Day in the Life: Senior Investment Associate

Senior Investment Associates at Prudential Capital Group are empowered to build and cultivate new and existing relationships – ranging from large private companies to middle-market public and private companies.

A typical 'day in the life' of a Senior Investment Associate includes:

  • Normally, the day begins by reviewing current financial and world news through the Wall Street Journal and various Internet sites.
  • Work on existing portfolio company requests, which might include a Pru-shelf draw or a rollover financing.
  • Organize next week's marketing trip by phoning and following up with prospects to arrange introductory or follow-up meetings. In addition, set up relationship meetings with portfolio companies in the same territory.
  • Work on a new transaction: review company and industry information, develop a due diligence list, prepare internal pricing memorandums and meet with company management.
  • Spend time developing marketing lists of new prospects and intermediaries; and develop "pitch" books for company and financial intermediary meetings.

Click on the links below for a look into the experiences of these four individuals:

Morgana Davids, Director, San Francisco >>

John Keenan, Senior Investment Associate, Dallas >> 

Kimberley Leach, Director, Dallas >>

Akash Patel, Senior Investment Associate, Newark >>


View the Senior Investment Associate Job Description for more information.

We are an Equal Opportunity/Affirmative Action Employer and are committed to diversity in our workplace.