Consultant Relations Analyst
About The Position
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? Job Overview: Lord Abbett is seeking a highly motivated individual to join our Institutional Distribution group, specifically supporting the Global Consultant Relations team. The successful candidate will partner with the Team to ensure coverage of the territory-based Consultant Relations effort. This individual will support the fostering of relationships with counterparts at Investment Consulting firms resulting in the development and retention of assets for our asset management business.
Requirements
- 2+ years of related experience in a sales support role in the Financial Services and/or Asset Management industry
- Bachelor’s Degree
- Proficiency with Microsoft Word, PowerPoint and Excel.
- Facility with Excel pivot tables, V-lookup, macros a plus.
- Experience with CRM systems.
- Experience and exposure to financial markets and investment products across the range of traditional assets including alternative asset classes.
- Ability to develop strong client relationships and an in-depth understanding of client needs.
- Sound time management skills and ability to manage multiple deadlines independently.
- Personal initiative/self-starter who takes on an entrepreneurial approach to complete required tasks.
- Ability to communicate complex information and analysis in written and graphical form.
Nice To Haves
- Familiarity with institutional investment consulting industry a plus.
- Familiarity with eVestment, Preqin, Morningstar Direct preferred
Responsibilities
- Fulfill sales support and service requests for product and marketing collateral.
- Build relationships with support staff at Investment Consulting firms to identify opportunities and business at risk with the goal of increasing and retaining assets invested in Lord Abbett 's investment strategies.
- Extensive email and phone-based service for requests that are either ad hoc, recurring, or involve RFPs, RFIs, and DDQs.
- Coordinate the completion of RFPs, RFIs, and DDQs.
- Develop, maintain and communicate knowledge of Lord Abbett ’s investment expertise to investment consultants.
- Research the validity of public, corporate, E&F and Taft Hartley search opportunities.
- Maintain contact lists and coordinate the deployment of marketing campaigns to investment consultants.
- Work closely with the Team to execute business plans in the business territory.
- Compile management reports and presentations as needed.
- Work with legal, product, and operations contacts to ensure smooth on-boarding of new clients.
- Identify, cultivate, and drive relationships with internal business partners.
- Maintain and document activities through CRM.
- Special project work as needed.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
501-1,000 employees
