Client Operations & Servicing Associate at PIMCO

Newport Beach, California, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Mar, 26

Salary

93000.0

Posted On

16 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Servicing, Relationship Management, Operational Efficiency, Fixed Income, Analytical Thinking, Communication Skills, Collaboration, Project Management, Data Tracking, Problem Solving, Adaptability, Team Building, Client Reporting, Trade-Related Inquiries, Process Improvement, Strategic Thinking

Industry

Investment Management

Description

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 The Client Reporting team serves as a central operational liaison, focusing on oversight, client servicing, operational efficiency, and relationship management. The team collaborates cross-functionally to identify client needs, translate them into effective solutions, and execute accordingly. Responsibilities include supporting operations-related projects aimed at enhancing external communication, optimizing reporting, addressing client operational or trade-related inquiries, and creating operational efficiencies. The Client Reporting Associate ensures that all aspects of operational servicing are managed effectively while identifying opportunities to enhance processes and mitigate risks. This role requires collaboration within a small PIMCO team and coordination with several departments, including Client Management, Product Management, Portfolio Management, Legal, Compliance, Funds Administration, Analytics, Performance, and Operations. Location Newport Beach, CA , Austin, TX, or New York, NY Responsibilities The key responsibilities include, but are not limited to: Overseeing and managing all operational aspects of client servicing and relationship management. Working directly with clients, brokers, and custodians. Collaborating with Client Management to address client reporting needs and overseeing our outsourced reporting team. Maintaining responsibility for recurring client tasks on monthly, quarterly, or annual schedules. Qualifications Minimum of a bachelor’s degree, preferably in an numerate subject 3 years of professional experience in the financial markets, preferably with a focus on fixed income. Working or academic knowledge of economics, fixed income fundamentals, fixed income analytics, and/or portfolio management. Professional Skills Requirements Excellent verbal and written communication, facilitation, and interpersonal skills, with the ability to engage effectively across all levels of the organization. Quick learner, adaptable to new processes, concepts, and skills. Highly motivated self-starter with the ability to work both collaboratively and independently. Demonstrated competence in strategic, analytical, conceptual, and innovative thinking, including the ability to synthesize and analyse data. Ability to multitask and thrive in a demanding, fast-paced environment while managing multiple competing priorities and projects with high-quality output. Proven ability to navigate unstructured processes and manage responsibilities across multiple concurrent projects and competing demands. Foster a positive work environment and culture for all employees, building a strong team by cultivating relationships and demonstrating how individual contributions impact overall project success. Participate in client lifecycle stages and share ownership of key implementation decisions. Proactive in outreach and follow-ups. Ability to provide constructive feedback on new products, collaborative teams, or processes we adopt. Diligent in tracking data related to completed work. 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 - $ 93,000.00 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.

Responsibilities

The Client Reporting Associate oversees all operational aspects of client servicing and relationship management, collaborating with various departments to address client needs. Responsibilities include managing recurring client tasks and enhancing operational processes.