We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $1.91 trillion in assets for clients around the world.  PIMCO has over 2,800 employees in 17 offices globally.  PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients.

PIMCO is one of the world’s premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities.

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.
As a member of our SMA Operations team you’ll have the unique opportunity to partner with our Account Managers who lead all aspects of our client relationships and SEI Investments Company our back-office service provider.

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 SMA Operations Associate, you will play an integral role in servicing our Separately Managed Account (SMA) business, providing the highest quality support relating to new accounts supervision, and delivering “best in class” service by:
 
  • Managing daily queues for new account restrictions, transfer in-kinds, state preference, strategy changes and work with Account Managers to resolve any issues
  • Generating and reviewing daily reconciliation files for PIMCO internal accounting system and communicating with back office for processing
  • Partnering with SMA Portfolio Managers and Trade Assistants to set up new brokers to trade SMA accounts
  • Monitoring daily account freeze notifications, proxy meetings, claim reports and escalate issues to the appropriate internal teams as needed
  • Supporting team with quarterly access review for SMA systems and applications ensuring compliance regulations are met

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
  • Hands on experience with  Fiserv APL and with Microsoft Excel is a plus

Benefits:

PIMCO 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

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Department: Client Service
This is a full time position

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