Application Deadline:02/26/2026 Address:300 S. Grand Ave. Job Family Group:Commercial Sales & Service. Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous re Director, Vice President, Sales, Equipment, Finance, Business Development
$120k-184k yearly est. 8d ago
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Director, Trust Administration
BMO Financial Group 4.7
BMO Financial Group job in Los Angeles, CA
BMO Bank N.A. is a leading financial institution dedicated to helping our clients achieve their financial goals through tailored banking, wealth management, and trust solutions. We are seeking highly experienced and client-focused applicants to join our Trust team as a Director, Trust Administration. In this role, you will manage an existing portfolio of high-net-worth client relationships with complex trust and investment management accounts. You will administer accounts consistent with sound fiduciary principles and within the established risk framework of the organization, while delivering an exceptional client experience. This is a senior-level role requiring in depth knowledge of trust administration, estate planning concepts, and fiduciary principles, along with the skills and desire to proactively grow the business.
Additional Job Description
- Work as part of a Client Strategy Team, or serve as the primary relationship manager, to provide expert fiduciary administration for an existing portfolio of trust and investment management accounts.
- Ensure that all accounts are administered in accordance with governing instruments, internal procedures, and applicable laws and regulations.
- Build and maintain strong relationships with clients, beneficiaries, and next generation to meet their financial and estate planning needs.
- Work collaboratively with internal colleagues from Investments, WM Legal, Trust Real Estate & Special Assets, and Trust Tax to address risk issues, ensure effective administration, and deliver integrated client solutions.
- Partner and communicate with clients, beneficiaries, co-trustees, trust protectors, external counsel and other individuals associated with the administration of fiduciary accounts.
- Responsible for the driving the profitability and growth of the Trust Discipline consistent with established strategic goals and priorities.
- Maintain appropriate contact with clients and beneficiaries through regular contact to service needs effectively, mitigate risks, and deepen existing relationships with the next generation.
- Develop and maintain expertise as a subject-matter expert in the area of estate planning and personal trust administration to serve as an internal resource to elevate and grow existing client relationships.
- Actively participate in business development activities, including identifying opportunities to expand existing relationships and attract new clients.
- Stay current on changes in trust and tax law, and estate planning trends to provide proactive guidance to clients.
- Mentor and support less seasoned team members, fostering a culture of collaboration and excellence.
Qualifications:
- Bachelor's degree in Business, Finance, or a related field; JD preferred.
- Minimum of 5 - 7 years of relevant experience in trust administration, estate planning, or wealth management.
- Strong knowledge of fiduciary principles, trust laws, and estate planning strategies.
- Professional designations such as CTFA, CFP, or CPA are highly desirable.
- Exceptional interpersonal, communication, and relationship-building skills.
- Proven ability to manage complex client relationships and deliver exceptional service.
- Strong analytical, organization, and problem-solving abilities.
**Salary:**
$102,000.00 - $190,000.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$102k-190k yearly 21d ago
Division Head (C&I Banking Role)
Bank Leumi USA 4.8
Los Angeles, CA job
The C&I Division Lead is the business development leader for the group, responsible for their business results (P&L). They will manage a team of Relationship Managers (junior & senior) as well as lead their business development, relationship manageme Banking, Development, Business, Management, Relations, Manager
$117k-159k yearly est. 3d ago
Wealth Analyst Team Manager
BMO (Bank of Montreal 4.7
BMO (Bank of Montreal job in Los Angeles, CA
Application Deadline: 03/30/2026 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.
* Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
* Ensures alignment between values and behaviour that fosters diversity and inclusion.
* Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
* Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
* Attracts, retains, and enables the career development of top talent.
* Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
* Provides input to the market business development plan.
* Support the solution and implementation of addressing client concerns and escalations, as required.
* Performs risk assessments and monitoring to ensure there are no breaches in compliance.
* Makes recommendations to management about risk and regulatory requirements and compliance.
* Recommends and implements solutions based on analysis of issues and implications for the business and the client.
* Assists in the development of strategic plans.
