Investment Operations Associate
- Performed credit quality assessments and valuations of securities by evaluating financial statements, balance sheets, income statements, and cash flow statements for the purpose of assigning an NAIC credit designation.
- Submitted filings to obtain ratings for all private and public securities held by Prudential's insurance entities across all asset managers.
- Monitored portfolio compliance ensuring that all securities held followed relevant regulations and internal policies, prepared compliance reports when needed, and communicated any potential compliance issues to.
- Maintained databases and systems to track investment data and supply regular reports to investment professionals.