Senior Associate, Client Reporting

What You Will Do

This position is part of the PGIM Client Reporting Group which is responsible for designing, preparing and delivering reporting to PGIM’s Institutional, Retail, Affiliate, and Alternative clients globally. The group is responsible for the compilation and distribution of portfolio summary reports, portfolio holdings and transaction reports, fact sheets, board reports, fund and investor level reports, as well as custom client reports.

In addition to reporting the group supports the client portfolio review meeting process, client ad-hoc requests related to portfolio information, and client questionnaires. The team works closely with Client Management, Marketing, Portfolio Management, Portfolio Analysis, Performance, Compliance, Operations, Fund Administration, and Technology groups.

Investment Management - Investments

This position is part of the PGIM Client Reporting Group which is responsible for designing, preparing and delivering reporting to PGIM’s Institutional, Retail, Affiliate, and Alternative clients globally. The group is responsible for the compilation and distribution of portfolio summary reports, portfolio holdings and transaction reports, fact sheets, board reports, fund and investor level reports, as well as custom client reports.

In addition to reporting the group supports the client portfolio review meeting process, client ad-hoc requests related to portfolio information, and client questionnaires. The team works closely with Client Management, Marketing, Portfolio Management, Portfolio Analysis, Performance, Compliance, Operations, Fund Administration, and Technology groups. The primary responsibility of this role will be to support client deliverables related to direct lending private credit funds.

This is a hybrid work arrangement and will require working three days in our Newark, NJ office and two days remotely.

• Complete client reports, as well as data for client due diligence questionnaires and fund or portfolio level presentations, while ensuring that materials are accurate, and deadlines are met.
• Respond to ad hoc client inquires in a timely manner while working with internal groups when necessary.
• Review reporting and client communication process to identify opportunities to improve, streamline, and automate scheduled reporting.
• Handle multiple tasks while meeting strict client deadlines.
• Anticipate issues that may adversely affect the ability to meet reporting deadlines and take action to reduce the risk of occurrences.
• Cultivate relationships with internal and external partners and service providers.
• Keep abreast of industry initiatives and market trends that impact the business.

• Experience supporting client or investor deliverables, with a working knowledge of alternative products and services, including direct lending private credit investments.
• This role is appropriate for someone with 5-7 years of asset management work experience.
• Experience with systems such as Wall Street Office, Aladdin, Vermilion, and/or other similar systems.
• Proficient with Microsoft Products (MS Word, MS Excel, and MS PowerPoint).
• Strong analytical and problem-solving skills, with careful attention to detail are essential
• Self-motivation and ability to work within a team environment.
• Willingness and desire to learn and teach others.
• Bachelor’s degree in finance, marketing or business.

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 $120,000 to $160,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate…