PGIM - Analyst, Portfolio Management (Direct Lending)
PGIM is the Global Asset Management business of Prudential, focused on improving financial services and making a meaningful impact. They are seeking an Analyst for the Portfolio Management team within their Direct Lending strategy, responsible for monitoring portfolio performance, supporting fundraising efforts, and delivering insights to inform investment decisions.
Responsibilities
- Portfolio and credit monitoring, including tracking early indicators of underperformance. Support timely escalation and modifications as issues emerge
- Portfolio and performance tracking, including benchmarking and comparative analyses used in investor reporting and fundraising
- Develop strategy and insight for our Investment Committee
- Assist in fundraising and portfolio strategy for various fund vehicles and structured products
- Active member of the loan valuation team ensuring timely and accurate coordination with our third-party vendors to provide mark prices for our portfolio of 100+ loans
- Help improve data quality and reduce manual rework by identifying recurring gaps, proposing process fixes, and supporting automation efforts, including experimenting with AI tools to accelerate workflows
- Collaborate with Portfolio Management, Investment, and Operations team members and partner teams to ensure smooth portfolio workflows and clear ownership of required inputs
Skills
- Bachelor's degree with a strong academic track record; coursework in Finance or Accounting strongly preferred
- 1–3 years of relevant experience in a role emphasizing financial analysis, with demonstrated proficiency in interpreting financial statements and evaluating business risks
- Excellent written and verbal communication skills, with the ability to synthesize complex information
- Highly analytical, detail-oriented, and intellectually curious
- A flexible, 'startup' mindset, including adaptability in changing priorities, a willingness to take on diverse responsibilities, and an entrepreneurial drive to identify opportunities and solve problems proactively
- Advanced proficiency in Microsoft Excel, PowerPoint, and Word, with the ability to create and analyze data-driven reports and presentations
- Prior work experience in portfolio management, accounting, and/or investment operations is a plus
- Comfort learning and applying new technology tools with demonstrated interest in AI and automation
- Self-starter with the ability to manage multiple workstreams and meet tight deadlines without sacrificing quality or controls
Benefits
- Market competitive base salaries, with a yearly bonus potential at every level.
- Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
- 401(k) plan with company match (up to 4%).
- Company-funded pension plan.
- Wellness Programsincluding up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
- 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.
- 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.
Company Overview
Company H1B Sponsorship