Manager, Planning & Analysis - PGIM Finance (Hybrid)

Posted 10 Days Ago
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Newark, NJ
In-Office
Senior level
Financial Services
The Role
The Manager of Planning & Analysis will forecast and report on financial performance, support capital oversight, drive profitability analysis, and manage strategic initiatives and collaboration with various teams.
Summary Generated by Built In

Job Classification:

Finance & Accounting - Finance & Accounting

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 with 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 can expect

As a Manager on the Product & Marketing Finance team, you will play a critical role in supporting strategic decision-making across PGIM’s investment capabilities. Reporting to the Vice President of Planning & Analysis, you will drive financial clarity, partner with senior leaders to align financial outcomes with business strategy and help operationalize new processes. The position also involves close collaboration with our distribution and investment 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

  • Lead forecasting and performance reporting for Product & Marketing departments.

  • Support seed capital oversight, including usage, performance, hedging, and reporting.

  • Drive product profitability analysis and pricing support.

  • Manage headcount and compensation planning.

  • Develop dashboards and presentations for executive stakeholders and committees.

  • Collaborate with Product Strategy, Development, and Pricing teams to support investment capabilities.

  • Contribute to the centralized product prioritization and approval process.

  • Participate in various analysis and special projects.

  • Monitor data integrity.

  • Build strong relationships with business and finance partners.

  • Manage expectations of key constituents through frequent and prompt communication regarding status of deliverables.

  • Manage and implement strategic initiatives that drive efficiency across the team.

What you will bring

  • Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.

  • 5+ years of experience in financial planning & analysis.

  • Strong analytical skills and experience with Excel and PowerPoint.

  • Proven ability to communicate insights through executive-ready presentations.

  • Ability to thrive in a fast-paced, evolving environment with a focus on process improvement and automation.

  • Highly organized and detail-oriented, with strong time management and problem-solving abilities.

  • Strong interpersonal, communication and partnering skills.

  • High learning agility and ability to quickly adapt to new systems and technologies.

What will set you apart?

  • Asset management or financial services with a strong understanding of financial markets, investment products, and key industry concepts.

  • Experience with Power BI, Anaplan (or similar software), data visualization.

  • High degree of professionalism, excellent work ethic and solutions-oriented mindset.

  • Initiative-taking team player who takes pride in their work.

  • Enthusiasm, initiative, curiosity, and eagerness to learn.

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

What we offer you:
  • 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 help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.  

  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. 

Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.  

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. 

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. 

If you need an accommodation to complete the application process, please email [email protected]. 

 

If you are experiencing a technical issue with your application or an assessment, please email [email protected] to request assistance.

Top Skills

Anaplan
Excel
Power BI
PowerPoint
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The Company
Chicago, IL
3,593 Employees

What We Do

PGIM, the investment management business of Prudential Financial, Inc.* is a multi-manager that delivers industry-leading strategies and solutions to clients. Each business maintains its own investment process and culture, allowing for a singular focus on delivering investment returns for clients.

The PGIM businesses offer investors a wide range of investment strategies across asset classes and geographies, including public equities, public and private fixed income, commercial mortgages and real estate. Clients of PGIM can rely on superior long-term performance, risk management expertise and innovative products to help them realize a wide range of business objectives.

In addition, PGIM uses its collective knowledge and business expertise to work with public, private and non-profit sector partners to create solutions that address critical social issues that have an enduring impact.

*Prudential Financial, Inc. of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.

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