Planning & Analysis Specialist

    • Newark, NJ

As a member of the CIO Planning, Analysis and Reporting team (CIO PAR), the individual will work closely with the Chief Investment Office to meet existing reporting needs, respond to new and emerging information requirements and assist in the development of additional analytical tools. The ideal candidate will possess strong analytical, interpersonal and communications skills, and a creative approach to problem solving.

Primary responsibilities include, but are not limited to the following:

  • Provide investment forecast analysis to Portfolio Management teams on the General Account, including risk limit capacity projections and strategic asset allocation/marginal asset allocation
  • Competitor analysis related to the investment portfolio
  • Support portfolio managers, Investment Risk, and other Finance areas on ad-hoc assignments
  • Partner with Investment Operations and CIO Technology & Operations to maintain and update reporting structures/tools
  • Coordination and preparation of various Industry Conference presentations and other external presentations as needed
Specific responsibilities for the position will vary over time based on business needs and other factors.

  • 3 - 5 years of financial analysis experience
  • Bachelor's degree in Finance with a view toward enhancing analytical skills
  • Strong communication and interpersonal skills are necessary with an ability to interact effectively with all levels of management
  • Ability to collaborate and foster relationships across multiple departments
  • Possesses excellent analytical and problem-solving skills
  • High attention to detail
  • Strong Excel and PowerPoint skills with the ability to learn new platforms (e.g. Tableau)
  • Ability to work in a fast-paced, ever changing, and challenging environment
  • General knowledge of investments is a plus

Prudential is a financial services company that helps customers grow and protect their wealth.

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