About the role
- Role
- Finance, HR and administration
- Seniority
- Senior
- Type
- Full time
- What to Expect PGIM has an opportunity within the Finance team for a Planning & Analysis Associate Manager. This role supports senior leadership and business partners across PGIM Real Estate by delivering timely, accurate, and actionable financial and operational insights. A key component of this position is the ability to independently extract, analyze, and validate large datasets through advanced SQL querying and analytical tools. The individual will transform complex data into meaningful business intelligence that supports strategic decision-making, investor and borrower marketing efforts, forecasting, financial modeling, and operational performance management. This role requires a unique blend of technical data expertise, financial acumen, and business partnership skills to help leaders make informed decisions and identify growth opportunities. Team Financial Planning & Analysis Primary Focus Multi-year forecasting, actuals analysis, management reporting, and process improvement Key Partners PGIM Real Estate business leaders, senior leadership, Loan Services, IT / data teams, and Finance stakeholders Core Capabilities Financial modeling, data analysis, executive communication, process documentation, and reporting automation
- What you will Do Develop and maintain complex SQL queries to support recurring reporting, ad hoc analyses, forecasting, and business performance measurement. Translate large and complex datasets into actionable insights that support strategic business decisions. Support financial modeling, scenario analysis, and business case development by providing accurate and reliable data inputs. Drive reporting and analytical enhancements that improve transparency, reduce manual effort, and make financial information easier for business partners to use. Provide analytical support for investor and borrower marketing initiatives by delivering production, portfolio, market, and performance metrics. Support analysis related to mortgage servicing rights, loan and portfolio economics, production trends, unpaid principal balance, flows, and other business-specific metrics. Partner with business and Finance stakeholders to translate operational activity, pipeline trends, and market/business assumptions into financial projections and executive-ready commentary. Develop, maintain, and enhance multi-year forecasts for PGIM Real Estate business activity, including revenue, expenses, production, portfolio, and related financial performance drivers. Prepare clear analysis and management reporting packages for senior management discussions, including actuals reporting, forecast updates, variance analysis, and business performance insights. What you will Bring Undergraduate degree in Accounting, Finance, Data Analytics, or a related field. 5-7 years of experience in planning and analysis, forecasting, financial reporting, business analytics, or a comparable finance role. Advanced Excel skills with demonstrated ability to build, maintain, and explain financial models. Strong analytical and problem-solving skills, with the ability to connect detailed data to broader business implications. Experience working with large datasets, including data extraction, reconciliation, validation, and interpretation. Provide analytical support for investor and borrower marketing initiatives by delivering production, portfolio, market, and performance metrics. Excellent written and verbal communication skills, including the ability to present financial analysis and key takeaways to senior stakeholders. Detail-oriented, self-motivated, and proactive, with the ability to manage multiple priorities in a fast-paced environment. Ability to work independently while also partnering effectively across Finance, business, operations, and technology teams. Financial services experience preferred; real estate finance, mortgage loan, servicing, agency lending, or portfolio reporting experience strongly preferred. What Success Looks Like Be recognized as a trusted data and analytics partner to business leaders. Bridge the gap between raw data and business strategy by helping leaders understand the story behind the numbers. Produce accurate, well-supported forecasts and reporting deliverables that senior leaders can rely on for decision-making. Improve efficiency, scalability, and documentation of recurring
- Finance processes. Build trusted relationships with business partners by bringing a balanced mix of financial discipline, analytical curiosity, and practical business judgment. - 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. Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of Dec. 31, 2023, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential’s iconic
- Rock symbol has stood for strength, stability, expertise and innovation for 150 years. For more information please visit news.prudential.com. Our Commitment to an Inclusive Workplace Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are 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. PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with US $1.3 trillion in assets under management as of Dec. 31, 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. For more information about PGIM, visit pgim.com. Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit news.prudential.com. PGIM Inc. (PGIM) is the principal asset management business of Prudential Financial, Inc. (PFI), a company incorporated and with its principal place of business in the United States. PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. Our Commitment to an Inclusive Workplace Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are 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.
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