PGIM Institutional - Specialist, Client Onboarding
Pgim
Support onboarding of institutional clients and fund investors, handling documentation and communication.
7 days ago ago
$90,000 - $120,000
Junior (1-3 years)
Full Time
Newark, NJ
Office Full-Time
Company Size
10,000 Employees
Service Specialisms
Investment Management
Real Estate
Private Equity
Fixed Income
Public Equity
Asset Allocation
Risk Management
Alternative Investments
Sector Specialisms
Industrial
Energy
Infrastructure
Buildings
Residential
Commercial
Water Resources
Heavy Civil
Role
What you would be doing
client onboarding
fund subscription
compliance control
issue resolution
data management
operational efficiency
- Provide support with respect to changes in client status, name changes, transfer in kinds and client terminations
- Maintain a robust control environment and ensure compliance with onboarding processes
- Manage competing priorities
- Support and/or lead projects and/or strategic initiatives
- Resolve and escalate issues proactively and in a timely manner
- Support fund investor subscription and redemption activities including the handling of subscription & adoption agreements for fund investors
- Support responses to client inquiries regarding institutional client agreements and derivative regulatory status
- Facilitate the institutional client onboarding process
- Support RFP inquiries related to client agreements and onboarding documentation
- Maintain & share certain client information via IHS Markit and other approved platforms
- Ensure timely and accurate communications and status updates regarding institutional client onboardings
- Cultivate relationships with internal and external partners and service providers
- Assess opportunities to improve operational efficiencies on an on-going basis
- Support ad-hoc duties as assigned
What you bring
undergraduate degree
3-5 years
investment products
analytical
project management
customer service
- Knowledge of various investment products and institutional client types
- Must be team-oriented, with the ability to develop and cultivate working relationships, while being proactive and self-motivated to ensure deadlines are met
- Strong customer service skills
- Undergraduate degree
- Excellent organization, communication (oral and written), and time management skills
- Must be able to operate in a stressful, deadline driven environment while still maintaining strong attention to detail and ability to prioritize issues appropriately
- 3-5 years of experience in asset management or capital markets
- Strong analytical skills, project management skills, and a proven ability to improve established processes
- 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.
- 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.
- 401(k) plan with company match (up to 4%).
- Company-funded pension plan.
- Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
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Interview process
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Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
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Company
Overview
- 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.
- Trust
- Respect
- Equity
- Meritocracy and diversity of thought, perspective, and experience
Net Zero by 2050
Operational Carbon Emissions Target
Committed to achieving net zero operational carbon emissions by 2050, demonstrating long-term sustainability goals.
50% Emissions Reduction
Building Emissions Target
Aligned with ULI Greenprint goals, aiming to reduce building emissions by half by 2030.
- Headquarters LEED Gold certified with rainwater retention, rooftop garden, green walls, and EV charging stations.
- Signatory of UN PRI since 2009 and joined GRESB in 2013.
- Engaged Verdani Partners for global ESG consulting.
58% employees globally
From Under-Represented Groups
A significant portion of the company's global workforce is comprised of individuals from under-represented groups, reflecting a strong commitment to diversity.
29.9% senior roles held by women
Women in Leadership
Women occupy nearly 30% of senior roles globally, indicating progress toward gender parity in leadership positions.
41.8% female employees globally
Gender Representation
Just over 40% of the company's global workforce identifies as female, showcasing a balanced gender distribution.
Five‑pillar DEI strategy
Comprehensive DEI Approach
The company has implemented a five-pillar strategy covering Talent, Culture, Industry, Investing, and Community to advance diversity, equity, and inclusion across all aspects of its operations.
- Ron Andrews DEI Scholarship launched in 2020 for students from under‑represented backgrounds
- PGIM is among first 25 signatories to USA & Canada DEI Code and has also signed the UK DEI Code
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