Performance Operations Analyst

PIMCO Ltd. - Pacific Investment Management Company; Austin (TX); Hybrid; USD 87,000 - 93,000; Full time

Job summary

PIMCO is seeking a highly skilled Performance Operations Associate to assist in the oversight of daily performance across hedge funds and other alternative accounts. The role is based in Austin, TX or Newport Beach, CA, and involves investigating performance inquiries, developing tools, and collaborating with technology teams to enhance capabilities.

The position requires 2–3 years of fixed income experience with performance management, a finance-related degree, and strong SQL/reporting skills.

Qualifications

• 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 towards 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.

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

SQL

Performance analysis

Reporting tools

Vendor collaboration

Education

Bachelor's in Finance/Related field

Master's or CFA/FRM progress preferred

Tools

SQL

Job description

PIMCO is seeking a highly skilled Performance Operations Associate to assist in the oversight of daily performance across hedge funds and other alternative accounts. The role is based in Austin, TX or Newport Beach, CA, and involves investigating performance inquiries, developing tools, and collaborating with technology teams to enhance capabilities.

The position requires 2–3 years of fixed income experience with performance management, a finance-related degree, and strong SQL/reporting skills.