Director, Planning & Analysis - PGIM Finance (Hybrid) at Pgim in Newark, NJ | Kablio

Role

Description

compensation planning

process improvements

reporting analytics

budget forecasting

profitability analytics

dashboard development

Manage headcount/compensation planning and complete incentive plan/bonus roll forward and scenario modeling.
Manage/implement strategic initiatives and drive efficiencies, process improvements, and enhancements across the team.
Deliver functional and ad hoc reporting/analytics and respond to special requests for cross-platform capability.
Produce consolidated flow reporting and share Investment Capabilities-specific reports with IC Finance leads.
Prepare and maintain the ICG income statement for cross-platform capability.
Collaborate with the Product and Marketing teams on new product development, prioritization, launch, and post-launch lookback.
Lead global budgeting, forecasting, and expense management/controllership for PGIM’s Institutional Client Group (ICG)
Participate in various analysis and special projects.
Conduct ICG distribution profitability analytics.
Participate in industry surveys (e.g., McKinsey Survey)
Develop dashboards/presentations and produce KPI metrics reporting for executive stakeholders and monthly committee updates.
Liaise with Investment Capabilities (IC) teams regarding pipeline and business-at-risk to determine flow forecasts.
Provide support for M&A activities.
Key advisor to ICG senior leadership, translating financial insights into actionable strategies that drive PGIM’s growth.

Requirements

excel

power bi

anaplan

10+ years

mba

cfa

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
10+ years of experience in financial planning & analysis
High learning agility and ability to quickly adapt to new systems and technologies.
Experience in asset management or financial services with a strong understanding of financial markets and investment products
Proven ability to communicate insights through executive-ready presentations.
Ability to work with confidential information and maintain high ethical standards.
Enthusiasm, initiative, curiosity, and eagerness to learn.
Detail-oriented with strong time-management and problem-solving abilities.
Strong analytical skills and experience with Excel, Power BI, PowerPoint, and Anaplan
Strong interpersonal, communication, and partnering skills.
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.

Benefits

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.
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.
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%).
Market competitive base salaries, with a yearly bonus potential at every level.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

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.

Culture + Values

Trust
Respect
Equity
Meritocracy and diversity of thought, perspective, and experience

Environment + Sustainability

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.

Inclusion & Diversity

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

Articles

Role

Description

compensation planning

process improvements

reporting analytics

budget forecasting

profitability analytics

dashboard development

Manage headcount/compensation planning and complete incentive plan/bonus roll forward and scenario modeling.
Manage/implement strategic initiatives and drive efficiencies, process improvements, and enhancements across the team.
Deliver functional and ad hoc reporting/analytics and respond to special requests for cross-platform capability.
Produce consolidated flow reporting and share Investment Capabilities-specific reports with IC Finance leads.
Prepare and maintain the ICG income statement for cross-platform capability.
Collaborate with the Product and Marketing teams on new product development, prioritization, launch, and post-launch lookback.
Lead global budgeting, forecasting, and expense management/controllership for PGIM’s Institutional Client Group (ICG)
Participate in various analysis and special projects.
Conduct ICG distribution profitability analytics.
Participate in industry surveys (e.g., McKinsey Survey)
Develop dashboards/presentations and produce KPI metrics reporting for executive stakeholders and monthly committee updates.
Liaise with Investment Capabilities (IC) teams regarding pipeline and business-at-risk to determine flow forecasts.
Provide support for M&A activities.
Key advisor to ICG senior leadership, translating financial insights into actionable strategies that drive PGIM’s growth.

Requirements

excel

power bi

anaplan

10+ years

mba

cfa

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
10+ years of experience in financial planning & analysis
High learning agility and ability to quickly adapt to new systems and technologies.
Experience in asset management or financial services with a strong understanding of financial markets and investment products
Proven ability to communicate insights through executive-ready presentations.
Ability to work with confidential information and maintain high ethical standards.
Enthusiasm, initiative, curiosity, and eagerness to learn.
Detail-oriented with strong time-management and problem-solving abilities.
Strong analytical skills and experience with Excel, Power BI, PowerPoint, and Anaplan
Strong interpersonal, communication, and partnering skills.
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.

Benefits

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.
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.
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%).
Market competitive base salaries, with a yearly bonus potential at every level.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

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.

Culture + Values

Trust
Respect
Equity
Meritocracy and diversity of thought, perspective, and experience

Environment + Sustainability

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.

Inclusion & Diversity

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

Articles