Senior Planning & Analysis Associate - Chief Investment Office (Hybrid)

Job Classification:

Finance & Accounting - Finance & Accounting

At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading financial services institutions!

The Chief Investment Office (“CIO”) of Prudential conducts asset and liability management and portfolio construction for all of Prudential’s domestic and international business operations and manages over $365 billion in assets under management as of March 31, 2024. The Financial Management and Reporting team is a group within the CIO that provides support in a reporting, forecasting and operational capacity to the Prudential Select Strategies (“PSS”) and Impact and Responsible Investing (“IRI”) Alternative Asset groups.

The Financial Management and Reporting team is seeking a Senior Planning & Analysis Associate to join the team.

The current EWA for this position is Hybrid and requires your on-site presence on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site.

What to expect:

• Prepare analysis packages for Senior Management discussions on multi-year forecasts and actuals reporting.
• Prepare pricing tickets with deal specific information extracted from legal docs for back-office support teams.
• Prepare cash reconciliations, cash flow calculations and expense review files for internal Investment Subsidiaries.
• Prepare investment allocations by business for Private Equity, Hedge Funds and Real Assets.
• Prepare calculations for FX derivative trades and allocations for public equity sales.
• Prepare the analysis of AUM on a quarterly basis.
• Prepare review files for asset transfers for Assets in Kind process as part of the Pension Risk Transfers process.
• Prepare calculation for transfers related to ongoing business specific projects.
• Successfully partner and foster relationships with multiple groups.(Investment, Legal, Tax, Accounting, Performance, Finance, Expense Reporting).
• Provide timely responses for email communication with both internal and external partners.
  
  

What you'll need:

• Undergraduate degree in Accounting or Finance
• 0-3 years of accounting / financial analysis experience
• Advanced proficiency in Microsoft Office Suite (Microsoft Excel strongly recommended)
• Team-oriented with strong written and interpersonal skills
• Attention to detail and accuracy
• Ability to prioritize tasks and meet tight deadlines
• Strong critical thinking skills
  
  

It'd be a plus if you had:

• Understanding of Alternative Investments, Equities and Fixed Income
  
  

Prudential welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.

At Prudential, you can:

We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities. We offer a suite of services including 1:1 Career advice, on demand resources and networking to propel your career forward.

We’re a global organization, full of outstandingly dedicated people who aren’t afraid to think differently, challenge the status quo and take sensible risks along the way. You will enjoy pushing boundaries as we build innovative technology that helps clients, customers and employees live their best lives. You will have access to leadership and learning opportunities and the resources needed to take your career in any direction. We will help you do your best work, offering flexibility, while delivering on our Purpose.

What we offer you:

Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $59,300.00 to $88,300.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.

• 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 Programs including 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.
  
  

Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.

If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.

If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.