PGIM - Associate, Client Reporting

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

What You Will Do

This position is part of the PGIM Client Reporting Group with a primary focus on process and automation issues, enhancements, and ad hoc data needs for standard and custom client reports, review meeting materials, client ad-hoc requests, and client questionnaires for PGIM’s Institutional, Retail, Affiliate, and Alternative clients globally. The individual in this role will work closely with internal Technology groups, as well as other teams within the organization as needed. In this role, we are looking for someone with experience supporting direct lending private credit funds.

Job Classification

Investment Management - Investments

What You Will Do

This position is part of the PGIM Client Reporting Group with a primary focus on process and automation issues, enhancements, and ad hoc data needs for standard and custom client reports, review meeting materials, client ad-hoc requests, and client questionnaires for PGIM’s Institutional, Retail, Affiliate, and Alternative clients globally. The individual in this role will work closely with internal Technology groups, as well as other teams within the organization as needed. In this role, we are looking for someone with experience supporting direct lending private credit funds.

This is a hybrid work arrangement and will require working three days in our Newark, NJ office and two days remotely.

What You Can Expect

• 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 full/partial automation.
• Serve as a liaison between Client Reporting and Technology groups.
• Manage competing projects and issues.
• Anticipate issues that may adversely affect the ability to meet reporting deadlines and take action to reduce the risk of occurrences.
• Cultivate relationships with internal and external partners and service providers.
• Keep abreast of industry initiatives and market trends that impact the business.

What You Will Bring

• This role is appropriate for someone with 4 years of asset management work experience.
• Working knowledge of alternative products and services, including direct lending private credit business.
• Experience with systems such as Wall Street Office, Aladdin, Vermilion, and/or proven ability to learn other similar tools in a timely manner.
• Experience with SQL queries.
• Understanding data flows and database structure.
• Proficient with Microsoft Products (MS Word, MS Excel, and MS PowerPoint).
• Bachelor's degree in finance, business, engineering, information systems, technology, or related fields.

Note

Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $95,000 to $130,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

About PGIM

PGIM, is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), with $1.5 trillion in assets under management. PGIM offers clients deep expertise across public and private asset classes, delivering a diverse range of investment strategies and tailored solutions - including fixed income, equities, real estate and alternatives. With 1,500+ investment professionals across 37 offices in 20 countries, we serve retail and institutional clients worldwide.

What We Offer You

• Market competitive base salaries, with a yearly bonus potential at every level.
• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
• 401(k) plan with company match (up to 4%).
• Company-funded pension plan.
• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).

Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.

If you need an accommodation to complete the application process, please email [e-mail].

If you are experiencing a technical issue with your application or an assessment, please email [e-mail] to request assistance.