Prudential Financial

Financial Planning and Analysis

• Support wire & custody activity for all the Private asset managers PGIM REF and PPC.
• Serve as a control point for the Settlements Unit
• Partner effectively and efficiently with internal and external business partners, including Private Accounting, Deal Management, Internal and External Systems Teams, Corporate Banking, Third Party Clients, Asset Managers, and Prudential Global Funding.
• Wire Database - reviewing and processing wires generated from the Privates accounting system
• Participated wires – derived from asset transfers; internal cash moves for incoming principal and interest.
• Misdirected wires & overpayments – review wiring instructions and return funds in a timely manner
• Expense Payments - ensure that the appropriate expense supplemental forms used for year-end tax reporting is completed correctly.
• Foreign Currency Wires – straights, FX conversions, comp claims, FX swaps
• Participate in UAT and report findings for internal system releases (Wire Database, ULTRA, TITAN, Kyriba, Loan Connect/Omnia)
• Documentum / Records Retention – ensure requirements are met

Senior Investment Operations Associate

• Support PGIM Investments generalist wholesalers and client engagement team across the West region to promote alternatives and direct indexing.
• Conduct in-person and virtual meetings, presentations, and events to educate clients on benefits and implementation of alternatives and direct indexing.
• Serve as subject matter expert delivering insights, education, and strategic guidance for portfolio integration.
• Maintain deep knowledge of the firm's alternative investments and direct indexing platforms; stay current on market trends, competitors, and regulatory developments.
• Partner with internal teams (marketing, product, investment strategy) to align messaging and support client needs.
• Provide regular reporting on sales activity, pipeline development, and market feedback.
• Support generalist wholesalers in a pay-for-performance sales culture; help meet sales targets across products and vehicles.
• Be well organized and disciplined in sales systems and processes; work with internal and external partners to align resources to expected sales outcomes.

Regional Specialist, Alternatives and Direct Indexing

Insurance

• Conduct review of loan documents on all new loans related to insurance requirements.
• Liaise with borrowers, insurance agencies, 3rd party agencies, and prior servicers for various projects.
• Notify borrowers of expirations/deficiencies where insurance does not align with loan documents.
• Audit insurance renewals and compare against the Insurance Module and documents received.
• Obtain evidence of renewal of certificates/policies/policy endorsements and update waiver backup as needed.
• Complete insurance disbursements and assist Borrowers/Agents with insurance disputes, requirements, premium payments and cancellation notices.
• Identify loans requiring force-placed insurance and connect with Asset Management and Servicing.
• Assist with Escrow Analysis and Tax payments as needed.
• Work in a hybrid arrangement in the Dallas office at least 3 times a week.

Senior Insurance Analyst

• Work directly with a senior asset manager and a team on a portfolio of multifamily investments.
• Provide general asset management and direction for a portfolio of multifamily assets across varying Fund risk spectrums including pre-development and development assets.
• Maintain frequent contact with property managers, operating partners, consultants and leasing brokers.
• Review periodic property reports and track operating performance.
• Prepare regular updates summarizing results and respond to information requests.
• Assist in the evaluation of dynamic unit revenue pricing.
• Utilize Argus and Word to prepare analyses of various investment decisions - including hold/sell and financing scenarios.
• Review quarterly appraisals for factual accuracy and consistency with other similar properties.
• Oversee the budget process and preparation of the annual strategic plan for each property.
• Prepare and/or review periodic internal reports and respond to information requests from the Portfolio Management team.
• Work collaboratively with the transaction team for both the acquisition and disposition of properties.
• Assist in the negotiation of contracts with property management and leasing firms.

Senior Investment Operations Associate

Regional Specialist, Alternatives and Direct Indexing

Senior Insurance Analyst

PGIM Real Estate – Investment Analyst (San Francisco, CA/Hybrid)