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Supporting the existing platform will require strong analytical skills, ability to use initiative and effective time management. The roll will provide active support to the portfolio management team and work closely with them to undertake analysis for the purposes of managing the existing platform. The analysis can be data heavy and the successful candidate will be encouraged to use initiative to suggest potential portfolio trades as well as new ways to analyse the portfolios. There will also be regular reporting and trade testing required and management of different work flows will be key.
What You Can Expect:
- Develop and maintain strong working relationships with portfolio managers, legal, compliance, arranging banks, investors and all other key stakeholders
- Work to become Lead Project Manager for new CLO projects, handling most day to day activity, including:
- Managing timeframes
- Ensuring deliverables are completed at a high quality
- Reviewing legal documents and negotiating terms
- Preparing model portfolios and performing detailed reviews of proposed structures and sources & uses
- Obtain internal approvals
- Preparing materials needed by arranging banks for their marketing efforts
- Elevate and delegate as needed
- Monitor existing CLOs to ensure compliance with relevant tests, and to optimize portfolio within CLO constraints
- Use initiative to improve the CLO team’s analytical tools and processes, and use those tools to create internal presentations and analyses as required
- Handle communication with internal and external parties, including but not limited to:
- Explaining key structuring or documentation issues to supervisors/portfolio managers/legal
- Preparing materials to respond to investor requests
- Building and maintaining strong market relationships to develop a strong understanding of market dynamics
What You Will Bring:
- Demonstrates a good understanding of complex financial structures and concepts;
- Has a good knowledge of standard fixed income concepts;
- Shows a genuine curiosity and desire to spend time doing analyses;
- Excellent written and verbal communication skills;
- Strong critical thinking and logic skills;
- Maintains high level of productivity and self-direction;
- Enjoys being a part of a team but can work independently;
- Proactive in problem solving;
- Experience of using analytical applications such as Excel, PowerBI and/or Intex. Advanced knowledge would be an advantage.
What Will Set You Apart:
- Any understanding or experience in securitization or CLOs
- Any experience in regard to analysing legal documentation, particularly investment restrictions
- Any understanding of rating agency criteria in relation to structured finance
- Any experience in managing projects with multiple stakeholders
*PGIM welcomes all applicants, even if you don’t meet every requirement. If your skills align with the role, we encourage you to apply.
Source: Prudential’s Career Page
