Associate Manager, Investor Services
The Global Asset Management business of Prudential is seeking a motivated and detail-oriented Associate Manager, Investor Services to join our team.
This role provides an opportunity to gain experience in a myriad of areas in support of PGIM's commitment to provide best-in-class investor services.
* Key Responsibilities:
* Manage investor inquiries and deliverables across several alternative investment funds.
* Manage client onboarding and transfers, including KYC/AML reviews and ASL verification.
* Partner with our fund administrator on TA services and the production of client deliverables.
* Review performance reports, client statements, notices, and data requests for completion and accuracy.
* Identify and reconcile data discrepancies to ensure consistency and accuracy.
* Serve as a data steward for firm and fund data requests and coordinate with the Data Governance team.
* Manage the investor portal and serve as a subject matter expert on the portal administration.
* Coordinate projects and initiatives to drive efficiency across the team.
* Track, oversee, and validate the third-party administrator's quarterly key performance indicator (KPI) for Senior Management reporting.
* Address ad-hoc requests from Investment teams and other internal partners promptly and accurately.
* Train and develop new team members.
Requirements
* Bachelor's degree in accounting, finance, or related field.
* Minimum of 3-5 years of experience in client services, portfolio analytics 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.
* Flexibility to work overtime if necessary.
* Strong proficiency in Microsoft Excel and experience with MS PowerPoint.
Preferred Qualifications
* Real Estate or Alternative Investment experience; previous client-facing responsibilities.
* Advanced data analytical skills and Excel skills; Power BI capabilities are a plus, adding an edge to your analytical capabilities.
What We Offer
* Health Insurance: PGIM Ireland partners with Laya and BUPA to provide health insurance schemes that cover eligible employees day-to-day medical and hospital expenses.
* Annual Leave: 23 days at full pay.
* Pension Scheme: Members of the scheme can contribute up to 8% of salary per annum and PGIM Ireland matches contributions up to 8% of salary. Members can also make voluntary contributions to the scheme.
* Annual Bonus Programme & Shop LK Vouchers: Along with an annual bonus, employees are rewarded with Shop LK vouchers which are paid tax-free.
* Life Assurance: fully paid by PGIM Ireland, employees are covered from their start date and beneficiaries are provided with a lump sum of four times an employee's salary.
* Education Assistance: PGIM Ireland has an Education Assistance Programme that reimburses eligible employees for furthering their education.