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Prudential Financial

Sells life insurance, annuities and investments

Associate Manager - Investment Reporting & Analytics

Asset ManagementConfirmed live in the last 24 hours
Full-timeNewark, NJ, USA$100k - $115k

About the Job

Requirements

  • A bachelor's degree in finance, accounting, or a related subject is preferred.
  • At least 4 years of business experience in asset management, investment operations, financial reporting, management reporting, accounting, or data analytics.
  • Strong analytical and problem-solving skills, including investigating data discrepancies and identifying underlying causes.
  • Strong attention to detail and commitment to data accuracy, reporting integrity, and effective controls.
  • Ability to interpret large data sets and translate findings into clear, actionable information for business stakeholders.
  • Experience managing multiple recurring deliverables and meeting deadlines in a fast-paced, deadline-driven environment.
  • Demonstrated leadership or supervisory experience, including reviewing work and supporting the development of junior team members.
  • Strong written and verbal communication skills and ability to work effectively across investment, Finance, Compliance, Operations, and Technology teams.
  • Advanced Microsoft Excel skills, including working with large data sets, formulas, pivot tables, lookups, and reconciliations.
  • Working knowledge of investment products and structures, including fixed income, equities, alternatives, separate accounts, and real estate.

Responsibilities

  • Assist with oversight of monthly and quarterly AUM data collection, validation, reconciliation, and reporting across investment strategies, products, and business units.
  • Analyze AUM activity and asset flows, investigate period-over-period changes, data exceptions, and reporting discrepancies.
  • Review data submissions and supporting documentation for accuracy, completeness, consistency, and adherence to established reporting standards.
  • Partner with Finance, Compliance, Marketing, Client Management, Retirement, and investment teams to validate AUM data, resolve reporting discrepancies, and ensure accurate and timely reporting.
  • Prepare recurring and ad hoc AUM reporting and analysis for senior management and other business stakeholders.
  • Maintain effective controls, documentation, and review procedures supporting the integrity of AUM reporting.
  • Review junior team members’ work and provide guidance, feedback, and quality oversight.
  • Supervise and develop a small team of one to two employees, prioritize deliverables, and maintain accountability during reporting cycles.
  • Communicate process changes, data requirements, and reporting updates to business partners and team members.
  • Identify opportunities to streamline reporting, strengthen controls, improve data quality, and reduce manual processes.
  • Support system enhancements, reporting initiatives, audit requests, and other special projects affecting AUM data and management reporting.
  • Manage competing priorities and time-sensitive deliverables, including additional hours during peak monthly and quarterly reporting periods.

Desired Qualifications

  • Direct experience with AUM, client flow, investment, financial, or management reporting within an asset management or investment advisory organization.
  • Experience with data visualization or reporting tools such as Power BI or Tableau.
  • Familiarity with investment data platforms, reporting systems, or financial databases.
  • Experience documenting controls, supporting audits, or working within a controlled financial-reporting environment.
  • Exposure to reporting automation, data-quality initiatives, system enhancements, or process transformation.
  • Ability to recognize trends, outliers, and business drivers within investment and AUM data.
  • Experience communicating financial or investment data to senior management and non-technical stakeholders.

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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