27 Lord, Abbett & Co. Investment Operations Associate Jobs Hiring Near You

Job Summary:
Lord Abbett is a leading global independent investment management company, and they are seeking a Wealth Management Analytics Manager to enhance their wealth management business through analytics and data stewardship. The role involves delivering high-quality analytics, strengthening strategic partnerships, and leading cross-functional initiatives to support data-driven strategies.
Responsibilities:
• Deliver High-Quality Analytics: Ensure the timely and accurate delivery of analytics to support platform managers and field sales as well as internal stakeholders such marketing teams.
• Strengthen Strategic Partnerships: Leverage data-driven insights, industry best practices, and home office intelligence to deepen relationships with sales leaders and align with strategic business objectives.
• Completing ad hoc requests for research, analysis, and reporting by pulling from diverse internal and external data sources, implementing the appropriate method of analysis and offering meaningful insights.
• Advance Data Strategy and Roadmap: Contribute to the development and execution of the client master and analytics roadmap, promoting the strategic use of data to identify and implement growth opportunities for Lord Abbett sales teams.
• Drive Client Strategy Through Analytics: Utilize data to define, track, and evaluate client segmentation and product commercialization efforts, and execution effectiveness.
• Collaborate on Data Architecture and Operations: Partner with Data and Technology teams to design and manage client master, streamline data operations, and provide input on data architecture requirements.
• Lead Strategic Projects: Own and manage cross-functional initiatives from problem identification through solution design to implementation, ensuring measurable business impact.
• Deep expertise in 1 st party transactions, asset and activity data and translating them into actionable insights.
• Fostering a culture of data literacy, transparency and KPI tracking throughout the organization.
Qualifications:
Required:
• 5+ years of experience in analytics, data strategy, or business intelligence within asset management or financial services.
• Proven ability to collaborate with field sales and platform relations leaders, as well as portfolio specialists, by converting business needs into clear technical requirements and impactful solutions.
• Demonstrated leadership in distribution-focused initiatives and client insight strategies, particularly for clients utilizing model portfolios, SMAs, and alternative investment products.
• A rare blend of hands-on data analytics capabilities and direct sales experience, enabling a holistic understanding of both technical and commercial dimensions.
• The successful candidate will demonstrate high personal initiative, the ability to work independently and be a strong team player.
• Strong focus on stakeholder service, with the ability to think strategically and develop innovative approaches to data optimization, storytelling, and go-to-market execution.
• Strong analytical and organizational skills with exceptional attention to detail.
• Demonstrated intellectual curiosity and willingness to learn complex data and reporting flows.
• Service-oriented mindset with a strong sense of ownership and accountability.
• Excellent analytical, communication, and stakeholder management skills.
• Ability to work independently in a fast-paced, high-visibility environment while collaborating across teams.
• Strong proficiency in SQL.
• Deep expertise in data visualization tools such as Power BI or Tableau.
• Advanced Excel skills required.
• Exceptional storyboarding skills using MS PowerPoint.
• Proficiency in data analysis and database queries (SQL, Snowflake, AWS, PYTHON).
• Proficiency in Microsoft Office (Excel, PowerPoint).
• Deep understanding of CRM and connectivity to transaction and account management systems.
Preferred:
• Wealth management intermediary exposure strongly preferred.
Company:
Lord, Abbett & Co. LLC is an independent, privately held U.S. investment management firm. The firm offers a broad array of equity. Founded in 1929, the company is headquartered in New Jersey, TTO, with a team of 501-1000 employees. The company is currently Late Stage.