PGIM - Associate, SMA Investment Operations
Core
End-to-end operational oversight for the Separately Managed Account (SMA) platform, ensuring accurate execution of daily, periodic, and annual processes including billing, onboarding, and reporting.
Role type
Associate Investment Operations Specialist (SMA)
Builds
Operational workflows, billing reports, client documentation, and data integrity for tax-efficient ETF portfolios.
Domain
Asset Management / Investment Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Investment operations experience, analytical problem-solving, Excel proficiency, multi-priority management, cross-functional communication
Preferred skills
Reporting tools familiarity
Technologies
Proxy Edge, LPL, Raymond James, Goldman Sachs systems
Responsibilities
Support daily SMA operational workflows including account onboarding, maintenance, and funding; Manage billing lifecycle and revenue reconciliation; Coordinate new client agreements and RIA documentation; Oversee daily operational tasks like account terminations, corporate actions, and data integrity reviews; Produce trade files and operational reports; Perform periodic process reviews for frozen accounts and terminations.
Seniority
Mid-level, hands-on IC
