PGIM - Associate, SMA Investment Operations

Job description

Job Classification: Investment Management - Investment Operations What You Will Do: We are seeking an Associate to support the day‑to‑day operational functions of the separately managed account (SMA) platform. This role is responsible for providing end‑to‑end operational oversight for the SMA platform, ensuring accurate, timely, and well‑controlled execution across daily, periodic, and annual processes. The position supports critical functions including billing and revenue reporting, client agreements and RIA documentation, new account onboarding, custodian coordination, operational reporting, and exception management. The role partners closely with Finance, Legal, Sales, Trading, and Technology teams to resolve issues, maintain data integrity, and support platform growth, while continuously enhancing operational controls, documentation, and process efficiency. PGIM Custom Harvest, a division of the PGIM Global Wealth group, is a pioneer in the development of tax‑beneficial investment strategies using exchange‑traded funds (ETFs) for clients seeking improved after‑tax outcomes. We provide full exposure to a client‑selected benchmark while generating tax alpha through customized SMA...