PGIM - Investment Analyst, Portfolio Analysis Group Opens in a new window

PGIM, Inc.; Newark (NJ); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Bonus potential

Medical, dental, vision, life and long

PTO and leave benefits

401(k) match

Pension plan

Wellness programs

Education benefit

Employee stock purchase plan

Job summary

Prudential Financial, Inc. is seeking an Analyst for the Portfolio Analytics Group (PAG) in Newark. The three-year rotational program provides broad exposure across asset classes, investment strategies, and portfolio management teams.

The incoming Analyst aligns with the Structured Products / ABF team to analyze portfolio positioning, monitor risk, and deliver actionable insights for day-to-day management. The role follows a hybrid model with 3 days in the Newark office and 2 days remote.

Qualifications

• Our client requires a bachelor’s degree and 2+ years of relevant experience in investment management, financial services, or analytics.
• Proficiency with Excel and familiarity with Bloomberg, Aladdin, SQL, and Python is preferred.
• Strong written and verbal communication skills with the ability to translate complex analysis into actionable insights.
• A collaborative mindset and ability to work across investment, risk, research, and technology teams.

Responsibilities

• Analyze portfolio positioning relative to benchmarks, client objectives, risk parameters, and investment goals.
• Produce portfolio analytics and performance attribution to explain results and inform decisions.
• Incorporate client guidelines and risk tolerances into monitoring, scenario analysis, and workflows.
• Partner with Portfolio Managers, Traders, Risk Managers, Quant teams, Credit Research, and technology partners.
• Support timely market, portfolio, and client analyses while improving recurring reports and tools.

Skills

Analytical skills

Communication

Team collaboration

Problem solving

Education

Bachelor's degree in finance/investment management

Tools

Bloomberg

Aladdin

SQL

Python

Job description

WORK FOR A COMPANY WHOSE CULTURE IS BUILT ON RESPECT

AT PRUDENTIAL AND PGIM, YOU CAN.

Here you’ll find a high-performance culture that’s flexible, collaborative, and grounded in respect. We engage with candor, take calibrated risks, and hold ourselves accountable — always focused on delivering for our customers. It’s the standard we choose every day as we grow, perform, and win as one team.

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

The Portfolio Analysis Group (PAG) partners closely with investment teams to provide the analytics and insights that support portfolio construction, risk monitoring, performance analysis, and investment decision-making.

Our PAG Analyst Program is a three-year rotational program designed to provide broad exposure across asset classes, investment strategies, and portfolio management teams. Analysts complete one-year rotations across PAG and select partner teams, developing a strong foundation in portfolio analytics while gaining firsthand experience across the investment process.

Core rotations may include General Account, Investment Grade, High Yield, Emerging Markets, US/Global Rates & Hedge Fund, Structured Products, and Multi-Sector. Satellite rotations may include CLO Structuring, Structured Products Research, and Investment Risk Management.

This incoming Analyst will begin the program aligned to our Structured Products / Asset-Based Finance (ABF) team, where they will work closely with Portfolio Managers and other investment partners to analyze portfolio positioning and performance, monitor risk and client objectives, and deliver actionable insights that support day-to-day portfolio management.

This position follows a hybrid work model, with working 3 days in the Newark, NJ office and 2 days remote.

What you can expect

• Analyze portfolio positioning relative to benchmarks, client objectives, risk parameters, and investment goals, identifying changes in exposures and opportunities to improve portfolio alignment.
• Produce portfolio analytics and performance attribution to help explain investment results and inform portfolio management decisions.
• Incorporate client guidelines, investment objectives, and risk tolerances into portfolio monitoring, scenario analysis, and portfolio management workflows.
• Partner with Portfolio Managers, Traders, Risk Managers, Quantitative teams, Credit Research, Client Advisory, technology partners, and senior PAG team members.
• Support timely market, portfolio, and client analyses while improving recurring reports, analytical tools, and repeatable processes.

What you will bring

• Bachelor’s degree and 2+ years of relevant experience in investment management, financial services, portfolio or risk analytics, research, or a related analytical field.
• Proficiency with Excel and familiarity with investment and data analytics tools such as Bloomberg, Aladdin, SQL, and Python preferred.
• Strong written and verbal communication skills, including the ability to turn complex analysis into clear, actionable insights.
• A collaborative mindset and ability to work effectively across investment, risk, research, and technology teams.

What will set you apart

• Strong analytical skills, intellectual curiosity, and a proactive approach to problem solving.
• Ability to manage multiple priorities and deliver accurate, high-quality work in a fast-paced investment environment.
• Exposure to coding best practices, including documentation, version control, testing, peer review, and writing maintainable code.
• Pursuit of the CFA designation or an MBA is a plu s.

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 $90,000 to $100,000. 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 organisational performance.

#LI-SC1

#LI-Hybrid

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 organisational 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.

To maintain the integrity and security of our hiring process, Prudential may use identity verification technologies. Your consent will be obtained before any verification takes place.