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PGIM Private Alternatives – Senior Associate – Business Development
| Company | Prudential Financial |
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| Location | San Francisco, CA, USA |
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| Salary | $165000 – $225000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s, MBA |
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| Experience Level | Senior |
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Requirements
- Bachelor’s degree and a minimum of 5 years’ experience in private markets investment or institutional sales
- Excellent communication and project management skills
- Willingness to travel frequently for client meetings
- Series 7 and 63 FINRA licenses (or willingness to obtain immediately upon hiring)
Responsibilities
- Actively participate in existing client meetings and prospect sales pitches; oversee due diligence and client onboarding process
- Maintain consultative discussions with clients, acting as a strategic advisor and communicating PGIM’s product offerings
- Work closely with the head of the U.S. West and Mountain West region to create and execute a business plan to target institutional clients and consultants
- Collaborate with investment professionals to provide insights from investor discussions and contribute to product development
- Maintain and manage client communication databases
- Partner with Investor Services team to oversee the distribution of client communications and portfolio reports to clients and prospects
- Contribute to the development and production of client materials, including but not limited to pitch books, RFPs and RFI’s as well as the coordination of client events
- Assist with a variety of special projects
Preferred Qualifications
- MBA and/or CFA
- Proactive, self-starter with strong judgment and attention to detail
- Outstanding customer service and relationship-building skills
- Ability to multitask and work collaboratively within a team
- Positive, “can-do” attitude with discretion in handling confidential information
- High integrity and ethical standards
