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Newport Beach

    Portfolio Analyst - Newport Beach, United States - PIMCO

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    Full time
    Description

    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 Analyst Team Overview

    Portfolio Analyst team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Analyst teams across the firm's global offices. On a day-to-day basis, Portfolio Analysts actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Analysts 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
    Responsibilities:
    • Support the Short-Term Management Team that oversees low duration strategies for institutional and retail clients
    • Prepare trade studies to reposition accounts based on the requests of the Portfolio Management Team
    • Recommend trades to the Portfolio Management Team based on account positioning, firm-wide risk targets, and account guidelines
    • Coordinate execution of approved trades with the appropriate trading desks around the globe
    • Ensure that all proposed trades are consistent with client guidelines in concert with the Compliance Team
    • Manage cash flows, benchmark changes, and other account transition events in coordination with the PM Team
    • Facilitate the trading operations of the Short-Term Desk in support of portfolio managers across the firm
    • Coordinate with Middle Office, Settlements, Compliance, Risk Management, and Account Management to ensure client objectives are met, accounts are appropriately positioned, and all trades are ticketed and processed.
    Requirements:
    • Strong academic background in a related field from a leading accredited college or university with 1-2 years of work experience
    • Fundamental fixed income expertise is required Prior exposure to cash and derivative securities is preferred. Knowledge of low duration markets, and leveraged finance is a plus.
    • Outstanding analytical skills with a proven ability to function efficiently in a high-pressure and time-critical environment is required
    • Strong communication skills, poise under pressure, and professionalism are necessary attributes to succeed in this role
    • A positive "can-do" attitude along with a willingness to embrace all tasks, large or small, is crucial on this high-volume desk
    • A collaborative mindset and an ability to work effectively on a diverse team with cross-functional constituencies is a must
    PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

    Salary Range: $ 90, $ 100,000.00

    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 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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