CLO Associate Research Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

Lord, Abbett & Co. LLC · 1 day ago

CLO Associate Research Analyst

Lord, Abbett & Co. LLC is a leading global independent investment management company. They are seeking a CLO Associate Research Analyst to maximize CLO investment performance by establishing and communicating credit views, conducting surveillance, and generating investment ideas in a collaborative environment.

ConsultingFinancial Services
check
H1B Sponsor Likelynote

Responsibilities

Incorporate a rigorous qualitative and quantitative approach to idea generation, research and surveillance that will help in shaping manager and sector strategy, as well as collateral and deal performance
Actively monitor key issuance trends and figures in the BSL CLO, Middle Market / Private Credit CLO, Infrastructure CLO and CBO markets, spanning across both the US and European markets
Play a key role in the initiation and generation of CLO investment ideas in collaboration with Portfolio Managers while embracing Lord Abbett’s investment philosophy and process
Conduct monthly surveillance on the existing portfolio, and publish commentary highlighting manager-level and CUSIP-level performance, trends, and key insights
Produce written credit reviews pertaining to timely investment opportunities as they arise across primary and secondary markets
Develop a deep understanding of the various structures and documentation in the market by fully engaging with CLO managers directly
Create, publish and elevate content for consumption of the broader Taxable Fixed Income department to drive insight into investments beyond the scope of CLO
Work closely with Portfolio Managers to vet and shape our sector-level and bond-level recommendations to effect alpha-generating investment ideas for our clients
Design and build credit-oriented scenarios via cashflow modeling software and/or in-house proprietary models to support both new investment ideas and ongoing surveillance of existing positions
Help maintain a database containing data from but not limited to monthly trustee reports, quarterly note valuation reports, underlying loan level details, ad hoc manager data, and bond level price / spread data

Qualification

CLO experienceSecuritized ProductsLeveraged FinanceSQLPythonBloombergCritical thinkingOrganizational skillsEffective communicationProblem-solvingFlexibility

Required

2-5 years of experience in Securitized Products or Leveraged Finance
Strong organizational skills and attention to detail to work across many sectors
Critical thinking and proactive problem-solving skills driven by self-starter mentality
Effective written and verbal communication style
Flexibility to juggle multiple priorities and projects of varying urgency
Bachelor's degree or equivalent

Preferred

CLO experience a plus
Experience on the buy side or sell side highly valued
Kanerai, Intex, Bloomberg, SQL, R and/or Python skills a plus
MBA and/or CFA designation are viewed positively but not required

Benefits

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

Company

Lord, Abbett & Co. LLC

company-logo
Our Vision We aspire to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility.

H1B Sponsorship

Lord, Abbett & Co. LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (23)
2024 (19)
2023 (7)
2022 (18)
2021 (16)
2020 (10)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Sarah Vennekotter Ali
Managing Director & Chief Operating Officer, Investments
linkedin
leader-logo
Adam Backman, CFA
Partner, Head of Alternatives - Client Services
linkedin
Company data provided by crunchbase