Operations Specialist/Manager

PIMCO Europe Ltd
Newport Beach, USA
Apr 21, 2019
May 12, 2019
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 $1.76 trillion in assets for clients around the world. PIMCO has over 2,600 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.

Position Description:

The candidate will assume an Operations Specialist/Manager role within the Strategic Services and Transformation (SS&T) team, which is responsible for executing strategic initiatives globally. The incumbent will bring their strong operational excellence and program management background to support and/or lead firmwide initiatives, including the construction of PIMCO's composites globally, and maintaining the firm's compliance with the CFA Institute's Global Performance Presentation Standards (GIPS®). The incumbent will have frequent interaction with a variety of groups across the firm at all levels of seniority to foster career growth, including: Account Management, Product Strategy, Business Development Services, Marketing, Legal and Technology. Key Responsibilities

  • Supporting and/or leading large-scale operational excellence initiatives, delivering valuable insights, and designing and implementing business change with a focus on technology, people, and processes;
  • Understanding the strategic direction as it relates to team goals and translating them into actionable deliverables;
  • Employs creative thinking and innovation to create possible alternative solutions, and uses judgment to determine methods and procedures on new assignments with minimal guidance;
  • Maintaining the firm's compliance with the CFA Institute's GIPS┬«, including implementation of new standards;
  • Assisting with constructing new composites;
  • Interpreting client guidelines/contracts for derivative exposure;
  • Translating information to enter and code discretions into internal system;
  • Resolving guideline/coding or interpretation discrepancies;
  • Reviewing and investigating monthly performance outliers;
  • Preparing and reviewing compliant disclosure presentations;
  • Documenting processes and ensuring adherence to established procedures;
  • Compiling and validating Monthly Performance Summaries for distribution to Product Strategy;
  • Compiling account/composite reports for Performance Marketing;
  • Supporting the firm wide verification process through compiling requested supporting documentation; and
  • Assisting with issues or questions related to composite selection and presentation for RFP's and RFI's

Position Requirements:

Position Requirements
  • Bachelor's Degree in Business, Finance or Economics
  • Minimum of 5 years of financial/investment management experience
  • Minimum 3 years of experience in an operational role with specific focus on business transformation and continuous improvement, including: identifying, designing, building, and implementing strategies or operational processes that enhance business performance, automate processes, and/or create a user-friendly experience
  • A hands-on practitioner with the ability to shift between operational and strategic mindsets
  • Strong analytical, problem solving, and troubleshooting skills
  • Demonstrated ability to clearly communicate across all levels
  • Strong program management skills
  • Demonstrated ability to work cross-functionally with multiple stakeholders and competing priorities
  • Demonstrated ability to navigate unstructured processes and to simultaneously manage responsibilities of multiple/concurrent work streams and competing demands
  • Demonstrated ability to translate business needs into technical requirements
  • Demonstrated understanding of investment strategies and how they are employed (e.g., Fixed Income, Alternative Investments)
Preferred Requirements
  • CIPM designation
  • Advanced knowledge of Excel Macros/Visual Basic and Business Objects
Professional Skills Requirements
  • Excellent communication (verbal and written), facilitation, and interpersonal skills
  • Strong attention to detail, self-directed, and inquisitive
  • Quick learner and adaptable to learn new processes, concepts, and skills
  • Results-oriented and entrepreneurial, proven ability to work creatively and analytically
  • Strong process-orientation with a client-servicing mind-set
  • Excellent organizational and time management skills
  • Highly motivated with the ability to thrive in a fast-paced, high energy, and demanding team-oriented environment
  • Ability to work collaboratively and independently while managing multiple projects, assignments and/or responsibilities


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

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