Senior Planning & Analysis Associate

Job Classification:

Finance & Accounting - Finance & Accounting

At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading financial services institutions!

The Chief Investment Office (“CIO”) of Prudential conducts asset and liability management and portfolio construction for all of Prudential’s domestic and international business operations and manages over $365 billion in assets under management as of March 31, 2024. The Financial Management and Reporting team is a group within the CIO that provides support in a reporting, forecasting and operational capacity to the Prudential Select Strategies (“PSS”) and Impact and Responsible Investing (“IRI”) Alternative Asset groups.

The Financial Management and Reporting team is seeking a Senior Planning & Analysis Associate to join the team.

The current EWA for this position is Hybrid and requires your on-site presence on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site.

What to expect:

• Prepare analysis packages for Senior Management discussions on multi-year forecasts and actuals reporting.
• Prepare pricing tickets with deal specific information extracted from legal docs for back-office support teams.
• Prepare cash reconciliations, cash flow calculations and expense review files for internal Investment Subsidiaries.
• Prepare investment allocations by business for Private Equity, Hedge Funds and Real Assets.
• Prepare calculations for FX derivative trades and allocations for public equity sales.
• Prepare the analysis of AUM on a quarterly basis.
• Prepare review files for asset transfers for Assets in Kind process as part of the Pension Risk Transfers process.
• Prepare calculation for transfers related to ongoing business specific projects.
• Successfully partner and foster relationships with multiple groups.(Investment, Legal, Tax, Accounting, Performance, Finance, Expense Reporting).
• Provide timely responses for email communication with both internal and external partners.

What you'll need:

• Undergraduate degree in Accounting or Finance
• 0-3 years of accounting / financial analysis experience
• Advanced proficiency in Microsoft Office Suite (Microsoft Excel strongly recommended)
• Team-oriented with strong written and interpersonal skills
• Attention to detail and accuracy
• Ability to prioritize tasks and meet tight deadlines
• Strong critical thinking skills

It'd be a plus if you had:

• Understanding of Alternative Investments, Equities and Fixed Income

Prudential welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.

At Prudential, you can:

We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities. We offer a suite of services including 1:1 Career advice, on demand resources and networking to propel your career forward.

We’re a global organization, full of outstandingly dedicated people who aren’t afraid to think differently, challenge the status quo and take sensible risks along the way. You will enjoy pushing boundaries as we build innovative technology that helps clients, customers and employees live their best lives. You will have access to leadership and learning opportunities and the resources needed to take your career in any direction. We will help you do your best work, offering flexibility, while delivering on our Purpose.

What we offer you:

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 $59,300.00 to $88,300.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.

• Market competitive base salaries, with a yearly bonus potential at every level.