PGIM

Financial Planning and Analysis

• Support the underwriting team with financial statement analysis, modeling, forecasting and sensitivity analysis
• Providing and presenting earnings on portfolio companies
• Industry data collection and trend analysis
• Business and financial strategy assessments
• Presenting investments to Portfolio Managers and Investment Committee members
• Monitoring of market movements through daily meetings with portfolio managers, economists, and strategists
• Keep abreast of industry initiatives and market trends that impact the business
• Provide support for deal transaction process including execution oversight and valuation analysis

Private Credit Investment Analyst/Senior Analyst

Analyst

• Develop and oversee a streamlined approach for headcount and position management/forecasting
• Support the management and execution of year-end Total Reward processes including compensation, promotions, and performance management.
• Manage ongoing market data matching and job architecture, ensuring accuracy and consistency, and deliver guidance and insights to colleagues on our grade and pay structures.
• Manage ad-hoc requests and provide day-to-day reporting, compensation support to PGIM Total Rewards and the broader People Team.

Senior Compensation Analyst

Product Marketing

• Lead and manage a Product Marketing Support function.
• Ensure the accuracy, consistency, and timeliness of marketing materials through rigorous quality control processes.
• Develop and maintain marketing materials for use by Global Wealth teams.
• Review and assess existing materials to identify enhancement opportunities and improve automation efficiency.
• Produce monthly and quarterly fund commentary regarding factors impacting performance.
• Coordinate and update fund-specific presentations, pitchbooks and sales ideas detailing overall fund positioning.
• Generate and gather analytical data to support and enhance positioning recommendations for funds.
• Develop and update slides and presentations to support sales meetings.
• Complete Request for Information (RFIs) and consultant questionnaires.
• Maintain and populate third-party databases (e.g.: Morningstar, Lipper) with performance and share class information and fund reclassifications, as necessary.
• Verify product website content and postings are current and accurate.
• Monitor industry and market events and the impact on designated products and related material.

Director, Product Marketing – Fixed Income

• Handle all areas of due diligence, underwriting, deal modeling, and closing for acquisition and development opportunities across various markets and asset classes with varying investment structures and risk profiles.
• Prepare Investment Committee memoranda and related materials through market research, risk analysis, and in-depth understanding of investment factors.
• Assist senior acquisitions professionals in deal structuring, financing, and negotiation of deal terms.
• Alongside senior members of the team, develop and cultivate strong relationships with real estate owners, operators, brokers, investment bankers, joint venture partners, and other industry participants.
• Work closely with asset management teams to monitor operational activity across existing portfolio, validate underwriting, and create business plans for new investments as well as provide support for existing assets and relationships as necessary.
• Work as part of a small team of junior professionals to maximize productivity of the Transactions team, support each other with complementary expertise, and work together to develop the skillsets of analysts and interns.

Investment Analyst – Transactions

Compliance

• Fast-paced environment supporting public and private credit portfolio managers and traders
• Supervising the team responsible for the management and development of the trade surveillance program to monitor for compliance with policies and regulations
• Provide guidance on insider trading and information barrier matters
• Manage responses to internal audits and regulatory inquiries
• Oversee the proxy voting compliance programs
• Develop and maintain policies and procedures

Manager, Compliance – PGIM Public and Private Fixed Income

Manager

• Lead amongst a team of finance professionals with a strong focus on talent development
• Developing profitability, source of earnings analysis by products and distribution channels
• Creating and presenting actual and forecasted financial results to business unit and Corporate leaders, highlighting pertinent trends and key business drivers
• Understanding key business drivers and their impact to financial results
• Working with business and finance leaders to identify financial trends and profitable growth opportunities
• Develop enhancements and efficiencies to key processes and workflows and be a key partner with enterprise transformation initiatives
• Support assessment of strategic initiatives and other ad-hoc projects
• Forecasting multi-year financial results on a GAAP and statutory basis and producing insightful analytics
• Partner with internal business and corporate areas including but not limited to actuarial, pricing, sales, Corporate Reporting, GAAP & statutory reporting and Capital Management

Manager, Retirement Strategies Planning – Analysis

Executive Assistant

• Full responsibility for managing complex calendars that include travel and the need to coordinate meetings with senior level executives and their assistants inside and outside of the company.
• Provide a high level of daily support, always anticipating what the principal(s) will need in advance of meetings and phone calls, including pre-reading and meeting materials.
• Handle all travel arrangements for domestic and international trips - book flights, expense vouchers, itineraries, and logistics.
• Answers and screens telephone calls and takes detailed messages.
• Returns calls and initiates conference calls.

People Operations

• Provide data analytics for workforce planning initiatives, headcount analysis and other data requests as needed.
• Respond professionally to day-to-day inquiries from clients on HR policy and process questions.
• Support the recruiting process through communication with hiring managers, assist with creating job descriptions, creation of Workday positions and initiation of job requisitions.
• Conduct exit interviews with employees and identify and analyze exit trends.
• Analyze Employee engagement survey results and help create action plans to address feedback.
• Work with business groups on annual compensation and performance management process.
• Demonstrate strong customer service and follow-up skills.
• Handle requests with a sense of urgency while demonstrating the utmost confidentiality and judgment.
• Assist with employee relations issues.

