Portfolio Associate – SMA/Municipals at PIMCO

San Diego, California, United States

Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, Fixed Income, Asset ManagementIndustries

Bachelor’s degree with strong academic background in a technical field from a leading, accredited college or university
2-3 years of relevant work experience in financial services/asset management industry
Deep understanding of fixed income especially Tax-Exempt Municipal and Government Bonds
Exceptional communication skills to operate in a complex financial environment
Excel “power user”
Python programming skills are preferred
Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness
Outstanding analytical and multi-tasking skills with a proven ability to function efficiently and problem-solve in a high-pressure and time-critical environment
Primary focus on Tax-Exempt Municipal and Government bond Separately Managed Accounts (SMA)
Understanding of Municipal bond market and retail ladder strategies a plus

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 portfolio exposures
Assisting in account transitions and cash flow management
Conducting performance and attribution analyses
Responding to ad-hoc requests from the Portfolio Management team