Portfolio Analyst / Associate at PIMCO

Sydney, New South Wales, Australia

PIMCO Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Investment Management, Asset Management, Financial ServicesIndustries

Requirements

  • Minimum of 3 to 5 years of professional work experience
  • Strong academic background in a technical field from a leading, accredited college or University
  • Good understanding of fixed income, equities and FX workflows including knowledge of most cash and derivative instruments
  • Outstanding communication skills
  • Excel “power user” - programming skills (e.g. Python, VBA) are preferred
  • Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness
  • Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast paced and time-critical environment
  • Good understanding of Portfolio Risks and Macro Investment Models
  • Programming skill is a plus while proficiency with Excel is required

Responsibilities

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

Skills

Key technologies and capabilities for this role

Fixed IncomePortfolio ManagementRisk ManagementPortfolio MonitoringFinancial ReportingData AnalysisRisk Rebalancing

Questions & Answers

Common questions about this position

What is the employment type for this Portfolio Analyst / Associate position?

The position is full-time employment.

Is this Portfolio Analyst / Associate role remote or office-based?

This information is not specified in the job description.

What are the main responsibilities for the Portfolio Associate role?

Key responsibilities include ensuring investment objectives are reflected across portfolios, monitoring positions versus client guidelines with Compliance, coordinating re-balancing, utilizing proprietary risk systems, assisting in account transitions and cash flows, conducting performance analyses, tagging trades, and handling ad hoc tasks.

What is PIMCO's company culture like?

PIMCO fosters a high-performance inclusive culture that celebrates diverse thinking and imprints CORE values of Collaboration, Openness, Responsibility, and Excellence, where each person helps others succeed.

What experience or skills make a strong candidate for this Portfolio Associate position?

Strong candidates will have exposure to portfolio risk and return principles, ability to collaborate across teams like Portfolio Management, Compliance, and Operations, proficiency with proprietary risk systems, and skills in performance analysis and creative problem-solving.

PIMCO

About PIMCO

N/AHeadquarters
N/AYear Founded
N/ACompany Stage

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