Prudential Financial · 1 day ago
Senior Investment Associate, Portfolio Management
Newark, NJ
Full-time
Hybrid
Senior Level
$160K/yr - $190K/yr
7+ years expPrudential Financial is a global financial services leader, and they are seeking a Senior Investment Associate for their Global Portfolio Management team. The role focuses on managing Japanese-domiciled portfolios and involves collaboration with investment teams to develop strategies and reports that support investment decisions and performance evaluation.
Asset ManagementFinanceFinancial ExchangesFinancial ServicesHealth CareInsuranceRetirement
Responsibilities
Collaborate with a team that includes representatives from the investment staff of our foreign-domiciled insurance businesses in with creating asset liability management-focused investment policies and portfolio strategies
Support the development and implementation of annual investment plans, and periodic updates of those plans
Design and develop reports that provide critical information to senior management related to our investments and the performance of those investments
Support the development of appropriate investment strategies for each portfolio
Act as a liaison between GPM and local teams
Collaborate with local investment teams on portfolio management topics:
Asset/liability management and portfolio construction
Analytic and implementation support for new investment initiatives, transactions and product development initiatives
Monitoring, reviewing, and selection of new asset managers
Follow market developments and understand how they impact the portfolio and strategy
Research relative value opportunities from a qualitative and quantitative perspective
Prepare senior management presentations related to the investment portfolio and key initiatives
Analyze positions and ALM positioning for our USD, JPY and AUD portfolios (along with smaller portfolios in other currencies)
Evaluate new asset classes and opportunities to enhance portfolio performance and diversification
Lead and coordinate with local investment teams, Finance, Actuarial, Risk Management, Operations/ Systems, and other stakeholders in the development of portfolio analytics and reporting capabilities
Provide technical advice and support to local investment officers on portfolio management/investment issues
Evaluate product hedging requirements and related pricing considerations
Build quantitative analytic and reporting capabilities
Facilitate and support an appropriate governance process and streamlined communication in all investment-related matters back to Prudential
Support, facilitate and influence our Joint Ventures partners to establish an appropriate governance framework aligned with Prudential Operating Principles, including IPS and local Investment Committees
Represent GPM in portfolio performance review meetings, asset manager discussions, portfolio strategy meetings, and meetings focused on asset liability management. Due to time zone differences, meetings may be held in early morning or in the evening. Collaborate with affiliated and unaffiliated asset managers to understand market conditions, trends, and opportunities
Coordinate foreign currency and other portfolio transactions and risk-hedging positions on behalf of our major international insurance operations
Partner with other International Insurance functional representatives and corporate partners (e.g., Enterprise Risk Management, Corporate Actuarial, Treasury, and Finance) in addressing issues impacting Japan Operations portfolios
Other duties as assigned
Qualification
Required
7+ years of portfolio management or investment analysis experience within a financial services organization
A BS/BA degree (or demonstrated proficiency) in a highly quantitative field such as statistics, mathematics, business, engineering, economics, computer science, finance, accounting or a similar quantitative subject area
Ability to contribute to projects and initiatives as a team member, leader, or subject matter expert
A motivated, confident, curious personality and a desire to be challenged
The ability to work well both individually and as part of a team
Understanding of both US capital markets and global markets
Ability to work in a fast-paced environment while working on multiple responsibilities
High level of technical skills; including ability to develop complex data models in Excel and exposure to computer programming (Python, R, Excel, Power BI, Tableau)
Strong interpersonal skills, clear communication skills, team orientation, and the desire and ability to work with business partners of different national, cultural, and language backgrounds
Preferred
Knowledge of insurance liabilities
Business-level proficiency in Japanese
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
Prudential Financial
Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of Prudential Financial.
10001+ employees
H1B Sponsorship
Prudential Financial 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
2024 (1)
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.25BKey Investors
AM Best
2025-03-13Post Ipo Debt· $750M
2024-02-14Post Ipo Debt· $500M
2001-12-13IPO
Leadership Team
Andrew Sullivan
Chief Executive Officer
Yanela Frias
Executive Vice President & Chief Financial Officer
Recent News
2026-01-03
MarketScreener
2025-12-18
Company data provided by crunchbase