SMA Investment Operations Associate

Prudential Financial; The Ironbound (NJ); On-site; USD 95,000 - 125,000; Full time

Job summary

Prudential Annuities Distributors (PAD) in New Jersey seeks an Associate to support day-to-day SMA operations, including onboarding, billing, reporting, and governance. You will work with Finance, Legal, Sales, Trading, and Technology to resolve issues, enhance controls, and improve process efficiency.

The role requires 3–5+ years in investment operations, strong analytical ability, Excel proficiency, and excellent cross-functional communication to manage multiple priorities in a fast-paced

Qualifications

• 3-5+ years of experience in investment operations supporting SMA platforms.
• Bachelor's degree in finance, accounting, business, or related field.
• Proficiency in Excel and data reporting; strong analytical abilities.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Provide end-to-end SMA operations oversight across onboarding, maintenance, and funding.
• Support billing lifecycle, fee reporting, and revenue reconciliation.
• Coordinate CSAs and RIA documentation and onboarding of RIAs.
• Assist with custodian onboarding across multiple platforms (LPL, Raymond James, Goldman Sachs).
• Oversee daily workflows and manage operational exceptions with cross-functional teams.
• Produce daily and periodic trade files, account status reports, and AUM data.

Skills

Strong analytical skills

Excel proficiency

Cross-functional collaboration

Attention to detail

Communication skills

Multi-tasking

Education

Bachelor's degree in finance / accounting / business

Tools

Proxy Edge

LPL

Raymond James

Goldman Sachs

Job description

Prudential Annuities Distributors (PAD) in New Jersey seeks an Associate to support day-to-day SMA operations, including onboarding, billing, reporting, and governance. You will work with Finance, Legal, Sales, Trading, and Technology to resolve issues, enhance controls, and improve process efficiency.

The role requires 3–5+ years in investment operations, strong analytical ability, Excel proficiency, and excellent cross-functional communication to manage multiple priorities in a fast-paced