Friday, October 31, 2014

Portfolio Assoc, Generalist - Newport Beach

Portfolio Associate, Generalist - Newport Beach

Position Description
The Generalist Portfolio Associate supports the Portfolio Management team in the Newport Beach, CA office. The responsibilities of the Portfolio Associate are to work very closely with Portfolio Managers, in addition to building solid internal relationships with Account Management and other Portfolio Associate teams across the firm’s global offices.  Additionally, the role frequently interacts with Product Management, Legal and Compliance, and Operations teams.  

Responsibilities include:
• Monitoring client portfolios’ risks, position weights and products versus client guidelines
• Re-balancing of portfolios to model/target weights
• Creating reports for risk monitoring
• Assisting in Account Transitions
• Performance and attribution analysis
• Responding to ad-hoc requests from the Portfolio Management team
Position Requirements:
• Advanced degree is preferred or 3-5 years of experience with a Bachelor’s degree and strong academic record with concentration in math, science, finance, economics or other related quantitative/analytical field from a leading, accredited college or university.
• Hands-on Fixed Income technical skills. Experience in a buy or sell side trade floor is a plus.
• Advanced abilities with Excel. SQL, VBA and Programming Skills are preferred.
• Outstanding analytical skills with a proven ability to solve problems on a timely basis.  
• Ability to operate efficiently in a high-pressure and time-critical environment.
• Well-refined communications skills- ability to communicate flawlessly and articulate ideas and strategies clearly, both verbally and in writing.
• Proven ability to build strong relationships with various teams.
• Enjoy working collaboratively across the organization.
PIMCO is an equal opportunity employer.
We are an Equal Opportunity Employer and do not discriminate against applicants due to race, ethnicity, gender, veteran status, or on the basis of disability or any other federal, state or local protected class.

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