Full-Time

Associate Manager

Investor Services

Confirmed live in the last 24 hours

Prudential Financial

Prudential Financial

10,001+ employees

Provides insurance, investment, and retirement solutions

No salary listed

Mid, Senior

Londonderry, UK

US Top Secret Clearance Required

Category
Asset Management
Finance & Banking
Required Skills
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree in accounting, finance, or related field
  • Minimum of 3-5 years of experience in client services, portfolio analytics or a similar function in the investment management industry
  • Excellent analytical and problem-solving skills
  • Strong critical thinking, attention to detail, and scrutiny of performance data and analytics
  • Self-starter, with strong accountability and adaptability skills, highly organized, and takes initiative with a positive attitude toward work
  • Excellent communication skills and experience communicating with clients, external partners and senior management
  • Experience working across functional groups and ability to work independently and within a team
  • Excellent organization, project management, and time management skills
  • Ability to effectively work in a fast-paced, deadline driven dynamic environment
  • Flexibility to work overtime if necessary
  • Strong proficiency in Microsoft Excel and experience with MS PowerPoint
Responsibilities
  • Manage investor inquiries and deliverables across several alternative investment funds
  • Manage client onboarding and transfers, including KYC/AML reviews and ASL verification
  • Partner with our fund administrator on TA services and the production of client deliverables
  • Review performance reports, client statement, notices, and data requests for completion and accuracy
  • Identify and reconcile data discrepancies to ensure consistency and accuracy
  • Serve as a data steward for firm and fund data requests and coordinate with the Data Governance team
  • Manage the investor portal and serve as a subject matter expert on the portal administration
  • Coordinate projects and initiatives to drive efficiency across the team
  • Track, oversee, and validate the third-party administrator’s quarterly key performance indicator (KPI) for Senior Management reporting
  • Address ad-hoc requests from Investment teams and other internal partners promptly and accurately
  • Train and develop new team members
Desired Qualifications
  • Real Estate or Alternative Investment experience; previous client facing responsibilities
  • Advanced data analytical skills and excel skills; Power BI capabilities is a plus, adding an edge to your analytical capabilities

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, and pension services, along with asset management solutions. 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 to ensure they are prepared for the future.

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.

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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

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