PGIM Custom Harvest - Director, Performance Reporting (Finance)
Job Classification:
Investment Management - Investments
What you will do:
PGIM Custom Harvest is looking for a Director to focus on Investment Performance. The ideal candidate will partner closely with the portfolio management, trading, operations, and marketing teams of Custom Harvest to deliver timely and accurate investment performance data.
PGIM Custom Harvest, a division of PGIM Investments, is a pioneer in the development of tax-beneficial investment strategies using exchange-traded-funds (ETFs) for clients seeking improved after-tax outcomes. We provide full exposure to a client-selected benchmark while generating tax alpha through customized separately managed account (SMA) portfolios of ETFs. PGIM Custom Harvest manages $ 3.5 billion on behalf of a wide range of RIAs and Wealth Managers.
What you can expect:
- Perform investment composites process including account inclusions, exclusions, verify, calculation methodologies, and verifications
- Manage GIPS policies and procedures and annual GIPS verification process.
- Collect and analyze investment performance data for use in reports for financial advisors, clients, and management.
- Ensure accuracy and completeness of portfolio and benchmark performance results and monitor performance trends.
- Respond to client requests and conduct special projects analyses including portfolio attribution.
- With marketing staff, develop various performance reports for client presentations. Work with stakeholders on performance related and client reporting projects
What you will bring
- Bachelor's degree required;
- 8-10 years of investment performance and/or investment accounting experience.
- Comprehensive knowledge of investment products and performance measurement techniques.
- Ability to prioritize tasks and meet strict reporting deadlines;
- Strong analytical, problem-solving, and communication skills;
- Keen attention to detail and excellent time management skills;
- Advanced Excel skills.
What will set you apart:
- Certificate in Investment Performance Measurement (CIPM) holder or candidate
- Experience with Retail Managed Accounts
Salary Range Disclosure
The salary range for this role is from $140,000 to $170,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. 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. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations.
About PGIM Investments
PGIM Investments is a diversified distributor of asset management capabilities, with over 100 actively managed funds globally. We are dedicated to helping clients tackle their toughest investment challenges and base the foundation of our investment strategy around collaboration and innovation. Our leadership team welcomes new ideas and challenging the status-quo and are committed to developing talent for long-term success.
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 .
