Associate Manager, Planning & Analysis

Role Summary

What to Expect

PGIM has an opportunity within the Finance team for a Planning & Analysis Associate Manager. This role supports senior leadership and business partners across PGIM Real Estate by delivering timely, accurate, and actionable financial and operational insights. A key component of this position is the ability to independently extract, analyze, and validate large datasets through advanced SQL querying and analytical tools. The individual will transform complex data into meaningful business intelligence that supports strategic decision-making, investor and borrower marketing efforts, forecasting, financial modeling, and operational performance management. This role requires a unique blend of technical data expertise, financial acumen, and business partnership skills to help leaders make informed decisions and identify growth opportunities.

• Team
• Finance / Planning & Analysis
• Primary Focus
• Multi-year forecasting, actuals analysis, management reporting, and process improvement
• Key Partners
• PGIM Real Estate business leaders, senior leadership, Loan Services, IT / data teams, and Finance stakeholders
• Core Capabilities
• Financial modeling, data analysis, executive communication, process documentation, and reporting automation

Responsibilities

• Develop and maintain complex SQL queries to support recurring reporting, ad hoc analyses, forecasting, and business performance measurement.
• Translate large and complex datasets into actionable insights that support strategic business decisions.
• Support financial modeling, scenario analysis, and business case development by providing accurate and reliable data inputs.
• Drive reporting and analytical enhancements that improve transparency, reduce manual effort, and make financial information easier for business partners to use.
• Provide analytical support for investor and borrower marketing initiatives by delivering production, portfolio, market, and performance metrics.
• Support analysis related to mortgage servicing rights, loan and portfolio economics, production trends, unpaid principal balance, flows, and other business-specific metrics.
• Partner with business and Finance stakeholders to translate operational activity, pipeline trends, and market/business assumptions into financial projections and executive-ready commentary.
• Develop, maintain, and enhance multi-year forecasts for PGIM Real Estate business activity, including revenue, expenses, production, portfolio, and related financial performance drivers.
• Prepare clear analysis and management reporting packages for senior management discussions, including actuals reporting, forecast updates, variance analysis, and business performance insights.

Requirements

• Undergraduate degree in Accounting, Finance, Data Analytics, or a related field.
• 5-7 years of experience in planning and analysis, forecasting, financial reporting, business analytics, or a comparable finance role.
• Advanced Excel skills with demonstrated ability to build, maintain, and explain financial models.
• Strong analytical and problem-solving skills, with the ability to connect detailed data to broader business implications.
• Experience working with large datasets, including data extraction, reconciliation, validation, and interpretation.
• Provide analytical support for investor and borrower marketing initiatives by delivering production, portfolio, market, and performance metrics.
• Excellent written and verbal communication skills, including the ability to present financial analysis and key takeaways to senior stakeholders.
• Detail-oriented, self-motivated, and proactive, with the ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently while also partnering effectively across Finance, business, operations, and technology teams.
• Financial services experience preferred; real estate finance, mortgage loan, servicing, agency lending, or portfolio reporting experience strongly preferred.

What Success Looks Like

• Be recognized as a trusted data and analytics partner to business leaders.
• Bridge the gap between raw data and business strategy by helping leaders understand the story behind the numbers.
• Produce accurate, well-supported forecasts and reporting deliverables that senior leaders can rely on for decision-making.
• Improve efficiency, scalability, and documentation of recurring Finance processes.
• Build trusted relationships with business partners by bringing a balanced mix of financial discipline, analytical curiosity, and practical business judgment.

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PGIM Ireland is proud to be an equal opportunity employer and is committed to equal employment opportunity regardless of applicants' gender, civil status, family status, sexual orientation, religion, age, disability, race or membership of the traveler community. PGIM Ireland's aim is to hire the best people for the open roles and all appointments will be made on merit.

Any offer of employment made by PGIM Ireland will be contingent on receiving satisfactory references. Applicants should be aware that background checks will be carried out on all candidates offered a position within PGIM Ireland.

About the Company

ABOUT PGIM - GLOBAL ASSET MANAGEMENT

PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US$1.5 trillion in assets under management as of September 30th 2025. With offices in 19 countries, PGIM's businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives.

With a history dating back 150 years, and experience through more than 30 market cycles, PGIM takes a long-term view, not only in our investment philosophy, but also in how we develop our talent. We want to see our employees excel from their first day with the firm and throughout their tenure with PGIM. We will inspire you, support you, and help you reach your greatest personal and professional aspirations. If PGIM sounds like the place for you, join us. For more information about PGIM, visit PGIM.com.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

OUR COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION