PGIM - Client Reporting Manager, Institutional Client Group

Prudential Financial • Newark, NJ

2d • Hybrid

About The Position

This position is part of the PGIM Client Reporting Group which is responsible for designing, preparing and delivering reporting to PGIM’s Institutional, Retail, Affiliate, and Alternative clients globally. The group is responsible for the compilation and distribution of portfolio summary reports, portfolio holdings and transaction reports, fact sheets, board reports, fund and investor level 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 Client Management, Marketing, Portfolio Management, Portfolio Analysis, Performance, Compliance, Operations, Fund Administration, and Technology groups. The primary responsibility of this role will be to support client deliverables related to 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 5-7 years of asset management work experience.
• Experience supporting client or investor deliverables, with a working knowledge of alternative products and services, including direct lending private credit investments.
• Strong analytical and problem-solving skills, with careful attention to detail are essential
• Self-motivation and ability to work within a team environment.
• Proficient with Microsoft Products (MS Word, MS Excel, and MS PowerPoint).
• Willingness and desire to learn and teach others.
• Bachelor’s degree in finance, marketing or business.

Nice To Haves

• Experience with systems such as Wall Street Office, Aladdin, Vermilion, and/or other similar systems.

Responsibilities

• Complete client reports, as well as data for client due diligence questionnaires and fund or portfolio level presentations, while ensuring that materials are accurate, and deadlines are met.
• Respond to ad hoc client inquires in a timely manner while working with internal groups 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees