Portfolio Analyst/Associate – Credit Desk

LGBT Great; Newport Beach, Northern (CA, KY); Hybrid; USD 90,000 - 105,000; Full time

Job summary

PIMCO, a global leader in active fixed income, seeks a Portfolio Analyst/Associate to support Portfolio Managers and collaborate with internal teams in Newport Beach, CA. You will monitor portfolios, assist in risk measurement, and help develop tools and reports for portfolio management.

The role offers exposure to industry experts, cross-functional collaboration, and a learning environment focused on buy-side risk and return principles, with a formal review process.

Qualifications

• 1-3 years of relevant work experience in financial services/asset management.
• Bachelor’s degree with strong academic background in a technical field from a leading college or university.
• Deep understanding of fixed income including knowledge of most cash and derivative instruments.
• Exceptional communication skills are required to operate in a complex financial and mathematical environment.
• Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness.
• Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a high-pressure and time-critical environment.

Responsibilities

• Provide support to Credit Portfolio Management team, ensuring investment objectives are reflected across portfolios in scope.
• Monitoring portfolio positions and products versus client guidelines in concert with Compliance team.
• Coordinating with Portfolio Management on sizing of trades and re-balancing of portfolios.
• Utilizing proprietary risk systems for monitoring of portfolio exposures.
• Assisting in account transitions and cash flow management.
• Responding to ad-hoc requests from the Portfolio Management team.
• Monitoring and facilitating efficient processing of credit trades across the firm.

Skills

Credit portfolio management

Fixed income fundamentals

Quantitative analysis

Education

Bachelor's degree in a technical field

Tools

Proprietary risk systems

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.

Portfolio Analyst/Associate Team Overview

Portfolio Analyst/Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm’s global offices. On a day-to-day basis, Portfolio Associates use their mathematical and fixed income training to actively monitor portfolios and markets to assist Portfolio Managers in measuring risk and managing client assets. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team.

Position Development Value:

• Extensive exposure to industry experts within Portfolio Management and across other functional areas of the firm
• A broad range of opportunities to collaborate with talented colleagues
• Learning environment focused on key buy-side portfolio risk and return principles
• Constructive feedback to foster career growth in addition to a formal annual review process

Location: Newport Beach, CA.

RESPONSIBILITIES

• Provide support to Credit Portfolio Management team, ensuring investment objectives are reflected across portfolios in scope
• Monitoring portfolio positions and products versus client guidelines in concert with Compliance team
• Coordinating with Portfolio Management on sizing of trades and re-balancing of portfolios
• Utilizing proprietary risk systems for monitoring of portfolio exposures
• Assisting in account transitions and cash flow management
• Responding to ad-hoc requests from the Portfolio Management team
• Monitoring and facilitating efficient processing of credit trades across the firm

REQUIREMENTS

• 1-3 years of relevant work experience in financial services/asset management industry
• Bachelor’s degree with strong academic background in a technical field from a leading, accredited
• college or university
• Deep understanding of fixed income including knowledge of most cash and derivative instruments
• Exceptional communication skills are required to operate in a complex financial and mathematical environment
• Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness
• Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a high-pressure and time-critical environment

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: $ 90,000.00 - $ 105,000.00

Equal Employment Opportunity and Aff…

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.