Jobs · Finance

Senior Investment Professional – Private Corporate Strategies

Y-axis Global · Newport Beach, CA · 1 mo ago
Finance$265k–$360k/yrFull-time

About the role

PIMCO is seeking a senior investor to underwrite, originate, structure, and actively manage private corporate opportunities and special situations investments. The successful candidate will lead end-to-end execution across complex capital solutions transactions while partnering closely with the Investment Committee and cross-functional teams in legal, risk, and operations.

Responsibilities

  • Underwriting & Structuring: Lead comprehensive due diligence, build and audit financial models, assess collateral packages, structure covenants and intercreditor arrangements, and price risk-adjusted returns aligned with fund objectives.
  • Origination & Sourcing: Develop and execute proprietary and intermediated sourcing strategies; maintain deep relationships with advisors, banks, legal counsels, and management teams across target sectors/geographies.
  • Portfolio Management: Own post-investment monitoring, covenant compliance, valuation inputs, risk reporting, and exit planning; proactively manage performance in volatile or event-driven contexts.
  • IC Governance: Author investment memoranda, present recommendations to the Investment Committee, and steward decisions through governance processes; ensure adherence to risk limits and conflicts policies.
  • Stakeholder & Team Leadership: Mentor junior investors, coordinate cross-functional execution, and lead external engagements with management teams, boards, coinvestors, and LPs as needed.
  • Firm & Investor Engagement: Contribute to fundraising, investor diligence, and periodic reporting; support AGM materials and ad hoc LP communications with clear, data-driven narratives.

Requirements

  • Experience: 12+ years in private credit / special situations, with a track record of originating and leading complex private financings.
  • Background: Training from restructuring advisory, LevFin/HY capital markets, or buyside private credit / special situations; legal/documentation fluency strongly preferred.
  • Technical Skills: Expert modelling, covenant analysis, and documentation (credit agreements, intercreditor, security packages, etc); strong Excel and presentation skills.
  • Leadership & Communication: Proven ability to lead negotiations, influence stakeholders, and present succinctly to investment committees and boards.
  • Education: BA/BS required; MBA/CFA preferred.

Skills

  • Underwriting, Structuring, Private Credit, Special Situations, Financial Modelling, Covenant Analysis, Origination, Portfolio Management, Due Diligence, Risk Pricing, Investment Governance, Negotiation, Stakeholder Management, Credit Agreements, Intercreditor Arrangements, Excel

Benefits

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.

Pay

$265,000.00 - $360,000.00

Schedule

Full Time

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