Full-Time

Investment Operations Specialist

Hybrid-Tampa, FL/Newark, NJ

Posted on 11/21/2024

Prudential Financial

Prudential Financial

10,001+ employees

Provides insurance, investment, and retirement solutions

Fintech
Financial Services

Compensation Overview

$70k - $80kAnnually

Mid

Tampa, FL, USA + 1 more

More locations: Newark, NJ, USA

Hybrid work structure allows for remote work as needed, but requires in-office presence.

Category
Asset Management
Finance & Banking
Required Skills
Tableau
Excel/Numbers/Sheets
Requirements
  • Bachelor degree required with a major in Finance, Business, Economics, Accounting or Information Systems preferred
  • 3+ years of investment operations or accounting
  • Deep understanding of various investment security types
  • Strong PC skills with proficiency in MS Excel
  • Strong analytical and problem-solving skills
  • Ability to organize/prioritize tasks and work in a deadline-oriented environment
  • Tight-knit collaboration and interpersonal skills
  • Good organizational skills, resourcefulness and attention to detail
  • Strong oral and written communication skills
  • Ability to multi-task/juggle multiple assignments and meet deadlines
  • Experience with Aladdin, Cognos and/or investment accounting reporting systems (i.e. PAM for Investments)
Responsibilities
  • Identify, implement and perform key controls that support the data within iRisk, the Aladdin risk system and the PARIS performance system.
  • Provide daily client support for resolution of production issues. This includes analysis of the issue and working with the appropriate areas to resolve.
  • Support the PMA operating model across all asset classes.
  • Utilize various applications such as Investment Risk database (iRisk), MS Excel, Tableau, Cognos reports, etc., to facilitate ad-hoc analytical / information inquiries, streamline existing processes, define and build out new processes and perform project testing.
  • Partner with various clients and business partners to meet any new business requirements and collaborate with the Global Technology team to help support project work.

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 to ensure they are prepared for the future.

Company Stage

IPO

Total Funding

N/A

Headquarters

Newark, United Kingdom

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Prudential's leadership in the financial services industry is reinforced by its strategic investments and acquisitions, which can lead to enhanced growth opportunities.
  • The company's recognition as a top company for executive women highlights its commitment to diversity and inclusion, potentially attracting top talent.
  • Prudential's focus on outcome-based work and strategic workforce management can lead to increased productivity and employee satisfaction.

What critics are saying

  • The financial services industry is highly competitive, and Prudential must continuously innovate to maintain its market position.
  • Economic downturns or changes in regulatory environments could impact Prudential's revenue streams from premiums, fees, and investment income.

What makes Prudential Financial unique

  • Prudential Financial's global reach and comprehensive suite of financial services, including insurance, investment management, and retirement planning, set it apart from competitors who may focus on narrower market segments.
  • The company's focus on long-term relationships and comprehensive financial planning ensures a personalized approach that is often lacking in more transactional financial service providers.
  • Prudential's strategic investments, such as its stake in Qianhai Re and leadership in funding rounds like FIDx, demonstrate its commitment to innovation and market expansion.

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