Performance Operations Associate/ Senior Associate

PIMCO•Newport Beach, CA

8h•$87,000 - $112,500

About The Position

PIMCO is seeking a highly skilled, detail-oriented Performance Operations Associate/Senior Associate to help oversee daily performance across funds and separate accounts. The role investigates and resolves performance inquiries from internal stakeholders and develops and deploys tools to proactively identify anomalies. It also works with internal technology teams and outsourced service providers to enhance technological capabilities. The position may be based in Austin, Texas, or Newport Beach, California. PIMCO uses a total compensation approach that includes a base salary and a discretionary bonus. The stated base salary range is $87,000 to $112,500. The discretionary bonus reflects company, business, team, and individual performance.

Requirements

2–3 years of experience in fixed income, with a focus on performance management or a related field such as risk management.
Bachelor’s degree in Finance, Accounting, Economics, Statistics, Mathematics, or a related field.
Understanding of equity, fixed income, and alternative investment strategies.
Experience providing exceptional internal customer service and collaborating with vendors.
Comfort with formulas, performance measurement methodologies, and risk measures.
Self-directed, with the ability to proactively identify and analyze problems.
Strong organizational skills and the ability to manage and meet multiple deadlines.
Ability to work well in a team and collaborate with technology, analytics, risk, operations, trade processing, and portfolio management departments.

Nice To Haves

Master’s degree or progress toward CFA or FRM.
Proficiency in SQL and related tools for report building and data analysis.
Experience calculating, validating, and interpreting portfolio investment results, including attribution and benchmark analysis.

Responsibilities

Analyze performance data to identify trends and opportunities for improvement.
Monitor and validate portfolio investment results, including attribution and benchmark analysis.
Coordinate with various teams to ensure the accuracy of performance returns.
Serve as a point of contact for performance-related issues and ensure timely solutions.
Facilitate post-issue root cause analysis discussions to prevent future occurrences.
Identify potential problems and take corrective actions as needed.
Recommend and implement ways to streamline and automate reporting processes.
Document firm processes, performance calculations, and methodologies for internal training.
Develop and deploy tools to proactively identify anomalies.
Work with internal technology teams and outsourced service providers to enhance technological capabilities.