Full-Time

PGIM Quantitative Solutions – Global Client Relationship Sr Specialist

Posted on 2/4/2025

Prudential Financial

Prudential Financial

10,001+ employees

Provides insurance, investment, and retirement solutions

Compensation Overview

$75k - $90kAnnually

Mid, Senior

Newark, NJ, USA

This position will work a hybrid schedule in our Newark, NJ office.

Category
Asset Management
Finance & Banking
Required Skills
Salesforce
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree required
  • 2-4 years experience within financial services and/or asset management industry in a client facing role
  • Proven ability to correspond directly with clients via strong verbal communication and writing skills
  • Demonstrated interest in the global markets and asset management related products
  • Excellent problem solving and communication skills
  • Strong organizational skills, attention to detail, follow through and sense of urgency
  • Desire to collaborate internally on various projects as well as externally with investors
  • Ability to manage multiple projects and prioritize
  • Demonstrated ability working in a cooperative, open-minded team environment
  • Strong quantitative and analytical skills including proficiency with Excel
  • Motivated self-starter with critical thinking skills
Responsibilities
  • Maintain client coverage for a specified list of investors: develop long term relationships, strive to anticipate client’s needs and objectives, participate in client meetings (as needed), coordinate with the consultant team and respond to ad hoc requests.
  • Oversee the Onboarding function to ensure timely account implementation on new client accounts: develop understanding of onboarding procedures, work with existing team members and other areas of the firm to onboard clients in a timely manner
  • Develop deep understanding about the firm, its history, philosophy, products, people and processes; stay up to date on current research, new product launches and ongoing performance and relevant firm enhancements
  • Collaborate with the various PQS constituencies (including portfolio management, legal, compliance, operations, finance etc.,) on relevant client inquiries and deliverables, often researching issues and providing suggestions on resolution
  • Develop relationships across PGIM to help facilitate onboarding responsibilities and client coverage (with other client service teams, PGIM legal, etc.,)
  • Coordinate with the PQS marketing team on various deliverables, including quarterly presentations, DDQ completions and ad-hoc client requests
  • Back up and support PQS sales and senior client relationship managers with various client deliverables (when they are traveling or on holiday or need additional support)
  • Help maintain the Salesforce client system with up-to-date client information
  • Assist on various projects for the team
Desired Qualifications
  • MBA or CFA candidate
  • Experience working in asset management (buy side); institutional client experience a plus
  • Strong knowledge of Salesforce
  • Able to work in a team environment while taking individual responsibility for the quality and accuracy of his/her work.
  • Excellent time management skills; work efficiently under the pressure of deadlines.

Prudential Financial provides a variety of financial services, including insurance, investment management, and retirement planning. Their products help individuals and institutions achieve financial security and growth. Prudential offers life insurance, annuities, mutual funds, pension services, and asset management. The company generates revenue through premiums, fees, and investment income. What sets Prudential apart from its competitors is its focus on building long-term relationships with clients and offering comprehensive financial planning. The goal of Prudential is to ensure that clients are well-prepared for their financial futures.

Company Size

10,001+

Company Stage

IPO

Headquarters

Newark, New Jersey

Founded

1975

Simplify Jobs

Simplify's Take

What believers are saying

  • Prudential's investment in FIDx aligns with the digital transformation trend in financial services.
  • The appointment of Susan Somersille Johnson may boost global marketing and brand strategy.
  • Involvement in N.J. CEO Council enhances corporate social responsibility and community engagement.

What critics are saying

  • Increased competition in Asia may challenge Prudential's market penetration and profitability.
  • Over-reliance on technology platforms like FIDx could expose Prudential to operational risks.
  • Commitment to job creation and procurement spending may strain resources and impact finances.

What makes Prudential Financial unique

  • Prudential Financial offers a comprehensive range of financial services globally.
  • The company focuses on long-term relationships and comprehensive financial planning.
  • Prudential leverages digital transformation to enhance its service offerings.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Unlimited Paid Time Off

401(k) Company Match

Company Equity

Wellness Program

Work/Life Resources

Education Benefit

Employee Stock Purchase Plan

Company News

Insurance Asia News
Jun 6th, 2024
Prudential Financial to acquire 10% stake in Qianhai Re

The key resource for accurate, insightful and reliable coverage of Asia’s insurance and reinsurance market.

Finsmes
Nov 18th, 2022
Fidx Raises Growth Funding

FIDx, a Berwyn, PA-based provider of an integrated technology platform that connects financial professionals to leading insurance companies, raised an undisclosed amount in growth funding. The round was led by Prudential Financial, and Global Atlantic, with participation from Envestnet

Andela
Jul 1st, 2021
Announcing Andela's $100M Series D Round of Funding - Andela

We started Andela to chip away at a simple, though seemingly insurmountable, problem. The world needs millions more developers than we currently have.

ROI-NJ
Dec 1st, 2020
7 from N.J. among Working Mother’s ‘Top Companies for Executive Women,’ including 2 in Top 10

Working Mother has announced it latest “Top Companies for Executive Women,” and seven New Jersey businesses made the list, including two in the Top 10. The magazine called this year’s list its “2020+” list, as it changed the timing from prior years. The list, which had accepted applications in March of one year and was […]

InvestmentNews
Nov 19th, 2020
401(k) defaults linked with lower CARES Act withdrawals

An academic paper this week found that early withdrawal requests increased most among savers who build their own portfolios — not those with 401(k) defaults.

INACTIVE