Senior Analyst, Client Operations | PGIM Public and Private Credit (Hybrid/ Newark, NJ)
About The Position
PGIM’s Client Operations team serves as the operational bridge between clients, investment teams, and service providers, coordinating and implementing account activity and operational changes throughout the account lifecycle. Within that team, the Cash Flow Management Team oversees subscription and redemption activity across institutional advisory accounts, retail funds, UCITS/QIFs, commingled funds, and general account portfolios. This role coordinates client instructions with clients, fund administrators, portfolio managers, traders, client management professionals, and operations teams to support accurate and timely execution. It offers broad exposure to PGIM’s products, clients, investment processes, and the lifecycle of investment operations. The position is based in Newark, New Jersey, and follows a hybrid schedule with three days in the office.
Requirements
- Bachelor’s degree with strong academic performance.
- Strong analytical and problem-solving skills, including the ability to assess risk and make sound recommendations.
- Excellent written and verbal communication skills and the ability to interact effectively with internal and external stakeholders.
- Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
- Strong interpersonal skills and a client-focused mindset.
- Ability to work independently while collaborating effectively across teams.
- Demonstrated interest in process improvement, operational excellence, and high-quality client service.
Nice To Haves
- Three or more years of relevant experience in operations, financial services, asset management, or client servicing is preferred.
- Strong analytical skills and a demonstrated interest in financial markets and investment operations are encouraged for candidates who do not have the preferred experience.
Responsibilities
- Serve as a primary operational contact for clients, fund administrators, and internal business partners regarding subscription and redemption activity.
- Review and analyze client cash flow instructions and ensure complete, accurate, and timely communication to investment teams.
- Coordinate with Portfolio Management, Trading, Client Management, and Operations teams to support client-directed cash activity.
- Monitor incoming communications, reporting, and workflow tools to ensure cash flow events are properly captured and reflected in operational systems.
- Build and maintain relationships with external fund administrators and service providers to facilitate communication and timely issue resolution.
- Investigate operational exceptions, data discrepancies, and communication gaps, and drive solutions in collaboration with stakeholders.
- Partner with technology and operations teams to strengthen controls, improve workflows, and identify automation opportunities.
- Support business initiatives, new product launches, and operational change management efforts affecting client cash flow activity.
- Maintain and enhance procedures, controls, and documentation to support the operational risk and governance framework.
- Contribute to cross-functional projects and support the broader Client Operations team as needed.
Benefits
- Market-competitive base salary with yearly bonus potential.
- Medical, dental, vision, life, and disability insurance.
- Paid Time Off (PTO) 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 two prices at the beginning or end of the purchase period.
- Eligibility to participate in a discretionary annual incentive program, subject to its rules and applicable factors.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