* Identifies emerging issues and trends to inform decision-making.
* Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
* Helps determine business priorities and best sequence for execution of business/group strategy.
* Conducts independent analysis and assessment to resolve strategic issues.
* Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.
* Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
* Builds effective relationships with internal/external stakeholders.
* Ensures alignment between stakeholders.
* Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
* Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
* Monitors and tracks performance and addresses any issues.
* Designs and produces regular and ad-hoc reports, and dashboards.
* Ensures the effective implementation of Bank initiatives and programs.
* Models a mindset for continuous improvement and champions alternatives.
* Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
* Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
* Prepares documentation of compliance monitoring and risk assessments, and findings to management as per guidelines.
* Executes administrative reviews and filings according to Bank policies and procedures.
* Ensures Branch organization and delegation templates are in place and up to date.
* Monitors daily transactions, monthly transactions, and reports in accordance with regulatory guidelines and internal policies.
* Supervises cash and securities related responsibilities (cheque and securities deposits, cheque issuance, vault, box count, etc.) and operational compliance in the branch.
* Oversees maintenance of Policies and Procedures Manual as required by internal and external changes.
* Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
* Acts as a subject matter expert on business applications/systems.
* Monitors operational controls to identify any deficiencies and supports the initiation of appropriate corrective actions to ensure controls are adequate.
* Identifies and analyzes factors which may affect risk mitigation within the market and compliance with applicable regulatory requirements
* Monitors to ensures Branch adherence to internal/external Compliance regulations and requirements
* Provides input into the planning and implementation of operational programs.
* Executes work to deliver timely, accurate, and efficient service.
* Sources new sales & service professional candidates.
* Supports the Trainee mentorship and supervises performance during and subsequent to their 18-month training period.
* Leads/participates in the design, implementation and management of core business/group processes.
* Develops and manages a business/group program.
* Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
* Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
* Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.
* Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions.
* Meets high quality service standards to maximize relationship retention and growth.
* Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines.
* Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
* Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
* Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
* Provides specialized consulting, analytical and technical support.
* Exercises judgment to identify, diagnose, and solve problems within given rules.
* Works independently and regularly handles non-routine situations.
* Broader work or accountabilities may be assigned as needed.
Qualifications:
* Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
* Sales and service experience preferred.
* In-depth operational experience.
* Supervisory/leadership experience.
* In-depth experience with financial planning products and related technologies.
* Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
* Deep knowledge and technical proficiency gained through extensive education and business experience.
* Verbal & written communication skills - In-depth.
* Collaboration & team skills - In-depth.
* Analytical and problem solving skills - In-depth.
* Influence skills - In-depth.
* Data driven decision making - In-depth.
Salary:
$88,800.00 - $165,600.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$88.8k-165.6k yearly Auto-Apply 1d ago
Event Manager
BMO (Bank of Montreal 4.7
BMO (Bank of Montreal job in Los Angeles, CA
Application Deadline: 01/25/2026 Address: 300 S. Grand Ave. Job Family Group: Marketing Plans, develops and executes internal and external event strategies to maximize BMO's image and reputation through the enhancement of the customer experience. Leverages opportunities and identifies synergies across business/groups, and identifies new properties while divesting of average properties. Measures and evaluates the performance of events, and reports on results. Creates and maintains internal standards and best practices to communicate the brand message in a consistent and effective manner.
* Reviews, plans and executes all types of events to include Board dinners, awards events, conferences, sponsorship events, charity events, large employee initiatives and other special events.
* Prepares briefing materials, agendas and schedules.
* Implements tracking systems to assess event effectiveness.
* Develops and manages budgets, staffing plans and logistical details for events.
* Leverages partners across business/group(s) to effectively coordinate events.
* Identifies opportunities for executives to enhance their community profile through speaking, presentations and participation in activities.
* Manages relationships with vendors and suppliers, which may include contract negotiation.
* Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
* Exercises judgment to identify, diagnose, and solve problems within given rules.
* Works independently on a range of complex tasks, which may include unique situations.
