Monday, April 25, 2016

Investment Writer - Washington DC area

Investment Writer (553-18) - Washington DC area

COMPENSATION:  Competitive salary and benefits

SUMMARY:  The Investment Writer is an integral member of the Portfolio Analysis and Communications Team, which serves as the in-house brand ambassador, responsible for creating a wide range of specialized internal and external content. The position will primarily be responsible for using proprietary research, attribution reports, internal reporting, and other analytics to create recurring written commentary, high-quality responses to complex ad hoc client requests, and other value-added communications. Additionally, the Investment Writer ensures all material is consistent with brand standards and effectively conveys accurate, accessible and compelling information.

RESPONSIBILITIES:
Develop and refine regular written commentary for clients across a variety of topics, including strategy or portfolio company updates, investment results highlights, and macroeconomic views
Provide editorial support for newly created or updated marketing collateral and assist with the development of compelling visual messages
Respond to ad hoc attribution and commentary requests in a timely and accurate manner
Work with firm’s Compliance Team to ensure materials uphold regulatory requirements and firm guidelines

REQUIREMENTS:
Bachelor’s degree is required
7+ years of relevant experience, preferably within the investment management industry
Experienced writer with strong investment knowledge
Resourceful with inherent analytical and problem solving abilities
Meticulous attention to detail and quality control
A keen eye for consistency and strong proofreading skills
Strong organizational and communication skills
Proficient with investment performance statistics and able to translate financial information into clear and concise written insights
Demonstrated ability to formulate and convey a differentiated story
Ability to prioritize, multitask, and deliver multiple projects against critical deadlines
Responds well to direction; can work independently and in a team environment
Ability to build relationships with various constituencies throughout the firm
Experience with FactSet Portfolio Analytics a plus, but not required

If you are interested in this opening, please email your resume as an MS Word attachment to:
Marci Tsiribas
BCI - Financial Services Recruiting
marci@brokerageconsultants.com

Tuesday, April 19, 2016

Portfolio Compliance Analyst, PIMCO - Newport Beach

Portfolio Compliance Analyst, PIMCO - Newport Beach

Position Description

Portfolio Compliance oversees guideline compliance for over 2,000 separate accounts and offshore funds on a post-trade basis, which includes an independent compliance verification. We perform holdings-level analysis to detect any guideline breaches in client portfolios and monitor all outstanding compliance issues from time of breach through resolution. In performing our array of compliance functions, Portfolio Compliance works closely with departments across the firm, including Account Management, Portfolio Management, Product Management, and Business Management. At its core, Portfolio Compliance monitors guideline compliance in order to manage and mitigate risk to both our clients and the firm.

The Portfolio Compliance Analyst position is a challenging and multifaceted role where responsibilities include analyzing account transactions and portfolio holdings in order to conduct a full compliance verification for all separate accounts and offshore mutual funds. Position requires research of potential compliance issues, client reporting, and working with Account and Portfolio Management in an effort to resolve outstanding violations. The role also includes participation in various ad hoc projects, such as process developments and improvements, scenario analysis, and technology testing. The position affords the opportunity to work in a fast-paced, dynamic, and challenging workplace with highly motivated and intelligent professionals.
 
Position Requirements

• An undergraduate degree in Finance, Economics, or Accounting is required for this role.
• Two years of general fixed income/compliance experience is desired.
• Possess strong analytical ability and excellent attention to detail.
• Effective verbal and written communication skills, ability to work in a team environment, and capable of managing multiple tasks with tight time deadlines.
• Problem solving and decision making skills are essential.
• Strong knowledge of MS Excel required (formulas and functions).
• Experience using MS Access, BusinessObjects, MS Excel VBA, and Bloomberg a plus.
• CFA designation or active status in the CFA program is a plus.
• If not already completed during the initial interview process, must score a 90% or better on the Compliance Assessment and MS Excel test.

PERSONAL CHARACTERISTICS

• Flourish in a challenging, fast-paced, professional environment with frequent shifts in priorities as business needs dictate.
• Maintaining a strong commitment to quality and attention to detail; ensuring that the work product is delivered completed, accurately and on time.
• Have a strong sense of honesty and integrity.
• Maintain a professional demeanor in both routine and highly charged environments; adapt responses appropriately to each situation.
• Desire to contribute to and grow with the organization through a variety of developmental assignments.
• Display a sense of teamwork and foster a learning environment.

PIMCO is an Equal Opportunity Employer
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
 
Please apply through the following link: