Associate, Investment Operations

PIMCO•Newport Beach, CA

2d•$87,000 - $93,000•Onsite

About The Position

PIMCO is seeking an Analyst to join its Investment Operations (IO) team, which manages implementation of new instruments and markets across products, oversees an outsourced middle-office service provider and custodial program, and supports emerging markets and investment operations. The position is part of an operational and strategic initiative, partnering with Portfolio Managers to support performance and manage operational risk. It offers an opportunity to build trading-operations experience and knowledge of financial products and markets. The role balances hands-on operational support with strategic initiative implementation. Initial training covers the organization’s people, processes, and systems, including data gathering, AI tools, trade lifecycle fundamentals, fund-level data analysis, data quality, reporting, and exception management. Over time, the Associate will help Portfolio Management enhance performance and manage operational risks, support the Client Facing team with operational queries, and contribute to process-improvement projects. The role also involves translating technical findings into actionable recommendations. The position is based in Newport Beach, California, or Austin, Texas. Compensation includes a base salary and discretionary bonus. The stated base salary range is $87,000 to $93,000.

Requirements

Minimum bachelor’s degree; Finance, Accounting, or Economics preferred.
Strong problem-solving skills and attention to detail.
Strong business writing skills and ability to communicate clearly and professionally, create useful business resources, and summarize complex issues clearly.
Critical-thinking skills, solid reading comprehension, and mathematical proficiency.
Ability to collaborate with stakeholders and cross-region and cross-functional business partners.
Ability to work independently and handle requests from start to finish.
Willingness to learn and improve through feedback and constructive criticism.
Ability to apply knowledge and experience to manage requests and resolve issues effectively.
Proven skills and experience with Microsoft applications; strong Excel, Word, Outlook, PowerPoint, and PivotTable skills, and willingness to learn Microsoft Power Platform.
Strong project-management and implementation capabilities, with effective time and priority management across multiple initiatives.
Intellectual curiosity, resourcefulness, problem-solving ability, and interest in professional development and emerging industry trends and tools.
Outstanding interpersonal and communication skills, organizational and project-management skills, and ability to multitask across ongoing initiatives.
Ability to meet stringent deadlines, adapt to shifting priorities, and work with ambiguity.
Ability to understand how and why processes are performed and identify better approaches.
Ability to build positive relationships and collaborate across organizational levels and with external vendors.
Self-motivation, resilience, flexibility, accountability, ownership, and commitment to quality and continuous improvement.
Ability to research unfamiliar topics independently.
High emotional intelligence and openness to giving and receiving feedback.
Ability to encourage a positive workplace culture.
Strong skills in managing operational risk and resolving issues.

Nice To Haves

Knowledge of project-management applications such as Confluence, Smartsheet, Appian, or equivalent.
Experience implementing automation.
Knowledge of SQL and database querying; additional coding knowledge is a plus.
Knowledge of AI and ability to assess integration opportunities thoughtfully.
Experience with new-market onboarding.
Operational knowledge of foreign exchange and emerging markets.
Knowledge of financial products, including derivatives, structured fixed income, equities, and alternative investments.

Responsibilities

Identify, source, measure, monitor, evaluate, and mitigate operational risk in processes.
Mobilize subject-matter experts to develop solutions and provide recommendations that achieve the best outcomes for clients.
Oversee service providers and ensure they deliver quality output.
Contribute to projects and help stakeholders reach consensus on complicated processes.
Understand interdependencies across sub-projects and manage progress to meet stakeholder expectations.
Track and report accurate deliverable status for assigned work and present updates to stakeholders independently.
Develop presentations and reports for management and key stakeholders.
Maintain good records, perform gap analysis, and provide supporting documentation when requested.
Apply technical skills to enhance productivity and efficiency.
Collaborate globally with Portfolio Managers, custodians, brokers, Legal and Compliance, operational teams, Account Management, and front-, middle-, and back-office teams to promote process efficiency.
Develop subject-matter expertise in oversight areas including FX, Emerging Markets, Claims, and New Securities.
Support Portfolio Management in enhancing performance and managing operational risks.
Assist the Client Facing team with client operational queries and design and implement process-improvement projects.
Gather data, analyze fund-level data, ensure data quality for reporting and management information, and identify and address exceptions.
Translate technical findings into actionable recommendations.