PGIM Analyst, Investment Operations (Hybrid-Newark/NJ-Tampa/FL)
About The Position
Investment Reporting, a division of PGIM, has an opening available for an Analyst in the Management Reporting and Analysis group. The position is primarily responsible for the preparation of daily, weekly, monthly, quarterly, and annual investment compliance reports for the Securities Trade Monitoring group of Prudential. In addition, the associate will complete various TIC (Treasury International Capital) reports which are sent to the Federal Reserve Bank of NY, and filed with the US Treasury, that report cross border transactions are also a reporting requirement for the position. The Analyst will be responsible for handling monthly and quarterly reporting of Assets Under Management for PGIM and Prudential Financial and will support various businesses such as client management, finance, marketing, and retirement. The Analyst will research and resolve discrepancies in the various reports as well as handle ad-hoc requests. This position is based in Newark, NJ or Tampa, FL and will follow a hybrid schedule (3 days in office). Our organization follows a hybrid work structure where employees can work remotely and/ from the office, as needed, based on demands of specific tasks or personal work preferences. Working from the office is encouraged when working on tasks that require a high degree of collaboration.
Requirements
- Daily review of limit monitoring dashboards & reports
- Bachelor’s degree in accounting, Finance or related field.
- Strong quantitative and analytical skills
- Proficiency in the MS Office Suite: Word, Excel, PowerPoint, etc.
- Knowledge of investment accounting and of various investment instruments
- High level of self-motivation and dedication
- Strong attention to detail
- Excellent written, verbal, and interpersonal skills
- Ability to work independently and also as a member of a team.
Nice To Haves
- Strong leadership and organizational skills
- Client focused and results oriented work ethic
- Strong attention to detail with the ability to summarize and communicate complex issues effectively, both orally and in writing
- Prior background / internship experience in investment management or financial services Industry is strongly preferred.
Responsibilities
- Daily, monthly, and quarterly review and compilation of various compliance reports
- Processing of workflows for onboarding of new clients and funds for reporting purposes
- Participate in the monthly and quarterly reconciliation of Assets Under Management for PGIM and Prudential
- Partner with various Compliance, Finance, Marketing, Legal, and other internal teams for ad hoc reporting
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
Entry Level
