Transitions Associate recruitment
Job ID: 12992
Position Description:
The transitions associate will manage portfolio events including
setting up new accounts, closing accounts, adding securities to
existing portfolios and changing portfolio benchmarks. The role
serves an integral link between Account Management, Portfolio
Management and IMS Operations when managing operational risk.
He/she will also spearhead operations projects related to enhancing
custodian communication, fixed income benchmark management,
portfolio performance, transitions/operations technology, and
operations management training .
RESPONSIBILITIES:
The associate ensures that all aspects to setting up or closing
portfolios are handled properly. This will require managing
numerous planning meetings and coordinating new account related
activities within several departments including portfolio
management, legal, compliance, funds administration, analytics,
performance, account management and portfolio management. Daily
reviews of operational events will be completed each morning.
Position Requirements:
QUALIFICATIONS:
• Strong understanding of Fixed Income fundamentals
• A minimum of 3 years work experience in financial markets,
including course work or work experience in areas related to
economics, investments or fixed income analytics
• Progress towards CFA/MBA a plus
• Outstanding relationship building skills
• Well organized, high energy self starter, to work in a team
environment
• Confident working with PIMCO's most senior management levels
• Clear commitment to PIMCO's culture, values and approach
PIMCO is an Equal Opportunity Employer