Institutional Distribution Analyst – Growth & Partnerships

Prudential Financial, Inc.; The Ironbound (NJ); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

401(k) plan with company match (up to

Pension plan

Paid Time Off (PTO)

Job summary

Prudential Financial, Inc. is seeking a Senior Analyst on the North American Distribution team to partner with senior sales professionals, help develop relationships, and raise capital across PGIM’s investment platform.

The role involves coordinating client meetings, producing pitch materials, and analyzing opportunities. A background in asset management with strong Excel/PowerPoint and CRM/database experience is required.

Qualifications

• 2-3 years of experience in asset management.
• Proficiency in Microsoft Excel and PowerPoint.
• Experience with Salesforce or other CRM platforms, and investment databases such as eVestment, Preqin, or With Intelligence.
• Familiarity with institutional investor types, investment consultants, and the manager search process.
• FINRA Series 7, Series 63, and NFA Series 3 (or ability to obtain within 90 days).
• Bachelor’s degree in Finance, Economics, Accounting, Business, Data Analytics, Statistics, or related disciplines; all majors considered.
• Progress toward the CFA or CAIA designation is a plus.

Responsibilities

• Support senior sales professionals in covering territories and client segments.
• Prepare for and attend prospect and client meetings; draft meeting notes and follow-ups.
• Coordinate responses to RFPs, RFIs, and DDQs with cross-functional teams.
• Conduct research and competitive analysis on institutional investors and industry trends.
• Maintain accurate CRM data and contribute to pipeline tracking and reporting.
• Collaborate across Portfolio Management, Marketing, Consultant Relations, and Compliance.

Skills

Asset management experience

Written & verbal communication

Relationship building

Education

Bachelor’s degree in Finance/Economics/Accounting/Business

CFA/CAIA designation a plus

Tools

Salesforce

eVestment

Preqin

With Intelligence

Seismic

Job description

Prudential Financial, Inc. is seeking a Senior Analyst on the North American Distribution team to partner with senior sales professionals, help develop relationships, and raise capital across PGIM’s investment platform.

The role involves coordinating client meetings, producing pitch materials, and analyzing opportunities. A background in asset management with strong Excel/PowerPoint and CRM/database experience is required.