Performance Oversight Manager

Austin, USA
25 Jul 2022
16 Aug 2022
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 Oversight Manager to assist with all aspects related to performance oversight within the Client Operations team. The core function of the role involves:
  • Coordinating cross-functionally across all internal teams that have an input to performance.
  • Acting as a point of escalation for our outsourced managed service provider for performance support.
  • Maintaining and updating the firm's performance policies.

In this role, you will collaborate with various groups internally and externally, including Portfolio Management, Client Management, Product Strategy, Risk, Operations, Technology, and external service providers.

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

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 external 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 of navigating unstructured processes and simultaneously handling responsibilities with multiple, exciting demands
  • Encourage a positive work environment and culture for all employees

Position Description
  • Provide ownership and establish overall performance policy across the firm
  • Serve as an escalation point for performance vendor and provide oversight of outsourced performance function
  • Support account-level performance inquiries via training and increased awareness
  • Liaise with pricing, security reference, reconciliation, account management, and PM Teams to ensure accuracy of performance returns
  • Review account performance for reasonableness and establish performance checks to research exceptions
  • Support the client on-boarding process related to reporting and performance measurement requests
  • Monitor operational aspects that impact investment performance
  • Document guide on performance calculations and calculation methodology for internal education/training purposes
  • Establish a diagnostic reference tool for troubleshooting common performance-related issues
  • Perform account error impact analysis
  • Assist team in performance verifications and other audit/control related activities
  • Review calculation methodology of non-standard performance for reasonableness, align with industry best practice
  • Recommend and implement ways to streamline and automate reporting processes to save time and resources
  • Collaborate with Business/Technology on any system migrations involving performance calculations
  • Perform user acceptance testing and validation for system upgrades/enhancements

Position Requirements:

  • Bachelor's Degree in Finance, Accounting, Economics, Statistics, Mathematics or a relevant field of study
  • 5-10 years of performance management experience, including knowledge of composite practices
  • Strong project management skills (e.g., defining scope, setting project timelines and milestones, managing responsibilities of concurrent work streams/projects, driving completion of deliverables, identifying risks, managing issues, and addressing stakeholder expectations)
  • Demonstrated understanding of Fixed Income and Alternative investment strategies
  • Strong quantitative skills, comfortable with formulas, performance measurement methodology, and risk measures
  • Experience with calculating, validating, and interpreting portfolio investment results, attribution analysis, benchmark analysis, and transaction/holdings-based analysis
  • Knowledge of Global Investment Performance Standards (GIPSĀ®)
  • CIPM/CFA or progress toward designation preferred


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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