Job Information
Prudential Ins Co of America PGIM Fixed Income: Client Reporting Analyst (Hybrid/Newark, NJ) in Newark, New Jersey
Job Classification:
Investment Management - Investments
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, were always looking for ways to improve financial services. Were passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, youll unlock a motivating and impactful career all while growing your skills and advancing your profession at one of the worlds leading global asset managers!
If youre not afraid to think differently and challenge the status quo, come and be a part of a dedicated team thats investing in your future by shaping tomorrow today.
At PGIM, You Can!
What you will do
This position is part of the Client Reporting Group which is responsible for designing, preparing and delivering reporting to Prudential Fixed Incomes Institutional, Retail, Affiliate, and Alternative clients globally. The group is responsible for the analysis, compilation and distribution of portfolio summary reports, portfolio holdings and transaction reports, fact sheets, board reports, as well as custom client reports. In 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 the Account Management, Sales & Marketing, Portfolio Management, Portfolio Analysis, Performance, Compliance, Operations and Technology groups.
What you can expect
Review and deliver complex client reports, client due diligence questionnaires, and portfolio presentations, while ensuring that materials are accurate and deadlines are met
Analyze large amounts of portfolio data for accuracy
Understand portfolio attribution data and be able to articulate its meaning
Understand and respond to ad hoc client inquires in a timely and efficient manner while working with internal groups to obtain required data 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
Participate in and play a lead role within Client Reporting for projects
Identify and anticipate issues that may adversely affect the ability of the individual or team to meet reporting deadlines, and take action to reduce the risk of occurrences
Review peer and junior staff deliverables for accuracy
Training for peers and junior staff
Cultivate relationships with internal and external partners and service providers
Keep abreast of industry initiatives and market trends that impact the business and reporting
What you will bring
Bachelors degree in Business, Finance, Mathematics, or related discipline
Minimum of 2 years experience in the financial services industry (preferably in fixed income asset management)
Asset management operations and/or reporting experience
Insurance reporting experience preferred
Familiarity with various investment mandates and investment products
Ability to analyze and validate data
High attention to detail
Basic understanding of performance reporting, risk measures, and portfolio characteristics
Willingness and desire to learn and teach others
Customer focused with proven analytical skills in fast paced environment
Strong oral and written communication skills and level of comfort working with all levels of the organization
Knowledge of fixed income securities and financial markets
Strong computer skills (Excel, Word, PowerPoint, Access), including the ability to write macros is a plus
Ability to handle multiple tasks, prioritize deliverables in a deadline focused environment, and identify opportunities to improve current processes.
Ability to work as part of a team, as well as independently
Ability to take direction and offer solutions and improvements to current work process
Knowledge of Blackrock Solutions Aladdin System a plus.
CFA designation, active status in the CFA program and/or MBA a plus
*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
What we offer you
Medical, dental, vision, life insurance and PTO (Paid Time Off)
Retirement plans:
401(k) plan with generous company match (up to 4%)
Company-funded pension plan
Wellness Programs to help you achieve your wellbeing goals, including up to $1,600 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 health, and career development.
Tuition Assistance to help finance traditional college enrollment, approved degrees, many accredited certificate programs, and industry designations.
To find out more about our Total Reward package, Total Rewards Brochure
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 $90,000 to $100,000. 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...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity