Current jobs related to Fee Strategy Associate - Newport Beach - INSPYR Solutions


  • Newport Beach, California, United States PIMCO Full time

    Senior Associate, Client BillingPIMCO, a global leader in active fixed income, seeks a highly motivated and intellectually curious professional to join its team of revenue experts as a Senior Associate in the Client Billing department.Key Responsibilities:Calculate and produce specialized fixed and incentive investment management fee invoices according to...


  • Newport Beach, United States PIMCO Full time

    About PIMCOPIMCO is a global leader in active fixed income, with a deep expertise across public and private markets. Our team of experts invests our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.Job SummaryWe are seeking a highly motivated and intellectually...


  • Newport Beach, California, United States PIMCO Full time

    About PIMCOPIMCO 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...


  • Newport Beach, California, United States CFA Institute Full time

    The CFA Institute is a premier organization in the finance sector, renowned for its expertise in investment management and financial analysis. We are committed to providing our clients with exceptional service and innovative solutions in the realm of investment fees and revenue management. Are you an analytical and driven professional eager to make a...


  • Newport Beach, California, United States CFA Institute Full time

    CFA Institute is a prominent organization in the finance sector, recognized for its expertise in investment management and financial analysis. We are dedicated to providing our clients with exceptional service and innovative solutions tailored to their needs. As a Senior Associate in Investment Fee Management, you will play a pivotal role in our Client...


  • Newport Beach, California, United States CFA Institute Full time

    CFA Institute is a prominent organization in the finance sector, renowned for its expertise in investment management and financial analysis. We are committed to providing exceptional service to our clients while fostering a culture of excellence and collaboration. Are you an analytical and driven professional eager to make a significant contribution? The...


  • Newport Beach, United States PIMCO Ltd. - Pacific Investment Management Company Full time

    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...


  • Newport Beach, California, United States CFA Institute Full time

    The CFA Institute is a prominent organization in the investment management sector, renowned for its expertise in financial analysis and investment strategies. We are committed to delivering exceptional service to our clients while fostering a culture of excellence and collaboration. Are you an analytical and driven professional eager to contribute...


  • Newport Beach, California, United States CFA Institute Full time

    CFA Institute is a premier organization in the investment management industry, recognized for its commitment to excellence and integrity. We empower our clients by providing them with exceptional investment insights and solutions across various asset classes. Our culture promotes inclusivity and diverse perspectives, fostering an environment where innovative...


  • Newport Beach, United States PIMCO Full time

    About the RolePIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our team is responsible for calculating, invoicing, and collecting separate account revenue across all entities.Key ResponsibilitiesCalculate and produce specialized fixed and incentive investment management fee invoices according to the terms...


  • Newport Beach, California, United States CFA Institute Full time

    CFA Institute is a renowned organization in the field of investment management, providing extensive expertise across various financial markets. We are dedicated to managing our clients' assets through a diverse range of investment opportunities, utilizing our profound knowledge of complex financial environments. Our commitment to excellence and strong...


  • Newport Beach, United States PIMCO Full time

    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...


  • Newport Beach, California, United States PIMCO Ltd. - Pacific Investment Management Company Full time

    {"h1": "Product Strategy Associate at PIMCO Ltd.", "p": "PIMCO Ltd. - Pacific Investment Management Company is seeking a highly skilled Product Strategy Associate to join its team in Newport Beach, CA. As a key member of the Product Strategy Group, you will be responsible for developing and implementing fixed income strategies that meet the needs of our...


  • Newport Beach, United States PIMCO Full time

    About the RolePIMCO 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.We are seeking a skilled professional to join the Product Strategy Group responsible...

  • Split Fee Recruiter

    3 months ago


    Newport Beach, United States Cope Staffing LLC Full time

    Job DescriptionJob DescriptionSplit-Fee Contract RecruiterCPA Firms and Accounting industriesCommission-based (you keep 50% of the placement fee) COPE Staffing is seeking a Recruiter. As a Contract Recruiter, you will play a vital role in sourcing, screening, and selecting top talent to meet the staffing needs of our client's organization. You will work...


  • Newport Beach, California, United States Compass Full time

    *This is a fully on-site role in our Newport office*The Strategic Growth team serves as the primary representative of the company, driving our market expansion initiatives. As a Business Development Specialist, your main responsibility will be to generate new business opportunities for our Strategic Growth Team.In essence, the role of the Business...


  • Newport Beach, United States PIMCO Full time

    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...


  • Newport Beach, United States PIMCO Full time

    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...


  • Deerfield Beach, Florida, United States Titan Strategy Group Full time

    About UsWe're a dynamic and innovative company, Titan Strategy Group, that's revolutionizing the client management industry. Our unique blend of creativity, drive, and passion sets us apart from the rest. If you're looking for a challenging and rewarding career where your ideas matter, then keep reading.The RoleAs our Client Relations Associate, you'll be...


