Client Reporting Specialist: Automation & Direct Lending

PGIM; Newark (NJ); Hybrid; USD 95,000 - 130,000; Full time

Benefits offered by this job

Bonus potential

401(k) with match

Pension plan

Wellness programs

Education benefits

Employee stock purchase plan

Job summary

PGIM is seeking an experienced professional for the Client Reporting Group in Newark, NJ. The role focuses on process optimization, automation, and ad hoc data support for standard and client-specific reports across institutional, retail, affiliate, and alternative clients globally.

The position is hybrid, requiring three days in the Newark, NJ office and two days remote. Experience with direct lending private credit funds and familiarity with Wall Street Office, Aladdin, Vermilion, and SQL is

Qualifications

• 4 years of asset management work experience.
• Experience with direct lending private credit business.
• Experience with WS Office, Aladdin, Vermilion or learning similar tools quickly.
• Experience with SQL queries.
• Understanding of data flows and database structure.
• Proficient with MS Word, Excel, PowerPoint.
• Bachelor's degree in finance, business, engineering, information systems, technology, or related fields.

Responsibilities

• Partner with Client Reporting team members, client managers, and internal stakeholders to improve the clarity and usefulness of major reporting deliverables.
• Identify high-friction reporting processes and lead an initiative that reduces cycle time or manual effort through better tooling, templates, or automation.
• Serve as a liaison between Client Reporting and Technology groups.
• Manage competing projects and issues.
• Anticipate issues that may affect reporting deadlines and mitigate risks.
• Cultivate relationships with internal and external partners and service providers.
• Keep abreast of industry initiatives and market trends.

Skills

Asset management

Direct lending

Private credit

SQL queries

Data flows

Database structure

MS Office

Education

Bachelor's degree in finance or related field

Tools

Wall Street Office

Aladdin

Vermilion

Job description

PGIM is seeking an experienced professional for the Client Reporting Group in Newark, NJ. The role focuses on process optimization, automation, and ad hoc data support for standard and client-specific reports across institutional, retail, affiliate, and alternative clients globally.

The position is hybrid, requiring three days in the Newark, NJ office and two days remote. Experience with direct lending private credit funds and familiarity with Wall Street Office, Aladdin, Vermilion, and SQL is