Planning & Analysis Associate - PGIM Finance (Hybrid)

Job Classification:

Finance & Accounting - Finance & Accounting

As the Global Asset Management business of Prudential, PGIM is committed to improving financial services and making a meaningful impact by solving financial challenges in an ever-changing world.

We believe talent is key to achieving our vision and are intentional about building a culture of respect, collaboration, and innovation.

At PGIM, you will unlock a motivating and impactful career while growing your skills and advancing your profession at one of the world’s leading global asset managers.

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

At PGIM, You Can!

What you can expect

As a Senior Planning & Analysis Associate on the Institutional Client Group (ICG) Finance team, you will play a critical role in supporting strategic decision-making across PGIM’s investment capabilities. Reporting to the Director of Planning & Analysis, you will help operationalize new processes, drive financial clarity, and partner with senior leaders to align financial outcomes with business strategy. The position also involves close collaboration with our product/marketing and investment capabilities’ finance teams. This role is based in Newark, New Jersey, where the team follows a hybrid schedule, working on-site three days per week.

Please note: As this team is newly established, specific responsibilities may evolve over time. We are seeking candidates who are adaptable and comfortable working in a dynamic and fluid environment as we build and refine processes to support strategic initiatives.

The current employee work arrangement for this position is Hybrid and requires your on-site presence on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site.

What You Will Do

• Support global budgeting, forecasting, and expense management/controllership for PGIM’s Institutional Client Group (ICG), assisting in the preparation and review of financial models and reports.

• Support headcount and compensation planning, including incentive plan modeling and scenario analysis under guidance from senior team members.

• Maintain and update the ICG income statement and other financial documents, ensuring cross-platform consistency and compliance.

• Assist in preparing financial insights and reports for senior leadership, ensuring data accuracy and actionable recommendations.

• Prepare and analyze KPI metrics and dashboards for monthly committee updates and executive presentations.

• Deliver functional and ad hoc reporting/analytics, responding to special requests and supporting cross-platform capability as needed.

• Contribute to the development and standardization of reporting templates, leveraging tools such as Excel, Power BI, and Anaplan

• Collaborate with the Product and Marketing teams to gather and synthesize relevant financial data.

• Coordinate with Investment Capabilities teams to collect pipeline data and business-at-risk information, contributing to flow forecasts and consolidated reporting.

• Assist in preparing consolidated flow reporting and sharing Investment Capabilities-specific reports with IC Finance leads.

• Support product and distribution profitability analytics by collecting and analyzing financial data.

• Participate in process improvement initiatives, identifying opportunities for automation and efficiency within reporting and analytics workflows.

• Assist with special projects and analysis, contributing to team deliverables and supporting strategic initiatives across Finance.

• Assist with M&A activities, providing financial analysis and documentation support as required.

• Participate in industry surveys, providing data and analysis as needed.

What You Will Bring

• Bachelor’s degree in Finance, Economics, or related field.

• In pursuit of advanced degree and/or relevant certification (MBA, CPA, or CFA is a plus).

• 1 to 2 years of experience in financial planning & analysis or a related finance role.

• Experience in asset management or financial services with a strong interest in financial markets and investment products.

• Strong Excel and PowerPoint skills; experience with financial modeling and the ability to manipulate large data sets and create financial models.

• Experience with data visualization tools such as Tableau, Anap