PGIM - Senior Analyst; North America Distribution

Prudential; The Ironbound (NJ); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

401(k) plan with company match (up to

Pension plan

Paid Time Off (PTO)

Job summary

Prudential Financial, Inc. is seeking a Senior Analyst on the North American Distribution team to partner with senior sales professionals, help develop relationships, and raise capital across PGIM’s investment platform.

The role involves coordinating client meetings, producing pitch materials, and analyzing opportunities. A background in asset management with strong Excel/PowerPoint and CRM/database experience is required.

Qualifications

• 2-3 years of experience in asset management.
• Proficiency in Microsoft Excel and PowerPoint.
• 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, 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.

Responsibilities

• Support senior sales professionals in covering territories and client segments.
• Prepare for and attend prospect and client meetings; draft meeting notes and follow-ups.
• Coordinate responses to RFPs, RFIs, and DDQs with cross-functional teams.
• Conduct research and competitive analysis on institutional investors and industry trends.
• Maintain accurate CRM data and contribute to pipeline tracking and reporting.
• Collaborate across Portfolio Management, Marketing, Consultant Relations, and Compliance.

Skills

Asset management experience

Written & verbal communication

Relationship building

Education

Bachelor’s degree in Finance/Economics/Accounting/Business

CFA/CAIA designation a plus

Tools

Salesforce

eVestment

Preqin

With Intelligence

Seismic

Job description

Job Classification:Investment Management - InvestmentsWhat you will doAs 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 expectSupport senior sales professionals in covering their territories and client segments—fostering relationships, advancing opportunities, and managing day-to-day business activitiesPrepare 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-upsPartner with sales and investment teams to proactively identify prospects and prepare analyses that position PGIM strategies effectivelyRespond to client, prospect, and consultant inquiries, including data requests, strategy materials, and search-related informationCoordinate responses to RFPs, RFIs, and due diligence questionnaires (DDQs) alongside the RFP, product, marketing, and compliance teamsConduct research and competitive analysis on institutional investors, consultants, peer managers, asset allocation trends, and industry developmentsMaintain accurate CRM (Salesforce) data—logging call notes, updating opportunities, and contributing to pipeline tracking, business metrics, and reportingLeverage core sales and research tools, including Salesforce, eVestment, Seismic, With Intelligence, FinSearches, Preqin, and various other industry databasesCoordinate across Portfolio Management, Product Specialists, Marketing, Consultant Relations, Client Management, Sales Enablement, Legal, and Compliance to deliver accurate, approved materialsContribute to broader team initiatives focused on business growth, process improvement, and strategic prioritiesWhat you will bring2-3 years of experience in asset managementProficiency 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 GroupPGIM’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 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.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.If you need an accommodation to complete the application process, please email [e-mail] you are experiencing a technical issue with your application or an assessment, please email [e-mail] to request assistance.