Client Operations Lead — Fixed Income Solutions

PIMCO Europe Ltd.; Newport Beach, Austin, New York (CA, TX, NY); On-site; USD 120,000 - 135,000; Full time

Job summary

PIMCO Europe Ltd. in Newport Beach, CA (and other U.S. locations) is seeking a Client Operations Specialist to oversee portfolio events, onboarding, terminations, and transfers.

You will partner with Client Management and cross-functional teams to drive process improvements and deliver efficient client solutions. The role emphasizes strong project management, operations know-how, and the ability to translate client needs into actionable plans while partnering across Legal, Compliance, Funds

Qualifications

• Minimum of a bachelor’s degree required
• Minimum 5 years of professional experience within Client Operations in the financial services industry, preferably focused on fixed income
• Demonstrated knowledge of the portfolio event process
• Working knowledge of economics, fixed income fundamentals, or portfolio management
• Prior experience working in/with Client Management and/or Transitions Management
• Strong project management skills
• Experience automating business processes utilizing workflow automation, business intelligence, or other productivity tools
• Experience in investment operations or with derivatives

Responsibilities

• Oversee the portfolio event process, encompassing onboarding new accounts, managing terminations, facilitating in-kind transfers, and modifying existing portfolios
• Identify opportunities to enhance operational processes and mitigate potential risks
• Collaborate cross-functionally to develop and implement innovative client solutions, while enhancing existing processes to elevate the client experience
• Assist in documenting project phases and preparing summary reports for management review
• Coordinate activities across various departments, including Client Management, Client Servicing, Portfolio Management, Product Management, Legal, Compliance, Funds Administration, Analytics, Performance, and Operations, as well as with external stakeholders such as clients, banks, and transition managers
• Foster a collaborative team environment by building strong relationships and demonstrating how each team member contributes to the overall success of projects
• Engage in all stages of the client portfolio lifecycle, sharing responsibility for key implementation decisions

Skills

Project management

Workflow automation

Financial services knowledge

Fixed income fundamentals

Cross-functional collaboration

Education

Bachelor’s degree

Tools

BI tools

Job description

PIMCO Europe Ltd. in Newport Beach, CA (and other U.S. locations) is seeking a Client Operations Specialist to oversee portfolio events, onboarding, terminations, and transfers.

You will partner with Client Management and cross-functional teams to drive process improvements and deliver efficient client solutions. The role emphasizes strong project management, operations know-how, and the ability to translate client needs into actionable plans while partnering across Legal, Compliance, Funds