PGIM - Investment Analyst (Corporate Mezzanine)

About the role

PGIM's Corporate Mezzanine Fund is seeking an Analyst to help grow the initiative. This role offers a unique opportunity to gain direct buy-side experience across both senior and junior capital investments, with meaningful exposure to the investment committee and senior decision-makers.

Responsibilities

• Build and analyze detailed financial models to evaluate mezzanine debt and structured equity investments
• Perform comprehensive underwriting, including credit analysis, company research, and comparable analysis to assess risk, return, and capital structure positioning
• Prepare investment committee materials and support presentations, gaining direct exposure to senior leadership and the decision-making process
• Support transaction execution and due diligence, coordinating with internal stakeholders and external advisors
• Monitor an active portfolio of junior capital investments, including financial performance, liquidity, and key credit metrics
• Afford occasional support for fund and investor activities, including preparation of portfolio updates, fundraising materials, and marketing content

Requirements

• Bachelor’s degree with a strong academic track record; major in Finance or Accounting strongly preferred
• 1–3 years of relevant experience in a role emphasizing financial analysis, with demonstrated proficiency in interpreting financial statements and evaluating business risks
• Excellent analytical and accounting skills, including advanced knowledge of Excel
• Strong understanding of capital markets, including debt and equity security terms as well as valuation methodologies
• Strong writing, interpersonal and communication skills

Qualifications

• Previous experience in investment banking, asset management, portfolio management, leveraged finance, transactions advisory, or valuations
• Participation in the Chartered Financial Analysts® (CFA) program

Skills

• Previous experience in investment banking, asset management, portfolio management, leveraged finance, transactions advisory, or valuations
• Participation in the Chartered Financial Analysts® (CFA) program

Benefits

Market competitive base salaries, with a yearly bonus potential at every level. 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).