Senior Alternatives Investor Services Specialist

About the role

The Senior Alternatives Investor Services Specialist plays a critical role within Lord Abbett's Global Investor Services organization, serving as a subject matter expert for investor servicing across alternative investment strategies and product vehicles. This role is responsible for implementing and continuously enhancing the operating model supporting the full investor lifecycle across Lord Abbett's private markets platform, including onboarding, subscriptions, capital activity, distributions, and liquidity events.

Responsibilities

• Design and enhance the investor services operating model
• Develop scalable servicing models that reduce operational complexity while improving consistency and client experience
• Partner with Product teams to ensure new product vehicles and economic arrangements can be supported operationally from launch through ongoing servicing
• Identify opportunities to automate manual processes and improve operational efficiency through technology and workflow enhancements
• Develop operational playbooks supporting repeatable execution across multiple product vehicles
• Serve as an operational subject matter expert and central point of accountability across the full investor lifecycle, including:
• Investor onboarding
• Subscription processing
• Capital commitments
• Capital calls
• Funding
• Distributions
• Liquidity events
• Ongoing investor servicing
• Coordinate complex operational activity across internal partners, custodians, fund administrators, transfer agents, and intermediaries
• Resolve complex operational issues and provide guidance on servicing exceptions and process improvements
• Maintain subscription pipelines and capital activity to support business objectives and operational readiness
• Manage Third-Party Service Providers
• Serve as an operational liaison with Transfer Agents, Fund Administrators, custodians, and other third-party providers
• Monitor service quality and operational performance against SLAs and KPIs, driving improvements in processing accuracy, turnaround times, and issue resolution
• Participate in and/or lead regular service reviews and recommend enhancements that improve efficiency, scalability, and investor experience
• Drive Operational Excellence & Cross-Functional Partnership
• Partner closely with Product Strategy, Sales, Legal, Compliance, Finance, Investment Operations, and Technology to support product launches and strategic initiatives
• Provide operational expertise during product development to ensure infrastructure, controls, and servicing models support future growth
• Act as the operational bridge between front-office strategy and execution teams to ensure seamless implementation
• Develop reporting that provides visibility into:
• Subscription activity
• Capital funding
• Operational performance
• Processing quality
• Analyze servicing data and operational performance to identify trends, capacity constraints, operational risks, and opportunities to improve scalability and the investor experience
• Influence strategic technology priorities by partnering with Technology and Product teams to define business requirements and enhance investor servicing capabilities

Requirements

• 7-10 years of experience in asset management or financial services with a focus on investor servicing, fund operations, transfer agency, or alternative investments
• Deep understanding of alternative investment products with a focus on private funds, including closed-end funds, feeder funds, and other private market vehicles
• Demonstrated experience supporting the full investor lifecycle, including onboarding, subscriptions, capital activity, and ongoing servicing
• Experience partnering with third-party service providers, including transfer agents, fund administrators, and custodians
• Strong understanding of wealth management distribution; institutional experience preferred
• Experience designing or improving operating models supporting alternative investment products
• Demonstrated ability to manage complex operational initiatives, influence cross-functional stakeholders, and drive process improvements in a fast-paced environment
• Excellent communication and stakeholder management skills with the ability to influence across functions and levels of the organization
• Experience supporting technology-enabled process improvements and workflow automation initiatives is preferred
• Experience supporting new product launches and operational readiness across alternative investment vehicles preferred

Qualifications

• Master’s degree in finance, accounting, business administration, or a related field
• CPA or CFA designation preferred

Skills

• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team
• Excellent interpersonal and communication skills
• Proficiency in Microsoft Office Suite

Benefits

Lord Abbett offers a competitive total rewards package to all eligible employees, including:

• Competitive total compensation
• Retirement plans
• Competitive health and well-being plans

To learn more about what we offer, please visit Careers | Lord Abbett.

Pay

Annual base salary for this role is $150,000 - $165,000. Salary is estimated for this role. Actual pay may be different.

Schedule

Full-time position.