Senior Analyst, Institutional Distribution & Growth

PGIM; Newark (NJ); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Market competitive base salaries

Medical/dental/vision/Life insurance

401(k) with company match

Company pension plan

Wellness program

Education benefit

Employee stock purchase plan

Job summary

PGIM’s North American Distribution team seeks a Senior Analyst to partner with senior sales professionals, develop relationships, and raise capital across the investment platform. You will interact with clients, consultants, and PGIM investment professionals to drive growth and deliver strategic insights.

The role emphasizes collaboration with Sales, Research and Compliance, with responsibilities spanning meetings, materials, and client inquiries while maintaining CRM data and analytics.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, Data Analytics, Statistics, or related disciplines.
• Progress toward CFA or CAIA designation is a plus.
• FINRA Series 7, 63 and NFA Series 3 (or ability to obtain within 90 days).
• Excellent written and verbal communication skills.

Responsibilities

• Support senior sales professionals in covering territories and client segments, fostering relationships, advancing opportunities, and managing day-to-day activities.
• Prepare for and attend prospect and client meetings, coordinate logistics, assist in meeting books and pitchbooks, and draft notes and follow-ups.
• Partner with sales and investment teams to 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) with RFP, product, marketing, and compliance teams.
• Conduct research and competitive analysis on institutional investors, consultants, peer managers, asset allocation trends, and industry developments.
• Maintain CRM data (Salesforce) — logging notes, updating opportunities, and contributing to pipeline tracking and reporting.
• Leverage tools like Salesforce, eVestment, Preqin, With Intelligence, FinSearches, and other databases.
• Coordinate across Portfolio Management, Product Specialists, Marketing, Consultant Relations, Client Management, Sales Enablement, Legal, and Compliance to deliver approved materials.
• Contribute to broader team initiatives focused on business growth and strategic priorities.

Skills

Excel

PowerPoint

Salesforce

Investment databases

Education

Bachelor's degree

Job description

PGIM’s North American Distribution team seeks a Senior Analyst to partner with senior sales professionals, develop relationships, and raise capital across the investment platform. You will interact with clients, consultants, and PGIM investment professionals to drive growth and deliver strategic insights.

The role emphasizes collaboration with Sales, Research and Compliance, with responsibilities spanning meetings, materials, and client inquiries while maintaining CRM data and analytics.