Fund Statistics Associate recruitment
Job ID: 12878
Position Description:
We are seeking an individual with an orientation toward superior client service who will be responsible for providing mutual fund statistical support in a demanding, fast-paced environment. Daily responsibilities include maintaining mutual fund performance, creating statistical reports, responding to questionnaires, addressing intermediate and advanced mutual fund questions, and providing occasional shareholder services phone support. This position requires frequent interaction with individuals in Account Management, Product Management, Portfolio Management, and other investment professionals at PIMCO. It also requires interaction with global offices and external parties, including mutual fund clients, consultants, and other external investment professionals.
Responsibilities
•Create and distribute client-friendly mutual fund reporting to internal and external parties
•Respond to recurring and ad hoc requests for performance and statistical information
•Develop new reporting for PIMCO Funds Management, the Board of Directors, Account Management, Product Management, and Portfolio Management
•Manage various projects related to process improvements, procedures, systems development, and new business lines
•Monitor and engage external service providers, including vendors, custodian banks, transfer agents, and 3rd party databases (Morningstar, Lipper, Bloomberg, Strategic Insight)
•Comply with legal/compliance and procedural guidelines
Position Requirements:
•Bachelor's degree, preferably in economics, finance, or other business-related field
•MBA, CFA, or active status in either program is a preferred
•3-4 years of experience in fixed income and/or equities with an investment company
•Strong working knowledge of the financial markets and mutual fund operations
•Ability to consistently produce accurate, high quality results with a strong attention to detail
•Excellent communication skills; ability to communicate complex operations and ideas clearly
•Strong client service orientation
•Superior problem-solving skills; ability to solve problems in a timely basis
•Strong project/time management skills
•Ability to multi-task; successfully meet multiple competing demands under tight deadlines
•Detail oriented with strong research and analytical skills
•Ability to work well in a team environment
•Strong technology skills, including proficiency in Excel; working knowledge of SQL is a plus
•Completion of Series 7 63 is required within first 3 months of service
•Knowledge and/or experience with ETFs is helpful
PIMCO is an Equal Opportunity Employer