Senior Investment Analyst, Institutional Sales & Strategy

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

Benefits offered by this job

Medical, dental, vision, life and long

401(k) plan with company match

Pension plan

Wellness programs

Education benefits

Employee Stock Purchase Plan

Job summary

Prudential Financial, Inc. in Newark, New Jersey seeks 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 coordinate meetings, prepare materials, and collaborate with investment teams to position PGIM strategies while maintaining CRM data and contributing to pipeline metrics.

Qualifications

• 2-3 years of asset management experience.
• Proficiency in Excel and PowerPoint.
• Experience with Salesforce or other CRM platforms.
• Experience with investment databases such as eVestment, Preqin, or With Intelligence.
• Familiarity with institutional investor types and 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.
• Progress toward 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 notes and follow-ups.
• Identify prospects and prepare analyses with sales and investment teams.
• Respond to client, prospect, and consultant inquiries with data and strategy materials.
• Coordinate responses to RFPs, RFIs, and due diligence questionnaires with cross-functional teams.
• Conduct research on institutional investors and industry trends; log CRM data.
• Leverage tools like Salesforce, eVestment, Preqin, and With Intelligence in day-to-day work.

Skills

Asset management experience

MS Excel & PowerPoint

CRM platforms (Salesforce)

Investment databases (eVestment, Preq`

Education

Bachelor’s degree in Finance / Economics / Accounting / Business / Data Analytics / Statistics

CFA/CAIA candidacy (a plus)

Tools

Salesforce

eVestment

Preqin

With Intelligence

Job description

Prudential Financial, Inc. in Newark, New Jersey seeks 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 coordinate meetings, prepare materials, and collaborate with investment teams to position PGIM strategies while maintaining CRM data and contributing to pipeline metrics.