Performance Operations Associate/ Senior Associate

PIMCO Ltd. - Pacific Investment Management Company; Newport Beach (CA); On-site; USD 87,000 - 93,000; Full time

Job summary

PIMCO is seeking a Performance Operations Associate to oversee daily performance across hedge funds and other alternative accounts. You will investigate inquiries from internal stakeholders and develop tools to proactively identify anomalies, partnering with technology teams and outsourced service providers.

The role offers work across multiple teams including technology, analytics, risk, operations, and portfolio management, with locations in Austin, TX or Newport Beach, CA.

Qualifications

• 2–3 years of experience in fixed income with a focus on performance management.
• Bachelor's degree in Finance, Accounting, Economics, Statistics, or Mathematics; progress toward CFA/FRM preferred.
• Understanding of equity, fixed income, and alternative investment strategies.
• Proficiency in SQL is advantageous.

Responsibilities

• Analyze performance data to identify trends and opportunities for improvement.
• Monitor and validate portfolio investment results, including attribution and benchmark analysis.
• Ensure the accuracy of performance returns by coordinating with various teams.
• Serve as a point of contact for performance-related issues, ensuring timely solutions.
• Facilitate post-issue root cause analysis discussions to prevent future occurrences.
• Identify potential problems and take corrective actions as needed.
• Recommend and implement ways to streamline and automate reporting processes.
• Document firm processes, performance calculations, and methodologies for internal training.

Skills

Fixed income

Performance analysis

Team collaboration

Education

Bachelor's degree in Finance, Accounting, Economics, Statistics, Mathematics, or related field

Masters or CFA/FRM in progress (preferred)

Tools

SQL

Job description

Role Overview

PIMCO is seeking a highly skillful and detail-oriented Performance Operations Associate to assist in the oversight of daily performance across hedge funds and other alternative accounts. The ideal candidate will investigate and resolve performance inquiries from internal stakeholders and develop and deploy tools to proactively identify anomalies. The role also involves working with internal technology teams and outsourced service providers to enhance technological capabilities.

Location

This role may be based in Austin, TX or Newport Beach, CA.

Primary Responsibilities

• Analyze performance data to identify trends and opportunities for improvement.
• Monitor and validate portfolio investment results, including attribution and benchmark analysis.
• Ensure the accuracy of performance returns by coordinating with various teams.
• Serve as a point of contact for performance-related issues, ensuring timely solutions.
• Facilitate post-issue root cause analysis discussions to prevent future occurrences.
• Identify potential problems and take corrective actions as needed.
• Recommend and implement ways to streamline and automate reporting processes.
• Document firm processes, performance calculations, and methodologies for internal training.

Position Requirements

• 2-3 years of experience in fixed income with a focus on performance management or a related field.
• Bachelor's degree in Finance, Accounting, Economics, Statistics, Mathematics, or a related field; a Master's degree or progress toward CFA or FRM is preferred.
• Understanding of equity, fixed income, and alternative investment strategies.
• Proficiency in SQL and related tools for report building and data analysis is advantageous.
• Experience in providing exceptional internal customer service and collaborating with vendors.
• Comfortable with formulas, performance measurement methodologies, and risk measures.
• Experience in calculating, validating, and interpreting portfolio investment results, including attribution and benchmark analysis, is a plus.
• Self‑directed with the ability to proactively identify and analyze problems.
• Strong organizational skills with the ability to manage and meet multiple deadlines.
• Ability to work well in a team environment and collaborate with various departments, including technology, analytics, risk, operations, trade processing, and portfolio management.

Compensation

PIMCO follows a total compensation approach which includes a base salary and a discretionary bonus. The base salary range is $87,000.00 – $93,000.00.

Equal Employment Opportunity and Affi­ Mati­ tive Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion, sex, sexual orientation, gender identity and expression, age, military or veteran status, disability, and any other factor prohibited by law.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans. 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. Only messages left for this purpose will be considered.