Support ongoing portfolio monitoring activities, including financial model updates, covenant compliance verification, and periodic performance reviews.
Prepare recurring portfolio updates and monitoring reports with accurate data and clear analytical narrative.
Track early indicators of underperformance. Support timely escalation and modifications as issues emerge.
PGIM - Analyst, Portfolio Management (Credit) at Pru
Build and maintain benchmarking and comparative analyses used in portfolio monitoring and reporting.
Maintain complete and accurate records. Help improve data quality and reduce manual rework by identifying recurring gaps, proposing process fixes, and supporting automation efforts.
Support experiments and pilots that apply AI to portfolio reporting, thematic analysis, and exception detection. Use AI tools to accelerate drafting and summarization from source materials, while applying judgment and quality checks to ensure accuracy.
Collaborate with Portfolio Management team members and partner teams to ensure smooth portfolio workflows and clear ownership of required inputs
Requirements
Bachelor's degree with 0-2 years of relevant experience (finance, accounting, portfolio monitoring, restructuring advisory, banking, credit, power and project finance, data technology or adjacent analytical roles)
Strong financial analysis capabilities, including proficiency in interpreting financial statements and evaluating business risks.
Proficiency in Microsoft Excel, PowerPoint, Word.
Comfort learning and applying new technology tools with demonstrated interest in AI and automation.
Excellent written and verbal communication skills, with the ability to synthesize complex information. Highly analytical, detail-oriented, and intellectually curious.
Self-starter with the ability to manage multiple workstreams and meet tight deadlines without sacrificing quality or controls.
What will set you apart
Participation in the Chartered Financial Analyst® (CFA) program is a plus.
Fluency in one or more of the following languages is a plus: Spanish, German, French, Italian.
#LI-Hybrid
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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, educatio
Benefits
Dental insuranceVision insurance401(k)Paid time offPerformance bonusParental leave
Additional Information
Job Classification:
Investment Management - Investments
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 with 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 can expect
As an Analyst on the Portfolio Management team, you will support day-to-day portfolio monitoring and reporting for a large, diversified portfolio of private credit investments. You will combine strong analytical fundamentals with modern technology to improve speed, consistency, and insight across a global portfolio spanning industries like renewable energy, consumer goods, and financial services. This role is uniquely positioned to collaborate with many other areas of our business (Underwriting, Capital Markets, Information Technology and AI Enablement, Operations, Investor Relations) while developing critical credit analysis and financial modeling skills.
This is a hybrid position based in our Dallas, TX office, with in-office collaboration three days each week.
Pru · Dallas, TX