Vice President, Counterparty Management & Administration

PIMCO•New York, NY

2d•$150,000 - $225,000•Onsite

About The Position

PIMCO is seeking a Counterparty Management & Administration Vice President to join their counterparty relationship and trading documentation team. This team is responsible for facilitating onboarding, trading documentation, KYC, tax documentation, regulatory reporting, and other operational pipeline matters relating to trade setup management. This team plays a critical role in enabling Portfolio Managers to trade across asset classes by ensuring counterparty relationships, legal documentation, and regulatory and operational requirements are fully established prior to account launch. The Vice President will lead and oversee complex, multi-party onboarding and counterparty management initiatives, acting as a key decision-maker and escalation point across internal stakeholders and external counterparties. This role is highly hands-on, requiring deep expertise in trading documentation, strong attention to detail, and sound judgment across products, structures, and onboarding workflows under tight timelines. The role has global coverage across Americas, EMEA, and APAC. In addition to execution, the role carries responsibility for strengthening onboarding processes, improving scalability, and enhancing transparency and control across the function. The individual will also manage direct reports, and oversee offshore and outsourced support, while partnering cross-functionally to ensure trading readiness and manage operational risk.

Requirements

Minimum of a bachelor’s degree
Minimum of 8 years of professional experience at an asset manager, investment bank or investment advisor including:
Counterparty onboarding and trading documentation at an asset manager or broker-dealer
US Patriot Act and various Know-Your-Customer (KYC), Anti-Money Lenders (AML), or Customer Due Diligence requirements (Dodd-Frank, EMIR reporting requirements, etc.)
Onboarding and documentation platforms (e.g., S&P Counterparty Manager, ISDA Amend, and FIA Tech DOCS)
Strong knowledge of derivatives, financing, or trading transactions, sufficient to identify required documentation, collateral terms, and clearing arrangements.
Deep knowledge of various trading agreements, including: ISDA Master Agreement and Credit Support Annex, Master Repurchase Agreement/Global Master Repurchase Agreement (MRA/GMRA) Master Securities Forward Transaction Agreement (MSFTA) Prime Brokerage documentation Clearing agreements
Experience onboarding counterparties across multiple regions, with an understanding of local market conventions, documentation standards, and operational nuances
Experience supporting onboarding or operational workflows involving tax documentation and coordination with tax stakeholders, with an understanding of how these requirements impact account setup, counterparty onboarding, and trading readiness
Prior people management experience, including direct oversight, performance management, and team development.
Experience with MS suite of applications, including Excel, SmartSheets or other similar database systems and Copilot is desired
Demonstrated curiosity around emerging tools and technologies, including AI, to improve efficiency and transparency
Exceptional Organizational Skills and Resourcefulness: You excel in managing multiple projects with your outstanding organizational and project management abilities. Your critical thinking skills enable you to solve complex problems creatively and resourcefully.
Self-motivated, you are committed to excellence, demonstrating attention to detail, and possess strong interpersonal and communication skills.
Adaptability and Collaboration: You thrive in dynamic, fast-paced environments, adept at navigating shifting priorities and ambiguity. Collaboration is key to your approach, as you build positive relationships and work effectively across diverse teams.
Your emotional intelligence, adaptability, and resilience equip you to manage unstructured processes and demanding responsibilities successfully.
Integrity and Continuous Learning: Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust.
An intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends.
You contribute positively to the work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.

Responsibilities

Lead and own the end-to-end trading counterparty onboarding process across products and account structures
Assess trading requirements and ensure proper documentation, legal agreements, and operational setup are in place prior to trading
Oversee setup, negotiation, and maintenance of counterparty agreements, ISDA, CSA, MSFTA, GMRA/MRA, and other documentation
Ensure alignment between account structure, legal documentation, regulatory requirements and intended trading activity.
Ensure required tax documentation and onboarding requirements are completed accurately and on a timely basis, supporting both initial setup and ongoing maintenance, and helping prevent delays or disruptions to trading
Coordinate and monitor ongoing investigations and resolution of withholding tax issues to eliminate or mitigate impact
Oversee KYC / AML / Customer Due Diligence requirements and related refresh processes
Drive execution across global teams and time zones, ensuring seamless coordination, clear ownership, and continuity of onboarding activities across regions
Drive coordination across internal teams, including Legal, Account Management, Portfolio Management, Operations, Transitions, Collateral, and Tax
Act as primary escalation point for complex onboarding issues, documentation gaps, and timeline risks engaging senior management as needed
Manage counterparty engagement and ensure onboarding milestones are met in line with fund launch and trading timelines
Manage and develop direct reports, including prioritization, quality control, and oversight of day-to-day execution
Oversee offshore and outsourced resources, ensuring accuracy, consistency, and timely delivery of services
Own and maintain counterparty data and onboarding records across internal and third-party systems
Ensure strong data quality, transparency, and control standards
Identify inefficiencies and drive process improvement initiatives focused on automation and workflow enhancements (e.g., industry solutions, reporting tools, onboarding platforms) to support scalability
Support and/or lead ad-hoc projects and cross-functional initiatives related to onboarding, trading readiness, and operational process improvement