PGIM Private Alternatives-Manager, Investor Services

PGIM • Full-time • Chicago, IL, US • 3d ago

Job Classification:

Investment Management - Investment Operations

A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE

As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.

We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!

If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.

At PGIM, You Can!

What You Will Do

The Global Investor Services group partners with Portfolio Management, Business Development, Fund Operations, and other groups to provide our clients, their consultants, and prospective clients with high quality reporting & accurate and timely information and analysis that is transparent and is easy to interpret. The successful candidate will have the opportunity to grow within the organization and to learn about the alternatives industry, work closely with fund portfolio teams, and be part of a collaborative global team with direct exposure servicing global institutional investors.

The Investor Services team is a client facing team and is responsible for supporting the sales and diligence efforts, managing client and fund activities, such as client onboarding, fund reporting, and client deliverables; as well as overseeing key systems that support the sales process and client experience, such as Salesforce and InvestorFlow (client portal).

This role requires strong written and verbal communication skills in English and Spanish, as this role will be supporting our Latin America products and investors from either our Atlanta, Chicago, Miami, Newark, or New York office.

What You Can Expect

Oversee investor inquiries and deliverables across several alternative investment funds.
Serve as a “Player-Coach” while managing and training team members.
Manages client onboarding and transfers, including KYC/AML reviews and ASL verification.
Oversees our fund administrator on deliverables and the production of client deliverables.
Helps draft client communications for ad-hoc fund updates and notifications.
Resolves data discrepancies to ensure consistency and accuracy.
Analyzes our client data and identifies trends and themes for reporting to senior management.
Manage projects and initiatives to drive efficiency across the team.
Strong ability to think strategically and help develop creative solutions and enhancements to better service our clients and consultants.
Address ad-hoc requests from Investment teams and other internal partners promptly and accurately.
Ability to independently manage complex investor requests and issues, propose solutions, and coordinate across various functional groups.
Ability to lead complex transactions from start to finish, including transfers and secondary sales, collaborate with cross-functional teams and provide guidance and support to clients throughout the transfer process.
Serve as the subject matter expert and all-around resource for supporting our clients and internal stakeholders.

What You Will Bring

Bilingual in English and Spanish is a must.
Bachelor’s degree in accounting, finance, or related field
Minimum of 5-7 years of experience in client services, investor relations, or a similar function in the investment management industry.
Excellent analytical and problem-solving skills.
Strong critical thinking, attention to detail, and scrutiny of performance data and analytics
Self-starter, with strong accountability and adaptability skills, highly organized, and takes initiative with a positive attitude toward work.
Excellent communication skills and experience communicating with clients, external partners, and senior management.
Experience working across functional groups and ability to work independently and within a team.
Excellent organization, project management, and time management skills
Ability to effectively work in a fast-paced, deadline driven dynamic environment.
Strong proficiency in Microsoft Excel and experience with MS PowerPoint

What Will Set You Apart

Real Estate or other Alternative Investment experience and previous client facing responsibilities.
Power BI capabilities is a plus, adding an edge to your analytical capabilities.
We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.

Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $125,000-$135,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.

About PGIM Private Alternatives

PGIM Private Alternatives manages $319 billion gross aum/aua in private alternatives strategies across private credit, real estate, agriculture, sustainable investing, infrastructure, and private equity. These strategies are managed by PGIM Real Estate (est. 1970), PGIM Private Capital (est. 1925) and Montana Capital Partners (est. 2011).

Through our investment, financing, asset management and talent management approach, we engage in practices that ignite positive environmental and social impact, while pursuing activities that strengthen communities around the world. When you join our team, you will find yourself inspired by an inclusive company culture that believes that diversity of all kinds allows us to develop better and more innovative solutions for our clients.

What we offer you:

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.

Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.

If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.

If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

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