Associate Manager, Investment Reporting & Analytics | PGIM Global Services (Hybrid/ Newark, NJ)
About The Position
The Associate Manager will work in PGIM’s Management Reporting Analysis (MRA) group, supporting the firmwide Assets Under Management (AUM) reporting process for PGIM and Prudential. The role helps ensure AUM and related financial data are complete, accurate, controlled, and delivered on time to senior management and business partners. It offers exposure to PGIM’s investment businesses and work involving investment reporting, data analysis, operational controls, and stakeholder management. The position is based in Newark, New Jersey, with a hybrid schedule that includes three days in the office. The role collaborates with Finance, Compliance, Marketing, Client Management, Retirement, Technology, and investment teams. It includes reviewing junior team members’ work and supervising and developing a small team of one to two employees. Additional hours may be needed during peak monthly and quarterly reporting periods. The stated salary range is $100,000 to $115,000. The role may also be eligible for a yearly bonus, subject to program rules and applicable factors.
Requirements
- At least 4 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 communicate findings as 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 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 in 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 compliance with reporting standards.
- Partner with business and investment teams to validate AUM data, resolve discrepancies, and support accurate, timely reporting.
- Prepare recurring and ad hoc AUM reports and analysis for senior management and 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 maintaining 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 other 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 and yearly bonus potential.
- 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 addressing parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
- Education Benefit for approved traditional college enrollment and 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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What This Job Offers
Job Type
Full-time
Career Level
Manager
