PGIM - Senior Analyst; North America Distribution

Prudential Ins Co of America; Newark (NJ); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Pension plan

Wellness program

Education benefits

Employee stock purchase plan

Job summary

Prudential Ins Co of America is seeking a Senior Analyst on the North American Distribution team. You will support senior sales professionals, develop relationships, and raise capital across PGIM's investment platform.

The role offers high visibility, client interaction, and growth opportunities. You will coordinate with multiple teams, prepare meetings and materials, and perform analyses to position PGIM strategies effectively.

Qualifications

• 2-3 years of experience in asset management.
• Proficiency in Microsoft Excel and PowerPoint, and the broader Office Suite.
• Experience with CRM platforms and investment databases such as eVestment, Preqin, or With Intelligence.
• Familiarity with institutional investor types and the manager search process.

Responsibilities

• Support senior sales professionals in covering territories and client segments.
• Prepare for and attend prospect and client meetings, draft notes and follow-ups.
• Coordinate with sales and investment teams to identify prospects and prepare analyses.
• Respond to inquiries with data requests and strategy materials.
• Coordinate responses to RFPs, RFIs and due diligence questionnaires with cross-functional teams.
• Conduct research and competitive analysis on institutional investors and industry trends.
• Maintain CRM data-logging call notes and update opportunities.

Skills

Excel & PowerPoint

CRM Salesforce

Investment databases

Education

Bachelor's degree in Finance/ Economics/ Accounting

Tools

Salesforce

eVestment

Preqin

With Intelligence

Job description

Job Classification: Investment Management - Investments

What you will do

As a Senior Analyst on the North American Distribution team, you'll serve as a key partner to senior sales professionals, supporting their efforts to develop new relationships, deepen existing ones, and raise capital across PGIM's investment platform. The role offers high visibility internally, regular interaction with clients, consultants, and PGIM investment professionals, and meaningful opportunities for professional growth and development.

What you can expect

• 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, Seismic, 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

What you will bring

• 2-3 years of experience in asset management
• Proficiency in Microsoft Excel and PowerPoint, and the broader Microsoft Office Suite.
• Experience with Salesforce or other CRM platforms, and investment databases such as eVestment, Preqin, or With Intelligence.
• Familiarity with institutional investor types, investment consultants, and the manager search process.
• FINRA Series 7, FINRA Series 63, and NFA Series 3 (or ability to obtain within 90 days)
• Bachelor's degree in Finance, Economics, Accounting, Business, Data Analytics, Statistics, or related disciplines; all majors considered.
• Progress toward the CFA or CAIA designation is a plus.
• Excellent written and verbal communication skills, with the ability to build relationships and present information clearly to clients, colleagues, and senior management.

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 $85,000 to $115,000. 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.

About PGIM's Institutional Client Group

PGIM's Institutional Client Group North American Distribution team sits at the heart of how we connect the world's largest institutional investors-public and corporate pension plans, Taft-Hartley plans, insurers, sovereign wealth funds, endowments, foundations, and the consultants who advise them-with PGIM's investment capabilities across public and private markets. Working across consultant relations, client relationship management, sales enablement, and various other internal teams, the distribution group builds and deepens investor partnerships, positions PGIM's strategies in the marketplace, and drives the continued growth of the firm's institutional business.

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