Portfolio Associate

3 weeks ago

Newport Beach, California, 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 world's largest providers of traditional and non-traditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

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

As a Portfolio Associate, you will directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm's global offices. On a day-to-day basis, you will actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary.

You will have extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm, a broad range of opportunities to collaborate with talented colleagues, and a learning environment focused on key buy-side portfolio risk and return principles. You will receive constructive feedback to foster career growth, in addition to a formal annual review process.

Responsibilities:

  • Ensure investment objectives are reflected across portfolios in scope.
  • Monitor portfolio positions and products versus client guidelines in concert with Compliance team.
  • Coordinate with Portfolio Management on re-balancing of portfolios.
  • Utilize proprietary risk systems for monitoring of portfolio exposures.
  • Assist in account transitions and cash flow management.
  • Conduct performance and attribution analyses.
  • Tag trades into risk categories within the portfolio.
  • Ad hoc operational tasks.
  • Respond to ad hoc requests from the Portfolio Management team.

Requirements:

  • Strong academic background in a technical field from a leading, accredited college or university.
  • Good understanding of fixed income, including knowledge of most cash and derivative instruments.
  • Outstanding communication skills to operate in a complex financial environment.
  • Excel 'power user' - SQL, VBA, and programming skills are preferred.
  • Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness.
  • Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast-paced and time-critical environment.

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