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New York State Opportunities

Prudential, ALT0001I , Senior Investment Reporting Analyst, Financial Analysis


Prudential’s Alternative Assets Group is a unit of the Global Chief Investment Officer organization, which conducts asset and liability management and portfolio construction for all of Prudential’s domestic and international business operations.  The Alternative Assets Group is responsible for managing approximately $8.0 billion in assets, comprised of private equity and hedge funds, as well as real estate and other investments in real assets.

The Alternative Assets Group is seeking a financial reporting professional with solid analytical skills to join the team.  The position reports to the Vice President, Financial Analysis within the Alternative Assets Group and will work closely with the entire group.  The candidate will be expected to:

  • Assist in building and supporting Prudential’s alternative assets platform by:
    • partnering with the group to develop strategic plans and analytical tools
    • delivering essential investment data and financial information
    • preparing reports for portfolio management, risk management, financial management and regulatory oversight purposes
  • Support the production of accurate and timely periodic reports, using technology to enhance production efficiency
  • Support the annual and quarterly planning and projection processes for all alternative asset classes
  • Perform alternatives-related analysis and special projects as requested
  • Serve as a contact with Prudential’s Finance, Treasurer, Investment Accounting, Tax, Internal Audit, Compliance and IT departments, as well as external service providers


  • Minimum of 3 years of prior finance or reporting experience; insurance company experience preferred
  • Knowledge of private equity, hedge funds and other alternative assets preferred
  • Knowledge of partnership accounting, documentation and taxation
  • Knowledge of Investran and Oracle a plus
  • Experience working in a fast-paced, team-oriented environment and proven ability to effectively prioritize competing demands
  • Ability to distill and communicate complex issues in a clear, succinct way to peers and to senior executives
  • Strong interpersonal and relationship management skills
  • Excellent verbal and written communications skills
  • Bachelor’s degree required; CPA a plus

To apply click here.

JPMorgan Chase, Financial Analysis Associate - Mortgage Banking – New York City


The Mortgage Banking (MB) Originations Planning & Analysis group reports into the MB Originations Chief Financial Officer and supports MB Planning & Analysis.  The group partners with senior Finance leaders and their teams across the originations business and serves as a reporting and analytical resource to help leaders understand and manage all financial aspects of the business.

The Associate will report directly into the Originations Planning & Analysis VP and have key responsibilities that include the following:

  • Perform analytics related to P&Ls, forecasts, and key performance indicators
  • Help drive the improved integration of reporting/data, forecasting, and analytics across the four origination channels and various subsets
  • Contribute to externally presented analytics including quarterly earnings documents and investor related questions
  • Participate as a critical team member in finance driven projects that span the originations business
  • Conduct ad-hoc financial analysis and problem solving to further breakdown results
  • Partner with Originations Finance channel teams, peer Mortgage Banking Finance teams, and business teams to support senior management decision making


  • Exceptional analytical, problem solving, and critical thinking skills
  • Minimum of 5 years of progressive financial services experience
  • Strong interpersonal skills; ability to interact with broad scope of employees, including those at more tenured levels
  • Self-motivated individual with the ability to effectively prioritize multiple projects and tasks
  • BBA Finance/Economics/Accounting
  • Real estate or mortgage finance experience is a plus
  • Strong computer skills including Excel and PowerPoint, ability to work with large data sets such as Access and Essbase preferred

Interested candidates can send resumes to: Erica Dardaganis @ erica.j.dardaganis@chase.com

Prudential Financial – (Internal Wholesaler: NSD0007H)

Successful candidates for the National Sales Desk will have an in-depth understanding of the Annuities/Financial Services industry and key competitors in the marketplace. The Annuities Sales Desk Specialist/Internal Wholesaler will develop new business within the territory by proactively calling representatives, providing sales and marketing information and providing follow up information as requested. Annuities Sales Desk Specialists will maintain contact with Financial Professionals to keep them up to date on products, provide information, and ideas required in completing sales. The Internal Wholesaler will stay informed of business trends in the industry in order to be proactive in providing sales solutions.  They will work closely with External Wholesalers, Marketing, Compliance, and Sales Management, and work to build relationships with Financial Professionals. The skills the desired candidate will possess are:

  • Demonstrated territory management skills and ability to organize multiple priorities.
  • A solid understanding of a business-to-business sales model.
  • Strong self motivation.
  • Ability to maintain open communication with External Wholesaler. 

Successful candidates will participate in an attractive compensation plan.


  • Action oriented - dynamic self-starter with entrepreneurial spirit and drive.
  • Bachelor's Degree, or equivalent work experience
  • Demonstrated knowledge of more complex annuity and industry-related concepts
  • Excellent telephone communication skills
  • Strong teamwork orientation
  • 3 - 5 years of sales experience, preferably in financial services
  • Strong customer focus
  • FINRA Series 6 & 63 State Insurance license 

To apply, click here.

Prudential and its affiliates, Newark, New Jersey are Equal Opportunity/Affirmative Action Employers and are committed to diversity in our workforce


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