PGIM - Associate, Client Reporting

PGIM•Newark, NJ
•$95,000 - $130,000•Hybrid

About The Position

This position is part of the PGIM Client Reporting Group, with a primary focus on process and automation issues, enhancements, and ad hoc data needs for standard and custom client reports, review meeting materials, client ad hoc requests, and client questionnaires for PGIM’s Institutional, Retail, Affiliate, and Alternative clients globally. The associate will work closely with internal Technology groups and other teams as needed. The role seeks experience supporting direct lending private credit funds. The position uses a hybrid work arrangement, requiring three days per week in the Newark, New Jersey office and two days remotely.

Requirements

  • Four years of asset management work experience.
  • Working knowledge of alternative products and services, including the direct lending private credit business.
  • Experience with systems such as Wall Street Office, Aladdin, or Vermilion, and/or proven ability to learn similar tools in a timely manner.
  • Experience with SQL queries.
  • Understanding of data flows and database structure.
  • Proficiency with Microsoft Word, Excel, and PowerPoint.
  • Bachelor’s degree in finance, business, engineering, information systems, technology, or a related field.

Responsibilities

  • Partner with Client Reporting team members, client managers, and internal stakeholders to improve the clarity and usefulness of major reporting deliverables.
  • Identify high-friction reporting processes and lead initiatives to reduce cycle time or manual effort through better tooling, templates, or full or partial automation.
  • Serve as a liaison between Client Reporting and Technology groups.
  • Manage competing projects and issues.
  • 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.

Benefits

  • Market-competitive base salary with yearly bonus potential.
  • Medical, dental, vision, life, and disability insurance.
  • Paid Time Off (PTO) and leaves of absence, including parental and military leave.
  • 401(k) plan with company match up to 4%.
  • Company-funded pension plan.
  • Wellness programs, including up to $1,600 per year in reimbursement for purchases supporting personal wellbeing.
  • Work/Life Resources covering parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
  • Education benefit for approved traditional college enrollment and many accredited certificate programs.
  • Employee Stock Purchase Plan, allowing shares to be purchased at 85% of the lower of the beginning or ending purchase-period price.
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