Associate Manager, Planning & Analysis

PGIM; Letterkenny; On-site; EUR 85,000 - 120,000; Full time

Job summary

PGIM Ireland is seeking a Planning & Analysis Associate Manager to partner with senior leaders across Real Estate. The role emphasizes extracting and validating large datasets with SQL, turning data into insights, and supporting forecasting and financial modeling.

You will collaborate with Finance, IT, and business teams to drive performance, create executive-ready commentary, and improve reporting processes in a fast-paced environment.

Qualifications

• Undergraduate degree in Finance, Accounting or Data Analytics or equivalent.
• Strong command of SQL and Excel for building complex models and dashboards.
• Experience turning large data sets into actionable business insights.
• Proven ability to create and explain financial forecasts and scenarios.
• Excellent communication with senior leaders and cross-functional partners.
• Experience with real estate finance, mortgages or portfolio reporting is a plus.

Responsibilities

• Develop and maintain complex SQL queries for recurring reporting and ad hoc analyses.
• Translate large datasets into actionable insights to inform decisions.
• Support financial modeling, scenario analysis, and business case inputs.
• Enhance reporting to improve transparency and reduce manual effort.
• Provide analytics for investor and borrower marketing with portfolio metrics.
• Support analysis on mortgage servicing rights and loan portfolio economics.
• Collaborate with Finance and IT to translate activity into forecasts and commentary.
• Develop and refine multi-year forecasts for revenue, expenses, and performance drivers.
• Prepare management reporting packages for senior leadership discussions.

Skills

SQL

Advanced Excel

Data analysis

Financial modeling

Forecasting

Stakeholder comms

Education

Bachelors degree

Job description

What to Expect

PGIM has an opportunity within the Finance team for a Planning & Analysis Associate Manager. This role supports senior leadership and business partners across PGIM Real Estate by delivering timely, accurate, and actionable financial and operational insights. A key component of this position is the ability to independently extract, analyze, and validate large datasets through advanced SQL querying and analytical tools. The individual will transform complex data into meaningful business intelligence that supports strategic decision-making, investor and borrower marketing efforts, forecasting, financial modeling, and operational performance management. This role requires a unique blend of technical data expertise, financial acumen, and business partnership skills to help leaders make informed decisions and identify growth opportunities.

Team

Finance / Planning & Analysis

Primary Focus

Multi-year forecasting, actuals analysis, management reporting, and process improvement

Key Partners

PGIM Real Estate business leaders, senior leadership, Loan Services, IT / data teams, and Finance stakeholders

Core Capabilities

Financial modeling, data analysis, executive communication, process documentation, and reporting automation

What you will Do

• Develop and maintain complex SQL queries to support recurring reporting, ad hoc analyses, forecasting, and business performance measurement.

• Translate large and complex datasets into actionable insights that support strategic business decisions.

• Support financial modeling, scenario analysis, and business case development by providing accurate and reliable data inputs.

• Drive reporting and analytical enhancements that improve transparency, reduce manual effort, and make financial information easier for business partners to use.

• Provide analytical support for investor and borrower marketing initiatives by delivering production, portfolio, market, and performance metrics.

• Support analysis related to mortgage servicing rights, loan and portfolio economics, production trends, unpaid principal balance, flows, and other business-specific metrics.

• Partner with business and Finance stakeholders to translate operational activity, pipeline trends, and market/business assumptions into financial projections and executive-ready commentary.

• Develop, maintain, and enhance multi-year forecasts for PGIM Real Estate business activity, including revenue, expenses, production, portfolio, and related financial performance drivers.

• Prepare clear analysis and management reporting packages for senior management discussions, including actuals reporting, forecast updates, variance analysis, and business performance insights.

What you will Bring

• Undergraduate degree in Accounting, Finance, Data Analytics, or a related field.

• 5-7 years of experience in planning and analysis, forecasting, financial reporting, business analytics, or a comparable finance role.

• Advanced Excel skills with demonstrated ability to build, maintain, and explain financial models.

• Strong analytical and problem-solving skills, with the ability to connect detailed data to broader business implications.

• Experience working with large datasets, including data extraction, reconciliation, validation, and interpretation.

• Provide analytical support for investor and borrower marketing initiatives by delivering production, portfolio, market, and performance metrics.

• Excellent written and verbal communication skills, including the ability to present financial analysis and key takeaways to senior stakeholders.

• Detail-oriented, self-motivated, and proactive, with the ability to manage multiple priorities in a fast-paced environment.

• Ability to work independently while also partnering effectively across Finance, business, operations, and technology teams.

• Financial services experience preferred; real estate finance, mortgage loan, servicing, agency lending, or portfolio reporting experience strongly preferred.

What Success Looks Like

• Be recognized as a trusted data and analytics partner to business leaders.

• Bridge the gap between raw data and business strategy by helping leaders understand the story behind the numbers.

• Produce accurate, well-supported forecasts and reporting deliverables that senior leaders can rely on for decision-making.

• Improve efficiency, scalability, and documentation of recurring Finance processes.

• Build trusted relationships with business partners by bringing a balanced mix of financial discipline, analytical curiosity, and practical business judgment.

PGIM Ireland is proud to be an equal opportunity employer and is committed to equal employment opportunity regardless of applicants' gender, civil status, family status, sexual orientation, religion, age, disability, race or membership of the traveler community. PGIM Ireland's aim is to hire the best people for the open roles and all appointments will be made on merit.

Any offer of employment made by PGIM Ireland will be contingent on receiving satisfactory references. Applicants should be aware that background checks will be carried out on all candidates offered a position within PGIM Ireland.