Alts Funds Business Planning

New York, USA
05 Oct 2021
07 Oct 2021
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 $2.22 trillion in assets for clients around the world. PIMCO has over 3,000 employees in 20 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:

The Senior Financial Planner and Analyst - will be responsible for the day-to-day administration of all aspects of the Alternative Funds Financial Planning and Analysis.

The qualified candidate must have the ability to manage multiple deadlines in a fast-paced environment. The candidate must be a self-motivated, innovative and a solution minded individual with solid communication and problem solving skills. Financial products and Alternative Funds fee structures knowledge, attention to detail, accountability, and flexibility are essential.

Primary responsibilities/essential functions: (including the following, other duties may be assigned)

  • Develop complex technical analysis and oversee the design and maintenance of sophisticated fund revenue forecast models from investment cash flows modelling to fund waterfall calculation
  • Develop and maintain top down fund level revenue and performance forecast and scenario analysis
  • Overseeing 5-year strategic planning and budgeting with emphasis on AUM, Revenues and P&L
  • Supporting Alternative Business with analysis shared internally and externally
  • Provide support and work closely with Product, Finance, Executive Office and HR departments
  • Coordinate with Executive Management, Management Boards and Portfolio Managers
  • Assist with internal and external audit requests
  • Develop and maintain internal and external presentations of process and procedures
  • Special projects, ad-hoc reporting, and analysis
  • Identify and implement opportunities for process improvement

Position Requirements:

Minimum of five years of experience as a Financial Analyst or similar role.
  • Bachelor's degree in Finance, Accounting, or similar
  • Demonstrate deep financial expertise, analytical and modelling skills
  • Demonstrate deep understand of Alternative funds fee structure
  • Strong commitment to accuracy and attention to detail to ensure quality work
  • Strong understanding of financial products including modeling
  • Advanced PC skills, particularly experience working with complex Microsoft Excel workbooks and basic coding such as VBA or Python
  • Experience overseeing IT implementation for process automation
  • Ability to demonstrate complete discretion and confidentiality. Must be able to handle extremely confidential information in an expeditious and discretionary fashion
  • Strong analytical and critical thinking skills, including the ability to effectively problem solve and make decisions
  • Strong interpersonal and communication skills and the ability to work effectively with all levels of the organization
  • High quality written and verbal communication skills
  • Experience and ability to work well under pressure and handle multiple tasks, challenges, and aggressive deadlines
  • Experience in responding effectively to inquiries from various levels of management


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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