PGIM Fixed Income - Senior Account Management Associate

Job Classification:

Sales - Sales

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

The Institutional Client Advisory Support Specialist will be responsible for assisting with the identification and cultivation of North America based institutional prospects and clients, preparing business presentations, coordinating internal resources/partners, as well as more generally assisting with the closing of institutional sales.

What you can expect

• Participate as key member of a dedicated institutional client advisory team focused on direct relationship building and asset gathering within the largest 1,000+ institutional asset allocators in North America.

• Develop asset class fluency and solid understanding of PGIM Fixed Income (“PGIMFI”) strategies (both traditional fixed income and alternative strategies), processes, resources, and capabilities.

• Support client advisors with on-going sales and sales-related communication with clients and prospects.

• Interface with key business partners/stakeholders across PGIMFI to organize meetings and coordinate presentation materials.

• Prepare materials providing background on institutional prospects including bios, plan details (research 10Ks, MMD, websites, other market intelligence databases, etc.), longer term liability, EROA, and/or other goals/objectives, company /market challenges, existing managers and strategies, etc., to help best identify opportunities and position PGIMFI for future growth.

• Develop understanding of the distinct sponsor channels (corporate, PERS, Taft-Hartley, E&F, insurance, sub-advisory, Fund of Hedge Funds, etc.) active in the institutional fixed income and/or alternatives space, and how PGIMFI capabilities and strategies map within the various channels.

• Attend occasional industry association meetings and related conferences with, and as directed by, the client advisory group.

• Write and publish client meeting notes and post to SalesForce CRM system as appropriate.

• Assist with all meeting/call/conference follow ups, including entering appropriate requests in SalesForce.

• Conduct research and prepare reports/plans to support new sales initiatives.

What you will bring

• BA/BS degree (MBA/CFA candidate a plus)

• Minimum of 0-2 years of investment industry or investment sales experience

• Familiarity with fixed income securities and markets

• Effective team player; able to work with people of all levels.

• High level of self-initiative, with strong integrity and ethics

• Experienced user of SalesForce CRM, Blackrock Aladdin, and Tableau systems preferred

• Holds or is willing to obtain Series 7, Series 63, and Series 3 licenses

• Organized, detail oriented, with strong time management and active listening skills

• Reliable self-starter with ability to problem solve on their own

• Willing to travel as necessary

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

About PGIM Fixed Income

PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. With approximately 1000 employees and $821Bn assets under management, the company has offices in Newark, London, Letterkenny, Amsterdam, Munich, Zurich, Tokyo, Hong Kong, and Singapore. Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow.  

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