* Broader work or accountabilities may be assigned as needed.
Qualifications:
* Typically 5+ years of relevant experience and post-secondary degree in related field of study.
* Technical proficiency gained through education and/or business experience.
* Verbal & written communication skills - In-depth.
* Collaboration & team skills - In-depth.
* Analytical and problem solving skills - In-depth.
* Influence skills - In-depth.
* Data driven decision making - In-depth.
Salary:
$69,000.00 - $127,800.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$69k-127.8k yearly Auto-Apply 16d ago
Treasury Advisor
BMO (Bank of Montreal 4.7
BMO (Bank of Montreal job in Industry, CA
Application Deadline: 01/29/2026 Address: 180 Montgomery St. Job Family Group: Commercial Sales & Service * Candidates must have sales acumen * Candidate must have TPS knowledge or experience * Candidates must have banking or financial institution experience
* Candidates must have experience in sales of financial products
Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes.
Responsibilities:
* Manages client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process.
* Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement.
* Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio.
* Analyses trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives.
* Resolves document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues.
* Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes.
* Provides guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management.
* Attends industry forums and community events, enhancing the Bank's brand, staying updated on market trends, and leveraging insights to support sales strategies.
* Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
* Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital.
* Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
* Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions.
* Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.
* Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
* Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
* Exercises judgment to identify, diagnose, and solve problems within given rules.
* Works independently on a range of complex tasks, which may include unique situations.
* Broader work or accountabilities may be assigned as needed.
Qualifications:
* 4 - 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred.
* Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience is considered.
* Technical proficiency gained through education and/or business experience.
Advanced level of proficiency:
* Treasury Management
* Cash Management
* Payment Technologies
* Financial Analysis
* Risk Assessment
* Quality Assurance Auditing
* Regulatory Compliance
* Data Analysis Reporting
* Problem Solving
* Time Management
* Detail-Oriented
Salary:
$69,000.00 - $127,800.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$69k-127.8k yearly Auto-Apply 4d ago
Practice Management Coach
BMO Financial Group 4.7
BMO Financial Group job in Los Angeles, CA
**Why Join Us?** + **Impact:** Shape the success of top-tier wealth advisors through personalized coaching and strategic guidance. + **Innovation:** Drive adoption of tools and best practices to elevate client experience. + **Growth:** Collaborate with leadership and learning teams to design programs that advance careers and business performance.
+ **Visibility:** Work across markets and disciplines, influencing key initiatives and sales strategies.
**About the Role:**
As a Practice Management Coach, you'll onboard and coach sales professionals, optimize practice management, and ensure the execution of BMO's go-to-market strategy. You'll leverage data, tools, and training to help advisors deliver exceptional client experiences and achieve growth goals.
**Key Responsibilities:**
+ Onboard and coach new sales professionals.
+ Delivery tailored one-on-one coaching to improve sales effectiveness.
+ Promote CRM and sales tool utilization for pipeline and client management.
+ Support strategic sales initiatives and campaigns.
+ Partner with the Learning Team to create impactful training programs.
**Qualifications:**
+ Strong knowledge of wealth management and sales processes.
+ Proven experience in coaching and practice management.
+ Excellent communication, strategic thinking, and project management skills.
**Employee Benefits:**
+ Comprehensive health, dental, and vision coverage
+ Retirement savings plan with employer match
+ Paid time off and holidays
+ Professional development and certification support
**Salary:**
$102,000.00 - $190,000.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$102k-190k yearly 60d+ ago
Portfolio Associate, Hedge Fund
Pacific Investment Management Co 4.9
Newport Beach, CA job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Portfolio Associate Team Overview
Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm's global offices. On a day-to-day basis, Portfolio Associates actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team.
