Portfolio Associate - Alternatives

5 days left

Employer
PIMCO
Location
Newport Beach, USA
Salary
Competitive
Posted
Aug 26, 2020
Closes
Sep 25, 2020
Ref
7901289
Job Function
Trading
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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 $1.92 trillion in assets for clients around the world. PIMCO has over 2,800 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:

Portfolio Associate Team Overview
Portfolio Associate team members help to oversee the portfolios on a day to day basis and liaise directly with Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Trade Associate teams across the firm's global offices. On a day-to-day basis, Portfolio Associates' primary functions will consist of monitoring risk exposures across portfolios, sizing trades to take risk measures to portfolio managers' desired target, and managing all other operational aspects of the portfolio. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team.

Position Development Value:
  • Extensive exposure to industry experts within Portfolio Management and across other functional areas of the firm
  • A broad range of opportunities to collaborate with talented colleagues
  • Learning environment focused on key buy-side portfolio risk and return principles
  • Constructive feedback to foster career growth in addition to a formal annual review process

Location: Newport Beach, CA
RESPONSIBILITIES
  • Key driver in process engineering and development to support the alternatives Portfolio Management team
  • Utilize proprietary risk systems for monitoring of portfolio exposures vs investment objectives across target portfolios
  • Coordinate with Cash Management and Alternatives Finance Group for active Cash and Liquidity requirements
  • Work with Risk Management and Product Specialist Groups on Attribution/Performance Metrics and analysis
  • Assist Portfolio Managers with allocations and trade processing as well as management of trade life cycle events across all products
  • Coordinate with functional teams across the firm for new asset setup, compliance monitoring, account setup and compliance coding, and areas for operational efficiency development
  • Respond to ongoing requests from the Portfolio Management team


Position Requirements:

REQUIREMENTS
  • Strong academic background in a technical field from a leading, accredited college or university
  • Understanding of Fixed Income, Equities, Derivatives, Real Estate, Private Equity products
  • Outstanding communication skills are required to operate in a complex financial and mathematical environment
  • Strong analytical skills and process-oriented background with the ability to demonstrate keen operational awareness and able to problem-solve in a fast-paced and time-critical environment
  • Excel "power user" - SQL, VBA and programming skills are preferred


Benefits:

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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