Gurtin Municipal Bond Management, a PIMCO company, is an investment management firm founded on a simple premise: Do what you do best, and never settle. Serving high and ultra-high net-worth individuals, we provide focused expertise in managing investment-grade municipal portfolios that generate tax-free income. As of December 31, 2019, combined municipal assets under management across Gurtin and PIMCO totaled $45 billion.

Our culture combines the modern and collaborative work environment of the West Coast with the intensity, sophistication, and professionalism of Wall Street. We are always looking to invest in hardworking individuals who will excel at Gurtin!

The team:

We have a diverse, hardworking and collegial team of professionals representing different levels of experience across the financial services and asset management industry. Our team environment promotes open communication, ability to collaborate on special projects, opportunities to be challenged while honing your skill set along the way.

We’re committed to the success of our Associates and will provide you with comprehensive training and mentorship from our experienced staff. In addition, you’ll have an opportunity for career growth in our dynamic team that we describe as the "gold standard" in client service.

The opportunity:

As a Money Movement Associate, you’ll be a primary contact for our clients and internal partners, and provide “best in class” service by:
 
  • Effectively processing and detailing money movement requests received from clients while adhering to all wire processing quality and operational controls
  • Authenticate outgoing wire requests with an authorized representative of the account via phone
  • Monitor wire processing status and confirm wire completion
  • Coordinate with Portfolio Management team to accurately communicate cash needs for the client
  • Audit money movement transactions to ensure compliance with internal controls
  • Prepare internal cash management systems for processing work flows between teams
  • Work reciprocally with various teams within the firm to resolve and follow up on client requests and issues, as well as provide support on special projects
  • Develop new team processes and proactively seek to improve existing team workflows by refining and implementing changes to existing procedures

Qualifications:

To be successful in this role our qualified candidate will have:
  • Bachelor’s degree from an accredited 4-year institution
  • 2-4 years of experience in financial services, asset management, investment banking or accounting; working knowledge of Operations and Client Service preferred; FINRA registrations are a plus
  • Due to nature of risk with responsibilities, attention to detail and accuracy are required
  • Ambitious, ethical, and capable of building positive relationships
  • Engaging communication skills, both oral and written
  • Working knowledge of Advent APX or APL or with a portfolio accounting system is a plus

Benefits:

Gurtin offers a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family.
  • Medical, dental, and vision coverage
  • Paid time off, market holidays, life insurance and travel coverage
  • 401(k) (defined contribution) retirement savings, retirement plan and pension contribution
  • Work/life programs such as parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
  • Community involvement opportunities

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Click here to view the California Applicant Privacy Notice https://www.gurtin.com/media/2524/california-applicant-privacy-notice_1172020.pdf




 

Department: Client Service
This is a non-management position
This is a full time position

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