Investment Vice President - Pgim Real Estate (San Francisco Or Newark)

Prudential San Francisco , CA 94118

Posted 2 weeks ago

Job Classification:

Investment Management

  • Investments

Investment Vice President

  • PGIM Real Estate (San Francisco or Newark)

A GLOBAL FIRM 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.

At PGIM, You Can!

What you will do

PGIM Real Estate's Core Debt team is seeking a Vice President to lead and work as part of the Portfolio Analytics team. The Portfolio Analytics team is generally responsible for performance monitoring, fund statistics and analytics, forward looking projections, liquidity management, investor reporting, and coordination of marketing materials for the fund. Portfolio Analytics provides strategic support for the Portfolio Management Team.

The Portfolio Vice President will be part of a team responsible for supporting the portfolio reporting and analytics needs of an open end core debt fund, ten single client accounts, and, as needed, the Affiliated General Account. This individual will work closely with the portfolio management teams and will be responsible for portfolio and investment-level reporting and portfolio forecasting associated with investment activity, marketing, and client requirements.

This individual should be a critical thinker that will not only be responsible for the reporting of data, but modeling and analysis on a fund and specific-investment basis for, both, open end funds and single client accounts.

This individual will work closely with all members of the fund team and will be expected to understand new and existing investments and their impact on the current portfolio's liquidity, adherence to the Funds' investment guidelines, performance, and risk status. The position also involves direct interaction with multiple internal and external partners, like fund operations/accounting, investor services, marketing services, originations, research, business development, and valuations.

What you can expect

  • Managing deliverables across multiple investors and PM teams

  • General preparation and upkeep of various models and PowerPoint decks

  • Liquidity and sensitivity analysis bases on capital flows, transactions, and other assumptions

  • Fund-level projections regarding returns, liquidity, diversification, revenue, and fees

  • Ad-hoc analyses as necessary for portfolio managers to make fund management decisions.

  • Compilation and preparation of monthly and quarterly client materials

  • Marketing material content

  • Investment and fund schedule review of materials prepared by operations and/or other third-party service providers.

What you will bring

  • Bachelor's degree required, preference for degree in Finance, Accounting, Economics, or related field.

  • Minimum of 7 years' experience in a finance or accounting role; prior experience in fund reporting a plus; Real estate, fixed income, debt fund or banking investment industry preferred.

  • Understanding of basic real estate, fixed income, debt and finance terms and concepts,

  • Strong quantitative skills and demonstrated analytical ability.

  • Demonstrated ability to prioritize and meet competing deadlines in a fast-paced environment and work well under time constraints.

  • Demonstrated skills in working effectively in teams at a high level of collaboration. Strong organizational, interpersonal and communication skills and the ability to convey complex data in an easy, concise, and simple manner.

  • Self-starter and intellectually curious.

  • Computer proficiency with a strong working knowledge of the suite of Microsoft Office applications.

  • Proficient in Excel, including pivot tables and advanced modeling capabilities.

What will set you apart?

  • Investment management experience a plus, but not necessary.

  • CFA designation a plus.

  • Previous experience managing a team a plus.

  • 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

  • Medical, dental, vision, life insurance and PTO (Paid Time Off)

  • Retirement plans:

  • 401(k) plan with generous company match (up to 4%)

  • Company-funded pension plan

  • Wellness Programs to help you achieve your wellbeing goals, 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 health, and career development.

  • Tuition Assistance to help finance traditional college enrollment, approved degrees, many accredited certificate programs, and industry designations.

To find out more about our Total Reward package, visit Work Life Balance | Prudential Careers

Note

Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The base salary range for this role is from $150,000 to $175,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. This role is also eligible for additional compensation and/or benefits including a competitive, discretionary annual cash bonus opportunity along with long term incentive awards. Eligibility to participate in the discretionary annual incentive programs are subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance

About PGIM Real Estate Group

PGIM Real Estate is one of the largest real estate managers in the world with more than $180 billion in gross assets under management and administration. It strives to deliver exceptional outcomes for investors and borrowers through a range of real estate equity and debt solutions across the risk-return spectrum. PGIM's scope of insights, rigorous risk management and seamless execution are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing and the deep local expertise of professionals in 32 cities globally. PGIM Real Estate Agricultural Finance is one of the largest agricultural investment managers with over $10.5 billion in debt and equity investments. PGIM Agricultural Finance, the debt side of the business, represents approximately $8.5 billion of the total and invests on behalf of its affiliate and third-party institutional investors.

About PGIM - Global Asset Management

PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US$1.27 trillion in assets under management as of June 30th, 2023 With offices in 18 countries, PGIM's businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives. With a history dating back 148 years, and experience through more than 30 market cycles, PGIM takes a long-term view, not only in our investment philosophy, but also in how we develop our talent. We want to see our employees excel from their first day with the firm and throughout their tenure with PGIM. We will inspire you, support you, and help you reach your greatest personal and professional aspirations. If PGIM sounds like the place for you, join us. For more information about PGIM, visit PGIM.com.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Our Commitment to Diversity, Equity, and Inclusion

Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don't just accept difference-we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.

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.

The Prudential Insurance Company of America, Newark, NJ and its affiliates.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential.

PEOPLE WITH DISABILITIES:

If you need an accommodation to complete the application process, which may include an assessment, please email accommodations.hw@prudential.com.

Please note that the above email is solely for individuals with disabilities requesting an accommodation. If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.


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