Investment Associate - Summer

The Role

As an Investment Associate at Lord Abbett, you’ll begin your career with a robust, skills-based training program designed to build a strong foundation in investment management. Led by our experienced investment professionals and industry experts, the program covers key areas including Portfolio Construction, Data & Analytics, Investment Research, Trading and the influence of Macroeconomic trends on global markets. Throughout the program, you’ll engage directly with senior investment professionals, business leaders, and members of senior management, gaining valuable insights and mentorship.

Following onboarding, you’ll transition into a full-time role on one of our investment teams—Fixed Income, Tax-Free Fixed Income, Equities, or Private Investments —where you’ll contribute meaningfully to the investment process. You’ll also have the opportunity to pursue the CFA designation, with support from the firm.

At Lord Abbett, we believe successful investors share a core set of traits. We look for individuals who demonstrate the following areas:

• Grit
• Intellectual Curiosity
• Mental Flexibility
• Decisive Risk-Taking
• Focus

• Develop and maintain robust financial models and valuation analyses, producing insightful reports on companies, industry trends, and investment opportunities.
• Support senior investment professionals in generating alphaby contributing to portfolio management decisions, enhancing portfolio construction strategies, conducting in-depth research, and navigating complex digital trading environments.
• Prepare high-quality investment materials, including reports, recommendations, and presentations, to inform and support strategic investment decisions.
• Leverage advanced digital tools and collaborate with data teamsto drive innovation, streamline processes, and uncover differentiated, sustainable investment insights.
• Engage in continuous professional development through formal and informal training programs to deepen expertise as an investment professional.
• Conduct comprehensive company and sector research, with a focus on specific asset classes, to support investment theses and portfolio positioning.
• Foster strong cross-functional relationships within the broader investment team to enhance collaboration and knowledge sharing.

• Bachelor’s degree; an advanced degree is viewed as a plus
• Outstanding academic background and excellent attention to detail
• Passion for investing
• Superior analytical skills, both quantitative and qualitative
• Resourcefulness, team-orientation, enthusiasm, and an entrepreneurial spirit
• Strong written and verbal communication skills

While the Investment Associate program is designed to be a valuable developmental opportunity, advancement into subsequent roles is not guaranteed and is determined at Lord Abbett's sole discretion based on business needs, individual performance, and other relevant factors.

Lord Abbett is a leading independent, privately held, global investment management company founded in 1929. We believe in active management, product quality and a singular focus on the management of money. 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 believe in meritocracy – we reward performance
• Purpose-Driven – We always put the best interests of our clients 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.

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