Senior, Performance Analyst

Prudential Annuities Distributors (PAD); Newark (NJ); Hybrid; USD 96,000 - 159,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off & parental/militaryleave

401(k) with company match

Job summary

Prudential Financial, Inc. in Newark, NJ, seeks a Senior Investment Analyst to join the Investment Oversight Team. Hybrid/virtual work from the Newark office, supporting PBF's investment platform, including separate account strategies, governance, and client engagement.

The role blends investment oversight, operations, and sales support. Ideal candidates have 7+ years in investments, hold Series 6/63 and Life & Health licenses or can obtain them, and excel in cross-functional collaboration.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Investments, or related field.
• 7+ years of experience in investments, asset management, insurance, financial services or related field.
• BOLI/COLI experience strongly preferred.
• 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 travel and collaborate across cross-functional teams.

Responsibilities

• Support new business development efforts, client presentations, and due diligence meetings.
• Serve as investment subject matter expert for clients, consultants, brokers, and prospects.
• Develop and maintain investment-related presentations, marketing materials, performance reports, and RFP responses.
• Conduct investment manager research and due diligence reviews of strategies and platform offerings.
• Monitor investment performance across separate account strategies and report results to stakeholders.
• Support investment governance, guideline monitoring, and regulatory/compliance requirements.
• Coordinate and lead quarterly investment review meetings with clients and internal committees.
• Support BOLI/COLI wrap programs and engagement with partners.
• Assist platform growth, onboarding, reporting enhancements, and new product launches.
• Oversee investment reporting and cross-functional coordination for compliance and scalability.

Skills

Client communication

Investment research

Cross-functional collaboration

Travel willingness

Education

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

Series 6, Series 63, and Life & Health licenses required or obtainable

Tools

Series 6

Series 63

Life & Health licenses

Job description

Job Classification

Investment Management - Investments PruBenefit Funding (PBF) is a leader in the creation of innovative funding solutions for employers who seek to offset the cost of providing comprehensive and affordable employee benefits. With offices in Newark, New Jersey and Minneapolis, Minnesota, PBF offers customized life insurance products to corporations (COLI), banks (BOLI) and trusts (TOLI). Our team consists of approximately thirty professionals with expertise in product development, actuarial science, law, investments, and contract administration. Prudential has established itself as one of the most experienced insurance carriers in this business since entering the market in 1989. PBF currently manages over $27 billion in COLI/BOLI/TOLI assets.

Position Overview

The Senior Investment Analyst will report to the Director of Investment Research. This position will be hybrid/virtual and based in the Newark, NJ office. The incumbent will serve as a senior member of the Investment Oversight Team, supporting and enhancing PBF's investment platform of registered and unregistered insurance separate account strategies. This highly visible role combines investment oversight, investment operations, client engagement, and sales support responsibilities. The successful candidate will play a key role in modernizing and growing the investment platform, supporting new business development efforts, servicing existing client relationships, and ensuring operational excellence across the investment ecosystem.

Key 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.

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.

What we offer you

• Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $96,200.00 to $158,800.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
• Market competitive base salaries, with a yearly bonus potential at every level.
• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
• 401(k) plan with company match (up to 4%).
• Company-funded pension plan.
• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).
• Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
• To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers.
• Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

If you need an accommodation to complete the application process, please email [e-mail].

If you are experiencing a technical issue with your application or an assessment, please email [e-mail] to request assistance.

Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of Dec. 31, 2023, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential’s iconic Rock symbol has stood for strength, stability, expertise and innovation for 150 years. For more information please visit news.prudential.com.

Our Commitment to an Inclusive Workplace

Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.

PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with US $1.3 trillion in assets under management as of Dec. 31, 2023. With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate, and alternatives. For more information about PGIM, visit pgim.com.

Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit news.prudential.com.

PGIM Inc. (PGIM) is the principal asset management business of Prudential Financial, Inc. (PFI), a company incorporated and with its principal place of business in the United States. PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.

Our Commitment to an Inclusive Workplace

Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.