Investment Operations Senior Associate

Newport Beach, USA
19 Apr 2022
13 May 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 Senior Associate/Specialist to join the Investment Operations (IO) team. Our team manages investment operations and support oversight, including claims oversight, foreign exchange, and emerging market setup. We also facilitate implementation for PIMCO's new instruments and markets for all products and manage our outsourced middle office service provider.

This role is part of an operational, strategic initiative and is an excellent opportunity for motivated individuals to differentiate themselves in a driven environment positively. In this role, you will assist our Portfolio Managers in delivering incremental alpha and managing operational risk while growing their knowledge base.

If you are interested in engaging in vendor oversight, emerging markets, forex operations support, claim process governance, as well as gaining exposure into new markets, new products, and having input into the design of new processes, systems, and procedural implementations, we want to hear from you!

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

About You
  • You challenge the status quo by asking "why" and identifying new and better ways of doing things
  • Exceptional organizational and project management skills, including the ability to multi-task and lead many ongoing initiatives
  • Resourceful, inquisitive, and enjoy problem-solving. Many of the concepts and/or solutions we face are sophisticated, and you bring a desire to work through these complex scenarios
  • Proven track record to deliver on assigned responsibilities through pursuing excellence, outstanding attention to detail, and using interpersonal and communication skills
  • You seamlessly adapt to shifting priorities and enjoy working with ambiguity
  • A standout teammate who builds positive relationships and collaborates across multiple levels of a globally diverse organization, including outside vendors
  • Track record of building credibility and trust through consistent behavior, high integrity, and judgment
  • Intellectual curiosity, a dedication to professional development, an ability to learn, and an interest in staying on top of emerging trends
  • Self-motivated and thrive in a fast-paced environment
  • High emotional intelligence, are flexible, and resilient
  • Proven record navigating unstructured processes and simultaneously handling responsibilities with multiple, exciting demands
  • Encourage a positive work environment and culture for all employees

Key Responsibilities
  • Identify, source, measure, monitor, evaluate, and mitigate operational risk in processes
  • Provide solutions/suggestions to bring the best outcome for our clients
  • Oversee providers and ensure they are delivering qualitative output
  • Serve as the "go-to" for stakeholders
  • Collaborate with Portfolio Managers, custodians, brokers, Legal & Compliance, other operations teams, Account Management, and front, middle and back offices globally in promoting process efficiency
  • Contribute to driving projects and getting stakeholders to reach a consensus on complicated processes
  • Understand and consistently meets project stakeholder expectations by being able to understand the interdependencies across multiple sub-projects and manage progress
  • Track and report accurate deliverable status for assigned scope and be able to present to stakeholders independently
  • Develop presentations with mentorship
  • Cross-train and guide other teams in finding solutions

Position Requirements:

Position Requirements
  • Minimum of a Bachelor's Degree
  • Operational knowledge in foreign exchange and emerging markets
  • Experience in new market onboarding experience desirable but not required
  • Understanding of settlement mechanics
  • Strong project management experience
  • Strong business writing skills (able to communicate clearly and professionally with others; and to create valuable resources for the business)
  • Experience with MS computer applications, good at Excel/PowerPoint, proficiency in Pivot table/ Visio, and knowing SQL/confluence/Smartsheets is highly desirable


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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