PGIM - Associate, North American Distribution
Core
Associate supporting senior sales professionals in developing new relationships, deepening existing ones, and raising capital for PGIM's investment platform across North America.
Role type
Associate, North American Distribution (Investment Management)
Builds
Investor partnerships and capital raising for public and private market strategies
Domain
Asset Management / Institutional Investment
Deliverable
client delivery
Required skills
Salesforce, eVestment, Preqin, With Intelligence, Microsoft Excel, Microsoft PowerPoint, competitive analysis, RFP/RFI/DDQ coordination, CRM data management
Preferred skills
FINRA Series 7, 63, NFA Series 3, CFA/CAIA designation progress
Technologies
Salesforce, eVestment, Seismic, With Intelligence, FinSearches, Preqin
Responsibilities
Support senior sales professionals in covering territories and client segments; prepare for and attend prospect and client meetings; partner with sales and investment teams to identify prospects and prepare analyses; respond to client, prospect, and consultant inquiries; coordinate responses to RFPs, RFIs, and DDQs; conduct research and competitive analysis on institutional investors and industry developments; maintain accurate CRM data.
Seniority
Mid-level (3-5 years experience)