GIPS Composite / Performance Analytics Manager

Austin, USA
30 Dec 2021
11 Jan 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About Us:

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 $2.2 trillion in assets for clients around the world. PIMCO has over 3,070 employees in 22 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.

Position Description:

We are seeking a Performance Analytics Specialist/Manager to assist with all aspects related to composite management and GIPS compliance support within the Client Operations team. In this role, your core responsibilities involve implementing the firm's policies and procedures related to compliance with the CFA Institute's Global Performance Presentation Standards (GIPSĀ®). You will collaborate with various groups across the firm, including Portfolio Management, Client Management, Product Strategy, Business Development Services, Marketing, Legal, and Technology teams in a fast-paced, high-energy, and demanding collaborative environment.

If you are results-driven, innovative, and adaptable with solid project management skills and have a demonstrated ability to communicate across all levels effectively, we would like to talk to you!

This role may be based in Austin, TX, or Newport Beach, CA.

Position Requirements:

Key Responsibilities
  • Facilitating composite construction and maintenance in StatPro
  • Ensuring the accuracy and integrity of composite membership and calculations
  • Understanding of various types of performance calculations and statistics (e.g., account-level performance, validations, outlier reviews, risk metrics, reporting to internal business counterparts)
  • Interpreting investment guidelines to translate into composite construction rules
  • Researching and resolving monthly performance outliers
  • Preparing and reviewing annual GIPS Composite Reports
  • Documenting processes and ensuring adherence to established GIPS policies & procedures
  • Supporting the firm-wide verification process through compiling requested supporting documentation
  • Reviewing standard presentations or marketing materials where composite information is included
  • Collaborate closely with internal client-facing teams to address ad-hoc GIPS and composite data requests
  • Proactively driving improvements across various performance reporting processes
  • Performing user acceptance testing and validation for system upgrades/enhancements
  • Conducting training/education across the firm on GIPS compliance and requirements
  • Supporting outsourcing initiatives and vendor relationships

Position Requirements
  • Minimum of a Bachelor's Degree, preferably in Finance, Accounting, Economics or Mathematics
  • Minimum of 5 years of GIPS or performance analytics experience, preferably at an Asset Manager
  • Proven understanding of Fixed Income and Alternative investment strategies
  • CIPM or CFA designation desirable
  • Advanced analytical and data management skills (Excel, macro writing, database queries, etc.)
  • Strong analytical, problem solving, and troubleshooting skills
  • Strong organizational, interpersonal, and communication skills with the ability to convey complex data in a concise manner
  • Detail-oriented with the ability to multi-task and produce high quality, accurate work in a time-sensitive manner
  • Self-starter that can work collaboratively and independently while managing multiple projects, assignments, and/or responsibilities
  • Strong project management skills; ability to manage deliverables effectively, manage expectations with business partners and prioritize urgent tasks
  • Strong process-orientation with a client-servicing mind-set


PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being 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

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