PGIM - Senior Associate, Client Reporting

pru; Newark (NJ); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Pension plan

Wellness program

Job summary

PGIM, the global asset management business of Prudential Financial, seeks an experienced reports professional for client deliverables related to direct lending private credit funds. The role is hybrid, requiring three days in the Newark, NJ office and two days remote.

You will design, prepare and deliver portfolio reports, holdings, and client communications, collaborating with portfolio management, marketing and operations to ensure accuracy and timely submission.

Qualifications

• Experience supporting client or investor deliverables, with knowledge of alternative products including direct lending private credit investments.
• Bachelor's degree in finance, marketing or business.
• Experience with systems such as Wall Street Office, Aladdin, Vermilion, or similar systems.
• Proficiency with Microsoft Word, Excel, and PowerPoint.
• Strong analytical and problem-solving skills with attention to detail.
• Self-motivation and ability to work in a team.
• Willingness to learn and teach others.

Responsibilities

• Complete client reports and data for client due diligence questionnaires and fund or portfolio presentations, ensuring accuracy and deadlines are met.
• Respond to ad hoc client inquiries and coordinate with internal groups as needed.
• Review reporting processes to identify opportunities to improve and automate scheduled reporting.
• Handle multiple tasks while meeting strict client deadlines.
• 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 impacting the business.

Skills

Asset management experience

Direct lending/private credit

MS Excel

MS Word

MS PowerPoint

Analytical skills

Team collaboration

Education

Bachelor's degree in finance, marketing or business

Tools

Wall Street Office

Aladdin

Vermilion

Job description

Job Classification

Investment Management - Investments

What you will do

This position is part of the PGIM Client Reporting Group which is responsible for designing, preparing and delivering reporting to PGIM's Institutional, Retail, Affiliate, and Alternative clients globally. The group is responsible for the compilation and distribution of portfolio summary reports, portfolio holdings and transaction reports, fact sheets, board reports, fund and investor level reports, as well as custom client reports. In addition to reporting the group supports the client portfolio review meeting process, client ad-hoc requests related to portfolio information, and client questionnaires. The team works closely with Client Management, Marketing, Portfolio Management, Portfolio Analysis, Performance, Compliance, Operations, Fund Administration, and Technology groups. The primary responsibility of this role will be to support client deliverables related to 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

• Complete client reports, as well as data for client due diligence questionnaires and fund or portfolio level presentations, while ensuring that materials are accurate, and deadlines are met.
• Respond to ad hoc client inquires in a timely manner while working with internal groups when necessary.
• Review reporting and client communication process to identify opportunities to improve, streamline, and automate scheduled reporting.
• Handle multiple tasks while meeting strict client deadlines.
• 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

• Experience supporting client or investor deliverables, with a working knowledge of alternative products and services, including direct lending private credit investments.
• This role is appropriate for someone with 5-7 years of asset management work experience.
• Experience with systems such as Wall Street Office, Aladdin, Vermilion, and/or other similar systems.
• Proficient with Microsoft Products (MS Word, MS Excel, and MS PowerPoint).
• Strong analytical and problem-solving skills, with careful attention to detail are essential.
• Self-motivation and ability to work within a team environment.
• Willingness and desire to learn and teach others.
• Bachelor's degree in finance, marketing or business.

Salary Range

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 $120,000 to $160,000. 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 ) built on a 150-year legacy of strength, stability, and disciplined risk management through more than 30 market cycles. Managing $1.4 trillion in assets, 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 40 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,