PGIM Credit, Investments Sr Director (Dallas, TX)

Prudential Financial; Dallas (TX); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Base salary with annual bonus

401(k) match

Pension plan

Wellness programs

Education benefit

Job summary

PGIM, the global asset management business of Prudential Financial, Inc., is seeking a senior investment leader to originate, underwrite, and manage debt and structured equity opportunities in the Southern U.S. You will build relationships with sponsors and intermediaries while guiding a capable team in the Dallas office.

The role requires 8+ years in corporate finance or investment management, a Bachelor’s degree, and exceptional analytical and communication skills.

Qualifications

• 8+ years of experience in corporate finance or investment management.
• Bachelor’s degree required.
• Strong analytic and investment skills with a track record in debt investments.
• Critical thinking, curiosity, and creative problem-solving abilities.
• Excellent presentation and communication skills; ability to influence decisions.

Responsibilities

• Lead a team of investment professionals responsible for originating, underwriting, and managing senior debt, direct lending, mezzanine, and structured equity investments in the Southern region of the U.S.
• Originate new senior debt and junior capital investment opportunities, typically $20-300+ million, across various industries and transaction types
• Structure complex transactions and communicate investment recommendations to investment committees
• Develop and maintain relationships with clients, sponsors, and intermediaries within the territory
• Travel to networking events, conferences, and in-person marketing meetings
• Work with counsel to structure, negotiate, and document loan agreements; process amendments
• Manage and develop investment professionals reporting into the Dallas office
• Collaborate with the MD to achieve Dallas and PGIM Private Capital objectives

Skills

Investment analysis

Debt investments

Leadership

Communication

Travel

Education

Bachelor's degree

CFA designation (preferred)

Job description

Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers! If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today. At PGIM, You Can!

What you will do:

• Lead a team of investment professionals responsible for originating, underwriting, and managing senior debt, direct lending, mezzanine, and structured equity investments in the Southern region of the U.S.
• Originate new senior debt and junior capital investment opportunities, typically ranging in size from $20-300+ million, across a broad range of industries and transaction types
• Structure complex and customized transactions and communicating investment recommendations to various investment committees
• Develop and maintain relationships with clients, prospects, sponsors, and intermediaries within the geographic territory
• Travel to networking events, conferences, and in-person marketing meetings
• Work closely with in-house and outside counsel to structure, negotiate, and document loan agreements and process follow-on amendment requests
• Manage and develop investment professionals reporting into the Dallas office
• Work closely with the Managing Director to accomplish the objectives of the Dallas office and PGIM Private Capital overall

What you will bring:

• 8+ years of experience in the corporate finance industry
• Bachelor’s degree required
• Strong analytic and investment skills, along with a proven track record of making and managing debt investments
• Critical thinking, natural curiosity, and creative problem-solving skills
• Keen organizational skills and the ability to manage many activities at once
• Ability to distill and communicate complex issues clearly and concisely to a variety of decision makers and audiences
• Excellent presentation and communication skills, along with the ability to influence decisions both internally and externally
• Ability to travel is required

What will set you apart?:

• Highly motivated with a business development mindset and exceptional client relationship skills
• Strong leadership abilities and valuable management skills, with a desire to lead, mentor, and develop team members
• Ability to thrive in a fast-paced, results oriented environment
• A Master’s or CFA designation is preferred

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.

Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of Dec. 31, 2023, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential’s iconic Rock symbol has stood for strength, stability, expertise and innovation for 150 years. For more information please visit news.prudential.com.

Our Commitment to an Inclusive Workplace Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.

PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with US $1.3 trillion in assets under management as of Dec. 31, 2023. With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate, and alternatives. For more information about PGIM, visit pgim.com.

Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit news.prudential.com.

PGIM Inc. (PGIM) is the principal asset management business of Prudential Financial, Inc. (PFI), a company incorporated and with its principal place of business in the United States. PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.

Our Commitment to an Inclusive Workplace Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.