VP, Corporate Actions & Modernization Leader

LGBT Great; Newport Beach (CA); On-site; USD 138,000 - 195,000; Full time

Job summary

PIMCO in Newport Beach, CA seeks a Vice President, Corporate Actions to lead a high‑impact team responsible for end‑to‑end corporate actions, risk oversight, and process modernization across global assets.

You will partner with Portfolio Management, Legal and Compliance, Technology and outside vendors to design scalable workflows, improve controls, and deploy automation and data analytics to reduce manual risk.

Qualifications

• Bachelor's degree required; advanced degree or relevant professional designation preferred.
• Minimum of 10 years of professional experience in financial services or investment management with significant exposure to investment operations.
• Minimum of 7 years of direct experience with corporate actions and asset-servicing lifecycle for global assets.
• Demonstrated people-management or team-leadership experience.
• Strong knowledge of fixed income and multiple asset classes; ability to assess operational and control implications of complex events.
• Experience designing workflows, controls, governance, escalation models, metrics, and management reporting.
• Experience with data feeds, API integrations, workflow tools, automation, analytics, and AI technologies.
• Proficiency with Excel and PowerPoint; familiarity with Bloomberg; experience with SQL, VBA, Python, Power BI or similar tools.

Responsibilities

• Lead end-to-end corporate actions lifecycle across mandatory and voluntary events and related workflows.
• Manage and develop team members, set priorities, coach staff, and foster accountability.
• Own risk and control environment with governance, reconciliations, escalation, issue management, and reporting.
• Provide senior oversight for high-risk events and act as escalation point for operational matters.
• Partner with Portfolio Management, Legal, Compliance, Technology, and external providers to ensure timely decisions.
• Design scalable workflows, data controls, and operating models with clear ownership and auditability.
• Drive automation, data integration, analytics, APIs, and AI to reduce risk and boost efficiency.
• Oversee third-party vendors and data feeds, monitor service quality and connectivity.
• Develop and present metrics and trend analyses to senior leadership and governance forums.
• Support audits, regulatory reviews, and business continuity planning as needed.
• Lead industry engagement to anticipate market and regulatory developments and translate insights into improvements.
• Share best practices across Investment Operations and enterprise initiatives.

Skills

Leadership

Stakeholder management

Risk management

Communication

Operational discipline

Data analytics

Automation

Project coordination

Attention to detail

Strategic thinking

Education

Bachelor's degree

Advanced degree preferred

Tools

SQL

VBA

Python

Power BI

Bloomberg

Job description

PIMCO in Newport Beach, CA seeks a Vice President, Corporate Actions to lead a high‑impact team responsible for end‑to‑end corporate actions, risk oversight, and process modernization across global assets.

You will partner with Portfolio Management, Legal and Compliance, Technology and outside vendors to design scalable workflows, improve controls, and deploy automation and data analytics to reduce manual risk.