PGIM – Business Systems Analyst – Front Office Investment Solutions

Overview

PGIM’s Front Office Investment Solutions team is transforming investment professional workflows through modern technology and AI-powered systems. The role focuses on the evolution of Peregrine (front-office investment platform) and Merlin (next-generation AI ecosystem). Merlin powers investment research, portfolio analysis, workflow automation, document generation, and intelligent decision support.

The position involves working directly with Credit Research, Portfolio Management, Quantitative Solutions, ESG, and Client teams to build cloud-native and AI-enabled capabilities.

Opportunities

• Work directly with investment teams solving real business problems at scale.
• Help shape innovative AI-powered capabilities used across global investment teams.
• Contribute to strategic platforms central to the firm’s future.
• Be part of a collaborative and entrepreneurial team valuing innovation, ownership, and impact.
• Grow expertise at the intersection of investment management, data, and AI.

Responsibilities

• Partner closely with investment professionals, product owners, designers, and engineering teams to deliver modern front-office investment solutions.
• Help shape and enhance AI-powered workflows across research, portfolio management, analytics, and client solutions.
• Gather, analyze, and document business requirements, user journeys, workflows, and functional specifications.
• Translate complex investment and operational processes into scalable technology solutions.
• Drive discovery sessions, process reviews, and solution workshops with stakeholders across the business.
• Support the evolution of Peregrine and Merlin capabilities, including AI-assisted research workflows, intelligent search, summarization, analytics, and workflow automation.
• Work with structured and unstructured investment data, including research, holdings, exposures, market data, and portfolio analytics.
• Collaborate with engineering teams in Agile delivery environments to prioritize work, refine requirements, and support sprint execution.
• Create process flows, data mappings, and gap analyses for current and future-state workflows.
• Help define user acceptance testing strategies and support successful product rollouts and adoption.
• Partner with stakeholders to identify opportunities for automation, efficiency gains, and improved investment insights.
• Contribute to a culture of innovation, experimentation, and continuous improvement.

Requirements

• 10+ years of business analysis experience at a buy-side Fixed Income firm.
• Experience supporting front-office teams such as Credit Research, Portfolio Management, Risk, and Quantitative Strategies.
• Strong experience across major Fixed Income instruments, including Treasuries, Investment Grade, High Yield, EMD, Mortgages, Sovereign/Government and Corporate Bonds, OTC derivatives, and repos.
• Working knowledge of data governance with a proven ability to maintain high data quality throughout the project lifecycle.
• Proficient in SQL, including writing queries and understanding stored procedures.
• Experience with BI reporting tools and relational databases.
• Ability to evaluate existing processes and recommend practical improvements.
• Strong analytical and problem-solving skills, including root cause analysis and solution development.
• Ability to help end users adopt and maximize new systems and tools across teams.
• Proven ability to manage multiple priorities under pressure with strong organizational skills.
• Experience using application lifecycle management tools such as Jira and Confluence.

Qualifications (Set You Apart)

• Experience supporting front-office investment platforms or research systems.
• Exposure to AI, generative AI, workflow automation, or modern data platforms.
• Experience working with investment research, portfolio analytics, or financial data ecosystems.
• Knowledge of cloud-native platforms, APIs, analytics tooling, or modern application architectures.
• CFA designation or progress toward certification.
• Bachelor’s degree in Finance, Economics, Computer Science, Statistics, Information Systems, or a related field.

Compensation & Benefits

• Annual Base Salary Range: $155,000–$185,000, plus yearly bonus potential.
• Medical, dental, vision, life, and disability insurance.
• 401(k) plan with company match (up to 4%) and a company-funded pension plan.
• PTO and leave of absences (e.g., parental and military leave).
• Wellness programs covering parenting, housing, senior care, finances, pets, legal matters, education, emotional/mental health, and career development.
• Education benefit financing for approved degrees and accredited certificate programs.
• Employee Stock Purchase Plan at a 15% discount after one year of service.