PGIM Private Capital - Investment Analyst (San Francisco or Los Angeles)

Posted 17 Days Ago
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San Francisco, CA
Junior
Financial Services
The Role
The Investment Analyst will engage in industry and company research, financial modeling, and credit analysis, while also supporting transaction due diligence, portfolio monitoring, and preparing investment recommendations and marketing materials in a dynamic team environment.
Summary Generated by Built In

Job Classification:

Investment Management - Investments

The PGIM Private Capital business provides long-term, patient capital to middle-market companies engaged in buyout transactions, refinancings, recapitalizations, growth investments and more. We serve as a resource to clients over the course of the partnership. This capital is provided through either private placements, senior secured loans, and mezzanine financings. A private placement issuance is a way for institutional investors to lend in a similar fashion as banks, with a “buy-and-hold” approach, and with no required trading or public disclosures. Senior secured loans present options for businesses to acquire growth capital outside the traditional bank-lending process, while providing lenders top of the capital structure status. Mezzanine finance is subordinate to senior debt and does not usually require any amortization prior to maturity.

What you can expect

  • Challenging and interesting work – we are one the largest investors in the private capital markets
  • Formal structured training alongside on the job training
  • Foundational, broadly applicable training on how to better understand companies and industries
  • Being a part of a large, vibrant and diverse cohort of Analyst Program peers across the globe
  • Direct, daily partnership with senior level investment professionals on small teams
  • A collaborative and collegial team environment where your contributions have a major impact
  • Exposure to a broad range of industries including manufacturing, service, distribution, consumer products and financials
  • Direct exposure to senior executives at portfolio and prospect companies
  • A fast-paced learning environment while maintaining a balanced life
  • The Investment Analyst can be based on either San Francisco or Los Angeles

Day to Day Analyst Responsibilities

  • Industry and company research
  • Financial modeling and credit analysis
  • Writing investment recommendations
  • Communication with portfolio companies
  • Transaction and due diligence support
  • Portfolio and credit monitoring
  • Preparation of marketing materials and special projects

Qualifications

  • 1-2 years of experience in either investment banking or corporate finance
  • Bachelor’s degree in accounting or finance, with a strong record of academic achievement.
  • Excellent analytical, writing, communication and interpersonal skills
  • Participation in the Chartered Financial Analysts ® (CFA) program
  • Successful candidates must possess US employment authorization to be eligible for consideration. Prudential does not provide visa sponsorship for this position.

About PGIM Private Capital

At PGIM Private Capital, expertise, analysis, and experience drive everything we do. We strategically target select global markets to offer unique deal flow to investors and prospective issuers. Our team is comprised of bright, focused professionals who collaborate at all levels to manage originations and a private debt portfolio across investment grade, high yield and mezzanine investments. We invest in the potential of our employees by offering them large-scope, small-team emphasis on collaboration, and commitment to a healthy balance between a professional and personal life. We challenge you as an individual so you can make real contributions while you grow your capabilities.

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 on 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 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.

The Company
Chicago, IL
3,593 Employees
On-site Workplace

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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