Senior Analyst, Investment Distribution & Client Growth

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

Benefits offered by this job

Bonus potential

401(k) match

Pension plan

Wellness program

Education benefit

Stock purchase plan

Job summary

PGIM in Newark is seeking a Senior Analyst for the North American Distribution team. You will partner with senior sales professionals to develop relationships, deepen client coverage, and raise capital across PGIM's investment platform.

The role involves high visibility with clients and consultants, collaboration with investment teams, and opportunities for professional growth within Prudential’s PGIM. Requires 2–3 years in asset management and strong Excel/PowerPoint skills.

Qualifications

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

Responsibilities

• 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.

Skills

CRM experience

Excel

PowerPoint

Relationship building

Communication

Education

Bachelor’s degree in Finance, Economics, Accounting, Business, Data Analytics or related

Progress toward CFA or CAIA designation is a plus

Tools

Salesforce

eVestment

Preqin

With Intelligence

Job description

PGIM in Newark is seeking a Senior Analyst for the North American Distribution team. You will partner with senior sales professionals to develop relationships, deepen client coverage, and raise capital across PGIM's investment platform.

The role involves high visibility with clients and consultants, collaboration with investment teams, and opportunities for professional growth within Prudential’s PGIM. Requires 2–3 years in asset management and strong Excel/PowerPoint skills.