Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
About the role
- Private Credit Investment Analyst assisting with investment analysis and portfolio management for PGIM's Large Cap Private Credit strategy. Collaborating with senior analysts and presenting to Portfolio Managers.
Responsibilities
- Support the underwriting team with financial statement analysis, modeling, forecasting and sensitivity analysis
- Providing and presenting earnings on portfolio companies
- Industry data collection and trend analysis
- Business and financial strategy assessments
- Presenting investments to Portfolio Managers and Investment Committee members
- Monitoring of market movements through daily meetings with portfolio managers, economists, and strategists
- Keep abreast of industry initiatives and market trends that impact the business
- Provide support for deal transaction process including execution oversight and valuation analysis
Requirements
- Bachelor’s Degree Required: Majors preferred include Finance, Accounting, and/or Economics, and a minimum GPA of 3.0
- Minimum of 1 year of relevant internship/work experience in direct lending or private credit preferred.
- One year credit research experience preferred
- Strong analytical, leadership, problem-solving skills and organizational skills
- Strong written, oral communication, and interpersonal skills
- Proficient in MS Office applications (Excel, Word, PowerPoint)
- Financial modelling skills preferred
- Enjoys being a part of a team but can work independently
- CFA Preferred
Benefits
- 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.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Finance Assistant with fin - house managing client accounts and providing finance insights for SMEs. Responsible for client communications, transactions, and financial records management.
FP&A Analyst gathering and analyzing financial data at IAA Holdings. Responsible for budget tracking and financial forecasting while maintaining compliance documentation.
Corporate Strategy & Finance Manager driving financial decision - making and insights in a hybrid role with Cetera. Supporting strategic planning and economic modeling for growth objectives and efficiencies.
Implementation Training Consultant providing training on Homecare Homebase's financial software. Supporting healthcare organizations in successful software adoption and operational efficiency.
Financial Strategy Analyst II supporting Corning Credit Union’s financial performance through data analysis and forecasting. Collaborating with finance team to enhance data - driven tools and insights.
Consultant providing strategic advice and technical assistance to facilitate Gender Lens Investing initiatives. Collaborating with project teams in Sri Lanka for gender equality and financial inclusion.
Financial Analyst supporting the MedTech EP & Neurovascular business across LATAM. Responsibilities include financial leadership and strategic support, with an emphasis on profitability optimization.
Digital Finance Specialist at Forcit Group developing digital financial solutions for decision making. Collaborating with finance, IT, and business units to ensure data quality and support growth.
Senior NetSuite Finance Consultant at Greenstep supporting clients with financial processes, system development, and NetSuite implementations. Join a tech - oriented, global growth company.