Investment Operations Associate, Enterprise Reporting , PGIM O&I
- Newark, NJ
PGIM, the global investment management businesses of Prudential Financial Inc., is one of the world's leading money managers.
With offices in 16 countries and over $1 trillion in assets under management, clients rely on our risk management expertise, intellectual capital and creative solutions to realize their investment objectives.
Our distinct multi-manager model delivers a broad suite of actively-managed solutions in the areas of public and private fixed income, equities and real estate to serve our clients' needs.
We are passionate about delivering investment returns for our clients and dedicated to our greatest asset - our people. Do you want to be part of a multi-manager model that enables each business to maintain its own investment culture?
Learn more about who we are and how we can work together, please visit: www.pgim.com
PGIM Operations & Innovation
PGIM Operations & Innovation provides the operations and technology support that contributes to PGIM being a world-class investment manager. We supply transaction-level support, generate and report investment results and ensure that our investment results are accurately reflected on our books and records.
I nvestment Operations
The Investment Operations organization is part of PGIM Operations & Innovation and provides recordkeeping, accounting, reporting and technology services for the investment portfolios supporting the Insurance Companies. Additionally, we support all investment data for the Chief Investment Officer and the Chief Risk Officer for Prudential.
The Limit Monitoring Team within Management Reporting & Analysis is looking for an Investment Operations Associate.
The position is primarily responsible for Risk and Statutory limits compliance monitoring and reporting.
Monitoring is completed utilizing information from multiple sources and various tests are performed to confirm if investment entities/portfolios comply with their respective limits. Some of these exposure tests include permissible investments, asset class exposure, single issuer exposure, country exposure, sector exposure, equity and fund investment exposure, Statutory, and Duration. The results of these compliance tests are analyzed and subsequently distributed to business partners on a daily/weekly/monthly/quarterly basis. Other reporting needs may arise on an ad-hoc basis.
Daily review of limit monitoring dashboards & reports
Researching limit overages & validating overage causes with business partner
Processing of limit overages in workflow tool
Daily compilation/analysis/distribution of collateral monitoring reports
Monthly compilation/analysis/distribution of limit monitoring reports
Quarterly compilation/analysis/distribution of Statutory limit monitoring reports
Does this sound like you? Our successful candidate has:
• Bachelor's Degree in accounting, Finance, or related major
• Strong analytical skills
• Proficiency in the MS Office Suite: Word, Excel, PowerPoint, etc..
• Knowledge of investment accounting and of various investment instruments
• High level of self-motivation and dedication
• Strong attention to detail
• Excellent written, verbal and interpersonal skills
• Strong leadership and organizational skills
• Client focused and results oriented
• Ability to work independently and also as a member of a team
• An individual with internship or 1 years of professional experience is a plus.
Overtime may be required during peak periods.
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