Sr. Analyst, Invest Servs

Date Posted: September 2025

Job Title

Senior Analyst, Investor Services

Who We Are

Jennison Associates is a global investment management firm with over $200 billion in Assets under Management spanning across a range of various equity and fixed income investment strategies. Jennison was founded in 1969 on the principle that doing what’s best for clients will always be right for the business. Grounded in our firm values of integrity, collaboration and client focus, the mission across all areas of our firm is to deliver superior long-term investment returns and excellence in client service. This singular focus is embedded in our culture and reflected in the way we invest, the service we provide to our clients, and the people we hire. We recognize that each employee plays a key part in achieving our mission, regardless of their role or title. As a result, we continually strive to make Jennison a fulfilling and rewarding place to work for all employees.

Our Function

The Investor Services team manages client and account-related events across Institutional Equity, Fixed Income, Retail Funds, and Pru Trust portfolios. Events include new account onboardings, product launches, terminations, asset transfers, custodian changes, and strategy updates.

In this role, you will serve as key coordinator, ensuring these events are executed accurately, on time, and in partnership with teams across the firm. This is a dynamic opportunity at the intersection of problem-solving, risk management, and cross-functional teamwork – well suited for someone who thrives in a collaborative environment and wants to make an impact.

Your Impact

Your responsibilities will include, but are not limited to the following:

• Support a wide range of account events (e.g., onboardings, terminations, asset transfers, custodian changes, strategy updates) across multiple products.
• Serve as a key liaison, collaborating with internal partners (Client Service, Portfolio Management, Trading, Investment Services, Compliance, Finance, etc.) to prepare for and complete account events.
• Partner directly with external stakeholders (clients, custodians, transition managers, etc.) to ensure smooth execution and accurate delivery of client events.
• Work with senior members of the Investor Services team to manage all aspects of account activity, ensuring timely communication of status, issues, and progress through completion.
• Develop strong working knowledge of systems and applications used to execute tasks (Eagle and various proprietary tools).
• Understand the full workflow of account events and apply sound judgment to ensure accuracy and timeliness.
• Research and resolve issues that may arise during the workflow, escalating to management when needed.
• Identify processing issues or areas of risk and recommend improvements to strengthen procedures.
• Ensure checklists, procedures, and documentation are accurate, clear, and kept up to date.
• Play a key role in the creation, testing, and implementation of new systems and applications to enhance workflows.
• Communicate effectively with production teams to ensure seamless transitions and a positive client experience.

Your Required Skills

Your required skills must include:

• BA/BS degree in Finance/Economics/Accounting preferred
• At least 5 years of experience, preferably within Asset Management Operations
• Collaborative approach with strong communication skills and a track record of working effectively across teams
• Strong analytical and critical thinking skills, with the ability to assess situations that may differ from precedent and develop appropriate solutions
• Excellent organizational skills and the ability to multitask in a deadline-driven environment
• Puts the interests of clients first and delivers service excellence at all times.
• Demonstrates ownership of work, resilience in facing challenges, and a commitment to continuous improvement
• Knowledge of downstream impacts, workflows and requirements of internal and external business partners and systems applications
• Ability to recognize high risk items and escalate those items or seek assistance to minimize risk or potential errors
• Ability to embrace and adapt to ever-changing priorities and business needs
• High level of professionalism and consistent approachable demeanor
• Adhere to the firm’s mandatory hybrid work model, which requires in-person attendance at the primary office location on Tuesdays, Wednesdays, and Thursdays to support collaboration, mentorship and team development. Remote work is permitted on Mondays and Friday

What We Offer

Jennison offers a generous benefits package including but not limited to: premier medical benefits, paid time off, a retirement profit sharing plan, wellness reimbursement, fully paid parental leave, family planning support, paid membership to concierge primary care, supplemental mental wellness benefit provides annual allotment of fully paid therapy sessions and unlimited coaching, additional health and wellness benefits, and life insurance. Our hybrid work model provides employees with the flexibility to work remotely 2 days a week.

The base salary range for this role is $110,000-$120,000. Individual salaries for this role may vary based on various factors including but not limited to, years of experience, range in corporate level, candidate skills, and geographic location. Eligibility to participate in a discretionary annual incentive program is subject to rules governing the program, whereby an award, if any, depends on various factors including but not limited to, individual and organizational performance.

Jennison is committed to treating all applicants and employees fairly and to providing equal opportunity in compliance with applicable federal, state and local laws. Jennison does not and will not discriminate against any employee or applicant for employment on the basis of race, religion, ancestry, color, gender, gender identity, pregnancy, age, physical or mental disability, national origin, marital status, sexual orientation, citizenship status, covered-veteran or military status, genetic information, and/or any other factor protected by law.

Salary : $110,000 - $120,000