Performance Operations Analyst

Posted:
10/2/2024, 6:41:36 AM

Location(s):
California, United States ⋅ Newport Beach, California, United States ⋅ Texas, United States ⋅ Austin, Texas, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Operations & Logistics

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 Overview

We are seeking a highly skilled and detail-oriented Performance Operations Analyst to assist in the oversight of daily performance across hedge funds and other alternative accounts. The ideal candidate will be responsible for investigating and resolving performance inquiries from internal stakeholders and developing and deploying tools to proactively identify anomalies. Additionally, the role involves working with internal technology teams and outsourced service providers to enhance technological capabilities. 

Location

Austin, TX (preferred) or Newport Beach, CA

About You

If the following qualities resonate with you, we encourage you to apply for this exciting opportunity.  At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:

  • 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

The key responsibilities include, but are not limited to:

  • Analyze performance data to identify trends and opportunities for improvement.

  • Monitor and validate portfolio investment results, including attribution and benchmark analysis.

  • Ensure the accuracy of performance returns by coordinating with various teams.

  • Serve as a point of contact for performance-related issues, ensuring timely solutions.

  • Facilitate post-issue root cause analysis discussions to prevent future occurrences.

  • Identify potential problems and take corrective actions as needed.

  • Develop and maintain performance reports using Python and SQL.

  • Recommend and implement ways to streamline and automate reporting processes.

  • Document firm processes, performance calculations, and methodologies for internal training.

Position Requirements

  • Minimum of a Bachelor's Degree in Finance, Accounting, Economics, Statistics, Mathematics, or a related field; a Master's Degree or progress towards CFA or FRM is preferred.

  • 1-3 years of experience in performance management/operations, risk management, or exposure to the transaction lifecycle of alternatives accounts from an operations perspective.

  • Understanding of equity, fixed income, and alternative investment strategies.

  • Proficiency in Python, SQL, and related tools for report building and data analysis.

  • Experience in providing exceptional internal customer service and collaborating with vendors.

  • Comfortable with formulas, performance measurement methodologies, and risk measures.

  • Experience in calculating, validating, and interpreting portfolio investment results, including attribution and benchmark analysis, is a plus.

  • Self-directed with the ability to proactively identify and analyze problems.

  • Strong organizational skills with the ability to manage and meet multiple deadlines.

  • Ability to work well in a team environment and collaborate with various departments, including technology, analytics, risk, operations, trade processing, and portfolio management.

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: $ 72,000.00 - $ 78,000.00

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 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.