3 Days Left Associate Manager, Investor Services

2 weeks ago

Letterkenny, Ireland Prudential Annuities Distributors (PAD) Full time

Associate Manager, Investor Services

Associate Manager, Investor Services

Letterkenny, Ireland

A GLOBAL LEADING ASSET MANAGER 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 on 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.

What you will do

The Global Investor Services Group is seeking an Associate Manager, Investor Services. This position provides an opportunity to gain experience in a myriad of areas in support of PGIM’s commitment to provide best-in-class investor services. The Global Investor Services Group has a broad mandate, and the successful candidate will have the opportunity to grow within the organization and to learn about the alternatives industry, work closely with fund portfolio teams, and be part of a collaborative global team with direct exposure servicing global institutional investors. The client services team is responsible for supporting the sales and diligence efforts, managing client and fund activities, such as client onboarding, fund reporting, client deliverables and requests, and overseeing key systems that support the sales process and client experience, such as Salesforce and InvestorFlow (client portal).

What you can expect

- 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.

What you will bring

- 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.

What will set you apart?

- Real Estate or Alternative Investment experience; previous client-facing responsibilities.
- Advanced data analytical skills and Excel skills; Power BI capabilities is a plus, adding an edge to your analytical capabilities.

*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.

What we offer you

- 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.

About PGIM Global Investor Services Group

The Global Investor Services group, a division of PGIM Real Estate, partners with Portfolio Management, Business Development, Fund Operations, and other groups to provide our clients, their consultants, and prospective clients with high-quality reporting & accurate and timely information and analysis that is transparent and is easy to interpret.

PGIM Ireland is proud to be an equal opportunity employer and is committed to equal employment opportunity regardless of applicants’ gender, civil status, family status, sexual orientation, religion, age, disability, race or membership of the traveler community. PGIM Ireland's aim is to hire the best people for the open roles and all appointments will be made on merit.

Any offer of employment made by PGIM Ireland will be contingent on receiving satisfactory references. Applicants should be aware that background checks will be carried out on all candidates offered a position within PGIM Ireland.

PGIM Ireland has been awarded the IBEC Keep Well Accreditation Mark, this is in recognition of our commitment to making our employees' wellbeing a priority.

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