BA
BarkleySVP, Direct Investments
Senior Vice President driving vision and operational excellence for Direct Investments at BarkleyOKRP. Leading large investment teams with a focus on Local Media Markets across the US.
About the role
- 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
Job title
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Degree requirement
Tech skills
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