Senior Associate, Investment Operations

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Position Overview

We are seeking a Senior Associate to join our Investment Operations Oversight team. In this role, you will provide operational support for the implementation of our emerging market strategy, including the rollout of new trading instruments and the exploration of new markets. You will play a crucial role in overseeing the relationship and deliverable of our outsourced back-office service provider.

This position requires balance between hands-on, tactical operational support and strategic initiative implementation. It offers an excellent opportunity for motivated individuals interested in asset management operations and eager to make an impact.

Initially, you will undergo comprehensive training to fully understand our people, processes, and systems. This will include mastering fundamentals such as leveraging Excel to perform gap analysis, conducting deep dives into fund-level data, performing data entry, ensuring data quality for accurate reporting and management information, and identifying and addressing exceptions.

Gradually, you will begin to assist our Portfolio Management team in enhancing performance and managing operational risks. You will also support our Client Facing team in addressing clients' operational queries and assist team managers in designing and implementing process improvement projects.

Location

Newport Beach, CA or Austin, TX

Responsibilities

• The key responsibilities include, but are not limited to:

• Engage in operational support for emerging markets and forex trading, including pre-and post-trade activities such as onboarding, settlement, fail management, trade claims resolutions, and process governance.

• Conduct comprehensive analyses to identify gaps, perform in-depth examinations of fund-level data, manage data entry tasks, ensure the accuracy and quality of data for reporting and management purposes, and detect and resolve any discrepancies.

• Contribute to the design of new processes, systems, and procedural implementations.

• Interact daily with portfolio and account management professionals, working closely with internal front, middle, and back offices, and externally with custodians and brokers.

• Manage end-to-end implementation initiatives for accessing emerging markets, including market research, intel collection, workflow optimization, and developing operational solutions to complex requirements. Establish governance and operational efficiency across pre-trade research and post-trade support.

• Demonstrate leadership in autonomous problem-solving, reliability, and accountability for tasks and deadlines. Manage through ambiguity and mitigate operational risks to deliver business outcomes.

• Apply experience and sound business judgement to effectively resolve complex issues.

• Resourceful, inquisitive, and enjoy working through difficult solutions collegially. Many of the concepts and/or solutions we face are sophisticated, and you bring a desire to work through these complex scenarios.

• Proficiently document processes and workflows, adept at identifying challenges, alternative solutions, and their potential impacts

Position Requirements

• Minimum of a bachelor's degree, preferably in finance or economics. Graduate studies are a plus.

• 3-6 years of related experience in asset management operations, such as onboarding, emerging market research, settlement, trade fail management, and trade claims resolution.

• Proficiency in performing gap analysis, conducting in-depth examinations of data, managing data entry tasks, ensuring data quality for accurate reporting and management information, and identifying and resolving discrepancies.

• Project management and implementation skills, capable of understanding and meeting stakeholder expectations and managing interdependencies across multiple sub-projects.

• Proven skills and proficiency in various Microsoft Office applications, particularly Excel, Word, Outlook, PowerPoint, and Pivot Tables. Familiarity with SQL, python, Confluence/Smartsheets, or similar tools is beneficial.

• Excellent communication abilities, capable of effective interaction with all organizational levels both verbally and in writing

• Self-motivated and strategic thinker with a proven ability to lead solutions.

• Effective at working with both local and global teams, and skilled in networking with various departmental colleagues and external parties.

• Ability to establish and maintain strong, cohesive relationships with brokers, custodians, and back-office operations to boost process efficiencies, productivity, and controls.

• Exceptional record-keeping skills, with the ability to document information comprehensively, capturing task nuances and providing necessary support for effective communication.

• Adept at facilitating stakeholder consensus during challenging discussions, with a keen attention to detail and a focus on minimizing distractions.

• Experienced in independently developing presentations and executing communication plans, with occasional guidance.

• Ability to track and report accurate deliverable statuses and milestones and share knowledge and cross-train with business partners to encourage solution-finding.

• Proven capability to thrive in a fast-paced environment, manage high volumes, and navigate unstructured processes effectively; and simultaneously handling responsibilities with multiple, exciting demands.

Professional Skills Requirements

• Proficient in desktop applications, demonstrating strong technical skills that enhance productivity and efficiency.

• Open to constructive feedback, actively seeking opportunities for growth and improvement to enhance personal and team performance.

• A standout teammate who builds positive relationships and collaborates across multiple levels of a globally diverse organization, including with outside vendors.

• Track record of building credibility and trust through consistent behavior, high integrity, and judgment.

• Intellectual curiosity, a dedication to professional development, an ability to learn, and an interest in staying on top of emerging trends.

• High emotional intelligence, flexible, and resilient.

Deadline to apply: Thursday, March 13

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.