Planning & Analysis Associate - PGIM Finance (Hybrid)

Overview

Support budgeting, forecasting, reporting and analysis for the Institutional Client Group finance team.

Key Responsibilities

• financial modeling
• data analysis
• reporting automation
• dashboard development
• budget forecasting
• m&a analysis

Tasks

-Support headcount and compensation planning, including incentive plan modeling and scenario analysis under guidance from senior team members. -Collaborate with the Product and Marketing teams to gather and synthesize relevant financial data. -Assist with M&A activities, providing financial analysis and documentation support as required. -Participate in process improvement initiatives, identifying opportunities for automation and efficiency within reporting and analytics workflows. -Contribute to the development and standardization of reporting templates, leveraging tools such as Excel, Power BI, and Anaplan -Support product and distribution profitability analytics by collecting and analyzing 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 financial insights and reports for senior leadership, ensuring data accuracy and actionable recommendations. -Deliver functional and ad hoc reporting/analytics, responding to special requests and supporting cross-platform capability as needed. -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. -Prepare and analyze KPI metrics and dashboards for monthly committee updates and executive presentations. -Maintain and update the ICG income statement and other financial documents, ensuring cross-platform consistency and compliance. -Assist in preparing consolidated flow reporting and sharing Investment Capabilities-specific reports with IC Finance leads. -Assist with special projects and analysis, contributing to team deliverables and supporting strategic initiatives across Finance. -Participate in industry surveys, providing data and analysis as needed.

Requirements

• fp&a
• tableau
• power bi
• excel
• mba
• analytical

What You Bring

-1 to 2 years of experience in financial planning & analysis or a related finance role. -Enthusiasm, initiative, curiosity, and eagerness to learn. -Experience with data visualization tools such as Tableau, Anaplan and Power BI. -Experience in asset management or financial services with a strong interest in financial markets and investment products. -Strong interpersonal, communication, and partnering skills. -Strong analytical and problem-solving abilities. -Bachelor’s degree in Finance, Economics, or related field. -Excellent verbal and written communication skills. -Ability to thrive in a fast-paced, evolving environment with a focus on process improvement and automation. -In pursuit of advanced degree and/or relevant certification (MBA, CPA, or CFA is a plus). -Ability to manage multiple priorities and work under pressure. -Strong Excel and PowerPoint skills; experience with financial modeling and the ability to manipulate large data sets and create financial models. -High degree of professionalism, excellent work ethic, and solutions-oriented mindset

People Also Searched For

Benefits

-Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. -Market competitive base salaries, with a yearly bonus potential at every level. -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. -Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. -401(k) plan with company match (up to 4%). -Company-funded pension plan. -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. -Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.

About Pgim

-Founded as the asset management arm of Prudential Financial, it has grown into one of the world’s largest investment managers. -With a strong presence in over 30 countries, it offers a wide range of investment strategies across equity, fixed income, real estate, and alternative investments. -Its expertise spans from commercial real estate to renewable energy investments, targeting sectors with high growth potential. -It is known for its data-driven approach, leveraging advanced analytics and insights to deliver superior results for its clients. -Its diverse portfolio includes projects in infrastructure, energy, residential and commercial properties, and more. -The real estate division is particularly noted for its global reach, managing significant assets across North America, Europe, and Asia. -The firm is also making significant strides in alternative investments, focusing on private equity, hedge funds, and other non-traditional asset classes. -With a blend of traditional and innovative investment strategies, it delivers tailored solutions designed to meet the needs of institutional investors, pension funds, and individual clients.

Sector Specialisms