Position Development Value
Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm
A broad range of opportunities to collaborate with talented colleagues
Learning environment focused on key buy-side portfolio risk and return principles
Constructive feedback to foster career growth in addition to a formal annual review process
Location: Newport Beach, CA
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
Requirements
Strong academic background in a technical field from a leading, accredited college or university
Good understanding of fixed income including knowledge of most cash and derivative instruments
Outstanding communication skills are required to operate in a complex financial environment
Excel “power user” - SQL, VBA and programming skills 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
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 105,000.00 - $ 115,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$105k-115k yearly Auto-Apply 52d ago
Activation Intern, Summer 2026 (10 Weeks) Los Angeles, CA
BMO (Bank of Montreal 4.7
BMO (Bank of Montreal job in Los Angeles, CA
Application Deadline: 02/19/2026 Address: 300 S. Grand Ave. Job Family Group: Marketing As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. If you are high energy, enjoy speaking to people and extroverted, this role is for you!
Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMO_on_Campus and joining our LinkedIn group BMO Campus Recruiting & Early Talent.
Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Internship opportunities. Student who recently graduated are invited to apply to our New Grad opportunities which are available at *****************************************************
Contributes to the efficient and effective operations of marketing projects, programs and events. Performs a variety of tasks and provides support to the marketing team ensuring that operational processes are followed. Assists with the planning and execution of special projects, events and conferences. Supports the planning, development, production and delivery of marketing solutions. Works collaboratively with key stakeholders to ensure timelines are met and marketing collateral is aligned with brand standards and product positioning.
* Builds effective relationships with internal/external stakeholders as required.
* Maintains/updates internal web content, presentations and sales aids with current information.
* Coordinates processes for translation and regulatory approval of materials.
* Supports the production of products and marketing solutions to include communications, articles, presentations and sales tools.
* Supports the development, production and distribution of marketing collateral, and manages inventories of materials.
* Updates, tracks and maintains team schedules, marketing budgets and marketing inventory.
* Executes work to deliver timely, accurate, and efficient service.
* Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
* Analyzes issues and determines next steps.
* Broader work or accountabilities may be assigned as needed.
Qualifications:
* Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable.
* College diploma in Marketing or Communications preferred.
* Specialized knowledge.
* Verbal & written communication skills - Good.
* Organization skills - Good.
* Collaboration & team skills - Good.
* Analytical and problem solving skills - Good.
Salary:
$50,100.00 - $82,800.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$50.1k-82.8k yearly Auto-Apply 2d ago
Quantitative Research Analyst - Execution Research
Pacific Investment Management Co 4.9
Newport Beach, CA job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
JOB DESCRIPTION
We are seeking an experienced Quantitative Researcher to join our Portfolio Management - Execution Research team in Newport Beach, California. You will be joining a small and high-impact team responsible for ensuring best execution for over $2 trillion of assets under management across our investment strategies with a focus on rates and liquid markets. You will proactively engage with our Portfolio Managers, Quants and Technologists across various mandates with a focus on execution modeling and associated alpha strategies in liquid markets.
Our ideal candidate will be a self-starter with a quantitative background with expertise in execution / algos, be well versed with high frequency data with a strong commitment to rigor and excellence in research, whilst not losing sight of practicalities in delivering results. As well, he/she will have the ability to communicate complicated technical issues clearly to senior management and portfolio managers.
RESPONSIBILITIES
Development, analysis and optimization of execution models and systematic trading strategies in fixed income with a focus on linear rates and liquid markets
Execution monitoring and alpha - buildout and evolve our library of execution algorithms, monitoring of execution strategies whilst proactively providing enhancements
Rates alpha research - conduct and lead new alpha research in addition to enhancing our suite of existing alpha strategies
Development of statistical models and machine learning frameworks for evaluation of execution methods, algorithms and customized TCA (transaction cost analysis)
Proactively co-ordinate with partners in Quant and Technology to enable seamless implementation and technical support
Communicate and work closely with Portfolio Managers and Traders to ensure ideas are sharpened and implemented in an efficient manner
REQUIREMENTS
Master's degree in a quantitative discipline (mathematics, engineering, econometrics, physics)
3+ years of experience in a quantitative analytics role within a trading environment preferably at a bank (Automated Market Making / Algo Analytics / eTrading) or hedge fund / asset manager focused on development of execution and systematic strategies sensitive to transaction costs, with a focus on rates and related liquid markets
Strong programming skills and numerical problem-solving techniques; proficiency with Python with a preference for experience with high frequency data, kdb+/Q and modern development stack
Excellent analytical and quantitative skills, with strong attention to detail
Experience applying Data Science and Machine Learning techniques to solve complex data intensive problems.