  • Newport Beach, California, United States Townsend Public Affairs, Inc. Full time

    About Townsend Public Affairs, Inc.With over two decades of engagement in political arenas at various levels, Townsend Public Affairs is a bipartisan firm based in California, operating across multiple regions including Southern, Northern, and Central California, as well as Washington, DC. The firm excels in crafting and implementing legislative and funding...

Fee Strategy Associate

3 months ago


Newport Beach, United States INSPYR Solutions Full time

Title: Fee Strategy Associate
Location: Newport Beach, CA
Duration: 5 month contract
Compensation: $35-38/hr
Work Requirement: US Citizen, GC Holder, or Authorized to work in the U.S.

If interested please email copy of resume to Hneer@inspyrsolutions.com

Team Overview:
Housed within the Fee Strategy Team, Negotiation Strategy is a specialized division at PIMCO dedicated to empowering Investment Professionals with the skills and resources needed for challenging external negotiations. Through customized training, resources, and live-case coaching, we aim to cultivate a clear and consistent negotiation culture across all departments and offices.

Position Summary:
The Negotiation Strategy Associate is a key member of the team, focused on developing and enhancing PIMCO's negotiation training, resources, and internal support on a global scale. This role involves creating and maintaining various reports for top leaders worldwide, requiring thorough research, writing skills, and a strong understanding of negotiation. The Negotiation Strategy Associate will collaborate closely with both the Fee Strategy team and Client Facing teams globally. An important part of this role is to enhance existing training programs and develop new ones alongside the Negotiation Strategist, ensuring top-tier service and flawless execution of all training initiatives. Additionally, the Temporary Associate will lead the Competitor Negotiation Profile database, including conducting Account Manager interviews and analyzing competitor data to ensure accurate on-demand reporting.

Key Responsibilities:
Training Development and Coordination Organize and Maintain Training Materials: Ensure all internal training materials are up-to-date and continuously reviewed
Manage Global Training Calendar: Build and manage the global training calendar for Negotiation Strategy, ensuring timely publication on Pulse
Create New Training Resources: Partner with the Negotiation Strategist to develop new training resources tailored to team and regional needs, requiring internal and external research, creative writing skills, and advanced PPT knowledge
Track Educational Milestones: Collaborate with Human Resources to track educational milestones and participation for Account Managers and Associates within Workday Learning
Coordinate with Multiple Departments: Communicate with various departments (Reception, Help Desk, Catering, Security) to ensure effective delivery of all trainings with white-glove service
Manage Training Programs: Oversee the creation of all training programs within Workday Learning, including training creation, managing enrollment, and invitations to streamline the registration process
Accommodate International Trainings: Ensure availability during diverse time zones for problem-solving and support
Budget Management: Forecast, maintain, and balance the budget while meeting the needs of Client Facing groups



Data Research, Integrity, and Collection Update Training Participant Data: Maintain accurate records of global Investment Professionals in training participant excels
Organize Publications and Newsletters: Ensure the most current documents are readily available on Pulse
Review Closed Sentry Requests: Conduct weekly reviews to identify closed requests involving negotiation, partnering with the Negotiation Strategist for Account Manager interviews to gather insights
Develop Negotiation Reports: Create quarterly and annual negotiation reports for EMEA and APAC heads, including fee data analysis and qualitative summaries
Enhance Competitor Profiles: Monitor new hires, identify interview candidates, conduct interviews, collect and interpret information, and input data into the Competitor Negotiation Profile database
Ensure Data Accuracy: Guarantee meticulous attention to detail and accuracy in all aspects of data management, understanding the importance of these reports for the Executive Office, regional leaders, and Client Facing leaders

Position Requirement: Minimum 5 years of relevant experience
Bachelor's degree or equivalent work experience
Advanced knowledge of MS Excel, Word, Outlook, PowerPoint
High attention to detail, accuracy, and strong follow-up and organization skills
Ability to prioritize and complete multiple projects simultaneously
Desire to learn about negotiation and fees, demonstrating a growth mindset
Willingness to undergo formal and informal negotiation training, including workshops, reading, and learning-based assignments
Well-refined communication, business-writing, and creative-writing skills
Strong presenting skills with a willingness to grow into a training position

Outstanding relationship-building skills
Exceptional analytical skills
Quick learner adaptable to new processes, concepts, and skills
Committed to PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, which enable us to deliver the best to our clients and each other



Our benefits package includes: (EXCLUDE on perm placements) Comprehensive medical benefits
Competitive pay
401(k) retirement plan
...and much more


About INSPYR Solutions
Technology is our focus and quality is our commitment. As a national expert in delivering flexible technology and talent solutions, we strategically align industry and technical expertise with our clients' business objectives and cultural needs. Our solutions are tailored to each client and include a wide variety of professional services, project, and talent solutions. By always striving for excellence and focusing on the human aspect of our business, we work seamlessly with our talent and clients to match the right solutions to the right opportunities. Learn more about us at inspyrsolutions.com.

INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, INSPYR Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.