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Senior Client Reporting Associate - Fixed Income

Prudential


Location:
Newark, NJ
Date:
03/28/2017
Job Code:
390618
Prudential
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Job Details

Position Title: Senior Client Reporting Associate - Fixed Income
Job Code: 390618
Job Location: New Jersey-Newark
Description:

This position is part of the Client Reporting Group which is responsible for designing, preparing and delivering reporting to PGIM Fixed Income’s Institutional, Retail, Affiliate, and Alternative clients globally. The group is responsible for the compilation and distribution of portfolio summary reports, portfolio holdings and transaction reports, fact sheets, board reports, as well as custom client reports. In addition to reporting, the group supports the client portfolio review meeting process, client ad-hoc requests related to portfolio information, and client questionnaires. The team works closely with the Account Management, Sales & Marketing, Portfolio Management, Portfolio Analysis, Performance, Compliance, Operations and Technology groups.  

 

Responsibilities:

  • Review and deliver complex client reports, client due diligence questionnaires, and portfolio presentations, while ensuring that materials are accurate and deadlines are met
  • Review peer and junior staff deliverables for accuracy
  • Training for peers and junior staff
  • Respond to ad hoc client inquires in a timely and efficient manner while working with internal groups to obtain required data when necessary
  • Review reporting and client communication process to identify opportunities to improve, streamline, and automate scheduled reporting
  • Handle multiple tasks while meeting strict client deadlines
  • Participate in and play a lead role within Client Reporting for projects
  • Identify and anticipate issues that may adversely affect the ability of the individual or team to meet reporting deadlines, and take action to reduce the risk of occurrences
  • Cultivate relationships with internal and external partners and service providers
  • Keep abreast of industry initiatives and market trends that impact the business

  • Bachelor’s Degree in Business, Finance, Mathematics, or related discipline
  • Minimum of 2 years experience in the financial services industry (preferably in fixed income asset management)
  • Asset management operations and/or reporting experience
  • Willingness and desire to learn and teach others
  • Customer focused with proven analytical skills in fast paced environment
  • Strong oral and written communication skills and level of comfort working with all levels of the organization
  • Knowledge of fixed income securities and financial markets
  • Strong computer skills (Excel, Word, PowerPoint, Access), including the ability to write macros is a plus
  • High attention to detail
  • Ability to handle multiple tasks, prioritize deliverables in a deadline focused environment, and identify opportunities to improve current processes.
  • Ability to work as part of a team, as well as independently
  • Ability to take direction and offer solutions and improvements to current work process
  • Knowledge of Blackrock Solutions Aladdin System a plus.
  • CFA designation, active status in the CFA program and/or MBA a plus

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 www.prudential.com 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 staffingagencies@prudential.com for more information about doing business with Prudential.
Job Function: Accounting/Finance
Schedule: Full-time
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