Portfolio Associate, Global Hub recruitment
Job ID: 12764
Position Description:
Global Portfolio Associate supports an assigned "Global" Portfolio Manager and or Senior "Generalist" Portfolio Manager, in the trade room.
Responsibilities
Portfolio Associates provide:
• Portfolio summaries
• Portfolio monitoring
• Performance and attribution analysis in addition to other requested analytics
• Create reports for risk monitoring
• Monitor client portfolios position weights and product versus client guidelines
• Interaction with Compliance Department
• Assist in Account Transitions
• Re-balancing of portfolios to model/target weights
• Generating allocation studies across a set of mandates or products in accordance with investment guidelines and benchmarks
• Ad-Hoc requests from the Portfolio Management Team
Portfolio Associate must build solid internal relationships and partnerships with Portfolio Management and Account Management across the firm's Global Offices. Additionally., the role frequently interacts with Product Management, Legal and Compliance and Operations.
Position Requirements:
Qualifications
The ideal candidate will possess:
• 4+ years of hands on Fixed Income technical skills in a buy or sell side trade room
• Strong relationship skills and proven ability to build strong relationships with their Portfolio Manager
• Well refined communicates skills. Able to work and communicate flawlessly with experienced Portfolio Managers. Can articulate ideas and strategies clearly, both verbally and in writing.
• Outstanding analytical skills with a proven ability to solve problems in a timely basis.
• Proven ability to operate efficiently in a high pressure environment
• Enjoy working collaboratively across the organization (especially with account managers) to resolve issues
• Advanced abilities with Excel, SQL, business objects, and Bloomberg
• Advanced degree (MBA or MFE preferred) with concentration in math, science, finance, economics or other related quantitative/analytical field from a leading, accredited college or university.
PIMCO is an Equal Opportunity Employer