Investment Associate Full-Time - Summer 2027

careers-lordabbett; Jersey City (NJ); On-site; USD 85,000 - 115,000; Full time

Job summary

Lord Abbett is seeking an Investment Associate to join a rigorous, skills-based training program that builds a foundation in investment management. You’ll work with experienced professionals and leaders, gaining mentorship as you prepare for a full-time role on a chosen investment team.

The program emphasizes financial modeling, research, portfolio construction, and collaboration with data teams, with CFA study support available.

Qualifications

• Bachelor’s degree; advanced degree a plus.
• Outstanding academic record with strong attention to detail.
• Passion for investing and superior analytical skills.
• Excellent written and verbal communication; resourceful and team-oriented.

Responsibilities

• Develop and maintain financial models and valuation analyses.
• Support senior professionals in research, portfolio construction, and trading.
• Prepare investment materials and present recommendations to the team.
• Collaborate with data teams to drive insights and process improvements.
• Engage in ongoing professional development and study for CFA designation.

Skills

Grit

Intellectual Curiosity

Mental Flexibility

Decisive Risk-Taking

Focus

Education

Bachelor’s degree

Job description

The Role

As an Investment Associate at Lord Abbett, you’ll begin your career with a robust, skills-based training program designed to build a strong foundation in investment management. Led by our experienced investment professionals and industry experts, the program covers key areas including Portfolio Construction, Data & Analytics, Investment Research, Trading and the influence of Macroeconomic trends on global markets. Throughout the program, you’ll engage directly with senior investment professionals, business leaders, and members of senior management, gaining valuable insights and mentorship. Following onboarding, you’ll transition into a full-time role on one of our investment teams—Fixed Income, Tax-Free Fixed Income, Equities, or Private Investments —where you’ll contribute meaningfully to the investment process. You’ll also have the opportunity to pursue the CFA designation, with support from the firm.

At Lord Abbett, we believe successful investors share a core set of traits. We look for individuals who demonstrate the following areas:

• Grit
• Intellectual Curiosity
• Mental Flexibility
• Decisive Risk-Taking
• Focus

We’ll trust you to:

• Develop and maintain robust financial models and valuation analyses, producing insightful reports on companies, industry trends, and investment opportunities.
• Support senior investment professionals in generating alphaby contributing to portfolio management decisions, enhancing portfolio construction strategies, conducting in-depth research, and navigating complex digital trading environments.
• Prepare high-quality investment materials, including reports, recommendations, and presentations, to inform and support strategic investment decisions.
• Leverage advanced digital tools and collaborate with data teamsto drive innovation, streamline processes, and uncover differentiated, sustainable investment insights.
• Engage in continuous professional developmentthrough formal and informal training programs to deepen expertise as an investment professional.
• Conduct comprehensive company and sector research, with a focus on specific asset classes, to support investment theses and portfolio positioning.
• Foster strong cross-functional relationshipswithin the broader investment team to enhance collaboration and knowledge sharing.

You'll need to have:

• Bachelor’s degree; an advanced degree is viewed as a plus
• Outstanding academic background and excellent attention to detail
• Passion for investing
• Superior analytical skills, both quantitative and qualitative
• Resourcefulness, team-orientation, enthusiasm, and an entrepreneurial spirit
• Strong written and verbal communication skills

While the Investment Associate program is designed to be a valuable developmental opportunity, advancement into subsequent roles is not guaranteed and is determined at Lord Abbett's sole discretion based on business needs, individual performance, and other relevant factors.

Why Lord Abbett?

Lord Abbett is a leading independent, privately held, global investment management company founded in 1929. We believe in active management, product quality and a singular focus on the management of money. 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 believe in meritocracy – we reward performance
• Purpose-Driven – We always put the best interests of our clients 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 $100,000. 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 visitCareers | 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.

Please note Lord Abbett is not offering sponsorship for this role.