Senior Analyst, Institutional Distribution & Growth

Prudential Financial, Inc; Newark (NJ); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Base salary + annual bonus

Medical, dental, vision, life, and LTD

401(k) with company match

Pension plan

Wellness program

Education benefit

Employee Stock Purchase Plan

Job summary

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

You will engage with clients, consultants, and investment professionals, with opportunities for growth and visibility. Ideal candidates have 2–3 years in asset management, strong Excel/PowerPoint skills, and familiarity with CRM systems and investment databases.

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, 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.

Responsibilities

• Support senior sales professionals in covering their territories and client segments.
• Prepare for and attend prospect and client meetings, including meeting books and pitchbooks, and drafting meeting notes and follow-ups.
• Partner with sales and investment teams to identify prospects and prepare analyses.
• Respond to client, prospect, and consultant 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 accurate CRM data-logging call notes and update opportunities and pipelines.
• Leverage tools like Salesforce, eVestment, Preqin, and With Intelligence to support sales efforts.
• Coordinate with Portfolio Management, Marketing, Legal, and Compliance to deliver approved materials.
• Contribute to team initiatives focused on growth and process improvement.

Skills

Relationship building

CRM experience

Analytical thinking

Communication skills

Education

Bachelor's degree in Finance or related field

Tools

Salesforce

eVestment

Preqin

With Intelligence

Job description

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

You will engage with clients, consultants, and investment professionals, with opportunities for growth and visibility. Ideal candidates have 2–3 years in asset management, strong Excel/PowerPoint skills, and familiarity with CRM systems and investment databases.