PGIM · 2 weeks ago
Director, Planning & Analysis - PGIM Finance (Hybrid)
Newark, NJ
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expPGIM is the Global Asset Management business of Prudential, dedicated to improving financial services. The Director on the Institutional Client Group Finance team will support strategic decision-making, operationalize processes, and partner with senior leaders to align financial outcomes with business strategy.
Asset Management
Responsibilities
Lead global budgeting, forecasting, and expense management/controllership for PGIM’s Institutional Client Group (ICG)
Key advisor to ICG senior leadership, translating financial insights into actionable strategies that drive PGIM’s growth
Develop dashboards/presentations and produce KPI metrics reporting for executive stakeholders and monthly committee updates
Collaborate with the Product and Marketing teams on new product development, prioritization, launch, and post-launch lookback
Conduct ICG distribution profitability analytics
Liaise with Investment Capabilities (IC) teams regarding pipeline and business-at-risk to determine flow forecasts
Produce consolidated flow reporting and share Investment Capabilities-specific reports with IC Finance leads
Prepare and maintain the ICG income statement for cross-platform capability
Manage headcount/compensation planning and complete incentive plan/bonus roll forward and scenario modeling
Manage/implement strategic initiatives and drive efficiencies, process improvements, and enhancements across the team
Deliver functional and ad hoc reporting/analytics and respond to special requests for cross-platform capability
Participate in various analysis and special projects
Provide support for M&A activities
Participate in industry surveys (e.g., McKinsey Survey)
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred
10+ years of experience in financial planning & analysis
Strong analytical skills and experience with Excel, Power BI, PowerPoint, and Anaplan
Proven ability to communicate insights through executive-ready presentations
Ability to thrive in a fast-paced, evolving environment with a focus on process improvement and automation
Detail-oriented with strong time-management and problem-solving abilities
Strong interpersonal, communication, and partnering skills
High learning agility and ability to quickly adapt to new systems and technologies
High degree of professionalism, excellent work ethic, and solutions-oriented mindset
Self-motivated team player who takes pride in their work
Enthusiasm, initiative, curiosity, and eagerness to learn
Experience in asset management or financial services with a strong understanding of financial markets and investment products
Ability to work with confidential information and maintain high ethical standards
Preferred
MBA or CFA preferred
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.
1001-5000 employees
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 StageLeadership Team
Jakob Wilhelmus
Director, Thematic Research
Recent News
Private Equity Wire
2026-01-23
2026-01-22
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