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Prudential Financial

Sells life insurance, annuities and investments

Investment Associate

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeAtlanta, GA, USANo salary listed

About the Job

Requirements

  • A bachelor's degree in Finance, Economics, Real Estate, or a related field.
  • Three to five years of experience in commercial real estate lending, underwriting, banking, investments, capital markets, or a related field.
  • Strong quantitative skills and demonstrated analytical ability.
  • Demonstrated interest in commercial real estate finance and capital markets.
  • A credit mindset and the ability to evaluate, structure, and underwrite loans while identifying and mitigating transaction risks.
  • Strong organizational skills and attention to detail, with the ability to manage multiple transactions and competing priorities simultaneously.
  • Strong proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Copilot.
  • Ability to interact professionally with internal and external stakeholders, including originations, credit, legal, borrowers, brokers, developers, investors, and third-party service providers.
  • Willingness to travel periodically for client meetings, property visits, and industry events.

Responsibilities

  • Participate in all aspects of the loan origination and closing process, including underwriting, financial modeling, transaction structuring, pricing analysis, due diligence review, investment committee materials, negotiation, and closing.
  • Evaluate opportunities across Core, Core Plus, High Yield, and Structured Debt strategies.
  • Prepare cash flow models, property valuations, borrower credit analyses, market research, sensitivity analyses, and investment memoranda.
  • Assist in structuring and underwriting transactions to align with the investment objectives and risk parameters of PGIM's various capital sources.
  • Coordinate with internal stakeholders, including Credit, Legal, Asset Management, Portfolio Management, and Closing teams, to advance transactions through approval and closing.
  • Review third-party reports, legal documentation, and due diligence materials as part of transaction execution.
  • Interact with existing and prospective borrowers, intermediaries, attorneys, consultants, and other industry participants throughout the life of a transaction.
  • Develop and maintain productive relationships with borrowers, intermediaries, attorneys, consultants, and other market participants to facilitate transaction execution and long-term business growth.
  • Develop market expertise across the Southeast region, including knowledge of local market dynamics, sponsors, capital providers, and investment opportunities.
  • Review underwriting, financial models, and transaction materials prepared by Analysts, and provide guidance, coaching, and developmental feedback to support their professional growth.
  • Assist with training and mentoring Analysts and help ensure quality, consistency, and attention to detail across underwriting and transaction execution.
  • Develop expertise in PGIM systems necessary for the originations process, including Salesforce, Omnia, Loan Connect, and other internal platforms.

About the Company

Prudential Financial

Sells life insurance, annuities and investments

Prudential Financial sells life insurance, annuities and retirement plans to individuals and employers in the United States and Japan, and it invests money for institutional investors through PGIM, its asset management arm. PGIM brings together specialist firms, including stock picker Jennison Associates and separate units for bonds, quantitative strategies, real estate and private credit. Prudential earns insurance premiums, collects investment returns on the premiums it holds until claims and payouts come due, and charges fees on the assets PGIM manages. The company was founded in 1875 to sell burial insurance and is headquartered in Newark, New Jersey.

Company size
10,001+
Company stage
IPO
Headquarters
Newark, NJ
Founded
1875

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