PGIM Real Estate - Investor Reporting Analyst at Prudential Ins Co of America

Posted in Admin - Clerical 30+ days ago.

Type: Full-Time
Location: Dallas, Texas





Job Description:

Job Classification:

Investment Management - Investment Operations

A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE

As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers! 

If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today. At PGIM, You Can!

What you will do

PGIM is seeking to hire an Investor Reporting Analyst who would be responsible for supporting the reporting and remittance activities for our Agency business.  Within the Agency business, this role will have various responsibilities for Fannie Mae, Freddie Mac, and FHA investor transaction reporting responsibilities, along with maintaining and interfacing with internal and external clients.  Additionally, the candidate will work on initiatives, aimed at streamlining processes and ensuring data needed for daily and monthly operations.  The Investor Reporting Analyst will partner closely with our Servicing team, gathering data, detailed analysis, and trend spotting, as the loan transaction activity impacts the downstream Investor Services & Operations teams reporting responsibilities.  

This team is based in Dallas, Texas and are currently working on-site 3 times a week.

What you can expect


  • Reporting and remittance responsibilities for our Agency Investors, performed on a daily, monthly, or quarterly basis as established by the Investor Reporting requirements.

  • Interpreting Servicing Agreements, loan documents and regulations to ensure data integrity, timeliness of delivery for each reporting deliverable and remittance activity performed.

  • Creating and maintaining documentation on processes and policies to ensure compliance to Investor Reporting requirements.

  • Facilitate the receipt, tracking, disbursement, and reconciliation of borrower fees while working with Servicing and Asset Management to ensure compliance.

  • Review bank account reconciliations as it relates to Investor files and wire transfers for accuracy and cash movement

  • Assist with Ad hoc reporting requests, internal/external audits and dashboard utilization via Investor View or other reporting tools employed.

What you will bring


  • Bachelor’s or graduate degree in Real Estate, Economics, Accounting, or related discipline.

  • 1-2 years of prior experience in commercial real estate or another financial discipline.

  • Experience with Microsoft Office applications; advanced Excel skills required.

  • Must be able to work independently as well as effectively collaborate in a team.

  • Must be detailed oriented and have strong problem solving and analytical skills.

  • Strong verbal and written communication skills

  • Experience in working with large amounts of data.

  • Knowledge of workflow, visual workflow, and process builder.

  • Strong interpersonal and client relationship skills

What Will Set You Apart:

  • Knowledge of Power BI and SQL Server Management Studio (SSMS).

*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.

What we offer you


  • Medical, dental, vision, life insurance and PTO (Paid Time Off)

  • Retirement plans:

  • 401(k) plan with generous company match (up to 4%)

  • Company-funded pension plan


  • Wellness Programs to help you achieve your wellbeing goals, 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 health, and career development.


  • Tuition Assistance to help finance traditional college enrollment, approved degrees, many accredited certificate programs, and industry designations.

To find out more about our Total Reward package, visit Work Life Balance | Prudential Careers

About PGIM Real Estate

With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum.

PGIM Real Estate is a business of PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU). PGIM Real Estate’s risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. Through its investment, financing, asset management, and talent management approach, PGIM Real Estate engages in practices that strive to ignite positive environmental and social impact, while pursuing activities that seek to strengthen communities around the world. For more information visit pgimrealestate.com.

Our Commitment to Diversity, Equity, and Inclusion

Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.

#LI-SC1

#LI-Hybrid

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

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law. 

The Prudential Insurance Company of America, Newark, NJ and its affiliates.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential.

PEOPLE WITH DISABILITIES:
If you need an accommodation to complete the application process, which may include an assessment, please email accommodations.hw@prudential.com.

Please note that the above email is solely for individuals with disabilities requesting an accommodation.  If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.





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