1+ months

Senior Planning & Analysis Associate - PGI000BU

Newark, NJ
  • Job Code
Primary Location United States-New Jersey-Newark (NJ)



Prudential is a company of smart, ambitious professionals working together to create a better future for our customers and our communities around the globe. As one of the most recognizable financial services companies in the world, our employees are building on our 140-year history of financial strength with a focus on innovation and transformation to meet tomorrows most complicated challenges. We are committed to the growth and development of our employees. This includes providing talent mobility across the organization, as well as supporting continuous education through tuition reimbursement, in-house review courses and company sponsored training programs. We see our business success as a direct result of our talent. We are renowned for our diverse culture and our continued efforts to give back to the communities where we live and work. 




PGIM, the global investment management businesses of Prudential Financial Inc., is a multi-manager that delivers industry-leading strategies and solutions to clients. With offices located in 15 countries across five continents, PGIM is among the top 10 largest asset managers in the world(1) with over $1.2 trillion(2) in assets under management. Each business maintains its own investment process and culture, allowing for a singular focus on delivering investment returns for clients. The PGIM businesses offer investors a wide range of investment strategies across asset classes and geographies, including public equities, public and private fixed income, commercial mortgages and real estate.


The Finance team for PGIM Investments, the retail mutual fund business of PGIM, currently has an opening for a Senior Planning & Analysis Associate. Your role on this team will support senior management and other business partners in measuring and evaluating the financial performance of the business with a strong focus on managing the budgeting process for the core business, as well as our strategic initiatives.


You are a highly motivated, team oriented finance professional who will thrive in a fast paced environment and relish opportunities that play key roles in varied assignments, shifting priorities as necessary to meet the organizations needs. You are able to clearly and concisely communicate with finance and business colleagues at all levels. You are committed to personal growth, eager to learn, and strive to make continuous improvements. 




  • Develop forecasts of the PGIM Investments budgets, including scenario analysis under various economic conditions
  • Provide expense related support to business partners, including analysis of actuals vs. budget
  • Prepare analysis packages for senior management discussions on multi-year forecasts, strategic initiatives and opportunities to improve financial performance
  • Support annual benchmarking studies and other competitive analysis
  • Support profitability analysis by product and distribution channel
  • Proven ability to analyze data and the underlying drivers of financial results
  • Assist in business specific projects as needed

Specific responsibilities for the position will vary over time based on business needs and other factors.





  • Bachelors degree in Finance or Economics
  • 1-2 years of experience in financial analysis or reporting
  • Advanced excel knowledge with proven ability to manipulate large data sets and create financial models
  • Agile and organized with the ability to prioritize and manage multiple demands
  • Excellent verbal and written communication skills with desire to develop presentation skills to senior management while maintaining a strong executive presence


Preferred Qualifications:
  • Advanced degree and/or relevant certification (MBA, CPA, or CFA is a plus)
  • Experience with data visualization tools such as Tableau and Power BI

@!*!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 companys 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. For more information please visit www.prudential.com.

Prudential is not accepting unsolicited resumes from search firms for this open position unless contracted with Staffing. Agencies must work with Staffing as the primary point of contact and follow the Prudential application process to be considered for business. All resumes submitted by search firms to any employee at Prudential via-email Internet or directly to hiring managers in any form without a valid written search agreement in place for that position will be deemed the sole property of Prudential and no fee will be paid in the event the candidate is hired by Prudential.
Note: Any search agreement entered into with Prudential before January 2004 is null and void. Search firms are essential to the recruitment and staffing efforts at Prudential and we value the partnerships we have built with our preferred vendors. Prudential has established and regularly maintains a preferred vendor list and even preferred vendors need to have a written search agreement signed by the Director Recruiting Programs Staffing at Prudential in place for the specific position in order for a fee to be paid for any candidate referrals.
Job Posting:@false


Posted: 2020-04-24 Expires: 2020-06-22

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Senior Planning & Analysis Associate - PGI000BU

Newark, NJ

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