Portfolio Analyst - PIMCO

PIMCO; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Portfolio Associate to join their London team. This role is pivotal in supporting the European Rates Desk and Generalist Team, requiring strong analytical and interpersonal skills. The successful candidate will collaborate with various teams, including Portfolio Management and Compliance, while managing trade execution and performance analysis. This is an exciting opportunity to work in a high-performance culture that values collaboration and diverse thinking, making a significant impact in the world of finance and investment.

Qualifications

• Advanced abilities with Excel and Bloomberg essential.
• Ability to program in VBA, SQL, or Python is advantageous.

Responsibilities

• Work closely with European Rates Portfolio Managers and Traders.
• Generate trades for flow hedging and cash management.
• Monitor client portfolio positioning versus guidelines.

Skills

Excel

Bloomberg

VBA

SQL

Python

Analytical Skills

Interpersonal Skills

Problem-Solving Skills

Job description

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.

We are looking for a Portfolio Associate to join our London team to support the European Rates Desk and Generalist Team. The Portfolio Associate must build solid internal relationships and partnerships with Portfolio Management, Account Management and Compliance teams in the firm's Global Offices. The role frequently interacts with Account Management, Product Management, Legal and Compliance and Operations.

Responsibilities of the role include:

• The Portfolio Analyst will work closely with the European Rates Portfolio Managers and Traders.
• Generating trades for flow hedging, cash management and restructurings.
• Generating trade execution studies across a set of mandates or products in accordance with investment guidelines and benchmarks.
• Performance and attribution analysis in addition to other requested analytics.
• Building of new reports for risk monitoring.
• Monitoring client portfolio positioning versus client guidelines and internal risk limitations.
• Re-balancing of portfolios to model/target weights.
• Ensuring pre- and post-trade compliance for client mandates.
• Working with traders to roll the firmwide EUREX Futures book and Interest Rate Swap book.

Position Requirements:

• Advanced Abilities with Excel and Bloomberg essential.
• Ability to program in one or more language(s) would be an advantage - VBA, SQL, Python experience. Able to understand and write VBA macros.
• Strong technical skills in Fixed Income.
• Ability to interact and communicate flawlessly with experienced Portfolio Managers to articulate ideas and strategies clearly, both verbally and in writing.
• Strong interpersonal skills and proven ability to build strong relationships with Portfolio Managers and across departments.
• Ability to work collaboratively across the organization to resolve issues.
• Outstanding analytical skills with strong problem-solving skills.
• Proven ability to operate efficiently in a high-pressure environment and to deliver towards tight deadlines.