Job Classification:
Investment Management - Investments
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, were always looking for ways to improve financial services. Were passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, youll unlock a motivating and impactful career all while growing your skills and advancing your profession at one of the worlds leading global asset managers! If youre not afraid to think differently and challenge the status quo, come and be a part of a dedicated team thats investing in your future by shaping tomorrow today.
At PGIM, You Can!
What you will do:
PGIM Custom Harvest is looking for a Senior Analyst to focus on Investment Performance. The ideal candidate will partner closely with the portfolio management, trading, operations, and marketing teams of Custom Harvest to deliver timely and accurate investment performance data.
PGIM Custom Harvest, a division of PGIM Investments, is a pioneer in the development of tax-beneficial investment strategies using exchange-traded-funds (ETFs) for clients seeking improved after-tax outcomes. We provide full exposure to a client-selected benchmark while generating tax alpha through customized separately managed account (SMA) portfolios of ETFs. PGIM Custom Harvest manages $ 3.5 billion on behalf of a wide range of RIAs and Wealth Managers.
What you can expect:
Perform investment composites process including account inclusions, exclusions, verify, calculation methodologies, and verifications
Manage GIPS policies and procedures and annual GIPS verification process.
Collect and analyze investment performance data for use in reports for financial advisors, clients, and management.
Ensure accuracy and completeness of portfolio and benchmark performance results and monitor performance trends.
Respond to client requests and conduct special projects analyses including portfolio attribution.
With marketing staff, develop various performance reports for client presentations. Work with stakeholders on performance related and client reporting projects
* We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role
What you will bring
Bachelors degree required;
4-6 years of investment performance and/or investment accounting experience.
comprehensive knowledge of investment products and performance measurement techniques.
Ability to prioritize tasks and meet strict reporting deadlines;
Strong analytical, problem-solving, and communication skills;
Keen attention to detail and excellent time management skills;
Advanced Excel skills.
What will set you apart:
Certificate in Investment Performance Measurement (CIPM) holder or candidate
Experience with Retail Managed Accounts
What we offer you
Medical, dental, vision, life insurance and PTO (Paid Time Off)
Retirement plans: 401(k) plan with generous company match (up to 4%) ; Company-funded pension plan
Wellness Programs to help you achieve your wellbeing goals, including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional health, and career development.
Tuition Assistance to help finance traditional college enrollment, approved degrees, many accredited certificate programs, and industry designations.
* To find out more about our Total Reward package, see our Total Rewards Brochure. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Salary Range Disclosure
The salary range for this role is from $90,000 to $110,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations.
About PGIM Investments
PGIM Investments is a diversified distributor of asset management capabilities, with over 100 actively managed funds globally. We are dedicated to helping clients tackle their toughest investment challenges and base the foundation of our investment strategy around collaboration and innovation. Our leadership team welcomes new ideas and challenging the status-quo and are committed to developing talent for long-term success.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that...

Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity