Performance Analyst jobs in United States
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PGIM · 11 hours ago

Performance Analyst

PGIM is a leading investment management firm that offers innovative funding solutions for employers. The Performance Analyst will assist the Investment Oversight Team in maintaining the investment platform, conducting due diligence, monitoring performance, and facilitating regulatory reporting requirements.

Asset Management
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Culture & Values
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H1B Sponsor Likelynote

Responsibilities

Assist in conducting due diligence on new and existing investment managers and investment strategies
Developing an understanding of investment guidelines and ongoing maintenance of guidelines
Monitoring investment performance
Monitoring compliance with investment guidelines and IRC Section 817(h) diversification requirements
Facilitating quarterly portfolio reviews with clients and internal committees
Developing an understanding of stable value documents and assist in the oversight of various triggers. Regular communication with internal and external wrap providers
Facilitating regulatory reporting requirements such as Form ADV, Form PF, and NFA Fillings
Reviewing BASEL III reporting for bank clients
Assisting in PBF’s separate account fillings
Assisting with investment-related reporting and communications for clients, brokers and investment managers

Qualification

Investment analysisFinancial knowledgeMS ExcelSeries 6Series 63Life Insurance LicenseInvestmentsVerbal communicationWritten communicationCross-functional collaboration

Required

Bachelor's degree in finance or other related business discipline is required
Minimum 2 years' experience in investments, life insurance, or another related role is required
Demonstrated ability to grasp complex concepts and employ financial knowledge and investment related skills
Demonstrated ability to work cross-functionally to achieve goals
Excellent verbal and written communication skills
Willing and able to travel as needed
Proficiency in MS excel required

Preferred

Series 6, Series 63 and/or Health and Life Insurance License desired, or ability to obtain
Basic understanding of separately managed accounts, mutual funds and alternative investments is 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 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