PIMCO
Position Description
Are you passionate about learning, problem-solving, and innovation? If so, we have an exciting opportunity for you to join our fast‑paced and dynamic workplace, where you will collaborate with a diverse group of highly motivated and intelligent professionals.
Key Responsibilities
Analyze account transactions and portfolio holdings to conduct comprehensive compliance verification for all public funds and separate accounts.
Collaborate with Account and Portfolio Management teams to resolve outstanding compliance issues effectively.
Prepare detailed client reports that provide insights into compliance status and issues.
Research and address inquiries related to investment guidelines, ensuring clarity and compliance.
Participate in various ad‑hoc projects, including process improvements, scenario analysis, and technology testing, to enhance operational efficiency.
You Will Excel In This Role If You:
Uphold a strong sense of honesty and integrity in all your professional interactions.
Quickly learn and adapt to new processes, concepts, and skills, demonstrating agility in a dynamic environment.
Exhibit a strong commitment to quality and meticulous attention to detail in your work.
Possess excellent communication and interpersonal skills, enabling you to build effective relationships across teams.
Show a proactive desire to take initiative and contribute positively to the department and the organization as a whole.
Required Qualifications
Minimum of a Bachelor’s Degree in Accounting, Business, Finance, or Economics (preferred).
Professional experience in compliance or the investment management industry.
Basic knowledge of global equity and fixed income markets, including an understanding of financial products such as bonds, equities, and derivatives.
Intermediate to advanced proficiency in MS Excel.
Preferred Qualifications
Experience monitoring portfolios within a compliance system.
Familiarity with the Investment Company Act of 1940, UCITS, or other common legal/regulatory practices.
Exposure to querying, particularly with SQL and Business Objects.
Experience with Bloomberg, MS Access, and VBAC.
CFA designation or active status in the CFA program.
Compensation Salary Range: $87,000.00 – $93,000.00
Equal Employment Opportunity and Affinitive Action Statement PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. 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.
PIMCO PIMCO
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Key Responsibilities
Analyze account transactions and portfolio holdings to conduct comprehensive compliance verification for all public funds and separate accounts.
Collaborate with Account and Portfolio Management teams to resolve outstanding compliance issues effectively.
Prepare detailed client reports that provide insights into compliance status and issues.
Research and address inquiries related to investment guidelines, ensuring clarity and compliance.
Participate in various ad‑hoc projects, including process improvements, scenario analysis, and technology testing, to enhance operational efficiency.
You Will Excel In This Role If You:
Uphold a strong sense of honesty and integrity in all your professional interactions.
Quickly learn and adapt to new processes, concepts, and skills, demonstrating agility in a dynamic environment.
Exhibit a strong commitment to quality and meticulous attention to detail in your work.
Possess excellent communication and interpersonal skills, enabling you to build effective relationships across teams.
Show a proactive desire to take initiative and contribute positively to the department and the organization as a whole.
Required Qualifications
Minimum of a Bachelor’s Degree in Accounting, Business, Finance, or Economics (preferred).
Professional experience in compliance or the investment management industry.
Basic knowledge of global equity and fixed income markets, including an understanding of financial products such as bonds, equities, and derivatives.
Intermediate to advanced proficiency in MS Excel.
Preferred Qualifications
Experience monitoring portfolios within a compliance system.
Familiarity with the Investment Company Act of 1940, UCITS, or other common legal/regulatory practices.
Exposure to querying, particularly with SQL and Business Objects.
Experience with Bloomberg, MS Access, and VBAC.
CFA designation or active status in the CFA program.
Compensation Salary Range: $87,000.00 – $93,000.00
Equal Employment Opportunity and Affinitive Action Statement PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. 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.
PIMCO PIMCO
#J-18808-Ljbffr