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.
Skills Required
- Strong academic background in a technical field from a leading, accredited college or university
- Good understanding of fixed income, equities, FX workflows, cash instruments, and derivative instruments
- Availability for shift rotation schedules, including early mornings and holiday periods
- Experience supporting quantitative, systematic, equity, emerging-market, or multi-asset investment strategies
- Understanding of quantitative investment models, systematic trading, execution algorithms, and Trade Cost Analysis
- Outstanding communication skills in a complex financial environment
- Advanced Excel proficiency
- Programming skills such as Python or VBA
- Strong process orientation and portfolio risk and operational awareness
- Outstanding analytical, problem-solving, and time-critical decision-making skills
- Understanding of portfolio risks and macro investment models
- Master's degree and a minimum of three years of work experience
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
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.
.jpeg)
