Investment Analyst
| Company | Prudential Financial |
|---|---|
| Location | Newark, NJ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- 3+ years investment (asset, portfolio, and/or risk) management experience or financial services experience; preferably a minimum of two years conducting due diligence for a variety of alternative and/or traditional.
- Investment manager risk management or due diligence experience.
- Experience working with actuaries and/or counsel.
- Bachelor’s degree, preferably in finance, accounting, mathematics or engineering.
- CFA designation a plus.
- Advanced excel skills; coding knowledge preferred.
- Be both process- and detail-oriented with the ability to prioritize multiple responsibilities under tight deadlines; unwavering ethical compass.
- Ability to travel, including international, will be required but no more than 25% excluding regional day trips such as NYC.
Responsibilities
- Review managers’ documentation, including but not limited to, offering memorandums, financial statements, regulatory filings, marketing materials, due diligence questionnaires, valuation policies and compliance policies and procedures, and document findings.
- Research asset manager strategies and performance across fixed income, public equity, private equity, public & private credit, real estate, and hedge funds.
- Conduct regular reviews, calls, and visits with investment managers.
- Assist with creation of materials including memos and presentations to be presented to the Investment Oversight Committee for approval.
- Support reporting and presentation materials for delivery to the Investment Committee of the Board of Directors on the performance of the Plans.
- Support investment vice presidents on the development of quantitative risk analyses of the Plans and on asset strategy to fund all anticipated liability streams (pension, welfare).
- Serve on Advisory Boards as needed to gain insights and proactively address potential issues.
- Attend industry conferences to gather performance information and conduct research.
- Day to day funding authorizations and other administrative tasks in conjunction with support staff.
- Assist investment vice presidents and CIO in Department of Labor and other regulatory compliance issues.
- Review and assess the operations, internal controls and platform-specific risks of traditional and alternative investment managers.
Preferred Qualifications
- CFA designation a plus.