Prudential plc · 14 hours ago
Performance Analyst
Newark, NJ
Full-time
Hybrid
Entry, Mid Level
$76K/yr - $125K/yr
2+ years expPrudential is a leader in innovative funding solutions for employee benefits, and they are seeking a Performance Analyst to support the Investment Oversight Team. The role involves conducting due diligence on investment managers, monitoring investment performance, and facilitating regulatory reporting requirements.
Asset ManagementConsultingFinancial ServicesHealth CareInsurance
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
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
Prudential plc
We are Prudential. For Every Life, For Every Future.
Founded in 1848Central, Hong Kong Island, HKG
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Thomas W Myers, CLU, ChFC
Chief Executive Officer
Recent News
2025-12-04
Company data provided by crunchbase