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PGIM

Global asset manager offering varied investments

Associate Manager - Investment Reporting & Analytics

Asset ManagementConfirmed live in the last 24 hours
Full-timeNewark, NJ, USA$100k - $115k

About the Job

Requirements

  • A bachelor's degree in finance, accounting, or a related subject is preferred.
  • At least 4 years of business experience in asset management, investment operations, financial reporting, management reporting, accounting, or data analytics.
  • Strong analytical and problem-solving skills, including investigating data discrepancies and identifying underlying causes.
  • Strong attention to detail and commitment to data accuracy, reporting integrity, and effective controls.
  • Ability to interpret large data sets and translate findings into clear, actionable information for business stakeholders.
  • Experience managing multiple recurring deliverables and meeting deadlines in a fast-paced, deadline-driven environment.
  • Demonstrated leadership or supervisory experience, including reviewing work and supporting the development of junior team members.
  • Strong written and verbal communication skills and ability to work effectively across investment, Finance, Compliance, Operations, and Technology teams.
  • Advanced Microsoft Excel skills, including working with large data sets, formulas, pivot tables, lookups, and reconciliations.
  • Working knowledge of investment products and structures, including fixed income, equities, alternatives, separate accounts, and real estate.

Responsibilities

  • Assist with oversight of monthly and quarterly AUM data collection, validation, reconciliation, and reporting across investment strategies, products, and business units.
  • Analyze AUM activity and asset flows, investigate period-over-period changes, data exceptions, and reporting discrepancies.
  • Review data submissions and supporting documentation for accuracy, completeness, consistency, and adherence to established reporting standards.
  • Partner with Finance, Compliance, Marketing, Client Management, Retirement, and investment teams to validate AUM data, resolve reporting discrepancies, and ensure accurate and timely reporting.
  • Prepare recurring and ad hoc AUM reporting and analysis for senior management and other business stakeholders.
  • Maintain effective controls, documentation, and review procedures supporting the integrity of AUM reporting.
  • Review junior team members’ work and provide guidance, feedback, and quality oversight.
  • Supervise and develop a small team of one to two employees, prioritize deliverables, and maintain accountability during reporting cycles.
  • Communicate process changes, data requirements, and reporting updates to business partners and team members.
  • Identify opportunities to streamline reporting, strengthen controls, improve data quality, and reduce manual processes.
  • Support system enhancements, reporting initiatives, audit requests, and other special projects affecting AUM data and management reporting.
  • Manage competing priorities and time-sensitive deliverables, including additional hours during peak monthly and quarterly reporting periods.

Desired Qualifications

  • Direct experience with AUM, client flow, investment, financial, or management reporting within an asset management or investment advisory organization.
  • Experience with data visualization or reporting tools such as Power BI or Tableau.
  • Familiarity with investment data platforms, reporting systems, or financial databases.
  • Experience documenting controls, supporting audits, or working within a controlled financial-reporting environment.
  • Exposure to reporting automation, data-quality initiatives, system enhancements, or process transformation.
  • Ability to recognize trends, outliers, and business drivers within investment and AUM data.
  • Experience communicating financial or investment data to senior management and non-technical stakeholders.

About the Company

PGIM

Global asset manager offering varied investments

PGIM is the global asset management arm of Prudential Financial, managing about $1.5 trillion in assets and serving retail and institutional clients across 41 offices in 20 countries. Its offerings span fixed income, equities, real estate, and alternative investments, delivered through a wide range of investment strategies and tailored solutions. How it works: PGIM combines deep research and risk management with a broad toolkit of public and private asset classes to build diversified portfolios that align with clients’ goals. What sets it apart: a 150-year legacy of stability, large-scale resources (1,400+ investment professionals), disciplined risk management, and a global footprint that enables coverage across markets and asset classes. What it aims for: help clients achieve long-term financial outcomes by delivering steady, diversified investment results through time-tested processes.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Newark, NJ
Founded
1875

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