Institutional Distribution Associate

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

Benefits offered by this job

Market-competitive base salaries with/

Yearly bonus potential

Medical, dental, vision, life, and LTD

401(k) with company match

Pension plan

Wellness programs (up to $1,600/year)

Work/Life Resources

Education Benefit

Employee Stock Purchase Plan

Job summary

PGIM’s North American Distribution team is seeking an Associate to partner with senior sales professionals, supporting relationship development, client meetings, and capital-raising across the investment platform.

You will coordinate RFPs and DDQs, conduct market research, and maintain CRM data while collaborating with Portfolio Management, Marketing, and Compliance to deliver accurate materials. This role provides exposure to growth initiatives and cross-functional teamwork.

Qualifications

• 3–5 years of experience in asset management
• Familiarity with institutional investors and manager search processes
• Advanced proficiency in Excel and PowerPoint
• Experience with Salesforce or other CRMs and investment databases
• FINRA Series 7, 63, and NFA Series 3 (or willingness to obtain)
• Progress toward CFA or CAIA designation
• Bachelor’s degree in Finance, Economics, Accounting, Business, Data Analytics, Statistics
• Excellent written and verbal communication skills
• Ability to multitask and meet deadlines
• Experience presenting to clients and senior management

Responsibilities

• Support senior sales professionals in covering territories and client segments
• Prepare for and attend prospect and client meetings; coordinate logistics and draft notes
• Partner with sales and investment teams to identify prospects and prepare analyses
• Respond to client inquiries and data requests, including strategy materials
• Coordinate responses to RFPs, RFIs, and DDQs with cross-functional teams
• Conduct research on institutional investors, consultants, and industry trends
• Maintain accurate Salesforce data and contribute to pipeline reporting
• Leverage Salesforce, eVestment, Seismic, With Intelligence, Preqin among other tools
• Coordinate across Portfolio Management, Marketing, Compliance to deliver approved materials
• Contribute to team initiatives focused on growth and process improvements

Skills

Asset management experience

Relationship building

Advanced Excel & PowerPoint

CRM experience (Salesforce)

Presentation & communication

Education

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

CFA/CAIA in progress

Tools

Salesforce

eVestment

Preqin

With Intelligence

Job description

PGIM’s North American Distribution team is seeking an Associate to partner with senior sales professionals, supporting relationship development, client meetings, and capital-raising across the investment platform.

You will coordinate RFPs and DDQs, conduct market research, and maintain CRM data while collaborating with Portfolio Management, Marketing, and Compliance to deliver accurate materials. This role provides exposure to growth initiatives and cross-functional teamwork.