Strategic Analysis - FP&A

Reposted 8 Hours Ago
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Newport Beach, CA, USA
In-Office
87K-130K Annually
Mid level
Financial Services
The Role
Analyze profitability across domestic and global operations, manage financial modeling, and provide insights to guide strategic decision-making, collaborating with senior leaders.
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.

Position Description

You will be part of a small but highly influential team responsible for analyzing the profitability of PIMCO's global business and helping inform key strategic decisions across the firm. You will partner closely with senior leaders across the firm to assess business performance, evaluate financial impacts, and deliver insights that help shape strategic direction. Those who are naturally curious, data-driven, and expert communicators will excel in this role. Attention to detail, accountability, and flexibility are essential.

What You’ll Do

  • Manage overall process of updating and reporting product-level and distribution channel profitability analysis for senior stakeholders.

  • Perform financial modelling and business analysis, including profitability, forecasting, and pro forma analysis.

  • Manage updates to fund-level profitability model for annual 15c process and provide commentary and analysis on trends.

  • Provide quarterly business update materials for managing director group.

  • Proactively identify and execute deep-dive analyses of business performance, market developments, and industry trends.

  • Identify key performance and forecast drivers and provide analytical insights that support data-driven decision-making by senior management.

  • Build relationships with teams across the firm to research and resolve questions, and to further understand the business to improve modeling and analyses.

  • Maintain, update, and continually improve upon sophisticated business and allocation models for monthly and quarterly reporting, ad hoc analyses, and forecasting.

  • Identify and implement opportunities to enhance reporting, improve processes, and leverage automation.

Position Requirements

  • Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.

  • Advanced PC skills, particularly experience working with complex Microsoft Excel workbooks.

  • Experience using Oracle Enterprise Performance Management Cloud (EPMCS), SmartView Excel Add-in, SAP, or other multidimensional database, reporting, consolidation, and ERP systems is a plus.

  • Approx. 3–7 years of experience in FP&A, corporate finance, business analysis, strategic finance, or a related role.

  • Strong interest in using data and financial analysis to identify trends and inform strategic decision-making.

  • Experience in responding effectively to inquiries from various levels of management.

  • Experience and ability to work well under pressure while managing multiple priorities and deadlines.

  • Experience in the Asset Management industry is a plus.

  • Excellent communication skills, including presentation, written, verbal, and listening skills.

  • Ability and desire to work collaboratively in a team environment as well as independently with minimal supervision.

  • Strong analytical, problem-solving, and organizational skills.

  • Highly analytical, intellectually curious, and motivated to identify trends and generate actionable insights.

  • Strong attention to detail and commitment to producing high-quality work.

  • Proactive, resourceful, and motivated to take initiative and continuously seek opportunities to add value.

  • Flexible and adaptable, with the ability to thrive in a fast-paced environment and manage competing priorities effectively.

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: $ 87,000.00 - $ 130,000.00

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

  • Minimum of three to seven years of experience in a similar role
  • Bachelor's degree in Finance/Economics, Accounting, Business, or similar
  • Excellent communication skills including presentation, written, verbal, and listening
  • Advanced PC skills, particularly experience working with complex Microsoft Excel workbooks
  • Experience in the Asset Management industry is a plus
  • Experience using Oracle Enterprise Performance Management Cloud (EPMCS), Smartview Excel Add-in, SAP, or other multidimensional database

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.

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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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