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

• Financial modeling
• Credit analysis
• Comprehensive underwriting
• Investment committee materials preparation
• Transaction execution and due diligence coordination
• Portfolio monitoring
• Fund and investor activities support

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)

Pay

The base salary range for this role is from $85,000 to $90,000. 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 role based in Chicago, IL where the team is on-site 3 times a week.