- Performing various finance, accounting, and reporting functions.
- Assist with quarterly management reporting on income statement, balance sheet and other key business metrics
- Review, build and understand AUM & revenue forecast models and prepare various exhibits that drive financial results
- Review, build and understand expense forecasting and actuals results
- Partner with business management team to create a more robust strategic planning process
- Partner with outsourced service providers to provide guidance and outline needs
- Assist and own various finance and business project initiatives to enhance management reporting infrastructure
- Assist in the development of business cases, evaluate new products and strategic initiatives in a timely manner
- Assist with business specific special projects as needed
- Specific responsibilities for the role will vary over time based on business needs and other factors
- Excellent oral and written communication skills; ability to communicate business and financial results to all levels of business management
- Great attention to detail and accuracy
- Ability to thoughtfully analyze, assess, challenge and influence
- Highly motivated and creative problem solver; strategic thinker
- Self motivated with the ability to work independently as well as, in a team environment
- Highly proficient in Microsoft suite of products, particularly Excel and PowerPoint with the ability to build and create charts, graphs and slides from scratch
- Familiarity of and ability to calculate investment management fees across asset classes
- Ability to organize / prioritize tasks and work in a deadline-oriented environment
- Ability to create and maintain relationships across separate functions / businesses
- Prior experience in financial planning, reporting, or related fields
- 3+ years experience in the investment management / insurance industry preferred
- BS degree in Accounting, Finance or related field
- Medical, dental, vision, life insurance and PTO (Paid Time Off)
- Retirement plans:
- 401(k) plan with generous company match (up to 4%)
- Company-funded pension plan
- Wellness Programs to help you achieve your wellbeing goals, 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 health, and career development.
- Tuition Assistance to help finance traditional college enrollment, approved degrees, many accredited certificate programs, and industry designations.
-
PGIM Portfolio Advisory
21 hours ago
Prudential Financial Newark, United States Full timeJob Classification: · Technology - Engineering & CloudA 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 - touchin ...
-
Senior Analyst, PGIM Portfolio Advisory
21 hours ago
Prudential Financial Newark, United States Full timeJob Classification: · Corporate - Human ResourcesA 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 ...
-
Guidehouse New York, United StatesJob Family : · Strategy & Transformation Consulting · Travel Required : · Up to 25% · Clearance Required : · None · Is life sciences in your DNA? Breakthroughs in pharma are helping people live healthier lives, while medical devices enable patients to proactively maintain h ...
-
Associate - Strategic Advisory (Debt Capital
1 week ago
PJT Partners New York, United StatesNew York · PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, restructuring and special situations and private fund advisory and placement services to corporations, financi ...
-
Uma Portfolio Manager
3 weeks ago
Morgan Stanley New York, United StatesUMA Portfolio Manager · Job Number: · 3251900 · POSTING DATE: May 7, 2024 · PRIMARY LOCATION: Americas-United States of America-New York-New York · EDUCATION LEVEL: Bachelor's Degree · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Assistant Vice President · DES ...
-
Investment Management Specialist
2 weeks ago
Bank of America New York, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...
-
Portfolio Manager, Post-war and Contemporary Art
3 weeks ago
Masterworks New York, United States**Company Overview**: · Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. In just three short years, we have built a portfolio of nearly $800 million in world-class ...
-
Director, Major Gifts
3 weeks ago
The Philharmonic-Symphony Society of New York Inc New York, United StatesThe New York Philharmonic connects with millions of music lovers each season through live concerts in New York and around the world, as well as broadcasts, recordings, and education programs. After returning to a transformed David Geffen Hall in October 2022, the Orchestra has a ...
-
Treasury Vp, Derivatives Analytics
2 weeks ago
Mizuho Americas New York, United StatesSummary · Key Responsibilities- Analyze derivatives portfolios across legal entities to identify liquidity risks arising from ISDA/CSAs, exchange margin requirements, structured notes, and potential liquidity outflows as a result of extreme market conditions- Drive improvements t ...
-
Fixed Income Portfolio Analyst
2 weeks ago
Lazard New York, United StatesRegion 1- Americas- Business Unit 1- Asset Management- Location 1- New York- Job Description 1Lazard is one of the world's leading financial advisory and asset management firms. **Our people make the difference**. With just over 3,000 employees, our tight-knit community allows fo ...
-
Talent Program Practice Lead
3 weeks ago
Citi New York, United States**Responsibilities**: · - Provides advisory and conducts designs for new programs or refining or replacing existing programs as needed · - Organizing the library of existing organizational content and progressively incorporating new external content for talent-related topics · - ...
