Prudential Financial

PGIM - Investment Analyst (Corporate Mezzanine)

Prudential Financial$85K — $90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree with strong academic performance; Finance or Accounting preferred.
  • 1-3 years of relevant experience in financial analysis.
  • Demonstrated proficiency in interpreting financial statements and evaluating risks.
  • Excellent analytical skills, including advanced Excel proficiency.
  • Strong understanding of capital markets, debt and equity security terms, and valuation methodologies.
  • Effective writing, interpersonal, and communication skills.

Responsibilities

  • Build and analyze detailed financial models for mezzanine debt and structured equity investments.
  • Perform comprehensive underwriting, including credit analysis and company research.
  • Prepare investment committee materials and support presentations to senior leadership.
  • Support transaction execution and due diligence, coordinating with stakeholders and advisors.
  • Monitor active portfolio investments and assess financial performance and key credit metrics.
  • Assist with quarterly valuations and ongoing portfolio management initiatives.
  • Support fund activities, including preparation of portfolio updates and marketing content.

Benefits

  • Market competitive base salary with yearly bonus potential.
  • Comprehensive health benefits including medical, dental, and vision insurance.
  • 401(k) plan with company matching contributions.
  • Company-funded pension plan.
  • Annual wellness reimbursement of up to $1,600 for personal wellbeing items.
  • Education benefits for college degree support and accredited certificate programs.
Full Job Description
Job Classification:
Investment Management - Investments

What you will do

PGIM's Corporate Mezzanine Fund is seeking an Analyst to help grow the initiative. We are looking for an intelligent and motivated individual who possesses an entrepreneurial desire to be part of a fast growing and important platform for PGIM. This requires astute credit analysis, financial modeling skillset, strong writing skills and attention to detail, and the ability to work within a small, collaborative, and dynamic team.

This role offers a unique opportunity to gain direct buy-side experience across both senior and junior capital investments, with meaningful exposure to the investment committee and senior decision-makers. The Analyst will report to an Executive Director on the Central Mezzanine Team.

This is a hybrid role based in Chicago, IL where the team is on-site 3 times a week.

What you can expect:
  • Build and analyze detailed financial models to evaluate mezzanine debt and structured equity investments
  • Perform comprehensive underwriting, including credit analysis, company research, and comparable analysis to assess risk, return, and capital structure positioning
  • Prepare investment committee materials and support presentations, gaining direct exposure to senior leadership and the decision-making process
  • Support transaction execution and due diligence, coordinating with internal stakeholders and external advisors
  • Monitor an active portfolio of junior capital investments, including financial performance, liquidity, and key credit metrics
  • Assist with quarterly valuations, portfolio reviews, and ongoing portfolio management initiatives
  • Occasionally support fund and investor activities, including preparation of portfolio updates, fundraising materials, and marketing content


What you will bring:
  • Bachelor's degree with a strong academic track record; major in Finance or Accounting strongly preferred.
  • 1-3 years of relevant experience in a role emphasizing financial analysis, with demonstrated proficiency in interpreting financial statements and evaluating business risks.
  • Excellent analytical and accounting skills, including advanced knowledge of Excel.
  • Strong understanding of capital markets, including debt and equity security terms as well as valuation methodologies
  • Strong writing, interpersonal and communication skills


What will set you apart
  • Previous experience in investment banking, asset management, portfolio management, leveraged finance, transactions advisory, or valuations
  • Participation in the Chartered Financial Analysts® (CFA) program


About the Team:

PGIM Capital Partners is the junior capital strategy within PGIM, focused on sourcing, underwriting, and managing mezzanine and structured equity investments in middle market companies. The team originates deals through a broad network including private equity sponsors, advisors, partner firms, and direct issuers, combining regional coverage with a centralized investment team. With over 25 years of experience, the platform recently deployed its $2.3 billion sixth fund and has begun investing its latest vehicle, PGIM Capital Partners VII.

Note: Prudential is required by state-specific laws to include the salary range for this role when hiring a resident in applicable locations. The base salary range for this role is from $85,000 to $90,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

#LI-Hybrid

#LI-SC1

What we offer you:

  • Market competitive base salaries, with a yearly bonus potential at every level.
  • Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
  • 401(k) plan with company match (up to 4%).
  • Company-funded pension plan.
  • Wellness Programs 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 and mental health, and career development.
  • Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).


Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.

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

About Prudential Financial

Prudential Financial is a financial services company that specializes in the fields of investment management, life insurance, and retirement benefits. It focuses on helping individuals and institutional customers to grow and protect their wealth. The company also offers an inclusive work environment where employees can develop to their full potential, and give back to the communities where they live and work. Prudential Financial was founded in 1875 and headquartered in Newark, New Jersey.

Prudential Financial Careers

Join the esteemed ranks of Prudential Financial, a global leader in financial services, where your career is nurtured, your innovation valued, and your professional growth guaranteed. Work You’ll Do At Prudential Financial, we are committed to helping individuals and businesses tackle their financial challenges with robust solutions. As part of our team, you will lead efforts to innovate and expand our services, ensuring that we remain at the forefront of the financial industry. Transform the financial landscape with your expertise and join a team where diversity, leadership, and personal growth are not just encouraged but actively fostered. With Prudential Financial, you position yourself at the nexus of finance and cutting-edge innovation. Collaborate with a global network of professionals, dedicated to steering clients through their financial journeys with precision and foresight. Our culture thrives on teamwork, leadership, and a shared commitment to excellence. Prudential Financial Job Opportunities We are actively hiring and have a variety of job opportunities designed to bring out the best in each employee. From entry-level positions to leadership roles, Prudential Financial offers a path for every ambitious professional eager to make an impact in the financial sector. Do Innovative Work Join our team of over 40,000 professionals worldwide, working together to reshape the future of finance. At Prudential Financial, your skills in networking, strategic thinking, and leadership will drive change and foster an environment of continuous innovation and growth. Internship Programs Kickstart your career with a Prudential Financial internship. Our programs offer invaluable industry insights and hands-on experience, making them a perfect starting point for students and recent graduates eager to make their mark. Benefits and Culture Prudential Financial is not just about professional achievements but also about personal well-being. Our employees enjoy comprehensive benefits, including health, life, and disability insurance, retirement plans, and generous paid time off. More than just benefits, our company culture is built on mutual respect, inclusivity, and the collective pursuit of excellence. Future-Proof Your Career With Prudential Financial, career advancement is a reality. We provide extensive training and development programs, including leadership and diversity training, to ensure you are always ahead of the curve. Explore Discover how Prudential Financial leads the way in financial innovation and client service. Read more about our latest projects and the impact they have on our clients and the industry. Stay Connected Join Our Team Search open positions that match your skills and interests. We are looking for passionate, curious, and solution-driven team players. Explore Prudential Financial jobs today and find where you fit in our dynamic team. Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. Job Alert Emails Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at Prudential Financial.
Learn more about Prudential Financial
Size
88 employees
Market Cap
$36.2 billion
Industry
Net Income
-$374 million
Founded
1875
5 Year Trend
+3.8%
Revenue
$57 billion
NASDAQ

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