Associate Credit Research Analyst (U.S. Bank Loans)
About the Role
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. We value intellectual curiosity, teamwork, and collaboration across the organization and are 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.
Responsibilities
- Conduct detailed industry and company fundamental analysis for Loan-Only capital structures as directed by the Senior Analysts
- Build and maintain industry and company financial models
- Assist Senior Analyst in constructing company and industry research notes, providing background information, graphs, and data tables
- Develop and refine research knowledge and skills under the guidance of the supervising Senior Analyst and Director of Research
- Communicate and develop relationships with issuer management teams, sell-side professionals, legal and restructuring professionals, and private equity sponsors
- Analyze and help develop credit documents such as loan agreements, amendments, and security agreements
Requirements
- 2-3 years of financial modeling experience
- Experience with high yield/leveraged loans, private credit/direct lending, and the healthcare sector would be helpful
- Excellent quantitative, communication, and investment management skills
- BA/BS degree required
About 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-Based: We empower our leaders to create an environment of trust.
- Performance-Oriented: We inspire our people to embody our values, excellence, responsibility, transparency, and collaboration.
- Purpose-Driven: We instill a passion for always putting our clients' interests 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.
Pay
Annual base salary for this role is $130,000-$150,000. Salary is estimated for this role; actual pay may be different. Role may be eligible to receive an annual discretionary bonus, determined by several factors including 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, and competitive health and well-being plans. Learn more about what we offer.