PGIM Fixed Income: Client Reporting Analyst (Hybrid/Newark, NJ) (Finance)

Job Classification:

Investment Management - Investments

A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE

As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.

We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world's leading global asset managers! 

If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today.

At PGIM, You Can!

What you will do

This position is part of the Client Reporting Group which is responsible for designing, preparing and delivering reporting to Prudential Fixed Income's Institutional, Retail, Affiliate, and Alternative clients globally. The group is responsible for the analysis, compilation and distribution of portfolio summary reports, portfolio holdings and transaction reports, fact sheets, board 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 the Account Management, Sales & Marketing, Portfolio Management, Portfolio Analysis, Performance, Compliance, Operations and Technology groups.

What you can expect

• Review and deliver complex client reports, client due diligence questionnaires, and portfolio presentations, while ensuring that materials are accurate and deadlines are met

• Analyze large amounts of portfolio data for accuracy

• Understand portfolio attribution data and be able to articulate its meaning

• Understand and respond to ad hoc client inquires in a timely and efficient manner while working with internal groups to obtain required data 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

• Participate in and play a lead role within Client Reporting for projects

• Identify and anticipate issues that may adversely affect the ability of the individual or team to meet reporting deadlines, and take action to reduce the risk of occurrences

• Review peer and junior staff deliverables for accuracy

• Training for peers and junior staff

• Cultivate relationships with internal and external partners and service providers

• Keep abreast of industry initiatives and market trends that impact the business and reporting

What you will bring

• Bachelor's degree in Business, Finance, Mathematics, or related discipline

• Minimum of 2 years' experience in the financial services industry (preferably in fixed income asset   management)

• Asset management operations and/or reporting experience

• Insurance reporting experience preferred

• Familiarity with various investment mandates and investment products

• Ability to analyze and validate data

• High attention to detail

• Basic understanding of performance reporting, risk measures, and portfolio characteristics

• Willingness and desire to learn and teach others

• Customer focused with proven analytical skills in fast paced environment

• Strong oral and written communication skills and level of comfort working with all levels of the organization

• Knowledge of fixed income securities and financial markets

• Strong computer skills (Excel, Word, PowerPoint, Access), including the ability to write macros is a plus

• Ability to handle multiple tasks, prioritize deliverables in a deadline focused environment, and identify opportunities to improve current processes.

• Ability to work as part of a team, as well as independently

• Ability to take direction and offer solutions and improvements to current work process

• Knowledge of Blackrock Solutions Aladdin System a plus.

• CFA designation, active status in the CFA program and/or MBA a plus

*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.

What we offer you

• Medical, dental, vision, life insurance and PTO (Paid Time Off)

• Retirement plans:

• 401(k) plan with generous company match (up to 4%)

• Company-funded pension plan

• Wellness Programs to help you achieve your wellbeing goals, 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 health, and career development.

• Tuition Assistance to help finance traditional college enrollment, approved degrees, many accredited certificate programs, and industry designations.

To find out more about our Total Reward package, Total Rewards Brochure

Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $90,000 to $100,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. 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.

About PGIM Fixed Income

PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. With approximately 1000 employees and $821Bn assets under management, the company has offices in Newark, London, Letterkenny, Amsterdam, Munich, Zurich, Tokyo, Hong Kong, and Singapore. Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow.