PGIM Analyst, Client Reporting
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Job Location:
Newark, DE - USA
Monthly Salary:
$ 60000 - 80000
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Classification:
Investment Management - InvestmentsWhat you will do
This position is part of the Client Reporting Group which is responsible for designing preparing and delivering reporting to PGIMs Institutional Retail Affiliate and Alternative clients globally. The group is responsible for the compilation and distribution of portfolio summary reports portfolio holdings and transaction reports fact sheets board reports as well as custom client addition to reporting the group supports the client portfolio review meeting process client ad-hoc requests related to portfolio information and client questionnaires. The team works closely with Client Management Client Advisory Marketing Portfolio Management Portfolio Analysis Performance Compliance Operations and Technology.
This is a hybrid work arrangement and will require working three days in our Newark NJ office and two days remotely.
What you can expect
- Complete client reports as well as data for client due diligence questionnaires and portfolio presentations while ensuring that materials are accurate and deadlines are met.
- Respond to ad hoc client inquires in a timely manner while working with internal groups when necessary.
- Review reporting and client communication process to identify opportunities to improve streamline and automate scheduled reporting.
- Handle multiple tasks while meeting strict client deadlines.
- Anticipate issues that may adversely affect the ability to meet reporting deadlines and take action to reduce the risk of occurrences.
- Cultivate relationships with internal and external partners and service providers.
- Keep abreast of industry initiatives and market trends that impact the business.
What you will bring
- Bachelors degree in Finance Marketing or Business.
- This role is appropriate for someone with 0-2 years applicable work experience.
- Strong analytical and problem-solving skills.
- Self-motivation and ability to work within a team environment.
- Proficient with Microsoft Products (MS Word MS Excel and MS PowerPoint).
Note: 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 $60000 to $80000. 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.
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%).
Company-funded 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 part-time 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
Key Skills
- Cognos
- Microsoft Access
- SQL
- Crystal Reports
- Financial Report Writing
- Power BI
- Pivot tables
- ssrs
- Tableau
- Regulatory Reporting
- SAS
- Data Analysis Skills
