Lord, Abbett & Co. LLC
SMA Trade Operations Specialist
Lord, Abbett & Co. LLC, Jersey City, New Jersey, United States, 07390
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The Role The SMA business within Lord Abbett is growing and we are seeking a unique individual to join as an SMA Operations Specialist. Integrated with Investments, the SMA Operations group is part of the larger Global Investment Platform Integrity team which is essential to ensuring our investment professionals can drive investment performance with accurate and timely access to data. As a member of the SMA Operations team, you will have a unique opportunity to not only support a growing and thriving SMA business but also be empowered to play a key role in developing our future state operating model focused on delivering scale and efficiency. You will also be tasked to collaborate with our strategic partners to ensure exceptional service delivery.
We’ll Trust You To
Manage activity for new account restrictions, transfer in-kinds, state preference codification, strategy changes working closely with our service provider and Account Service Team to resolve any issues.
Research account discrepancies in working with our service provider to resolve items in a timely manner.
Respond to daily inquiries from internal departments regarding SMA accounts.
Monitor daily account freeze notifications and escalates issues appropriately.
Coordinate new sponsor / RIA relationships and onboarding process.
Assist with tax selling including validating client specific requests.
Actively contribution to future state operating model development.
Communicate daily model changes to Sponsors.
You’ll Need To Have
Ability to prioritize multiple tasks while meeting deadlines.
Outstanding attention to detail.
Strong analytical and problem‑solving skills.
Excellent organizational and follow‑up skills.
Customer‑focused; professional attitude; good interpersonal, verbal and written communication skills.
Work independently and collaboratively within the team.
2+ years’ experience in the investment industry specifically SMA / wrap programs.
Knowledge and experience of Security APL application.
Microsoft Excel – ability to run data analysis and utilize pivot tables.
Bachelor’s degree – Accounting or Finance preferred.
Why Lord Abbett?
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 & collaboration.
Purpose‑Driven – We instill a passion for always putting our clients’ interests first.
We have been ranked #1 in Barron’s Best Fund Families for 2024 and have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years.
Compensation Information Annual base salary for this role is $85,000 – $110,000. Salary is estimated for this role. Actual pay may be different.
Discretionary Bonus Role may be eligible to receive an annual discretionary bonus. Discretionary bonuses are determined by several factors including, but not limited to, 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, competitive health and well‑being plans. To learn more about what we offer, please visit Careers | Lord Abbett.
Equal Employment Opportunity Lord Abbett is an equal employment opportunity employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to the following legally protected characteristics: race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military/veteran status, or any other characteristic protected by local, state or federal law. All employment decisions at Lord Abbett are based solely on the applicant’s relevant experience, skills and qualifications.
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Be among the first 25 applicants.
The Role The SMA business within Lord Abbett is growing and we are seeking a unique individual to join as an SMA Operations Specialist. Integrated with Investments, the SMA Operations group is part of the larger Global Investment Platform Integrity team which is essential to ensuring our investment professionals can drive investment performance with accurate and timely access to data. As a member of the SMA Operations team, you will have a unique opportunity to not only support a growing and thriving SMA business but also be empowered to play a key role in developing our future state operating model focused on delivering scale and efficiency. You will also be tasked to collaborate with our strategic partners to ensure exceptional service delivery.
We’ll Trust You To
Manage activity for new account restrictions, transfer in-kinds, state preference codification, strategy changes working closely with our service provider and Account Service Team to resolve any issues.
Research account discrepancies in working with our service provider to resolve items in a timely manner.
Respond to daily inquiries from internal departments regarding SMA accounts.
Monitor daily account freeze notifications and escalates issues appropriately.
Coordinate new sponsor / RIA relationships and onboarding process.
Assist with tax selling including validating client specific requests.
Actively contribution to future state operating model development.
Communicate daily model changes to Sponsors.
You’ll Need To Have
Ability to prioritize multiple tasks while meeting deadlines.
Outstanding attention to detail.
Strong analytical and problem‑solving skills.
Excellent organizational and follow‑up skills.
Customer‑focused; professional attitude; good interpersonal, verbal and written communication skills.
Work independently and collaboratively within the team.
2+ years’ experience in the investment industry specifically SMA / wrap programs.
Knowledge and experience of Security APL application.
Microsoft Excel – ability to run data analysis and utilize pivot tables.
Bachelor’s degree – Accounting or Finance preferred.
Why Lord Abbett?
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 & collaboration.
Purpose‑Driven – We instill a passion for always putting our clients’ interests first.
We have been ranked #1 in Barron’s Best Fund Families for 2024 and have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years.
Compensation Information Annual base salary for this role is $85,000 – $110,000. Salary is estimated for this role. Actual pay may be different.
Discretionary Bonus Role may be eligible to receive an annual discretionary bonus. Discretionary bonuses are determined by several factors including, but not limited to, 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, competitive health and well‑being plans. To learn more about what we offer, please visit Careers | Lord Abbett.
Equal Employment Opportunity Lord Abbett is an equal employment opportunity employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to the following legally protected characteristics: race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military/veteran status, or any other characteristic protected by local, state or federal law. All employment decisions at Lord Abbett are based solely on the applicant’s relevant experience, skills and qualifications.
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