PGIM - Associate, Client Reporting
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 individual in this role will work closely with internal Technology groups, as well as other teams within the organization as needed. In this role, we are looking for someone with experience supporting direct lending private credit funds. This is a hybrid work arrangement and will require working three days in our Newark, NJ office and two days remotely.
Requirements
- This role is appropriate for someone with 4 years of asset management work experience.
- Working knowledge of alternative products and services, including direct lending private credit business.
- Experience with systems such as Wall Street Office, Aladdin, Vermilion, and/or proven ability to learn other similar tools in a timely manner.
- Experience with SQL queries.
- Understanding data flows and database structure.
- Proficient with Microsoft Products (MS Word, MS Excel, and MS PowerPoint).
- Bachelor's degree in finance, business, engineering, information systems, technology, or related fields.
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 an initiative that reduces cycle time or manual effort through better tooling, templates, or full/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 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 $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 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
