Pgim Icg | Analyst, Client Management

Prudential Financial; Greater London; Hybrid; GBP 30,000 - 38,000; 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 in London seeks a Client Management Specialist to support regional Client Managers across the EMEA region, initially focusing on the UK and Switzerland. You will work with asset classes across public and private markets and liaise with investment and support teams to service institutional investors.

You will gain exposure to onboarding, CRM processes, and cross-border client solutions, with opportunities to automate tasks and contribute to scalable client service.

Qualifications

• BA/BS degree or higher.
• Interest in capital markets incl. credit, equities, real estate and alternatives.
• Experience with Excel and PowerPoint; basic data analysis.
• Strong attention to detail and adherence to processes.
• Strong analytical and data skills.
• Interpersonal and written communication skills.

Responsibilities

• Support Client Managers to provide high-quality service.
• Liaise with stakeholders to respond to recurring and ad-hoc data requests.
• Assist onboarding of new mandates with internal/external teams.
• Maintain CRM records of client requests and actions.
• Collaborate with Portfolio Analytics and Risk Management teams.
• Attend team meetings to understand PGIM investment strategies.
• Identify opportunities to automate simple tasks.

Skills

Client services

Investor relations

Data analysis

Strong communication

Team player

Self-starter

Proactive

Adaptable

Cross-border experience

Education

BA/BS degrees or higher

Tools

Aladdin

Salesforce

AI technology

Job description

(Institutional Client Group, London – Hybrid)

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 based 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.

What you will do

We are seeking a Client Management professional with strong client service skills to serve as a Specialist supporting regional Client Managers for the EMEA region initially focusing on the UK and Switzerland region. The Client Management Team has a broad mandate and works across asset classes, which include public and private fixed income, equities, real estate and alternatives. A successful candidate will have the opportunity to build out their professional skill set, learn about the asset management industry, working closely with Client Managers as well as various investment and functional support teams, and be part of a collaborative international team with direct exposure servicing institutional investors.

What you can expect

• Act as a support to Client Managers to provide a high quality service to our clients and their business partners including fund administrators, custodians and investment consultants throughout the client’s life-cycle.
• Serve as a liaison to our stakeholders to providing responses to recurring and ad-hoc data requests from clients and their business partners, leveraging internal information systems and involving as needed various internal groups including Sales, Client Reporting, Compliance, Risk Management and Investment teams.
• Partner with the Client Manager and internal groups to ensure the client and their business partner needs are met, for example in relation to the handling and processing of:
  • Portfolio compliance rule breaches and inquiries including the restricted issuer list updates.
  • Investment guidelines.
  • KYC and LEI renewals.
  • Coordination and preparation of client meetings.
  • Market and portfolio commentary requests.
  • Client questionnaires and database update requests.
• Support the onboarding process of new mandates collaborating with internal and external stakeholders to ensure client’s intentions are reflected in documentation.
• Maintain client requests in CRM systems to ensure that the Client Managers have a record of the requests and actions taken.
• Work closely and pro-actively with Client Management teams to execute efficiently and effectively on client communication needs.
• Support Client Managers in their dealings with the portfolio management and other investment professional teams (e.g. Portfolio Analytics, Risk Management).
• Attend team meetings to develop an understanding of PGIM’s key investment strategies and product knowledge.
• Identify opportunities for automation to streamline simple tasks and enhance scalability within the business.
• Ensure all information is organised securely and orderly to enable seamless access for relevant team members.

What you will bring

• 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, which include 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.
• Seek development and learning opportunities.
• 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.
• Proactive and adaptable in client solution solving and self-starter attitude.

What will set you apart

• European or Middle Eastern language skills would be advantageous.
• Understanding of the asset management industry and financial markets.
• Proficient use of AI technology.

What we offer you

• Private Medical Insurance: PGIM offers private medical insurance and pays the full premium on behalf of all employees.
• Annual Leave of 25 to 28 days, based on years of service, at full pay.
• Retirement Savings Plan: Employees receive a company contribution of 10% basic annual salary and a maximum employer-matching contribution of 5% of basic annual salary.
• Life Assurance & Income Protection: Life Assurance of 8 times your basic annual salary, up to a max benefit of £1.8million. 60% of your basic annual salary for a limited payment terms of 5 years, at the end of which a capital sum of 2x your basic annual salary is payable.