Business Process & Automation Analyst

PIMCO • Newport Beach, CA

4d • $90,000 - $100,000 • Onsite

About The Position

The Business Process & Automation Analyst supports Business Development Services (BDS), Consultant Database Group (CDG), and Consultant Relations & Opportunity Strategy (CROS) through analytics, process optimization, platform governance, automation development, and business intelligence reporting. The role is designed to connect business workflows, data sources, and technology platforms so reporting, DDQ/RFP responses, consultant database content, and executive materials are accurate, and scalable.

Requirements

• Bachelor’s degree required; degree or minor in Information Science, Data Science, or a related field preferred, or equivalent work or classwork experience demonstrating coding and technical skills
• 0 - 3 years of relevant experience in financial services, asset management, investment banking, or management consulting
• Experience with AI applications in like Claude/Copilot/Cowork, coding assistant AIs
• Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques
• Proficient in Microsoft Excel (including VBA) and in coding/querying languages such as Python and SQL
• Comfortable writing, owning, and debugging code, with experience collaborating via GitHub and leveraging AI tools in development workflows
• Demonstrated ability to execute in a structured environment and manage multiple priorities
• Strong analytical and problem-solving skills; ability to translate complex ideas into practical outputs
• Effective communicator with the ability to work across stakeholders and levels
• High attention to detail and strong follow-through
• Proficient in Microsoft Excel, with strong knowledge of software and database applications, including index provider databases, query tools.
• Demonstrates the ability to work effectively with large datasets and sophisticated queries
• Highly organized and able to manage competing priorities, using data, technology, and AI tools to solve complex challenges efficiently.
• Clearly articulates complex ideas and translates them into actionable insights, building strong, collaborative relationships across teams.
• Thrives in fast-paced environments, using sound judgment while operating with professionalism, a focus on continuous learning, and openness to new technologies and ways of working.

Responsibilities

• Serve as a bridge between business users, data owners, technology partners, and platform stakeholders to improve how BDS, CDG, and CROS create, govern, automate, and distribute information.
• Design, build, and maintain automated workflows, reporting solutions, integrations, and governed content repositories that connect trusted data sources to response, reporting, and consultant-facing platforms.
• Support DDQ software and DDQ/RFP automation workflows by helping ensure quantitative fields come from approved data feeds and narrative answers are drafted, tagged, reviewed, and reused efficiently.
• Partner with CDG to strengthen consultant database governance, data quality controls, profile maintenance, content standardization, and recurring database update processes.
• Partner with BDS to improve DDQ/RFP intake, content library hygiene, tagging, workflow routing, reusable answer strategy, and AI-enabled response processes.
• Partner with CROS to deliver executive-ready analytics, recurring reporting, dashboard maintenance, consultant intelligence, CRM analysis, Power BI coordination, and business performance insights.
• Identify opportunities to reduce manual effort, eliminate duplicate data entry, improve tool adoption, standardize processes, and create scalable operating models across the three functions.
• Produce and enhance reporting, dashboards, and analytics that support consultant relations, opportunity tracking, AUM/flow analysis, vulnerable accounts, competitive intelligence, and management updates.
• Conduct prospect research to identify new business opportunities.
• Track sales metrics (e.g., opportunities, final meetings, won/lost business) and synthesize data into reportable trends.
• Provide periodic reports (e.g., monthly, quarterly) to internal and external stakeholders, including competitor analysis, market share, and consultant index reports.

Benefits

• Base salary and a discretionary bonus
• Reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level