Capital Markets Analyst

Lord Abbett • Jersey City, NJ

1d

About The Position

The Role Lord Abbett is seeking a motivated and analytically driven early‑career finance professional to join our team as a Capital Markets Analyst in the Treasury team. The team is responsible for the execution and ongoing management of credit facilities, debt issuance, and other financing transactions undertaken at both the corporate and fund level. The Analyst will support the Capital Markets Lead and the firm’s Treasurer in analyzing, executing, and monitoring financing transactions and capital markets activities, with particular exposure to the firm’s growing Alternatives platform. This role offers broad visibility across the organization and will work closely with key stakeholders including the CFO and teams across Finance, Investments, Client Services, Risk, and Legal. We’ll trust you to: Support the execution of all financing facilities across the firm, with a particular focus on the growing private credit and alternative investments franchise (real estate and ABF among others) Assist with amendments, renewals, and upsizing requests for credit facilities, including support for the annual renewal of the firm’s ’40 Act redemption lines Develop a working knowledge of the firm‑level and fund‑level financing structures and help provide analytical support to internal stakeholders Coordinate and help prepare responses to due diligence requests from prospective lenders Assist in creating peer benchmarking analyses of BDC and alternative fund capital structures across different stages of maturity Support pro‑forma analyses of borrowing bases and liquidity sources for BDCs and other leveraged vehicles Review Investment Committee materials to help assess deal characteristics relevant to leverage facility eligibility Analyze lender term sheets, summarize key terms, and help maintain internal tracking tools for financing activity Support communication with banks and external counsel related to financing documentation and market terms Assist in tracking banking relationships and lender engagement to support broader relationship management objectives Work with Controllers and Finance teams to support debt compliance monitoring, reporting processes and manage dashboards Contribute to ad‑hoc financial analyses and modeling as needed Collaborate effectively with colleagues across Investments, Finance, Legal, Client Services, Risk, and IT You'll need to have: 2+ years of relevant experience in investment banking, asset management, private credit, or a related buyside or advisory role Foundational exposure to debt capital markets, financing transactions, or credit analysis Ability to read through credit agreements and legal documents to understand and analyze terms, covenants and other obligations both as a borrower and a lender Strong proficiency in Excel and PowerPoint; familiarity with Bloomberg is a plus Solid understanding of basic accounting principles and financial statements Strong analytical, organizational, and problem‑solving skills with attention to detail Ability to manage multiple workstreams and deadlines in a fast‑paced environment Clear written and verbal communication skills and the ability to work effectively with senior stakeholders Intellectual curiosity and a strong interest in capital markets and financing structures Bachelor’s degree in Finance, Economics, Math, or a related field Why Lord Abbett? Lord Abbett is a leading global independent, privately held investment management company. We are active managers and invest where we believe we have a repeatable edge and can deliver alpha for our clients. 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 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 $130,00 - $145,000 . 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 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. Important notice to Search Firms - Please Read Carefully Without prior written agreement, Lord Abbett does not accept unsolicited submissions from employment agencies, search firms, placement services, or any similar provider (“Search Firms”) for employment opportunities. All candidates submitted by Search Firms to any employee or partner at our company without a written Search Firm agreement in place will be deemed the sole property of our company. In such circumstances, no fee, commission, or other compensation will be paid to such Search Firm in the event a candidate is hired by our company. To the extent a Search Firm has a written agreement in place, all introductions are position specific and should be directed to HR or the hiring manager, so we kindly request no unsolicited phone calls or emails.

Requirements

• 2+ years of relevant experience in investment banking, asset management, private credit, or a related buyside or advisory role
• Foundational exposure to debt capital markets, financing transactions, or credit analysis
• Ability to read through credit agreements and legal documents to understand and analyze terms, covenants and other obligations both as a borrower and a lender
• Strong proficiency in Excel and PowerPoint; familiarity with Bloomberg is a plus
• Solid understanding of basic accounting principles and financial statements
• Strong analytical, organizational, and problem‑solving skills with attention to detail
• Ability to manage multiple workstreams and deadlines in a fast‑paced environment
• Clear written and verbal communication skills and the ability to work effectively with senior stakeholders
• Intellectual curiosity and a strong interest in capital markets and financing structures
• Bachelor’s degree in Finance, Economics, Math, or a related field

Responsibilities

• Support the execution of all financing facilities across the firm, with a particular focus on the growing private credit and alternative investments franchise (real estate and ABF among others)
• Assist with amendments, renewals, and upsizing requests for credit facilities, including support for the annual renewal of the firm’s ’40 Act redemption lines
• Develop a working knowledge of the firm‑level and fund‑level financing structures and help provide analytical support to internal stakeholders
• Coordinate and help prepare responses to due diligence requests from prospective lenders
• Assist in creating peer benchmarking analyses of BDC and alternative fund capital structures across different stages of maturity
• Support pro‑forma analyses of borrowing bases and liquidity sources for BDCs and other leveraged vehicles
• Review Investment Committee materials to help assess deal characteristics relevant to leverage facility eligibility
• Analyze lender term sheets, summarize key terms, and help maintain internal tracking tools for financing activity
• Support communication with banks and external counsel related to financing documentation and market terms
• Assist in tracking banking relationships and lender engagement to support broader relationship management objectives
• Work with Controllers and Finance teams to support debt compliance monitoring, reporting processes and manage dashboards
• Contribute to ad‑hoc financial analyses and modeling as needed
• Collaborate effectively with colleagues across Investments, Finance, Legal, Client Services, Risk, and IT

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level