Senior Investment Product Analyst in Newark, New Jersey | DiversityInc Careers
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Senior Investment Product Analyst

About the position

PGIM, the global investment management businesses of Prudential Financial, Inc., is one of the world’s leading money managers. With offices in 16 countries and over $1 trillion in assets under management, clients rely on our risk management expertise, intellectual capital and creative solutions to realize their investment objectives. We are passionate about delivering investment returns for our clients and dedicated to our greatest asset – our people. Do you want to be part of a multi-manager model that enables each business to maintain its own investment culture? Learn more about who we are and how we can work together. At PGIM Investments, we consider it a great privilege and responsibility to help investors participate in opportunities across the global markets while meeting their toughest investment challenges. We offer a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles, with over $95 billion in assets under management. The Mutual Fund Product Management & Investment Analytics team at PGIM Investments, Prudential's proprietary mutual funds and separate accounts business, has an opening for an Investment Product Competitor Analyst (covering QMA, Real Estate/ and serves as a back-up for PGIM Fixed Income). This position reports to the VP, Investment Analytics and will primarily deliver proactive product content, competitive analysis, and research to assist Sales and Marketing in effectively positioning PGIM's equity mutual funds within various distribution channels to increase sales and market share. Specific responsibilities for this position include, but are not limited to:
  • Analyze PGIM’s equity mutual fund/separate account offerings and compare to competing offerings on third-party platforms in order to develop favorable positioning strategies
  • Develop strong understanding of competitor funds/managed accounts
  • Generate analytical data to support positioning recommendations
  • Evaluate and recommend optimal products to emphasize on target platforms to earn platform placement
  • Assist Marketing with any analytical support in generating sales ideas and marketing materials
  • Read industry publications and communicate pertinent industry issues and competitive intelligence to the sales force
  • Develop and maintain strong working relationship with Sales, Investment Managers, Marketing and Product Managers
  • Proactively assist National Accounts with competitive analysis and analytical support with the goal of gaining access to key platforms
  • Conducting product presentations
  • Educate sales force on how products can be most effectively positioned in a particular competitive environment
Qualifications Essential Skills and experience required:
  • Investment management experience, or strong understanding of financial markets, investment concepts, styles and issues; must be able to communicate effectively on investment issues
  • Manager due diligence analysis
  • Candidates must have significant knowledge of mutual fund strategies, returns-based performance evaluation methods, as well as experience interpreting the results of investment performance and attribution
  • Must understand mutual fund and managed account platform due diligence/research processes, and be able to effectively communicate with and work with the Prudential Investments sales/marketing team
  • Candidate must have strong knowledge and ability to explain and communicate investment concepts and MPT statistics
  • Strong analytical capabilities with strong attention to detail
  • Team player with excellent interpersonal skills; must be able to establish and maintain effective, cooperative working relationships with all departments and organizational levels
  • Self-directed; must be comfortable with establishing objectives, then working independently to achieve them, seeking manager’s input as needed
  • Must be capable of effectively representing Prudential at corporate, client, and industry functions
  • Series 7 license preferred; must be capable of obtaining licensing within 120 days if not currently held
  • Must have the ability to handle multiple projects simultaneously, and complete projects on a timely basis
  • Strong PC skills (including general software and industry databases such as Excel, PowerPoint, Word, MPI Stylus, Morningstar Direct and/or Morningstar Advisor Work Station, PSN, Bloomberg, preferred)
  • An undergraduate degree and 3 years of mutual fund/managed account industry experience
  • CIMA, CFP, MBA, CFA or other professional qualification preferred
  • Top notch written communication and oral presentation skills
  • Some travel may be required

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand.

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

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at for more information about doing business with Prudential.