PGIM - Analyst, Portfolio Management (Credit)

Posted 5 Days Ago
Be an Early Applicant
Dallas, TX, USA
In-Office
80K-85K Annually
Entry level
Financial Services
The Role
The Analyst supports portfolio monitoring and reporting, collaborates with teams, and improves process efficiencies using AI and technology.
Summary Generated by Built In

Job Classification:

Investment Management - Investments

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 an Analyst on the Portfolio Management team, you will support day-to-day portfolio monitoring and reporting for a large, diversified portfolio of private credit investments. You will combine strong analytical fundamentals with modern technology to improve speed, consistency, and insight across a global portfolio spanning industries like renewable energy, consumer goods, and financial services. This role is uniquely positioned to collaborate with many other areas of our business (Underwriting, Capital Markets, Information Technology and AI Enablement, Operations, Investor Relations) while developing critical credit analysis and financial modeling skills.

This is a hybrid position based in our Dallas, TX office, with in-office collaboration three days each week.

What you will do

  • Support ongoing portfolio monitoring activities, including financial model updates, covenant compliance verification, and periodic performance reviews.
  • Prepare recurring portfolio updates and monitoring reports with accurate data and clear analytical narrative.
  • Track early indicators of underperformance. Support timely escalation and modifications as issues emerge.
  • Build and maintain benchmarking and comparative analyses used in portfolio monitoring and reporting.
  • Maintain complete and accurate records. Help improve data quality and reduce manual rework by identifying recurring gaps, proposing process fixes, and supporting automation efforts.
  • Support experiments and pilots that apply AI to portfolio reporting, thematic analysis, and exception detection. Use AI tools to accelerate drafting and summarization from source materials, while applying judgment and quality checks to ensure accuracy.
  • Collaborate with Portfolio Management team members and partner teams to ensure smooth portfolio workflows and clear ownership of required inputs

What you will bring

  • Bachelor’s degree with 0–2 years of relevant experience (finance, accounting, portfolio monitoring, restructuring advisory, banking, credit, power and project finance, data technology or adjacent analytical roles)
  • Strong financial analysis capabilities, including proficiency in interpreting financial statements and evaluating business risks.
  • Proficiency in Microsoft Excel, PowerPoint, Word.
  • Comfort learning and applying new technology tools with demonstrated interest in AI and automation.
  • Excellent written and verbal communication skills, with the ability to synthesize complex information. Highly analytical, detail-oriented, and intellectually curious.
  • Self-starter with the ability to manage multiple workstreams and meet tight deadlines without sacrificing quality or controls.

What will set you apart

  • Participation in the Chartered Financial Analyst® (CFA) program is a plus.
  • Fluency in one or more of the following languages is a plus: Spanish, German, French, Italian.

#LI-Hybrid

#LI-SC1

Note: Prudential is required by state-specific laws to include the salary range for this role when hiring a resident in applicable locations. The base salary range for this role is from $80,000 to $85,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. 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.

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.

Skills Required

  • Bachelor's degree with 0-2 years of relevant experience
  • Strong financial analysis capabilities
  • Proficiency in Microsoft Excel, PowerPoint, Word
  • Excellent written and verbal communication skills
  • Comfort learning and applying new technology tools

PGIM Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PGIM and has not been reviewed or approved by PGIM.

  • Healthcare Strength Health coverage includes comprehensive medical, dental, and vision options, complemented by behavioral health programs and wellness reimbursements. On-site fitness centers and health coaching further support physical and mental well-being.
  • Retirement Support Retirement programs feature a 401(k) with company match and a company-funded pension, with access to an employee stock purchase program. Student loan repayment assistance and savings plans add to long-term financial support.
  • Wellbeing & Lifestyle Benefits Work-life balance is reinforced by flexible/hybrid work options, paid holidays and sick allowances, and amenities like gym access, free parking, and an affordable cafeteria in some locations. Tuition reimbursement, commuter benefits, and broad work/life resources extend lifestyle support.

PGIM Insights

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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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