Associate Relationship Manager, IRG

at  Prudential

A GLOBAL LEADING ASSET MANAGER 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
The PGIM Institutional Relationship Group (IRG) Associate Relationship Manager will be responsible for assisting IRG’s Managing Director in their marketing, door opening, and client servicing efforts across EMEA to enhance the client experience of PGIM’s institutional Chief Investment Officer relationships. The goal is to increase PGIM’s visibility/recognition in the market and ultimately assets under management across all asset classes. The role holder will represent the full range of PGIM’s product offerings and will be have experience in engaging with asset owners across the region.
A fundamental requirement of this role is that it is a regulated activity and in scope of the Certification Regime. It is therefore subject to the Conduct rules set by the FCA. You are required to familiarise yourself and comply with the Conduct Rules and complete such ongoing training and competence requirements required by the FCA and the company from time to time. This includes passing an annual fitness and propriety assessment.

What you can expect

• Participate as a member of an institutional relationship management team focused on servicing CIOs and investment staff at key institutional clients and prospective clients.
• Develop asset class fluency and solid understanding of PGIM’s flagship strategies (Fixed Income, Equity, Real Estate, Private Debt).
• Interface with your region’s institutional relationship manager and BU-specific sales reps, portfolio managers, and product specialists to prep for and organize client meetings.
• Assist in the maintenance of coordinated communication of client coverage across IRG and BU sales professionals.
• Support relationship managers with on-going analysis and research of client accounts and market trends by immersion in trade journals and industry new outlets.
• Work with relationship manager to understand and support in the coverage of distinct institutional channels (corporates, public pensions, Sovereign Wealth Funds and insurance) active in the institutional space and how PGIM capabilities and strategies map within the various channels.
• Support and facilitate pension fund coverage strategy on key accounts across regions where relevant– e.g. Brightwell, Unilever, PKA, Ilmarinen, etc).
• Perform client research using periodicals (ie., P&I and IPE), pension funds internet portals, market data services (i.e. Global Sovereign Wealth Fund) to maintain client profiles and keep institutional relationship manager apprised of all significant personnel and organizational changes at key client institutions.
• Assist, as appropriate, with the production of client meeting notes and posting to Salesforce, with attention to trends and strategic decisions.
• Understand tailored conference plans for each region; e.g. UK PLSA, Milken, PGIM Best Ideas, etc.
• Where appropriate, attend and co-host of PGIM stands/booths at industry and PGIM-sponsored events.
• Assist in maintaining the Salesforce CRM company profiles for the Top Tier prospects. This would include background on clients and their current PGIM exposure (AUM) and history with PGIM businesses to provide a consistent preparation framework for relationship managers, PM’s and senior executives. Ensure contacts and meeting notes are updated and current.
• Coordinate with the IRG and IAS team members to organize content for client presentations.
• Work with compliance and/or PGIM Marketing to create and deliver effective PGIM Introductory presentation materials for institutional relationship managers and ensure best practice across all regions.
• Provide backup client service for clients when IRG team members are travelling or unavailable.
• Work closely with IRG’s Project Director to facilitate all aspects of maintenance and improvement of the infrastructure and business systems that support IRG.
• Help to build trusted, strategic relationships with a defined client universe including pension funds, insurance companies and client facing investment consultants.
• Aid in the improvement of access for the business units and help increase assets under management across all asset classes.

What you will bring

• Educated to degree level or equivalent as a minimum requirement.
• Obtain and maintain an Individual Certificate of Fitness and Propriety that will be issued by the company annually. The company will set such conditions as may be required by the FCA or market/best practice for the award of the Certificate of Fitness from time to time including the completion and evidencing of appropriate hours of relevant CPD.
• 2-5 years of investment management or consultancy client experience.
• Knowledge and understanding of institutional channels across UK and Nordics.
• Demonstrate a willingness and ability to conduct sales in a consultative manner, sharing thought leadership and innovative strategic solutions with potential clients.
• Ability to engage, advisory dialogue with existing and potential investors.
• Willingness and ability to develop influencing and stakeholder management skills.
• Willingness and ability to travel as required.
• Organized and detail oriented with strong time management skills.
• A personal commitment to self-development, inclusion, integrity and high ethical standards.

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

• Private Medical Insurance: PGIM offers private medical insurance and pays the full premium on behalf of all employees.
• Annual Leave of 25 to 28 days, based on years of service, at full pay.
• Retirement Savings Plan: Employees receive a company contribution of 10% basic annual salary and a maximum employer-matching contribution of 5% of basic annual salary.
• Life Assurance & Income Protection: Life Assurance for 12 times you basic annual salary, up to a max benefit of £1.8million. 60% of your basic annual salary for a limited payment terms of 5 years, at the end of which a capital sum of 2x your basic annual salary is payable.

To find out more about our Total Reward package, visit
https://youtu.be/acuhcv46Nz0
About PGIM Institutional Relationship Group
IRG is PGIM’s dedicated team of senior relationship managers responsible for coverage of Chief Investment Officers (or their equivalent) at PGIM’s most important strategic institutional asset owner relationships. The team operates in North America, EMEA, Japan and Asia-Pac with several strategic objectives:
1. Improve PGIM brand and capabilities awareness at executive decision-making levels
2. Expand dialogue and trust with CIOs across all PGIM asset management business units
3. Provide introductions and counsel to PGIM client and executive teams
4. Qualify and develop new business opportunities, then hand-off to the PGIM sales teams.
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$1.34 trillion in assets under management as of March 31st 2024. 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 148 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
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.
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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, some of which may not be available in your area.
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

Please refer the Job description for details