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?
The Financial Reporting & Analysis Lead will drive firmwide analysis, producing a wide array of reports, financial models and presentations. This position will collaborate with leaders across Lord Abbett’s operating divisions, including Investments, Sales & Marketing and Corporate Services. Resulting insights will drive critical decision making at the highest level of the organization.
We’ll Trust You To
- Generate insightful monthly financial reporting packages covering Profit & Loss statements for Lord Abbett’s operating segments
- Manage the creation of a comprehensive suite of Power BI dashboards which capture the firm’s KPIs
- Lead the firm’s financial modeling efforts, including long term financial projections, short term earnings forecasts and M&A / pro forma impact analysis
- Partner with the accounting team to evolve systems and processes to ensure accurate, detailed financial reporting
- Support business leaders by providing financial rigor around decisions and proposals appropriate for CEO and CFO sign off
- Create impactful presentations on the Firm’s financial results, budget and forecasts for senior management
- Lead and advise on special projects
You'll Need To Have
- Bachelor’s degree and a record of academic achievement
- 4+ years of Finance experience
- CPA or CFA is a plus
- Knowledge of accounting principles
- Extensive modeling experience – Excel expert
- Experience in PowerBI is a plus
- Excellent verbal and written communication skills – comfort with creating board level presentation material
- Ability to take ownership of multiple projects
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 $140,000 - $170,000 . 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.
