Strategic Analysis - FP&A

PIMCO • Newport Beach, CA

1d

About The Position

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. 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. Position Description You will be part of a small but influential team with broad responsibility to analyze the firm’s profitability for all domestic and global operations. You will partner with senior leaders across the firm to understand and illustrate the financial impact of the business and provide key insights that shape our strategic direction. This role requires strong analytical, innovative, and solution-oriented skills with clear and effective communication. Those who are naturally curious, data-driven, and expert communicators will excel in this role. Attention to detail, accountability, and flexibility are essential.

Requirements

• Minimum of three to seven years of experience in a similar role
• Bachelor’s degree in Finance/Economics, Accounting, Business, or similar
• Excellent communication skills including presentation, written, verbal, and listening
• Highly analytical and curious; motivated to identify trends and inform strategic decision-making
• Advanced PC skills, particularly experience working with complex Microsoft Excel workbooks
• Ability and desire to work in a team environment as well as independently with little supervision
• Strong analytical, problem-solving, and organizational skills
• Proactive, resourceful, and motivated to seek additional work when tasks are completed
• Experience and ability to work well under pressure and handle multiple tasks, challenges, and aggressive deadlines
• Experience in responding effectively to inquiries from various levels of management

Nice To Haves

• Experience in the Asset Management industry is a plus
• Experience using Oracle Enterprise Performance Management Cloud (EPMCS), Smartview Excel Add-in, SAP, or other multidimensional database, reporting and consolidation applications, and ERP systems is a plus

Responsibilities

• Manage overall process of updating and reporting product-level and distribution channel profitability analysis for senior stakeholders
• Financial modeling and business analysis, including profitability and pro forma analysis
• Manage updates to fund-level profitability model for annual 15c process and provide commentary and analysis on trends
• Provide quarterly business update materials for managing director group
• Proactively identify and execute deep-dive analyses of current and historical business/industry trends
• Identify key model/forecast drivers and provide analytical insights to senior management that tell the story of the business and promote data-driven strategic decision-making
• Build relationships with teams across the firm to research and resolve questions, and to further understand the business to improve modeling and analyses
• Maintain, update, and continually improve upon sophisticated business and allocation models for monthly and quarterly reporting, ad hoc analyses, and forecasting
• Identify and implement opportunities for process improvement through automation

What This Job Offers

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