✦ Luna Orbit — System Administration

PGIM - Associate, Client Reporting

at Prudential Financial

📍 Newark, NJ, USA Hybrid 💰 $95K – $130K USD / year Posted April 15, 2026
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Position Details

Salary $95K – $130K USD / year
Type Full-Time
Experience entry
Exp. Years 4 years of asset management work experience
Education Bachelor's degree in finance, business, engineering, information systems, technology, or related fields
Category System Administration

About this role

This role supports PGIM client reporting with an emphasis on automation, process improvements, and ad hoc data needs for a variety of client reports and questionnaires. The associate will collaborate with internal technology teams to improve reporting clarity and reduce cycle time, while managing deadlines and competing priorities.

Key Responsibilities

  • Improve clarity and usefulness of reporting deliverables
  • Identify high-friction reporting processes and reduce cycle time through tooling/templates/automation
  • Serve as liaison between Client Reporting and Technology groups
  • Manage competing projects and issues while meeting reporting deadlines
  • Stay current on industry initiatives and market trends affecting the business

Technical Overview

The technical scope centers on client reporting systems and data: writing SQL queries, understanding data flows and database structure, and supporting automation efforts for standard/custom reports and ad hoc requests. Tools mentioned include Wall Street Office, Aladdin, and Vermilion.

Ideal Candidate

The ideal candidate is an associate-level reporting professional with 4+ years of asset management experience, including working knowledge of direct lending private credit funds. They are strong with SQL queries and understand data flows and database structure, and they have improved client reporting processes through automation and better templates/tooling.

Must-Have Skills

4 years of asset management work experienceWorking knowledge of alternative products and servicesincluding direct lending private credit businessExperience with SQL queriesUnderstanding data flows and database structureProficient with Microsoft Products (MS WordMS Exceland MS PowerPoint)

Nice-to-Have Skills

Experience with systems such as Wall Street OfficeExperience with AladdinExperience with VermilionExperience with client reporting tooling/templates/automation

Tools & Platforms

Wall Street OfficeAladdinVermilionMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Required Skills

Client reportingprocess and automationad hoc data needsSQL queriesdata flowsdatabase structureMicrosoft WordMicrosoft ExcelMicrosoft PowerPointdirect lending private credit fundsasset management

Hard Skills

process and automation issuesclient reportingad hoc data needsstandard and custom client reportsreview meeting materialsclient ad-hoc requestsclient questionnairesdirect lending private credit fundsasset managementreporting process improvementcycle time reductiontoolingtemplatesautomationSQL queriesdata flowsdatabase structureMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Soft Skills

liaison skills between teamsmanage competing projects and issuesanticipate issues affecting reporting deadlinescultivate relationships with internal and external partnerscommunication with client reporting team members and stakeholdersrelationship building

Industry & Role

Industry Banking
Job Function Automate and enhance PGIM client reporting deliverables for institutional, retail, affiliate, and alternative clients
Role Subtype Data Analyst
Tech Domains SQL / PostgreSQL, Data & Analytics

Keywords for Your Resume

PGIM - AssociateClient ReportingClient Reporting Groupclient reportsstandard and custom client reportsad hoc requestsclient questionnairesreview meeting materialsprocess and automationreporting deliverablescycle timeautomationliaisonreporting deadlinesasset management work experiencedirect lending private credit fundsalternative productsSQL queriesdata flowsdatabase structureMicrosoft WordMicrosoft ExcelMicrosoft PowerPointWall Street OfficeAladdinVermilionclient reporting

Deal Breakers

Must have 4 years of asset management work experience, Must have experience with SQL queries, Must have working knowledge of alternative products including direct lending private credit business, Must be able to work hybrid in Newark, NJ (3 days in office, 2 days remote)

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