Associates (Americas)

Experience Required

2 years of experience in the job offered or in a financial and investment analysis-related occupation

Minimum Education Required

Master's degree (or foreign equivalent) in Finance, Public Policy, or related field

License(s) Required

N/A

Training Required/Provided

N/A

Compensation

$148,678.00 - $158,678.00 / Yearly

Hours Per Week

40

Number Of Positions

1

Shift

First Shift (Day)

Job Description

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses. Proactively engage IFAs by phone, zoom, and/or email, to enrich existing relationships, identify cross-selling opportunities, and originate new producers through prospecting; profile IFAs to ensure proper servicing and segmenting through RM coverage and relevant marketing; obtain calls received via the Lord Abbett 800 number and Passport Portfolios email alias; work closely with other International team members on projects for the NRC Market; demonstrate a deep understanding of all Lord Abbett Market & Product Opportunity Presentations (MPOs) by presenting them both internally and externally; understand current market conditions and the potential impact on our investment products; market strategy; work closely with the Director, Marketing Communications to identify materials needed for the Americas; collaborate with Marketing and Product Strategy teams to craft language for promotional campaigns; work with Regional Managers, Advisor Consultants and the Offshore Segment Leader to relay important information on the International business and updated available resources; prepare presentation materials for various international conferences; conference calls & on-site meetings; facilitate and participate in conference calls and onsite visits with Lord Abbett investment professionals; set up prep meeting, including gathering previous notes, and prepare the “prep doc” and presentation; coordinate legal review of materials; distribute prep doc and presentation to appropriate parties; take notes, log into CRM, and coordinate follow up items; travel; ad hoc travel within the Americas region; facilitate Lord Abbett’s presence at select NRC focused conferences and overseas trips; and work with Administrative Assistant to prepare for all Americas travel. Must be fluent in Spanish.

$148,678-$158,678. 40 hours/week. Standard Company Benefits. Applicants who are interested in this position may apply https://www.jobpostingtoday.com/ Ref # 52697

Place of Work

On-site

Requisition ID

52697

Job Type

Full Time