans

Discretionary Bonus

Qualifications

• 1 to 3 years of experience in a related field with strong communication skills.
• Proficiency in Microsoft Office suite and project management abilities.

Responsibilities

• Manage Due Diligence Questionnaire responses and collaborate with stakeholders.
• Maintain product language and partner with teams for consistent messaging.

Skills

Project Management

Written Communication

Verbal Communication

Attention to Detail

Organizational Skills

Interpersonal Skills

Self-Starter

Education

Bachelor's Degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

RFP Software (Qvidien, RFP Machine, RocketDocs)

Online Portals (DOOR, Dasseti, Due Diligence Vault)

Job description

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:

The Due Diligence Analyst will play an integral role in developing and delivering product information to Lord Abbett’s clients and prospects, and to third party consultants. This position requires outstanding teamwork and collaboration, with a strong emphasis on the ability to work closely with multiple departments throughout the organization. The ideal candidate will possess a high degree of intellectual curiosity and a desire to develop a working knowledge of capital markets, Lord Abbett’s investment products, and the inner workings of the asset management business.

We’ll trust you to:

• Manage production of Due Diligence Questionnaire (DDQ) responses from intake to delivery, including information gathering, formatting, customization, collaboration with stakeholders, collection of supplemental materials, and packaging/delivery of final proposal
• Maintain and author relevant and up-to-date product language used to respond to client inquiries
• Partner with other teams throughout the organization to provide consistent messaging to current clients and distribution partners
• Develop the deep understanding of Lord Abbett and its investment products

You'll need to have:

• A Bachelor's degree
• 1 to 3 years of experience
• Strong written/verbal communication skills
• Strong project management skills
• Proficiency in Microsoft Word, Excel, PowerPoint and Outlook
• Attention to detail and deadlines
• Ability to work well under pressure & ability to manage multiple projects with varying priorities
• A record of academic success and interest in financial markets
• Strong sense of ownership/accountability
• A team player with strong interpersonal skills
• Excellent organizational and time management skills
• Self-starter; proactive approach to work assignments
• Prior experience working with RFP software (Qvidien, RFP Machine, RocketDocs) preferred
• Experience with online portals (DOOR, Dasseti, Due Diligence Vault, etc.) a plus

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-Led - 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 are honored to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments and scored 100% on the Human Rights Campaign’s Corporate Equality Index, a measure of LGBTQ+ workplace equality.

Compensation Information: Annual base salary for this role is $75,000 - $85,000. 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.