PGIM - Investment Analyst (Corporate Mezzanine)

Job Classification:

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’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 for this role is $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

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• 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. 

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. 

If you need an accommodation to complete the application process, please email [email protected]. 

If you are experiencing a technical issue with your application or an assessment, please email [email protected] to request assistance.