EMEA Client Management Analyst – Asset Management

PGIM; Greater London; Hybrid; GBP 35,000 - 52,000; Full time

Benefits offered by this job

Private Medical Insurance

Annual Leave 25–28 days

Retirement Savings Plan

Life Assurance & Income Protection

Job summary

PGIM, the institutional client group based in London, is seeking an Analyst in Client Management. The role supports regional Client Managers for the EMEA region, focusing on the UK and Switzerland. You will work across asset classes and collaborate with investment and support teams to service institutional investors.

The candidate will engage in onboarding, client communications, data requests, and CRM maintenance, with opportunities to automate tasks and grow within a global asset manager.

Qualifications

• Relevant internship and/or early-career experience in client services, investor relations or a similar function.
• BA/BS degree or higher.
• Interest in and basic understanding of capital markets, including Credit, equities, real estate and alternatives, and portfolio management techniques.
• Experience with Microsoft Excel and PowerPoint and the ability to perform basic quantitative data analysis.
• Strong attention to detail and adherence to processes.
• Strong analytical and data skills.
• Strong interpersonal and communication skills, oral as well as written.
• Team player with high energy and a positive attitude.
• Proactive and adaptable in client solution solving and self-starter attitude.
• Aladdin and Salesforce experience beneficial but not required.
• Strong critical thinking and logic skills.
• Comfortable working in a fast-paced, dynamic and international cross-border environment.

Responsibilities

• Provide high-quality client service to clients and partners as a support to Client Managers.
• Respond to recurring and ad-hoc data requests from clients and partners using internal systems.
• Collaborate with internal groups to ensure client needs are met, including processing of investment guidelines and compliance items.
• Assist onboarding of new mandates with internal and external stakeholders.
• Maintain client requests in CRM to ensure tracking of actions.
• Work with Client Management teams to fulfill client communication needs.
• Support portfolio management and risk management teams as needed.
• Attend team meetings to learn PGIM’s investment strategies and product knowledge.
• Identify opportunities to automate simple tasks to improve scalability.
• Ensure information is securely organized for easy access by the team.

Skills

Client services

Capital markets

Excel

PowerPoint

Analytical skills

Communication

Team player

Self-starter

Aladdin

Salesforce

Cross-border exposure

Critical thinking

Education

BA/BS degree or higher

Tools

Aladdin

Salesforce

Job description

PGIM, the institutional client group based in London, is seeking an Analyst in Client Management. The role supports regional Client Managers for the EMEA region, focusing on the UK and Switzerland. You will work across asset classes and collaborate with investment and support teams to service institutional investors.

The candidate will engage in onboarding, client communications, data requests, and CRM maintenance, with opportunities to automate tasks and grow within a global asset manager.