Job Classification:
Investment Management - Investment Operations
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers! If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today. At PGIM, You Can!
What you will do
The Global Investor Services group partners with Portfolio Management, Business Development, Fund Operations, and other groups to provide our clients, their consultants, and prospective clients with high quality reporting & accurate and timely information and analysis that is transparent and is easy to interpret. The successful candidate will have the opportunity to grow within the organization and to learn about the alternatives industry, work closely with fund portfolio teams, and be part of a collaborative global team with direct exposure servicing global institutional investors.
The Investor Services team is a client facing team and is responsible for supporting the sales and diligence efforts, managing client and fund activities, such as client onboarding, fund reporting, and client deliverables; as well as overseeing key systems that support the sales process and client experience, such as Salesforce and InvestorFlow (client portal).
This is a hybrid role, minimum three days in the office, based in one of our PGIM Real Estate Offices.
What you can expect
- Manage investor inquiries and deliverables across several alternative investment funds.
- Manage client onboarding and transfers, including KYC/AML reviews and ASL verification.
- Partner with our fund administrator on TA services and the production of client deliverables.
- Review performance reports, client statement, notices, and data requests for completion and accuracy.
- Identify and reconcile data discrepancies to ensure consistency and accuracy.
- Serve as a data steward for firm and fund data requests and coordinate with the Data Governance team.
- Manage the investor portal and serve as a subject matter expert on the portal administration.
- Coordinate projects and initiatives to drive efficiency across the team.
- Track, oversee, and validate the third-party administrator’s quarterly key performance indicator (KPI) for Senior Management reporting.
- Address ad-hoc requests from Investment teams and other internal partners promptly and accurately.
- Train and develop new team members.
What you will bring
- Bachelor’s degree in accounting, finance, or related field
- 4+ years of experience in client services, portfolio analytics, investor relations, or a similar function in the investment management industry is required.
- Excellent analytical and problem-solving skills.
- Strong critical thinking, attention to detail, and scrutiny of performance data and analytics.
- Self-starter, with strong accountability and adaptability skills, highly organized, and takes initiative with a positive attitude toward work.
- Strong proficiency in Microsoft Excel and experience with MS PowerPoint
What will set you apart?
- Real Estate or Alternative Investment experience; previous client facing responsibilities.
- Advanced data analytical skills and excel skills; Power BI capabilities is a plus, adding an edge to your analytical capabilities
- Excellent communication skills and experience communicating with clients, external partners and senior management.
- Experience working across functional groups and ability to work independently and within a team.
- Excellent organization, project management, and time management skills.
- Ability to effectively work in a fast-paced, deadline driven dynamic environment.
*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
Note: 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 $100,000 to $115,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
About PGIM Private Alternatives
PGIM Private Alternatives manages $319 billion gross aum/aua in private alternatives strategies across private credit, real estate, agriculture, sustainable investing, infrastructure, and private equity. These strategies are managed by PGIM Real Estate (est. 1970), PGIM Private Capital (est. 1925) and Montana Capital Partners (est. 2011).
Through our investment, financing, asset management and talent management approach, we engage in practices that ignite positive environmental and social impact, while pursuing activities that strengthen communities around the world. When you join our team, you will find yourself inspired by an inclusive company culture that believes that diversity of all kinds allows us to develop better and more innovative solutions for our clients.
#LI-Hybrid
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What we offer you:
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
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.
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.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
