Manager/Vice President, Performance Oversight

Austin, USA
Dec 03, 2022
Dec 18, 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

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
Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
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