Planning & Analysis Associate - PGIM Finance (Hybrid)

Senior Planning & Analysis Associate

As a Senior Planning & Analysis Associate on the Institutional Client Group (ICG) Finance team, you will play a critical role in supporting strategic decision-making across PGIM's investment capabilities. Reporting to the Director of Planning & Analysis, you will help operationalize new processes, drive financial clarity, and partner with senior leaders to align financial outcomes with business strategy. The position also involves close collaboration with our product / marketing and investment capabilities' finance teams. This role is based in Newark, New Jersey, where the team follows a hybrid schedule, working on-site three days per week.

Please note : As this team is newly established, specific responsibilities may evolve over time. We are seeking candidates who are adaptable and comfortable working in a dynamic and fluid environment as we build and refine processes to support strategic initiatives.

What You Will Do

• Support global budgeting, forecasting, and expense management for PGIM's Institutional Client Group (ICG), assisting in the preparation and review of financial models and reports.
• Support headcount and compensation planning, including incentive plan modeling and scenario analysis under guidance from senior team members.
• Maintain and update the ICG income statement and other financial documents, ensuring cross-platform consistency and compliance.
• Assist in preparing financial insights and reports for senior leadership, ensuring data accuracy and actionable recommendations.
• Prepare and analyze KPI metrics and dashboards for monthly committee updates and executive presentations.
• Deliver functional and ad hoc reporting / analytics, responding to special requests and supporting cross-platform capability as needed.
• Contribute to the development and standardization of reporting templates, leveraging tools such as Excel, Power BI, and Anaplan.
• Collaborate with the Product and Marketing teams to gather and synthesize relevant financial data.
• Coordinate with Investment Capabilities teams to collect pipeline data and business-at-risk information, contributing to flow forecasts and consolidated reporting.
• Assist in preparing consolidated flow reporting and sharing Investment Capabilities-specific reports with IC Finance leads.
• Support product and distribution profitability analytics by collecting and analyzing financial data.
• Participate in process improvement initiatives, identifying opportunities for automation and efficiency within reporting and analytics workflows.
• Assist with special projects and analysis, contributing to team deliverables and supporting strategic initiatives across Finance.
• Assist with M&A activities, providing financial analysis and documentation support as required.
• Participate in industry surveys, providing data and analysis as needed.

What You Will Bring

Join Us

PGIM welcomes all applicants, even if you do not meet every requirement. If your skills align with the role, we encourage you to apply.

What We Offer You

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.