PGIM - Analyst, Portfolio Management (Credit)

About the role

Join PGIM, a Global Asset Management business of Prudential, where you can expect to support portfolio monitoring and reporting for a diverse portfolio of private credit investments. This role offers opportunities to collaborate with various business units and develop critical credit analysis and financial modeling skills.

Responsibilities

• Support ongoing portfolio monitoring activities, including financial model updates, covenant compliance verification, and periodic performance reviews.
• Prepare recurring portfolio updates and monitoring reports with accurate data and clear analytical narrative.
• Track early indicators of underperformance and support timely escalation and modifications as issues emerge.
• Maintain complete and accurate records and build and maintain benchmarking and comparative analyses used in portfolio monitoring and reporting.
• Identify recurring gaps, propose process fixes, and support automation efforts to improve data quality and reduce manual rework.
• Support experiments and pilots that apply AI to portfolio reporting, thematic analysis, and exception detection using AI tools to accelerate drafting and summarization from source materials while ensuring accuracy.
• Collaborate with Portfolio Management team members and partner teams to ensure smooth portfolio workflows and clear ownership of required inputs.

Requirements

• Bachelor’s degree with 0–2 years of relevant experience (finance, accounting, portfolio monitoring, restructuring advisory, banking, credit, power and project finance, data technology or adjacent analytical roles).
• Strong financial analysis capabilities, including proficiency in interpreting financial statements and evaluating business risks.
• Proficiency in Microsoft Excel, PowerPoint, Word.
• Comfort learning and applying new technology tools with demonstrated interest in AI and automation.
• Excellent written and verbal communication skills, with the ability to synthesize complex information.
• Highly analytical, detail-oriented, and intellectually curious.
• Self-starter with the ability to manage multiple workstreams and meet tight deadlines without sacrificing quality or controls.

Qualifications

• Participation in the Chartered Financial Analyst® (CFA) program is a plus.
• Fluency in one or more of the following languages is a plus: Spanish, German, French, Italian.

Skills

• Strong financial analysis skills.
• Proficiency in Microsoft Office Suite.
• Experience with AI and automation tools.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines.

Benefits

• Market competitive base salaries.
• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
• 401(k) plan with company match (up to 4%).
• Company-funded pension plan.
• Wellness Programs 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 and mental health, and career development.
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.

Pay

The base salary range for this role is from $80,000 to $85,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.

Schedule

This is a hybrid position based in our Dallas, TX office, with in-office collaboration three days each week.