Performance Operations Associate/ Senior Associate

PIMCO•Newport Beach, CA

9d•$87,000 - $112,500•Onsite

About The Position

PIMCO is seeking a highly skilled and detail-oriented Performance Operations Associate/ Senior Associate to assist in the oversight of daily performance across funds and separate accounts. The ideal candidate will be responsible for investigating and resolving performance inquiries from internal stakeholders, and developing and deploying tools to proactively identify anomalies. Additionally, the role involves working with internal technology teams and outsourced service providers to enhance technological capabilities.

Requirements

2-3 years of experience in fixed income with a focus on performance management or a related field.
Bachelor's degree in Finance, Accounting, Economics, Statistics, Mathematics, or a related field; a Master's degree or progress towards CFA or FRM is preferred.
Understanding of equity, fixed income, and alternative investment strategies.
Proficiency in SQL, and related tools for report building and data analysis is advantageous
Experience in providing exceptional internal customer service and collaborating with vendors.
Comfortable with formulas, performance measurement methodologies, and risk measures.
Experience in calculating, validating, and interpreting portfolio investment results, including attribution and benchmark analysis, is a plus.
Self-directed with the ability to proactively identify and analyze problems.
Strong organizational skills with the ability to manage and meet multiple deadlines.
Ability to work well in a team environment and collaborate with various departments, including technology, analytics, risk, operations, trade processing, and portfolio management.

Responsibilities

Analyze performance data to identify trends and opportunities for improvement.
Monitor and validate portfolio investment results, including attribution and benchmark analysis.
Ensure the accuracy of performance returns by coordinating with various teams.
Serve as a point of contact for performance-related issues, ensuring 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.