Senior Investment Performance Analyst (Hybrid/Remote)

Prudential Ins Co of America in; Newark (NJ); Hybrid; USD 96,000 - 159,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Paid Time Off (PTO)

401(k) plan with company match

Company-funded pension plan

Wellness programs

Education benefits

Employee Stock Purchase Plan

Work/Life resources

Job summary

PruBenefit Funding (PBF) is seeking a Senior, Performance Analyst (Finance) to join the Newark, NJ team. The role sits on the Investment Oversight Team and combines investment oversight, client engagement, and operations to modernize the platform and support growth.

The candidate will work with sales, clients, and internal committees, providing expertise on investment products, preparing reports, and leading due diligence.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Investments, or a related field.
• 7+ years of experience in investments, asset management, insurance, financial services, investment consulting, or a related field.
• BOLI/COLI experience strongly preferred.
• Strong knowledge of institutional investment products, including separately managed accounts, mutual funds, collective investment trusts, stable value products, and alternative investments.
• Experience supporting client-facing investment discussions, presentations, due diligence meetings, and business development efforts.
• Understanding investment operations, manager onboarding, reporting, and compliance processes.
• Series 6, Series 63, and Life & Health licenses required, or ability to obtain within a designated timeframe.
• Excellent analytical, presentation, communication, and relationship management skills.
• Ability to manage multiple priorities and collaborate effectively across cross-functional teams.
• Willingness to travel as needed.

Responsibilities

• Partner with sales, relationship management, and leadership teams to support new business development efforts, client presentations, and due diligence meetings.
• Serve as an investment subject matter expert for clients, consultants, brokers, and prospects, communicating investment strategies, platform capabilities, and manager offerings.
• Develop and maintain investment-related presentations, marketing materials, performance reports, and RFP responses.
• Conduct investment manager research and support due diligence reviews of investment strategies and platform offerings.
• Monitor investment performance across separate account strategies and communicate market updates and results to stakeholders.
• Support investment governance processes, guideline monitoring, and compliance with regulatory and diversification requirements.
• Coordinate and lead quarterly investment review meetings with clients, brokers, investment managers, and internal committees.
• Support BOLI/COLI stable value wrap programs, including engagement with internal and external partners.
• Support investment platform growth and modernization initiatives, including manager onboarding, operational improvements, reporting enhancements, and new product launches.
• Oversee investment-related reporting and operational processes, partnering with product, legal, actuarial, finance, and operations teams to support compliance, scalability, and client outcomes.

Skills

Analytical skills

Presentation skills

Communication skills

Relationship management

Client engagement

Education

Bachelor's degree in Finance, Economics, Accounting, Investments, or related field

Job description

PruBenefit Funding (PBF) is seeking a Senior, Performance Analyst (Finance) to join the Newark, NJ team. The role sits on the Investment Oversight Team and combines investment oversight, client engagement, and operations to modernize the platform and support growth.

The candidate will work with sales, clients, and internal committees, providing expertise on investment products, preparing reports, and leading due diligence.