Performance Analyst

Lord, Abbett & Co. LLC; Jersey City (NJ); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Competitive total compensation

Retirement plans

Health and well-being plans

Job summary

Lord, Abbett & Co. LLC is seeking a Performance Analyst to join the Product Data & Information team. The role involves delivering investment performance insights and handling product data across multiple platforms.

The candidate should have 3–7 years of experience in investment performance measurement. The position offers an annual salary between $120,000 and $140,000, along with potential bonuses and benefits.

Qualifications

• 3–7 years of experience in investment performance measurement or related function.
• Strong understanding of investment performance methodologies.
• Knowledge of equity, fixed income, or alternative investment products.

Responsibilities

• Investigate and resolve data discrepancies with internal teams.
• Produce and distribute investment performance reports.
• Maintain governance of product and performance data.

Skills

Investment performance measurement

Performance reporting

Product data management

Portfolio analytics

Microsoft Excel

Problem-solving

Communication

Attention to detail

Education

Bachelor's degree

Tools

Power BI

SQL

Python

VBA

Job description

The Role

Lord Abbett is seeking a Performance Analyst to join the Product Data & Information team within Client Services. This team delivers investment performance insights and product data to portfolio management, executive leadership, clients, prospects, and external data providers. Key objectives include ensuring data accuracy, resolving issues efficiently, improving transparency and governance, enhancing reporting processes, and expanding firm-wide access to performance and product information.

We’ll trust you to:

• Investigate and resolve performance, benchmark, holdings, and product data discrepancies through root-cause analysis and collaboration with internal teams and external vendors.
• Produce and distribute investment performance, portfolio analytics, and product reporting for portfolio managers, clients, prospects, and consultant databases.
• Maintain and govern product and performance data across third-party platforms, vendors, and external data providers.
• Respond to ad hoc performance, product data, and client inquiries in a timely manner.
• Support daily, weekly, monthly, and quarterly reporting processes and quality assurance reviews.
• Conduct portfolio, market, and performance research to support client communications and marketing initiatives.
• Identify opportunities to improve reporting processes and automate recurring deliverables using data and reporting tools.
• Monitor data quality, controls, and governance standards to ensure the accuracy and consistency of client and marketing data.

You’ll need to have:

• 3–7 years of experience in investment performance measurement, performance reporting, product data management, portfolio analytics, investment operations, or a related function.
• Strong understanding of investment performance methodologies, including time‑weighted returns, money‑weighted returns (IRR), attribution concepts, and risk statistics.
• Knowledge of equity, fixed income, multi‑asset, and/or alternative investment products.
• Advanced Microsoft Excel skills and strong analytical capabilities.
• Excellent communication, problem‑solving, and organizational skills with a strong attention to detail and control mindset.
• Bachelor's degree.
• Experience with Power BI, SQL, Python, VBA, or similar data analysis and automation tools.
• Familiarity with industry platforms such as Morningstar Direct, eVestment, StatPro, LSEG/Lipper, PSN, APX, Omni, or related systems.
• Knowledge of data governance, data quality management, and process automation best practices.
• Experience with GIPS standards and/or progress toward a CIPM, CFA, FRM, or CAIA designation.
• Exposure to alternative investment performance metrics, including MOIC and IRR.

Compensation Information:Annual base salary for this role is$120,000-$140,000. 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.