Associate Manager, Investor Services
2 weeks ago
A GLOBAL LEADING ASSET MANAGER WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we're dedicated to improving financial services. We aim to make a meaningful impact by touching the lives of millions and solving financial challenges in an ever-changing world.
We believe talent is key to our success and foster a culture built on respect and collaboration. Joining PGIM offers a motivating and impactful career, opportunities for skill growth, and professional advancement at one of the world's leading asset managers.
If you're not afraid to think differently and challenge the status quo, join our committed team that invests in your future by shaping tomorrow today.
What you will do- Manage investor inquiries and deliverables across multiple alternative investment funds.
- Oversee client onboarding, including KYC/AML reviews and ASL verification.
- Collaborate with fund administrators on TA services and client deliverables.
- Review performance reports, client statements, notices, and data requests for accuracy.
- Identify and reconcile data discrepancies to ensure data integrity.
- Act as a data steward for firm and fund data requests, coordinating with Data Governance.
- Manage the investor portal and serve as the subject matter expert.
- Coordinate projects to improve team efficiency.
- Monitor and report on third-party administrator KPIs for senior management.
- Respond promptly to ad-hoc requests from investment teams and internal partners.
- Train and mentor new team members.
- Bachelor's degree in accounting, finance, or related field.
- 3-5 years of experience in client services, portfolio analytics, or similar in investment management.
- Strong analytical, problem-solving, and critical thinking skills.
- Attention to detail and accuracy in data analysis.
- Self-motivated, accountable, adaptable, organized, and proactive.
- Excellent communication skills for interacting with clients, partners, and management.
- Ability to work independently and collaboratively across functions.
- Strong organizational, project management, and time management skills.
- Ability to thrive in a fast-paced, deadline-driven environment.
- Flexibility to work overtime if needed.
- Proficiency in Microsoft Excel and experience with MS PowerPoint.
- Experience in Real Estate or Alternative Investments, with client-facing responsibilities.
- Advanced data analysis skills; Power BI knowledge is a plus.
- PGIM encourages all qualified applicants, even if you don't meet every requirement.
- Health insurance coverage through Laya and BUPA.
- 23 days of paid annual leave.
- Pension scheme with employer contributions up to 8% of salary.
- Annual bonus and tax-free Shop LK vouchers.
- Life assurance coverage, including a lump sum benefit.
- Education assistance for furthering your education.
Our group partners with various internal teams to provide high-quality reporting, accurate information, and transparent analysis to clients and prospects. We are committed to diversity and equal opportunity in employment. Background checks are required for all offers of employment.
We are proud to hold the IBEC Keep Well Accreditation, reflecting our commitment to employee wellbeing.
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