PGIM - Senior Analyst; North America Distribution

Prudential Financial•Newark, NJ

About The Position

As a Senior Analyst on PGIM’s North American Distribution team, you will partner with senior sales professionals to help develop new relationships, deepen existing ones, and raise capital across PGIM’s investment platform. The role has high internal visibility and includes regular interaction with clients, consultants, and PGIM investment professionals, as well as opportunities for professional growth and development. PGIM’s Institutional Client Group North American Distribution team connects institutional investors—including public and corporate pension plans, Taft-Hartley plans, insurers, sovereign wealth funds, endowments, and foundations—and their consultants with PGIM’s investment capabilities across public and private markets. The group works across consultant relations, client relationship management, sales enablement, and other internal teams to build investor partnerships, position PGIM strategies, and grow the firm’s institutional business.

Requirements

2–3 years of experience in asset management.
Proficiency in Microsoft Excel, PowerPoint, and the broader Microsoft Office Suite.
Experience with Salesforce or other CRM platforms and investment databases such as eVestment, Preqin, or With Intelligence.
Familiarity with institutional investor types, investment consultants, and the manager search process.
FINRA Series 7, FINRA Series 63, and NFA Series 3 licenses, or ability to obtain them within 90 days.
Bachelor’s degree in Finance, Economics, Accounting, Business, Data Analytics, Statistics, or a related discipline; all majors are considered.
Excellent written and verbal communication skills, with the ability to build relationships and present information clearly to clients, colleagues, and senior management.

Nice To Haves

Progress toward the CFA or CAIA designation.

Responsibilities

Support senior sales professionals in covering territories and client segments by fostering relationships, advancing opportunities, and managing day-to-day business activities.
Prepare for and attend prospect and client meetings; coordinate logistics, help produce meeting books and pitchbooks, and draft meeting notes and follow-ups.
Partner with sales and investment teams to identify prospects and prepare analyses positioning PGIM strategies.
Respond to client, prospect, and consultant inquiries, including data requests, strategy materials, and search-related information.
Coordinate responses to RFPs, RFIs, and due diligence questionnaires with RFP, product, marketing, and compliance teams.
Research institutional investors, consultants, peer managers, asset allocation trends, and industry developments.
Maintain Salesforce CRM data, including call notes and opportunity updates, and contribute to pipeline tracking, business metrics, and reporting.
Use sales and research tools, including Salesforce, eVestment, Seismic, With Intelligence, FinSearches, Preqin, and other industry databases.
Coordinate with Portfolio Management, Product Specialists, Marketing, Consultant Relations, Client Management, Sales Enablement, Legal, and Compliance to deliver accurate, approved materials.
Contribute to team initiatives focused on business growth, process improvement, and strategic priorities.

Benefits

Market-competitive base salary and yearly bonus potential at every level.
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 personal wellbeing purchases.
Work/Life Resources covering topics such as 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 employees to purchase shares at 85% of the lower of the beginning or ending price of the purchase period.
Potential eligibility for a discretionary annual incentive program, subject to program rules and applicable factors.