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Portfolio Associate at PIMCO

Posted in Other 30+ days ago.

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Type: Full Time
Location: Newport Beach, California

Job Description:


Ref #: 27560

Functional Area: Trade Support

Employee Type: Full Time

Location: Newport Beach

Experienced Required: Please See Below

Education Required: Bachelors Degree

Date published: 14-Aug-2019


We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $1.84 trillion in assets for clients around the world. PIMCO has over 2,700 employees in 17 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients.

PIMCO is one of the world s premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities.


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 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

Daily 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

* Responding to ad-hoc requests from the Portfolio Management team


* 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

* Excel power user - SQL, VBA and 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 Global Position Requirements:

* 3+ years of experience with international markets including FX


PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include:


Medical, dental, and vision coverage

Life insurance and travel coverage

401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment

Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs

Community involvement opportunities with The PIMCO Foundation in each PIMCO office