Senior Planning & Analysis Associate role in PGIM's finance team, aiding strategic decision-making and financial clarity. Collaborating on financial models, reports, and initiatives in a hybrid work environment.
Responsibilities
Support global budgeting, forecasting, and expense management/controllership for PGIM’s Institutional Client Group (ICG), assisting in the preparation and review of financial models and reports
Support headcount and compensation planning, including incentive plan modeling and scenario analysis under guidance from senior team members
Maintain and update the ICG income statement and other financial documents, ensuring cross-platform consistency and compliance
Assist in preparing financial insights and reports for senior leadership, ensuring data accuracy and actionable recommendations
Prepare and analyze KPI metrics and dashboards for monthly committee updates and executive presentations
Deliver functional and ad hoc reporting/analytics, responding to special requests and supporting cross-platform capability as needed
Contribute to the development and standardization of reporting templates, leveraging tools such as Excel, Power BI, and Anaplan
Collaborate with the Product and Marketing teams to gather and synthesize relevant financial data
Coordinate with Investment Capabilities teams to collect pipeline data and business-at-risk information, contributing to flow forecasts and consolidated reporting
Assist in preparing consolidated flow reporting and sharing Investment Capabilities-specific reports with IC Finance leads
Support product and distribution profitability analytics by collecting and analyzing financial data
Participate in process improvement initiatives, identifying opportunities for automation and efficiency within reporting and analytics workflows
Assist with special projects and analysis, contributing to team deliverables and supporting strategic initiatives across Finance
Assist with M&A activities, providing financial analysis and documentation support as required
Participate in industry surveys, providing data and analysis as needed
Requirements
Bachelor’s degree in Finance, Economics, or related field
In pursuit of advanced degree and/or relevant certification (MBA, CPA, or CFA is a plus)
1 to 2 years of experience in financial planning & analysis or a related finance role
Experience in asset management or financial services with a strong interest in financial markets and investment products
Strong Excel and PowerPoint skills; experience with financial modeling and the ability to manipulate large data sets and create financial models
Experience with data visualization tools such as Tableau, Anaplan and Power BI
Strong analytical and problem-solving abilities
Excellent verbal and written communication skills
Strong interpersonal, communication, and partnering skills
Ability to manage multiple priorities and work under pressure
Ability to thrive in a fast-paced, evolving environment with a focus on process improvement and automation
High degree of professionalism, excellent work ethic, and solutions-oriented mindset
Enthusiasm, initiative, curiosity, and eagerness to learn
Benefits
Market competitive base salaries, with a yearly bonus potential at every level
Medical, dental, vision, life insurance, disability insurance
Paid Time Off (PTO), and leave of absences, such as parental and military leave
401(k) plan with company match (up to 4%)
Company-funded pension plan
Wellness Programs 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 and mental health, and career development
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
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
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