Associate Manager, Investment Reporting & Analytics | PGIM Global Services (Hybrid/ Newark, NJ)

Prudential Financial•Newark, NJ

2d•Hybrid

About The Position

As an Associate Manager in PGIM’s Management Reporting Analysis group, you will support the firmwide Assets Under Management (AUM) reporting process for PGIM and Prudential. You will help ensure AUM and related financial data are complete, accurate, well-controlled, and delivered on time to senior management and business partners. The role offers exposure to PGIM’s investment businesses and opportunities to develop expertise in investment reporting, data analysis, operational controls, and stakeholder management. You will work with Finance, Compliance, Marketing, Client Management, Retirement, Technology, and investment teams. The position is based in Newark, New Jersey, and follows a hybrid schedule, with three days in the office. Office work is encouraged for tasks requiring substantial collaboration.

Requirements

Four or more years of business experience in asset management, investment operations, financial reporting, management reporting, accounting, or data analytics.
Strong analytical and problem-solving skills, including the ability to investigate data discrepancies and identify underlying causes.
Strong attention to detail and commitment to data accuracy, reporting integrity, and effective controls.
Ability to interpret large data sets and translate findings into clear, actionable information for business stakeholders.
Experience managing recurring deliverables and meeting deadlines in a fast-paced, deadline-driven environment.
Demonstrated leadership or supervisory experience, including reviewing work and supporting junior team members’ development.
Strong written and verbal communication skills and ability to work effectively across investment, Finance, Compliance, Operations, and Technology teams.
Advanced Microsoft Excel skills, including working with large data sets, formulas, pivot tables, lookups, and reconciliations.
Working knowledge of investment products and structures such as fixed income, equities, alternatives, separate accounts, and real estate.

Nice To Haves

Bachelor’s degree in finance, accounting, or a related subject.
Direct experience with AUM, client flow, investment, financial, or management reporting within an asset management or investment advisory organization.
Experience with data visualization or reporting tools such as Power BI or Tableau.
Familiarity with investment data platforms, reporting systems, or financial databases.
Experience documenting controls, supporting audits, or working within a controlled financial-reporting environment.
Exposure to reporting automation, data-quality initiatives, system enhancements, or process transformation.
Ability to recognize trends, outliers, and business drivers in investment and AUM data.
Experience communicating financial or investment data to senior management and non-technical stakeholders.

Responsibilities

Assist with oversight of monthly and quarterly AUM data collection, validation, reconciliation, and reporting across investment strategies, products, and business units.
Analyze AUM activity and asset flows, investigating period-over-period changes, data exceptions, and reporting discrepancies.
Review data submissions and supporting documentation for accuracy, completeness, consistency, and adherence to reporting standards.
Partner with internal teams to validate AUM data, resolve reporting discrepancies, and ensure timely, accurate reporting.
Prepare recurring and ad hoc AUM reporting and analysis for senior management and other business stakeholders.
Maintain controls, documentation, and review procedures that support the integrity of AUM reporting.
Review junior team members’ work and provide guidance, feedback, and quality oversight.
Supervise and develop a team of one to two employees, prioritizing deliverables and supporting accountability during reporting cycles.
Communicate process changes, data requirements, and reporting updates to business partners and team members.
Identify opportunities to streamline reporting, strengthen controls, improve data quality, and reduce manual processes.
Support system enhancements, reporting initiatives, audit requests, and special projects affecting AUM data and management reporting.
Manage competing priorities and time-sensitive deliverables, including additional hours during peak monthly and quarterly reporting periods.

Benefits

Market-competitive base salary with yearly bonus potential at every level.
Medical, dental, vision, life, and disability insurance.
Paid time off 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 eligible personal wellbeing purchases.
Work/life resources covering parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education benefit for approved degree programs and accredited certificate programs.
Employee Stock Purchase Plan, allowing eligible shares to be purchased at 85% of the lower of the beginning or ending price of the purchase period.
Eligibility to participate in a discretionary annual incentive program, subject to program rules and applicable performance factors.