PGIM Custom Harvest - Associate, Portfolio Analytics
PGIM Custom Harvest - Associate, Portfolio Analytics
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Job Description
Job Classification:
Investment Management InvestmentsPGIM Custom Harvest a division of PGIM Investments is a pioneer in the development of taxbeneficial investment strategies using exchangetradedfunds (ETFs) for clients seeking improved aftertax outcomes. We provide full exposure to a clientselected benchmark while generating tax alpha through customized separately managed account (SMA) portfolios of ETFs. PGIM Custom Harvest manages $5.3 billion on behalf of a wide range of RIAs and Wealth Managers.
What you will do
We are seeking a detailoriented and proactive Analyst to support the investment team in trading operations client service compliance and platform development efforts. This entrylevel role offers a unique opportunity to gain exposure across multiple facets of our investment platform particularly focused on the 3(c)(7) portfolio. The role requires strong analytical skills an interest in financial markets and a collaborative mindset.
What you can expect:
- Trade Support Assist in the execution and monitoring of trades within the 3(c)(7) portfolio providing support to the trading desk and ensuring trade accuracy and timeliness. May also serve as a backup trader for SMA accounts.
- Client Service Triage Serve as the first line of response for client service inquiries escalating issues when necessary and tracking resolutions through to completion.
- CrossTeam Collaboration Work closely with Custom Harvest (CH) client service and trade support teams to ensure consistent and highquality delivery across trading and clientfacing workflows. Collaborate with internal teams to test new processes and workflows across systems. Identify process inefficiencies and help implement improvements.
- Compliance & Documentation Support compliance initiatives by maintaining accurate trade and procedural documentation. Ensure adherence to regulatory guidelines and internal controls.
- General Platform Operations Provide general support across trading client reporting and operational workflows as needed. Maintain a high standard of data integrity across systems.
- Investment Research: May contribute to research or projects geared towards enhancing our current investment strategies and or/new product development.
What you will bring:
- Bachelors degree in Finance Economics Math Data Science or related field
- 35 years of experience in a trading environment including operations or trading support preferred. CFA designation or progress towards is a plus.
- Familiarity with investment products particularly alternative structures like 3(c)(7) portfolios a plus
- Strong Excel skills; experience with OMS EMS or CRM systems is a plus. Additionally familiarity with Bloomberg FactSet or Morningstar or proficiency in Python R or similar programming languages is a plus.
- Excellent communication and organizational skills
- Team player with an eagerness to learn and take ownership of tasks
Salary Range Disclosure
Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $120000 to $140000. Specific pricing for the role may vary within the above range based on many factors including geographic location candidate experience and skills. Roles may also be eligible for additional compensation and/or benefits. 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.
About PGIM Investments
PGIM Investments is a diversified distributor of asset management capabilities with over 100 actively managed funds globally. We are dedicated to helping clients tackle their toughest investment challenges and base the foundation of our investment strategy around collaboration and innovation. Our leadership team welcomes new ideas and challenging the statusquo and are committed to developing talent for longterm success.
At PGIM Investments we consider it a great privilege and responsibility to help investors participate in opportunities across the global markets while meeting their toughest investment challenges. We offer a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles with over $95 billion in assets under management.
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
