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Portfolio Associate - FX

Newport Beach, USA
Closing date
Nov 15, 2022

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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:

Location: PIMCO's Newport Beach, CA headquarters
Note that additional Portfolio Associate opportunities are available in Newport Beach and New York City.

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 Overview

PIMCO is seeking a Portfolio Associate to assist with efforts on the Global Desk in Newport Beach. This position will join the existing team and work with and support PIMCO FX volume across G10 currencies as well as EM FX. The Portfolio Associate must build strong relationships with all other PIMCO desks to ensure that the FX book remains aligned across the firm.

In this role, you will:

  • Support Portfolio Managers on PIMCO's Global Desk in the capacity of an expert on all currency-related matters
  • Assist in the tracking and monitoring of currency exposures in Global Portfolios as well as Offshore vehicles and Overlay Strategies
  • Become an expert in all currency-related legal guidelines and take proper action daily to stay within the limits.
  • Attend PIMCO account opening, closing, and transition meetings as an advisor on proper currency management
  • Perform Risk Management on a daily basis in regards to currency hedging and rebalances
  • Become an expert in all G10 and EM conventions and mechanics from trade to settlement for spot, forward and OTC options
  • Work with Technology to keep processes accurate and up-to-date, mitigate risk, and enhance applications as needed

Position Requirements:

  • Prior experience in Foreign Currency trade support or operations role/capacity preferred
  • Proven ability to operate efficiently and accurately in a fast-paced environment
  • Demonstrate the ability to organize and communicate information effectively in writing and interpersonal communications
  • Outstanding analytical skills with a proven ability to problem solve in a timely basis
  • Proven ability to build strong relationships
  • Enjoy working collaboratively across the organization to resolve issues
  • Ability to manage and see projects through completion on their own and be self-motivated
  • Well organized, detail-oriented self-starter who works well in a team environment
  • Strong Foreign Currency investment knowledge base required
  • Advanced knowledge of Excel, VBA, Bloomberg


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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