Performance Data Transformation Manager

Reposted Yesterday
Be an Early Applicant
2 Locations
In-Office
138K-195K Annually
Senior level
Financial Services
The Role
The Performance Data Transformation Manager will oversee performance data definitions, methodologies, and quality standards, ensuring consistent performance results while managing stakeholder partnerships across various departments.
Summary Generated by Built In

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.

Role Overview

PIMCO is seeking a Performance Data & Methodology Lead to play a key role in our middle‑office transformation. This position will serve as the business authority for performance data across the platform lifecycle—defining calculation methodologies, data standards, and quality expectations to ensure performance results are consistent, explainable, and audit‑ready as systems and processes evolve.

The role sits at the intersection of performance operations, accounting, data governance, and technology, partnering closely with internal stakeholders while maintaining clear accountability for performance data integrity and methodology governance firm‑wide.

Key Responsibilities

  • Own and govern end‑to‑end performance data definitions and calculation methodologies across strategies and asset classes.

  • Establish and maintain source‑of‑truth rules and data standards for performance data throughout the platform lifecycle.

  • Serve as the senior business owner for performance calculation platforms, partnering with Technology and Data teams on roadmap priorities.

  • Define and enforce performance data quality standards, tolerance thresholds, and escalation frameworks.

  • Lead performance methodology alignment and data validation efforts across legacy and target‑state platforms during migrations.

  • Act as the primary escalation point for performance methodology and calculation questions from Portfolio Management, Risk, and Client Reporting.

  • Ensure methodologies align with U.S. GAAP, investment company accounting principles, and client reporting standards.

Qualifications

  • 7+ years of experience in performance operations, fund accounting, middle‑office accounting, or investment data management.

  • Deep knowledge of performance calculation methodologies across multi‑asset strategies.

  • Strong accounting foundation, including familiarity with U.S. GAAP and investment company accounting concepts.

  • Experience acting as a senior subject‑matter expert or business owner for performance or investment data platforms.

  • Demonstrated involvement in system implementations or platform migrations with a focus on data standards and methodology alignment.

  • Bachelor’s degree required; Master’s degree and/or CPA (active or in progress) strongly preferred.

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: $ 137,500.00 - $ 195,000.00

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.

Skills Required

  • 7+ years of experience in performance operations, fund accounting, or investment data management
  • Deep knowledge of performance calculation methodologies across multi-asset strategies
  • Strong accounting foundation, including familiarity with U.S. GAAP
  • Experience acting as a senior subject-matter expert for performance data platforms
  • Demonstrated involvement in system implementations focusing on data standards
  • Bachelor's degree required; Master's degree and/or CPA preferred

PIMCO Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PIMCO and has not been reviewed or approved by PIMCO.

  • Leave & Time Off Breadth Paid time off is described as generous, with substantial vacation at hire and additional time accruing with tenure. Time away is regarded as a highly important part of the package.
  • Healthcare Strength Health coverage is portrayed as comprehensive across medical, dental, vision, disability, and life insurance, complemented by wellness options such as on-site fitness and health savings accounts. These offerings are consistently characterized as strong.
  • Retirement Support Offerings include 401(k) matching and Roth 401(k), with an employee stock purchase program available alongside tax-advantaged accounts. The breadth of long-term financial benefits is emphasized as a strength.

PIMCO Insights

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The Company
HQ: Newport Beach, CA
4,129 Employees
Year Founded: 1971

What We Do

PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.

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