Portfolio Associate - Global

Join to apply for the Portfolio Associate - Global role at PIMCO

Join to apply for the Portfolio Associate - Global role at PIMCO

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.
Job Description
Portfolio Associate Team Overview
Portfolio 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 actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. 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 authorities 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

• 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 re-balancing of portfolios
• Utilizing proprietary risk systems for monitoring of portfolio exposures
• Assisting in account transitions and cash flow management
• Conducting performance and attribution analyses
• Ad hoc operational tasks
• Responding to ad hoc requests from the Portfolio Management team
  

Requirements

• Degree in finance, economics, mathematics or other related quantitative/analytical field from a leading university or equivalent experience.
• 2+ years of experience with international markets.
• Deep understanding of fixed income and FX markets including knowledge of most cash and derivative instruments
• Outstanding communication skills are required to operate in a complex financial environment
• Excel “power user” - SQL, Python and other programming skills are preferred
• 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
  

Additional REQUIREMENTS

• Candidate will focus mainly on Global Strategies
• Good understanding of interest rates derivatives; proven knowledge of Option Greeks
• Good understanding of Portfolio Risks and Macro Investment Models
• Programming skill is a plus
• Ideal candidate will have Master’s degree and/or CFA plus minimum 1-2yrs of work experience
  

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: $ 105,000.00 - $ 115,000.00
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 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Investment Management

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