North America Distribution Associate — Growth & Client Impact

PGIM, Inc.; Newark (NJ); Sur place; USD 95 000 - 130 000; Plein temps

Avantages offerts par ce poste

Base salary + bonus

Health insurance

PTO & leave

401(k) match

Pension plan

Wellness program

Education benefit

Employee stock purchase plan

Résumé du poste

PGIM’s North American Distribution team in Newark, NJ, is seeking an Associate to support senior sales professionals, develop client relationships, and raise capital across PGIM’s investment platforms. The role offers high visibility with clients, consultants, and PGIM investment professionals, and meaningful opportunities for growth.

You will coordinate meetings, draft meeting books and notes, and collaborate with sales and investment teams to prepare analyses that position PGIM strategies

Qualifications

• 3-5 years of experience in asset management.
• Familiarity with institutional investor types, investment consultants, and the manager search process.
• Advanced proficiency in Microsoft Excel and PowerPoint, and the broader Microsoft Office Suite.
• Experience with Salesforce or other CRM platforms, and investment databases such aseVestment, Preqin, or With Intelligence.
• FINRA Series 7, FINRA Series 63, and NFA Series 3 (or willingness to obtain)
• Progress toward the CFA or CAIA designation
• Bachelor’s degree in Finance, Economics, Accounting, Business, Data Analytics, Statistics, or related disciplines; all majors considered.
• Excellent written and verbal communication skills, with the ability to build relationships and present information clearly to clients, colleagues, and senior management.
• Proven ability to multitask, prioritize competing deadlines, and work well under pressure with strong follow-through.

Responsabilités

• Support senior sales professionals in covering their territories and client segments—fostering relationships, advancing opportunities, and managing day-to-day business activities.
• Prepare for and attend prospect and client meetings, including coordinating logistics, assisting in the production of meeting books and pitchbooks, and drafting meeting notes and follow-ups.
• Partner with sales and investment teams to proactively identify prospects and prepare analyses that position PGIM strategies effectively.
• Respond to client, prospect, and consultant inquiries, including data requests, strategy materials, and search-related information.
• Coordinate responses to RFPs, RFIs, and due diligence questionnaires (DDQs) alongside the RFP, product, marketing, and compliance teams.
• Conduct research and competitive analysis on institutional investors, consultants, peer managers, asset allocation trends, and industry developments.
• Maintain accurate CRM (Salesforce) data—logging call notes, updating opportunities, and contributing to pipeline tracking, business metrics, and reporting.
• Leverage core sales and research tools, including Salesforce, eVestment, Preqin, and With Intelligence, FinSearches, Preqin, and various other industry databases.
• Coordinate across Portfolio Management, Product Specialists, Marketing, Consultant Relations, Client Management, Sales Enablement, Legal, and Compliance to deliver accurate, approved materials.
• Contribute to broader team initiatives focused on business growth, process improvement, and strategic priorities.

Connaissances

Relationship building

Communication

Multitasking

Attention to detail

Formation

Bachelor's degree in Finance, Economics, Accounting, Business, Data Analytics, Statistics, or related disciplines

CFA or CAIA designation in progress

Outils

Salesforce

eVestment

Preqin

With Intelligence

Description du poste

PGIM’s North American Distribution team in Newark, NJ, is seeking an Associate to support senior sales professionals, develop client relationships, and raise capital across PGIM’s investment platforms. The role offers high visibility with clients, consultants, and PGIM investment professionals, and meaningful opportunities for growth.

You will coordinate meetings, draft meeting books and notes, and collaborate with sales and investment teams to prepare analyses that position PGIM strategies