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.
Portfolio Associate Team Overview
Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm’s global offices. On a day-to-day basis, Portfolio Associates actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team.
Position Development Value:
- Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm A broad range of opportunities to collaborate with talented colleagues
- Learning environment focused on key buy-side portfolio risk and return principles Constructive feedback to foster career growth in addition to a formal annual review process
- Ensuring investment objectives are reflected across portfolios in scope
- Monitoring portfolio positions and products versus client guidelines in concert with Compliance team Coordinating with Portfolio Management on re-balancing of portfolios
- Utilizing proprietary risk systems for monitoring of portfolio exposures Assisting in account transitions and cash flow management Conducting performance and attribution analyses
- Tagging trades into risk categories within the portfolio Ad hoc operational tasks
- Responding to ad hoc requests from the Portfolio Management team
Responsibilities
- Support Equities, Emerging Markets (EM), and Hedge Fund portfolios and trading strategies across a range of cash and derivative instruments.
- Utilize proprietary risk and analytics systems to monitor portfolio exposures, risks, and performance.
- Understand the full trade lifecycle and proactively identify, escalate, and resolve operational issues.
- Ensure portfolio positioning is aligned with investment objectives and client mandates.
- Monitor portfolio positions and products against client guidelines in partnership with Compliance.
- Coordinate with Portfolio Management on portfolio rebalancing and implementation activities.
- Assist with account transitions, cash flow management, and portfolio funding requirements.
- Conduct performance, attribution, and portfolio risk analyses.
- Tag and classify trades within portfolio risk frameworks.
- Leverage data analytics, automation, and AI-enabled tools to improve operational efficiency, reporting, and decision-making processes.
- Support ad hoc portfolio, trading, and operational initiatives as required.
REQUIREMENTS
- Strong academic background in a technical field from a leading, accredited college or university
- Good understanding of fixed income, equities and FX workflows including knowledge of most cash and derivative instruments
- Experience supporting Equities, EM, or multi-asset investment strategies preferred.
- Shift rotation schedules required to cover early mornings and holiday periods per Equity and FX market requirements
- Outstanding communication skills are required to operate in a complex financial environment
- Excel “power user” ; programming skills in Python, VBA, SQL, or similar languages preferred.
- Experience leveraging data visualization, automation, and AI tools (e.g., Copilot, ChatGPT, machine learning applications, or workflow automation tools) to improve productivity and business outcomes is a plus.
- Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness
- Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast paced and time-critical environment
- Good understanding of Portfolio Risks and Macro Investment Models
- Ideal candidate will have a Master’s degree plus minimum 3 years of work experience
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
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