Associate Manager, Investor Services
PGIM 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.
At PGIM, You Can!
What you will do
* 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.
What we offer you
* Health Insurance: PGIM Ireland partner with Laya and BUPA to provide health insurance schemes that cover eligible employees day to day medical and hospital expenses.
* Annual Leave of 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 have 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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