Investment Operations Analyst

Davita Inc.; Austin (TX); On-site; USD 75,000 - 81,000; Full time

Job summary

A leading financial services company seeks an Analyst for their Investment Operations team in Austin, TX. The ideal candidate will support the implementation of new financial instruments, manage operational risks, and collaborate across multiple teams to promote process efficiency. This role offers comprehensive training and opportunities for professional development.

Qualifications

• Bachelor's degree required; preferably in Finance, Accounting, or Economics.
• Proficient in Microsoft Excel, capable of gap analysis and data entry.
• Ability to communicate professionally and create valuable resources.

Responsibilities

• Identify and mitigate operational risk in processes.
• Support Portfolio Management team in enhancing performance.
• Assist with client operational queries.

Skills

Detail oriented

Problem solving

Interpersonal skills

Project management

Analytical thinking

Education

Bachelor's Degree in Finance, Accounting or Economics

Tools

Microsoft Excel

SQL

Confluence

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.

Position Description

We are seeking an Analyst to join the Investment Operations (IO) team. Our team manages the implementation for 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 investment operations and market setup. 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 withPortfolioManagersindeliveringincrementalalphaandmanagingoperationalrisk. 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 leveraging Excel to perform gap analysis, conducting deep dives into fund-level data, performing data entry, 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 assist team managers in designing and implementing process improvement projects.

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.

• Outstandingattentiontodetail.Stronginterpersonalandcommunicationskills.

• Exceptionalorganizationalandprojectmanagementskills,includingtheabilitytomulti-task and lead many ongoing initiatives

• Intellectualcuriosity,adedicationtoprofessionaldevelopment,anabilitytolearn,andan interest in staying on top of emerging trends

• Resourceful, inquisitive, and enjoy problem-solving. Many of the initiatives wefacearecomplex,andrequires youto conceptualize the objectives, bottlenecks and unknowns

• Ability to meet stringent deadlines, adapttoshiftingprioritiesandenjoyworkingwithambiguity.

• The ability to understand the "why" and "how" things are done, while identifyingnewandbetterwaysofdoing things

• Astandoutteammatewhobuildspositiverelationshipsandcollaboratesacrossmultiple levels of a globally diverse organization, including outside vendors

• Self-motivatedandthriveinafast-pacedenvironment,detailorientedwhotakesownership of your work quality and enjoys continuous improvement

• Open to receiving and giving feedback.

• Encourageapositiveworkenvironmentandcultureforallemployees

• Ownership and accountabilityinhandlingproblemsandresolvingissues.

Responsibilities

The key responsibilities include, but are not limited to:

• Identify,source,measure,monitor,evaluate,andmitigateoperationalriskinprocesses

• Mobilizeothersubjectmatterexpertstoprovidesolutionsuggestionstobringthebest outcome

• Providesolutions/suggestionstobringthebestoutcomeforourclients

• Overseeprovidersandensuretheyaredeliveringqualitativeoutput

• Contributetodrivingprojectsandgettingstakeholderstoreachaconsensusoncomplicated processes

• Consistently meets project stakeholder expectations by being able to understandtheinterdependenciesacrossmultiplesub-projectsandmanageprogress

• Trackandreportaccuratedeliverablestatusforassignedscopeandbeabletopresentto stakeholders independently

• Developpresentationswithmentorship

• Understandtheimportanceofgoodrecordkeeping and gap analysis andbepreparedtoprovideback-up when request

• Demonstrating strong technical skills that enhance productivity and efficiency.

• Intellectual curiosity, a dedication to professional development, an ability to learn, and an interest in staying on top of emerging trends.

• High emotional intelligence, flexible, and resilient.

• Collaborate with Portfolio Managers, custodians, brokers, Legal & Compliance, other operationsteams,AccountManagement,andfront,middleandbackofficesgloballyin promoting process efficiency

• Socializewithcustodians,brokers,front,middleandbackofficesgloballyinpromoting process efficiency and increase effectiveness

• Become a subject matter expertise in our oversight areas: FX, Emerging Markets, Claims, New Securities

Qualifications

• MinimumofaBachelor'sDegree,preferablyinFinance,AccountingorEconomics.

• Strongproblemsolvingskills.Detailoriented.

• Strongbusinesswritingskills.Abilitytocommunicateclearlyandprofessionallywithothers; and to create valuable resources for the business.

• Criticalthinkingskills.Solidreadingcomprehensionskillandmathematicallyproficient

• Collaborative,enjoyworkingwithstakeholderscrossregionandcrossfunctionalbusiness partners

• Abletoworkindependently,cantakeonrequestfromstarttofinish.

• Willing to learn and improve through feedback and constructive criticism.

• Abletoapplyknowledgeandexperiencetoeffectivelymanagerequestsandresolveissues

• ProvenskillsandexperienceinMicrosoftcomputerapplications;mustbestrongat Excel/Word/Outlook/PowerPoint/ Pivot table.

• KnowingprojectmanagementapplicationssuchasConfluence/Smartsheet/Appianor equivalent is desirable. Experience in automation implementation is a plus.

• KnowledgeofSQLand database queryingisdesirable. Additional coding knowledge is a plus.

• Strong project management and implementation capabilities. Solid time and priority managementskills,includingmanagingacrossmultipleinitiativeseffectivelyandprioritizing accordingly without losing track of the end goal

• Experienceinnewmarketonboardingexperience;operationalknowledgeinforeign exchange and emerging markets desirable but not required.

• Knowledge of financial products including but not limited to derivatives, structured fixed income, equities and alternative investments.

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 75,000.00 - $ 81,000.00

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. 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 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.