Investment Analyst
Investment Analyst
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Job Description
Job Classification:
Investment Management InvestmentsEmployee Benefits Investments (EBI) is responsible for over $20 billion in assets in retirement assets in Prudentials pension 401(k) Plan and other portfolios. The companys pension plan is invested in a broad array of diversified investments including domestic and international bonds real estate hedge funds global private equity and domestic and international public equity. The 401(k) Plan provides similarly diversified investment options selected and monitored by EBI.
EBIs mission is to select the best investment vehicles and structures on behalf of Prudentials retirement plan participants. It is a forwardthinking team that takes seriously its mandate to invest prudently and in a diversified manner to serve the Companys Plans participants.
Reporting to the Chief Investment Officer Employee Benefits Plans the Investment Analyst will assist in the management of all employee benefit plans including Prudentials pension 401(k) Plan Merged Retirement Plan (PESP) and the Welfare Benefits Plan/401(h) account.
The current EWA for this position is Hybrid and requires your onsite presence on a reoccurring basis as determined by your business. Candidates will be expected to follow a hybrid work arrangement with onsite expectations (Newark NJ office) of 2 3 days a week.
What youll do:
- Review managers documentation including but not limited to offering memorandums financial statements regulatory filings marketing materials due diligence questionnaires valuation policies and compliance policies and procedures and document findings.
- Research asset manager strategies and performance across fixed income public equity private equity public & private credit real estate and hedge funds.
- Conduct regular reviews calls and visits with investment managers.
- Assist with creation of materials including memos and presentations to be presented to the Investment Oversight Committee for approval.
- Support reporting and presentation materials for delivery to the Investment Committee of the Board of Directors on the performance of the Plans.
- Support investment vice presidents on the development of quantitative risk analyses of the Plans and on asset strategy to fund all anticipated liability streams (pension welfare).
- Serve on Advisory Boards as needed to gain insights and proactively address potential issues.
- Attend industry conferences to gather performance information and conduct research.
- Day to day funding authorizations and other administrative tasks in conjunction with support staff.
- Assist investment vice presidents and CIO in Department of Labor and other regulatory compliance issues.
- Review and assess the operations internal controls and platformspecific risks of traditional and alternative investment managers.
What youll need:
- 3 years investment (asset portfolio and/or risk) management experience or financial services experience; preferably a minimum of two years conducting due diligence for a variety of alternative and/or traditional.
- Investment manager risk management or due diligence experience.
- Experience working with actuaries and/or counsel.
- Bachelors degree preferably in finance accounting mathematics or engineering.
- CFA designation a plus.
- Advanced excel skills; coding knowledge preferred.
- Be both process and detailoriented with the ability to prioritize multiple responsibilities under tight deadlines; unwavering ethical compass.
- Ability to travel including international will be required but no more than 25 excluding regional day trips such as NYC.
What we offer you:
Market competitive base salaries with a yearly bonus potential at every level.
Medical dental vision life insurance disability insurance Paid Time Off (PTO) and leave of absences such as parental and military leave.
401(k) plan with company match (up to 4.
Companyfunded pension plan.
Wellness Programs including up to $1600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting housing senior care finances pets legal matters education emotional and mental health and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85 of the lower of two prices (Beginning or End of the purchase period) after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program whereby an award if any depends on various factors including without limitation individual and organizational performance. To find out more about our Total Rewards package visit Work Life Balance Prudential Careers. Some of the above benefits may not apply to parttime employees scheduled to work less than 20 hours per week.
Prudential Financial Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion national origin ancestry sex sexual orientation gender identity national origin genetics disability marital status age veteran status domestic partner status medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process please email .
If you are experiencing a technical issue with your application or an assessment please email to request assistance.
Required Experience:
IC
Employment Type
Full-Time
