Associate, Investment Operations

LGBT Great; Newport Beach (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

PIMCO in Newport Beach, CA (and Austin, TX) is seeking an Analyst to join the Investment Operations team. You will support the implementation of new instruments, manage outsourced middle office services, and oversee client-facing risk and operations initiatives.

Initially, you will undergo comprehensive training on data gathering, trade lifecycle, and reporting, building a foundation for enhancing performance and reducing operational risk in a fast-paced, global environment.

Qualifications

• Outstanding attention to detail.
• Strong interpersonal and communication skills.
• Exceptional organizational and project management skills.
• Intellectual curiosity and willingness to learn across evolving topics and tools.
• Ability to meet stringent deadlines and adapt to shifting priorities.
• Ability to understand the "why" and "how" behind processes and to improve them.

Responsibilities

• Identify, source, measure, monitor, evaluate, and mitigate operational risk in processes.
• Mobilize other subject matter experts to provide solution suggestions to bring the best outcome.
• Provide solutions/suggestions to bring the best outcome for our clients.

Skills

Attention to detail

Interpersonal skills

Project management

Analytical thinking

Time management

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 seeking an Analyst to join the Investment Operations (IO) team. Our team manages the implementation of PIMCO’s new instruments and markets for all products, as well as managing our outsourced middle office service provider and our custodial oversight program. The team also oversees emerging markets, and investment operations. This role is part of an operational, strategic initiative and is an excellent opportunity for motivated individuals to differentiate themselves. In this role, you will be part of a team that partners with Portfolio Managers in delivering incremental alpha and managing operational risk. This is an opportunity to increase your trading operations experience and financial products and markets knowledge.

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 data gathering, leveraging AI, understanding trade lifecycle, conducting deep dives into fund-level data, 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 in designing and implementing process improvement projects. The candidate will learn to translate technical findings into actionable recommendations.

Location

Newport Beach, CA or Austin, TX

About You

If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:

• As an intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends.
• Outstanding attention to detail. Strong interpersonal and communication skills.
• Exceptional organizational and project management skills, including the ability to multi-task and lead multiple ongoing initiatives.
• Intellectual curiosity, a dedication to professional development, an ability to learn, and an interest in staying on top of emerging trends and tools.

• Resourceful, inquisitive, and enjoy problem-solving. Many of the initiatives we face are complex, and require you to conceptualize the objectives, bottlenecks, and unknowns.
• Ability to meet stringent deadlines, adapt to shifting priorities and enjoy working with ambiguity.
• The ability to understand the “why” and “how” things are done, while identifying new and better ways of doing things.
• A standout teammate who builds positive relationships and collaborates across multiple levels of a globally diverse organization, including outside vendors.
• Self-motivated and thrive in a fast-paced environment, detail oriented who takes ownership of your work quality and enjoys continuous improvement.
• Open to receiving and giving feedback.
• Encourage a positive work environment and culture for all employees.
• Ownership and accountability in handling problems and resolving issues.
• Can independently research unfamiliar topics.

Responsibilities

The key responsibilities include, but are not limited to:

• Identify, source, measure, monitor, evaluate, and mitigate operational risk in processes.
• Mobilize other subject matter experts to provide solution suggestions to bring the best outcome.
• Provide solutions/suggestions to bring the best outcome for our clients.