Manager, Planning & Analysis - Enterprise Valuation Group (Hybrid) jobs in United States
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PGIM · 5 months ago

Manager, Planning & Analysis - Enterprise Valuation Group (Hybrid)

PGIM is part of Prudential Financial, Inc., specializing in finance and accounting services. They are seeking a Manager in the Planning & Analysis for the Enterprise Valuation Group, responsible for performing critical control and validation procedures over the company’s investment portfolio and providing valuation services related to significant transactions.

Asset Management
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Culture & Values
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H1B Sponsor Likelynote

Responsibilities

Participating in the group’s focus range from optimizing liquid core assets valuation routines to maximizing transparency on illiquid, non-core assets with obstacles including unobservable inputs, operational lags, non-GAAP financials, etc
Monitoring emerging valuation topics related to GAAP/Statutory/SEC reporting requirements and serving as a subject matter expert for valuation and valuation oversight
Performing Quarter-end valuation testing and reviews
Producing regular management reports on valuation oversight
Working with the fair value reporting team to improve fair value leveling
Performing other ad hoc valuation analysis to support financial reporting and management decision making

Qualification

Financial analysisValuation principlesASC 820 knowledgeGAAP reportingInvestment analysisLeadership skillsAnalytical skillsTalent managementStakeholder engagementCommunication skillsOrganizational skillsTeam collaborationAttention to detailFlexibilityInterpersonal skillsProblem-solvingTime managementAdaptabilityCollaborationCritical thinking

Required

Undergraduate degree in Accounting, Finance, Economics or other relevant disciplines
5+ years experience in investment related financial analysis and reporting is preferred
Working knowledge of financial security valuation principles and practices
Knowledge of ASC 820 fair value leveling, measurement, and disclosures
Strong communication and interpersonal skills with an ability to interact effectively with other functions, peers, and senior managers
Reliable and accountable, with ability to work under tight time constraints
Strong organizational and analytical skills; high level of attention to details
Leadership skills and talent management awareness
Ability work with cross-functional teams and deliver technology-driven solutions to investment analysis

Preferred

Experience with accounting and financial reporting practices (GAAP and STAT) is preferred (but not mandatory), particularly in the following areas: Fair value measurement and reporting (ASC 820), Measurement of Credit Losses on Financial Instrument / CECL Current Expected Credit Loss (ASU 2016-13), Various accounting treatments for debt securities, equity securities, equity methods, and consolidation requirements, Recognition and Measurement of Financial Assets and Financial Liabilities (ASU 2016-01)
Preferring candidates with knowledge of one or more valuation concepts, including cashflow discount models, yield curve analysis, enterprise value models using sales or earnings multiples, sum of the parts (SOTP) business valuation methods
Candidates with proficiency in investment analytics and data analysis are highly preferred
Experience with one or more programming and investment tools such as Python, SQL, Tableau, Power BI, Cognos, R, Matlab, Capital IQ, Bloomberg, Intex are desired but not mandatory

Benefits

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.

Company

PGIM is a money manager whose clients rely on their risk management expertise, intellectual capital, and innovative solutions. It is a sub-organization of Prudential Financial.

H1B Sponsorship

PGIM has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (12)
2023 (8)
2022 (8)
2021 (7)
2020 (14)

Funding

Current Stage
Late Stage

Leadership Team

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Jakob Wilhelmus
Director, Thematic Research
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Company data provided by crunchbase