Jobs · Finance · California

Portfolio Analyst/Associate - SMA/Municipals

PIMCO · San Diego, CA · 2 mo ago
Finance$90k–$105k/yrFull-time

Responsibilities

  • Ensuring investment objectives are reflected across portfolios in scope
  • Monitoring portfolio positions and products versus client guidelines in concert with Compliance team
  • Coinciding with Portfolio Management on re-balancing of portfolios
  • Utilizing proprietary risk systems for monitoring portfolio exposures
  • Aiding in account transitions and cash flow management
  • Conducting performance and attribution analyses
  • Responding to ad-hoc requests from the Portfolio Management team

Requirements

  • Bachelor’s degree with strong academic background in a technical field from a leading, accredited college or university
  • 1-3 years of relevant work experience in financial services/asset management industry
  • Deep understanding of fixed income especially Tax-Exempt Municipal and Government Bonds
  • Exceptional communication skills are required to operate in a complex financial environment
  • Excel “power user”
  • Python programming skills are preferred
  • Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness
  • Outstanding analytical and multi-tasking skills with a proven ability to function efficiently and problem-solve in a high-pressure and time-critical environment

Additional Position Requirements

  • Primary focus will be on Tax-Exempt Municipal and Government bond
  • Understanding of Municipal bond market and retail ladder strategies a plus

Benefits

  • PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family.
  • Benefits vary by location but may include: Medical, dental, and vision coverage
  • Life insurance and travel coverage
  • 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
  • Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
  • Community involvement opportunities with The PIMCO Foundation in each PIMCO office

Pay

Salary Range: $ 90,000.00 - $ 105,000.00

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