PGIM ยท 2 months ago
PGIM - Associate Manager, Onboarding
PGIM is the diversified asset management business of Prudential Financial, Inc., and they are seeking an Associate Manager for their Client Onboarding and Trading Documentation Group. The role involves leading the client onboarding process, managing documentation, and ensuring compliance while collaborating with various internal teams.
Asset Management
Responsibilities
Facilitate the institutional client onboarding process
Ensure timely and accurate communications and status updates regarding institutional client onboardings
Provide support with respect to changes in client status, name changes, transfer in kinds and client terminations
Support fund investor subscription and redemption activities including the handling of subscription & adoption agreements for fund investors
Support responses to client inquiries regarding institutional client agreements and derivative regulatory status
Support RFP inquiries related to client agreements and onboarding documentation
Maintain & share certain client information via IHS Markit and other approved platforms
Assess opportunities to improve operational efficiencies on an on-going basis
Resolve and escalate issues proactively and in a timely manner
Manage competing priorities
Maintain a robust control environment and ensure compliance with onboarding processes
Cultivate relationships with internal and external partners and service providers
Support and/or lead projects and/or strategic initiatives
Support ad-hoc duties as assigned
Qualification
Required
3-5 years of experience in asset management or capital markets
Knowledge of various investment products and institutional client types
Strong analytical skills, project management skills, and a proven ability to improve established processes
Must be team-oriented, with the ability to develop and cultivate working relationships, while being proactive and self-motivated to ensure deadlines are met
Strong customer service skills
Undergraduate degree
Excellent organization, communication (oral and written), and time management skills
Must be able to operate in a stressful, deadline driven environment while still maintaining strong attention to detail and ability to prioritize issues appropriately
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
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 StageRecent News
Private Banker International
2026-01-16
2026-01-16
2026-01-16
Company data provided by crunchbase