Analyst, Global Investor Services - Alternatives

About the role

The Analyst, Global Investor Services – Alternatives, supports the day-to-day shareholder and participant operational activities for Lord Abbett’s Alternative Investment products, including BDCs, Closed End (Drawdown) Private Funds, and Feeder Funds. This role is designed for an early-career professional with hands-on experience in transfer agency, intermediary operations, or wealth management operations who is looking to deepen their exposure to alternative products.

Responsibilities

• Support daily operational activities across the alternative product investor lifecycle, including onboarding, subscriptions, funding, and redemptions.
• Cook up with Transfer Agents, custodians, intermediary platforms, and internal partners to resolve routine operational inquiries and processing issues.
• Maintain internal trackers for subscription pipelines and funding activity and provide status updates to senior team members.
• Assist with third-party Transfer Agent and Fund Administrator oversight activities, including data validation, issue tracking, and preparation for service reviews.
• Escalate operational issues and trends with clear documentation and supporting analysis.
• Support intermediary and broker-dealer operational onboarding activities under the guidance of senior staff.
• Aid with audit, regulatory, and internal review requests by gathering required data and documentation.
• Partner with Product, Fund Finance, Client Services, Technology, and Compliance teams to support ongoing initiatives and operational enhancements.
• Participate in process improvement and automation efforts by identifying manual steps, data gaps, and recurring operational issues.
• Support ad hoc projects related to new product launches, platform expansions, and operational enhancements.

Requirements

• 2+ years of experience in Transfer Agency, Wealth Management Operations, Fund Operations, or a related asset management operations role.
• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field preferred.
• Experience interacting with Transfer Agents, custodians, or broker-dealer home offices.
• Exposure to alternative investment products such as BDCs, interval funds, drawdown vehicles, or feeder funds preferred.
• Familiarity with mutual fund or alternative product operational workflows, including subscriptions, redemptions, funding, and reporting.
• Interest in operational automation, data quality, and process improvement.
• Strong attention to detail with the ability to manage multiple tasks and deadlines.
• Clear written and verbal communication skills, with comfort escalating issues appropriately.
• Proficiency in Excel and experience working with operational data and reconciliations.
• Ability to collaborate effectively within a team-oriented environment.

Qualifications

2+ years of experience in Transfer Agency, Wealth Management Operations, Fund Operations, or a related asset management operations role. Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field preferred. Experience interacting with Transfer Agents, custodians, or broker-dealer home offices. Exposure to alternative investment products such as BDCs, interval funds, drawdown vehicles, or feeder funds preferred. Familiarity with mutual fund or alternative product operational workflows, including subscriptions, redemptions, funding, and reporting. Interest in operational automation, data quality, and process improvement. Strong attention to detail with the ability to manage multiple tasks and deadlines. Clear written and verbal communication skills, with comfort escalating issues appropriately. Proficiency in Excel and experience working with operational data and reconciliations. Ability to collaborate effectively within a team-oriented environment.

Skills

Transfer Agency, Wealth Management Operations, Fund Operations, or a related asset management operations role. Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field preferred. Experience interacting with Transfer Agents, custodians, or broker-dealer home offices. Exposure to alternative investment products such as BDCs, interval funds, drawdown vehicles, or feeder funds preferred. Familiarity with mutual fund or alternative product operational workflows, including subscriptions, redemptions, funding, and reporting. Interest in operational automation, data quality, and process improvement. Strong attention to detail with the ability to manage multiple tasks and deadlines. Clear written and verbal communication skills, with comfort escalating issues appropriately. Proficiency in Excel and experience working with operational data and reconciliations. Ability to collaborate effectively within a team-oriented environment.

Benefits

Competitive total rewards package including competitive total compensation, retirement plans, competitive health and well-being plans. Discretionary bonus available. Equal employment opportunity employer.

Pay

$80,000 - $95,000 annually. Salary is estimated for this role. Actual pay may be different.

Schedule

Full-time position.