Investment Operations - Reporting Business Analyst at Prudential Ins Co of America in Moosic, Pennsylvania

Job Description:

Why Join Prudential?

Prudential is a company of smart, ambitious professionals working together across a multitude of disciplines. Together, we are building a better financial future for our customers and our communities around the globe. At Prudential, we understand that a company is only as good as its people. This simple fact is central to all that we do. We call it “the Talent Mindset” – a company-wide commitment to attract and develop the dedicated professionals whose insights, innovation, and hard work fuel our success and make us a global leader in financial services.

Prudential Retirement provides financial wellness solutions, including investments and recordkeeping, for the Defined Contribution, Defined Benefit, Non-Qualified and Individual markets. Our current client base includes 3,500 corporate, governmental, non-profit and Taft Hartley plan sponsors and more than 4.2 million individuals.

As an Investment Operations - Reporting Business Analyst, you will be responsible for the delivery of complete, accurate, and timely investment reporting to all clients and market segments of Prudential Retirement. Specifically, you will be supporting data and reporting functions with the investment platform organization focused on preparation of client/market facing investment collateral including fund fact-sheets, investment performance reports, analytics reports, benchmarks, and other investment reports. In addition, you will be directly supporting implementation and ongoing execution of quality controls and data validation processes intended to ensure accuracy of all final investment materials produced in hard copy, or displayed on websites consistent with established policies, procedures, and regulatory requirements. In this role, you will work very closely with the Investment Platform and Product teams, as well as vendors and data service providers supporting the investment operations area.

Responsibilities include, but are not limited to:

• Support production functions and delivery of all investment reporting elements, including the generation of fact-sheets, validating investment performance grids, and monitoring report delivery-metrics.




• Assist in development of quality control programs, and perform ongoing validation of investment data controls, quality processes, and performance metrics.




• Identify and provide timely resolution for investment data errors impacting all areas of investment reporting and data consumption/utilization.




• Support production by working with management to document and communicate in a timely manner on issues impacting the quality of reported materials.




• Anticipate and recommend solutions to complex data questions.




• Work with control partners and vendors on control enhancements, issue research, and resolution.




• Provide distribution review/approval of data changes within the IMDM platform.




• Support production by working with peers on procedures that drive efficiencies in problem resolution and serve as a point of contact for root cause analysis.

Qualifications:

• Minimum of 2 - 6 years of financial services experience ideally in investment reporting or operations




• Knowledge of database concepts and experience with SQL query tools




• Expert knowledge of excel data analytic tools




• Strong analytical and problem-solving skills especially in data intensive production/reporting functions




• Process analysis, quality controls, and continuous improvement familiarity




• Strong knowledge of investment performance reporting practices, and product/investment vehicles and structures




• Experience in development or application of metrics, data validation methodologies, and proficient use of complex reporting tools




• Demonstrated problem-solving skills and ability to navigate through ambiguity




• Excellent written and oral communication




• Experience working with investment vehicles commonly used in ERISA-covered plans (i.e. Mutual Funds, Collective Investment Trusts, Insurance Co Separate accounts) preferred




• Bachelor’s degree or equivalent work experience

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 call (800) 433-8960, prompt 4 or email accommodation.h&w@prudential.com.

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