Associate Manager, Investment Reporting, Analytics

Prudential Financial

. Support the firmwide Assets Under Management reporting process for PGIM and Prudential .

Posted 10/26/2026full-timeNewark • New Jersey • United StatesMid-Level💰 $100,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in AUM reporting processes, financial analysis, and data management, with a strong focus on accuracy and integrity. Proven ability to lead teams, streamline reporting, and communicate effectively across various stakeholders.

Highest-signal resume keywords

AUM ReportingFinancial ReportingData AnalysisLeadership ExperienceAdvanced Microsoft Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ValidationData ReconciliationData InterpretationReporting Standards AdherenceInvestment Products KnowledgeFinancial Databases FamiliarityReporting AutomationData Quality InitiativesProcess TransformationTrend Analysis

Soft Skills

Analytical SkillsProblem-Solving SkillsAttention to DetailCommunication SkillsTeam Leadership

Tools & Technologies

Power BITableauMicrosoft Excel

Industry Keywords

Asset ManagementInvestment OperationsClient FlowFinancial ReportingManagement Reporting

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Support the firmwide Assets Under Management reporting process for PGIM and Prudential
Assist with monthly and quarterly AUM data collection, validation, reconciliation, and reporting
Analyze AUM activity and asset flows, investigating period-over-period changes, data exceptions, and reporting discrepancies
Review data submissions and supporting documentation for accuracy, completeness, consistency, and reporting-standard adherence
Partner with Finance, Compliance, Marketing, Client Management, Retirement, investment, Operations, and Technology teams
Prepare recurring and ad hoc AUM reporting and analysis for senior management and business stakeholders
Maintain controls, documentation, and review procedures supporting AUM reporting integrity
Review junior team members’ work and provide guidance, feedback, and quality oversight
Supervise and develop a small team of one to two employees
Communicate process changes, data requirements, and reporting updates
Identify opportunities to streamline reporting, strengthen controls, improve data quality, and reduce manual processes
Support system enhancements, reporting initiatives, audit requests, and special projects affecting AUM data and management reporting
Manage competing priorities and time-sensitive deliverables, including additional hours during peak reporting periods

Requirements

What you’ll need

Bachelor’s degree in finance, Accounting or related subject preferred
4+ years of business experience in asset management, investment operations, financial reporting, management reporting, accounting, or data analytics
Strong analytical and problem-solving skills
Strong attention to detail and commitment to data accuracy, reporting integrity, and effective controls
Ability to interpret large data sets and translate findings into actionable information
Experience managing multiple recurring deliverables and meeting deadlines in a fast-paced environment
Demonstrated leadership or supervisory experience, including reviewing work and supporting junior team members
Strong written and verbal communication skills across investment, Finance, Compliance, Operations, and Technology teams
Advanced Microsoft Excel skills, including large data sets, formulas, pivot tables, lookups, and reconciliations
Working knowledge of investment products and structures, including fixed income, equities, alternatives, separate accounts, and real estate
Direct experience with AUM, client flow, investment, financial, or management reporting within an asset management or investment advisory organization
Experience with data visualization or reporting tools such as Power BI or Tableau
Familiarity with investment data platforms, reporting systems, or financial databases
Experience documenting controls, supporting audits, or working within a controlled financial-reporting environment
Exposure to reporting automation, data-quality initiatives, system enhancements, or process transformation
Ability to recognize trends, outliers, and business drivers within investment and AUM data
Experience communicating financial or investment data to senior management and non-technical stakeholders

Benefits

Comp & perks

Market competitive base salaries
Yearly bonus potential at every level
Medical, dental, vision, life insurance, and disability insurance
Paid Time Off (PTO)
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 supporting parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
Education Benefit for approved traditional college enrollment and accredited certificate programs
Employee Stock Purchase Plan: shares can be purchased at 85% of the lower of two prices
Eligibility for a discretionary annual incentive program