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Analyst, Business Intelligence


New York, NY
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Job Details

Position Title: Analyst, Business Intelligence
Job Code: 389998
Job Location: New York-New York

The Prudential Client Management Senior Manager will project manage and support the efforts of the Vice Presidents and Managing Directors of PCM:

·         Collecting, understanding, summarizing and analyzing current Prudential services provided to specific clients and partners

·         Strategizing with team on objectives of each account, including creating an execution strategy to meet each objective and have a meaningful role in execution of the plan

·         Help, support and work alongside the Vice Presidents and Managing Directors in understanding the current relationships and executing client priorities

·         Identifying areas where Prudential US businesses can add further value to a specific client / prospect / financial partner relationship and/or identify market trends

·         Represent PCM to internal partners to educate on the key initiatives, themes and best practices for engagement with each partner you are responsible for



Responsibilities include but are not limited to:

•Prepare research summaries and ad hoc reports on various business items: topics to include client business priorities, pension / retirement income, investments, insurance and annuities

•Understand and synthesize complex client / partner data into executive summaries and understand the financial metrics of a business decision

•Contribute to thought leadership and collateral material development and execution

•Anticipate needs of team and clients (internal and external) through strong working relationships and coordination

•Possess good understanding of assigned clients’/prospects’/partners’ overall business strategy and needs in the retirement (income and risk management), investment, annuity and insurance areas

•Have broad understanding of each Prudential’s businesses, distribution, products and markets (includes Retirement, PGIM, Group Insurance, Annuities and ILI) and an understanding of each business unit’s current and emerging business priorities and capabilities

•Efficiently navigate the Prudential organization to assemble and summarize internal information

•Propose recommendations for improvement or standardization of processes

•The position requires attention to detail, the ability to manage several projects simultaneously, meet aggressive deadlines and at times, work independently



•Bachelor’s degree required. Relevant designation (or actively pursuing) preferred (eg, FSA, CFA)

•Minimum of 5 years of work experience in financial services

•The individual should possess a balance of sales, marketing and analytical skill sets

•Very strong project management skills, oral and written communication skills

•Ability to think strategically and analytically and connect a variety of internal and external inputs

•Ability to interact efficiently with professionals at all levels and functions, including senior management and business sales professionals

•Advanced skills in Excel, Word and PowerPoint required

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand.

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

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at for more information about doing business with Prudential.
Job Function: Other
Schedule: Full-time
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