Associate, Client Reporting
Core
Support process automation and data needs for standard and custom client reports, review materials, and ad-hoc requests for PGIM's Institutional, Retail, Affiliate, and Alternative clients globally.
Role type
Associate, Client Reporting (Investment Management)
Builds
Standard and custom client reports, review meeting materials, client questionnaires
Domain
Asset Management / Private Credit / Direct Lending
Deliverable
production ML models | product features | dashboards & analysis
Required skills
SQL queries, data flows and database structure understanding, Microsoft Office proficiency (Word, Excel, PowerPoint), knowledge of alternative products and services (direct lending private credit), experience with asset management systems (Wall Street Office, Aladdin, Vermilion)
Preferred skills
Experience with process automation, ability to learn new tools quickly
Technologies
Wall Street Office, Aladdin, Vermilion, SQL, Microsoft Office
Responsibilities
Partner with stakeholders to improve reporting clarity and usefulness, identify high-friction processes and lead automation initiatives, serve as liaison between Client Reporting and Technology groups, manage competing projects and issues, anticipate and mitigate reporting deadline risks, cultivate relationships with internal and external partners
Seniority
Associate (4 years experience)