-
Gpd Client Partner Riss
2 weeks ago
Pfizer New York, United StatesWhy Patients Need You · Technology impacts everything we do. Pfizer's digital and 'data first' strategy focuses on implementing impactful and innovative technology solutions across all functions from research to manufacturing. Whether you are digitizing drug discovery and develop ...
-
Account Director, Partnerships
2 weeks ago
160over90 New York, United StatesWho We Are: · 160over90 is a full-service cultural marketing agency. An integrated part of the Endeavor network, which includes entertainment agency WME and sports, fashion and events leader IMG, 160over90's cultural insight, access and influence helps brands stay connected to wh ...
-
Investment Manager
2 weeks ago
Macquarie Group Limited New York, United StatesJoin Macquarie Group Foundation as an Investment Manager to become part of its growing Social Impact Investment team. · You will develop and implement key infrastructure, systems, and processes to manage the growing social impact investment portfolio. · At Macquarie, we are worki ...
-
Credit Risk Quality Assurance, Vice President
3 weeks ago
MUFG Bank, Ltd. New York, United States**Do you want your voice heard and your actions to count?** · Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organizati ...
-
Analyst, Sustainable Finance
1 week ago
ING New York, United StatesWholesale Banking | Sustainable Finance | Analyst | New York · Sustainable Finance, Analyst, New York, US · About ING: · - Ranked #8 on LinkedIn Top Companies in Financial Services_ · - and named to Crain's 100 Best Places to Work_ · In Americas, ING's Wholesale Banking division ...
-
Director, Strategic Consulting
1 week ago
Amex New York, United States**You Lead the Way. We've Got Your Back** · With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, c ...
-
Vice President
1 week ago
BNP Paribas New York, United StatesVICE PRESIDENT - TRADE MANAGER (JOB NUMBER: TRA001648) · **Business Overview**: · The Transaction Banking Americas division provides solutions to improve and optimize the working capital of financial institutions and corporate clients worldwide. This division encompasses four dif ...
-
Educator (Humanities or Social Sciences or
2 weeks ago
THINK Global School New York, United StatesBuilt upon the philosophy of inquiry, project and placed based learning, the Changemaker Curriculum is THINK Global School's (TGS) groundbreaking new student-driven learning model launched in 2017. We believe that education should connect you to the world around you, providing co ...
-
Small Business Banker
2 weeks ago
Bank of America New York, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...
PGIM Portfolio Advisory - Newark, United States - Prudential Financial
Description
Job Classification:
Finance & Accounting - Finance & AccountingA 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
PGIM is the diversified asset management business of Prudential Financial, Inc. (). With $1.3 trillion in assets under management, and 47 offices spanning 20 countries, PGIM is among the world's leading asset managers. Comprised of six self-governing asset management divisions, each PGIM business offers a distinct workplace culture that aligns with the firm's ultimate objective: to provide premier service to our clients while fostering an inclusive workplace culture that is rooted in trust, respect, and equality. Prudential is a Fully Inclusive Workplace: At Prudential, we value the unique perspectives and experiences of every individual, and we work hard ensure to Prudential is a welcoming and rewarding place to work for people of all identities and backgrounds.
PGIM Portfolio Advisory (PPA) is a newly established investment business within PGIM responsible for providing institutional clients asset-liability management, portfolio strategy, and asset allocation solutions utilizing PGIM's multi-asset class expertise with a focus on public and private credit. On behalf of its clients, PPA will oversee portfolio construction, execution, and management and will partner with PGIM affiliates including PGIM Fixed Income, PGIM Private Capital, and PGIM Real Estate to deliver best in class private origination, credit underwriting, investment research, and risk management capabilities across a full range of asset classes.
What you can expect
You will be empowered to contribute in a meaningful way, add new value to organization initiatives and effect change. The PGIM Portfolio Advisory Finance team is a small unit in a growing business. The team works closely with the business unit CFO, senior management, and other business partners. The team is responsible for forecasting financial results, management reporting, driving and adding value to strategic initiatives and providing key business metrics.
The successful candidate will be working in the PPA CFO team where they will get exposure to a number of finance, operational, analytical and reporting functions. They will work closely with a small group of highly motivated finance, middle office, portfolio management and product / business development professionals. Given the youth of the PPA business, the candidate will be working in a fast paced 'start-up' culture within the larger and more established PGIM organization.
What you will bring
The current EWA for this position is hybrid and requires your on-site presence on a reoccurring weekly basis 3 days per week Tuesday, Wednesday and Thursday.
PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
What we offer you