PGIM Real Estate Senior Investment Operations Specialist jobs in United States
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PGIM · 3 days ago

PGIM Real Estate Senior Investment Operations Specialist

PGIM is the Global Asset Management business of Prudential, dedicated to improving financial services and making a meaningful impact. The Senior Investment Operations Specialist will be responsible for investor reporting, investment accounting functions, and streamlining operational processes within the Loan Reporting and Operations division.

Asset Management
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Culture & Values
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H1B Sponsor Likelynote

Responsibilities

Facilitate the receipt, disbursement, and reconciliation of borrower funds during a loan's pre-funding and funding period, working closely with investor/fund administrator, trade management and treasury teams
Prepare daily and periodic investment reports, including but not limited to valuations, investor remittance files and other financial statements while coordinating with both internal and external parties related to reporting
Work very closely with all Loan Services’ operational groups and the Data Integrity Team to communicate, research and resolve daily data transmission and feed issues
Review bank account reconciliations, investor files and wire transfers for accuracy
Interpreting investment management & servicing agreements, regulations, standard operating procedures and loan documents to ensure accounting and reporting requirements are being met. Prepare applicable journal entries based on reconciliations
Participate in new investor meetings and be involved with creating/outlining project plans, working very closely with high profile global investors and funds
Assist in identifying efficiencies, including process automation of reporting and data feeds, writing project plans and taking the lead in execution of the plans
Assist with RegAB, SOC1, SOX and other internal and external audits

Qualification

Investment AccountingInvestor ReportingData IntegrityMicrosoft ExcelSQLProblem-SolvingCustomer ServiceOrganizational SkillsCommunication SkillsInterpersonal Skills

Required

Minimum 2 Years of Accounting or Finance experience is required, preferably in Fixed Income
Must possess strong organizational skills and high-level attention to detail
Ability to multitask, and prioritize work based on established deadlines
Exceptional Microsoft Office skills (Excel, Word)
Basic understanding of database and data structures is required
Strong written and verbal communication skills
Strong analytical and problem-solving skills
Must be able to work independently as well as effectively collaborate in a team
Excellent interpersonal and customer service skills are essential

Preferred

Bachelor's Degree in Finance, Real Estate or Accounting is preferred
PowerBI, and Microsoft SQL preferred
Knowledge of Accounting Information Systems and SQL experience is a plus

Benefits

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