People Business Partner, Associate

Insurance

• Reviewing insurance provisions within loan documentation for new originations.
• Ensuring all insurance requirements are met accurately and efficiently.
• Partnering with borrowers, insurance brokers, third‑party vendors, and prior servicers.
• Collaborating closely with internal teams to deliver a high‑quality, client‑focused experience.
• Notifying borrowers of expirations/deficiencies, auditing insurance renewals, completing insurance disbursements, and assisting with Escrow Analysis and Tax payments as needed.

Senior Insurance Analyst, Real Estate Loan Services

Operations

• Actively facilitate the deal execution process for privately held assets, including trade capture, wire processing, settlement, and other steps required in coordination with multiple groups including deal team, internal counsel, fund management, data integrity, external parties, etc.
• Investment/trade capture of primary and secondary trading activity in Order Management System
• Primary and Secondary loan, bond, and equity trade settlements
• Wire management to ensure deals fund and wires are processed in a timely manner
• Service loans (rolling contracts) and complete private asset transfers
• Track investor cash
• Work with internal teams to help research and resolve cash and position reconciliation breaks
• Working with Custodian Banks and Servicers to rectify breaks
• Compile regular and ad-hoc reporting for various areas within the firm
• Assist in strategic initiatives related to technology and process enhancements

Associate Manager, Fixed Income Operations

Director

• This role is a research position leading the mortgage credit research team within the Securitized Products Research group of PGIM Fixed Income.
• The successful candidate will work closely with the structured products portfolio managers to formulate mortgage credit related investment strategies and oversee the mortgage credit portfolio.
• The successful candidate will be responsible for analyzing transaction collateral, assigning internal credit ratings, reviewing transaction documentation packages, developing and maintaining issuer and complementary creditor partnerships, conducting issuer due diligence as necessary, communicating with investment banking teams, working closely with portfolio management, in-house counsel, and other internal colleagues to determine investment suitability and relative attractiveness, presenting to clients and conducting surveillance on existing investments and industry trends.
• Underwriting public RMBS, mortgage whole loan and mortgage related ABF investment opportunities: developing tools for analyzing residential mortgage credit risk; negotiating document terms with issuers, sponsors, and other transaction parties; determining proprietary credit ratings; performing an ESG review of the issuer and transaction parties and assigning a proprietary ESG Impact score.
• Undertaking the ongoing monitoring and analysis of existing positions to assess credit risk, credit ratings stability, cash flow volatility, portfolio positioning and trading opportunities.
• Working closely with the structured products portfolio managers on all aspects of mortgage credit sectors: communicating credit and risk/reward opinions; highlighting changing fundamental viewpoints; helping to establish the strategic direction investing in the sector.
• Presenting results from transaction-specific and sector-wide analyses to wider internal and external audiences, including portfolio managers and clients.
• Maintaining views on industry-wide issues that impact originators, broker/dealers, and investors.
• Responsibilities may include monitoring U.S. and global regulatory changes, accounting and capital requirement changes, federal, state, and global lending laws, and any legal precedents.
• Building and maintaining relationships with sell side firms and issuers.
• Training and development of junior analysts.

Executive Director, Mortgage Credit Research

• Handle all areas of due diligence, underwriting, deal modeling, and closing for acquisition and development opportunities across various markets and asset classes with varying investment structures and risk profiles
• Prepare Investment Committee memoranda and related materials through market research, risk analysis, and in-depth understanding of investment factors
• Assist senior acquisitions professionals in deal structuring, financing, and negotiation of deal terms
• Alongside senior members of the team, develop and cultivate strong relationships with real estate owners, operators, brokers, investment bankers, joint venture partners, and other industry participants
• Work closely with asset management teams to monitor operational activity across existing portfolio, validate underwriting, and create business plans for new investments as well as provide support for existing assets and relationships as necessary
• Work as part of a small team of junior professionals to maximize productivity of the Transactions team, support each other with complementary expertise, and work together to develop the skillsets of analysts and interns

• Develop multi-year forecasts of the PGIM Real Estate U.S. Debt business and present results to key stakeholders, including U.S. Debt and PGIM Senior Leadership
• Mortgage Servicing Rights (MSR) analysis
• Prepare analysis and management reporting packages for senior management discussion on multi-year forecasts and actuals reporting
• Drive financial analysis and reporting enhancements useful to business partners
• Ensure accurate and timely completion of key financial deliverables, including portfolio returns
• Assist in business specific projects as needed
• Emphasis on process efficiency, data validation, and documentation

Planning & Analysis Specialist

• Instrumental in maintaining and enhancing investment, accounting, reporting, and record-keeping systems.
• Ensure financial statement balances are in accordance with GAAP & STAT principles.
• Supervising a small team of approximately 2-3 accountants and providing feedback and guidance.
• Timely and accurate review of accounting entries and ledger reconciliation.
• Coordinate and monitor all daily and monthly deliverables.
• Participate in various analysis and special projects.
• Monitor data integrity.
• External and Internal audit review and support.
• Overtime required during peak periods.

Private Credit Investment Analyst/Senior Analyst

Senior Compensation Analyst

Director, Product Marketing – Fixed Income

Investment Analyst – Transactions

Manager, Compliance – PGIM Public and Private Fixed Income

Manager, Retirement Strategies Planning – Analysis

Executive Assistant

People Business Partner, Associate

Senior Insurance Analyst, Real Estate Loan Services

Associate Manager, Fixed Income Operations

Executive Director, Mortgage Credit Research

Investment Analyst – Transactions

Planning & Analysis Specialist

Associate Manager, Investment Operations – Private Accounting