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, Quant, EM and Hedge Fund portfolios and trading strategies
Utilizing proprietary risk systems for monitoring of portfolio exposures
Understand the systematic trade lifecycle, escalate and resolve operational issues
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 Requirements
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
Shift rotation schedules required to cover early mornings and holiday periods per equity and FX market requirements
Experience supporting Quant, Systematic, Equities, EM, or multi-asset investment strategies preferred.
Understanding of quantitative investment models, systematic trading, execution algorithms, and Trade Cost Analysis (TCA).
Outstanding communication skills are required to…