Director, Planning & Analysis -- PGIM Multi-Asset Solutions (PMA)

Job Classification:

Finance & Accounting - Finance & Accounting

A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE

As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.

We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!  

If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.

At PGIM, You Can!

What you will do

PGIM Multi-Asset Solutions is looking for a process improvement oriented, and results driven Director, Planning & Analysis with strong leadership and communication skills to lead the cost management processes. Our Cost Optimization & Performance Measurement (COPM) team is responsible for planning, forecasting, financial reporting, and strategic initiative support for the business’s expenses. This role reports to the Chief Financial Officer of PGIM Multi-Asset Solutions.

This position is responsible for the analysis of results and development of forecasts for expenses, as well as all associated management & external reporting. Responsibilities include executive presentations, leading analysis of quarterly results, development of forecasts, direct business partner support, and coordination across the enterprise-wide COPM organization to understand financial drivers and drive outcomes. This role will also support the business in modeling the financial impacts of various strategic & growth initiatives, inclusive of both expense and earnings elements. Additionally, this role will help drive and participate in continuous improvements related to the overall enterprise expense transformation efforts.

You will be empowered to contribute in a meaningful way, add new value to organization initiatives and effect change. The PGIM Multi-Asset Solutions Finance team is a small unit in a growing business. The team works closely with the business unit CFO, senior management, and other business partners. The team is responsible for forecasting financial results, management reporting, driving and adding value to strategic initiatives and providing key business metrics. 

What you can expect

• Financial advisory support for business leaders

• Produce transparent, actionable analytics, and insightful financial metrics to enable informed business decision making

• Lead analysis and reporting of actual results in comparison to prior periods and forecasts

• Lead development of quarterly forecasts and annual budgets

• Collaborate to assess and communicate financial impacts of strategic & growth initiatives

• Drive development of financial metrics to measure business unit health and progress towards expense goals

• Partner across other enterprise-wide COPM teams for consistency in functional expense reporting and analysis

• Lead business specific special projects as needed

• Oversight of client invoicing from our outsourced billing team

Given the new nature of PMA’s business specific responsibilities for the role will vary over time based on business needs and other factors

What you will bring

• 7 years of relevant experience required; 10 years preferred

• Excellent oral and written skills; ability to communicate business and financial results to all levels of business management

• Great attention to detail and accuracy

• Ability to thoughtfully analyze, assess, challenge and influence

• Highly motivated and creative problem solver; strategic thinker

• Self-motivated with the ability to work independently as well as, in a team environment

• Highly proficient in Microsoft suite of products, particularly Excel and PowerPoint with the ability to build and create charts, graphs and slides from scratch

• Familiarity of and ability to calculate investment management fees across asset classes

• Ability to organize / prioritize tasks and work in a deadline-oriented environment

• Ability to create and maintain relationships across separate functions / businesses

• Previous experience in the investment