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Director, Planning & Analysis, Chief Investment Office (CIO)

Prudential Financial
United Statesfull_timeVerifiedPosted 2 Apr 2026
💰 $220,700/yr($147,100/yr$220,700/yr)

About the role

Job Classification:

Finance & Accounting - Finance & Accounting

We are seeking a Director, Planning & Analysis to join our Financial Reporting & Analysis team within S&P. In this role the individual will work closely with the Chief Investment Office to meet existing reporting needs, respond to new and emerging technology and data requirements and create the development of additional analytical tools. The ideal candidate will possess strong analytical, interpersonal and communications skills, and a creative approach to problem solving.

The current EWA for this position is Hybrid and requires your on-site presence 3 days per week. Your manager will provide additional details relative to days you are expected to be on-site


What you can expect:

  • Planning & Execution: Define project scope, goals, deliverables, and timelines for investment portfolio initiatives (e.g., software implementations, process improvements, data accuracy improvements). Supporting investment financial reporting needs across various lenses (i.e., risk limits, senior management results reporting, GAAP/Stat reporting).
  • Team Leadership: Assemble, coordinate, and guide cross-functional technical teams (engineers, developers, IT staff). Act as key liaison for portfolio management teams to technology teams to meet the needs of CIO.
  • Stakeholder Communication: Establish communication plans, provide regular status updates, and act as a liaison between Global Technology, Finance, and business stakeholders within CIO.
  • Risk & Quality Management: Identify, assess, and mitigate project risks; monitor progress to ensure quality standards and deadlines are met.
  • People Management: Manage and oversee 1 support staff including leadership and development.
  • Participates in and provides guidance on the creation of functional requirements and user documentation.
  • Partners with the internal business groups on requirements, functional architecture, and implementation.
  • Uses thorough knowledge of business needs to provide design support to software and application development teams.
  • Gathers and analyzes information to assist in the creation of recommendations to address business objectives that span multiple business and technology areas.
  • Serves as point of contact or subject matter authority for the business on specific systems.


What you’ll need:

  • 7-10 years of work experience in a related field
  • Bachelor’s degree in Finance, Computer Science, or related field
  • Proven project management experience with an ability to prioritize and handle multiple responsibilities under tight timeframes
  • Strong understanding of corporate finance, accounting principles, and financial analysis
  • Strong communication and interpersonal skills are necessary to engage effectively with all levels of management
  • Knowledge of investments and prior experience with investment reporting
  • Ability to collaborate and cultivate relationships across the CIO and technology teams
  • Proficient in Excel and data flow analysis
  • Possess organizational, analytical skills along with high attention to detail

What we offer you:

Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $147,100.00 to $220,700.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
  • Market competitive base salaries, with a yearly bonus potential at every level. 

  • Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 

  • 401(k) plan with company match (up to 4%). 

  • Company-funded pension plan. 

  • Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. 

  • Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.  

  • Education Benefit to he

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Company

Prudential Financial

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