Self-starter, willing to lead by doing
Ethical, collaborative, organized, flexible, high energy, self-starter, accountable, humble
BENEFITS
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. These benefits include medical, dental and vision coverage from your first day of employment.
401k Savings and Retirement Plan
Work/Life Programs such as Flexible Work Arrangements, Parental Leave & Support, Employee Assistance Plan, and Educational/CFA Certification Reimbursement Programs.
Community involvement opportunities with The PIMCO Foundation in each PIMCO office.
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 205,000.00 - $ 305,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Position Description
We are seeking a Senior Investment Editor & Writer to co-lead our Editorial & Publishing team within PIMCO's Content Marketing group. In this high-impact role, you will shape PIMCO's thought leadership publishing strategy to strengthen market presence and accelerate growth, while serving as the principal investment writer for private markets content-positioning PIMCO as a leading private markets investor.
You will combine editorial expertise, strategic thinking, and investment knowledge to deliver content that resonates with wealth and institutional clients globally to support PIMCO's growth priorities. This role requires close collaboration with portfolio managers, investment and product strategists, client business leaders, and marketing and communications teams.
A key component of this role is implementing a newsroom-style publishing model that scales globally consistent messaging, deepens client understanding, leverages data-driven insights, and crafts compelling narratives across multiple formats.
Demonstrated expertise in private markets is essential, including the ability to develop investment narratives for private credit and other alternative strategies, paired with the executive presence and confidence to communicate effectively with senior investment professionals.
Location
New York, NY or Newport Beach, CA
Key Responsibilities:
* Content Strategy:
* Define publishing vision and strategy, develop a comprehensive editorial calendar of content topics aligned with business priorities.
* Collaborate with stakeholders to propose, identify, and develop timely stories based on client insights, market events, economic trends, and proprietary research.
* Own and publish high-quality private markets content across formats (publications, articles, videos, digital channels).
* Translate complex investment concepts into clear, client-friendly narratives for wealth and institutional audiences.
* Use analytics to inform content decisions, assess performance, and guide planning.
* Editorial Leadership:
* Oversee end-to-end content creation workflow from ideation to publication, ensuring deadlines and quality standards are met.
* Edit and proofread content for message alignment, accuracy, clarity, and conciseness, upholding the highest journalistic and brand standards.
* Guide writers, producers, investment professionals, and marketers on refining messaging and simplifying complex topics.
* Collaboration and Communication:
* Act as liaison between investment professionals, strategists, and marketing teams to coordinate content production.
* Ensure content aligns with the PIMCO brand, tone, regulatory standards, and global positioning.
* Partner with compliance and legal teams for approvals.
* Digital and Multimedia:
* Manage content across platforms-web, social media, and sponsored platforms.
* Collaborate with design and technical teams to optimize digital experiences.
* Curate multimedia assets (podcasts, videos, and data visualizations) to scale content distribution.
Qualifications:
* 10+ years of editorial, reporting, or content roles within financial publishing, asset management, or financial services; 5+ years in an editorial role.
* Deep understanding of capital markets and private markets (private credit, private equity, alternative investments).
* Exceptional writing, editing, and storytelling skills with a demonstrated track record in crafting timely, commercially viable thought leadership content.
* Executive presence and gravitas to gain credibility with the firm's most senior investment professionals.
* Strong communication and relationship-building skills.
* Ability to analyze data, extract insights, and present insights visually and narratively in ways that resonate with diverse audiences and drive engagement.
* Experience across multiple content formats and channels (digital, social, print, PR).
* Prior experience working with Investment Committees, CIOs, Portfolio Managers, or investment professionals highly desirable.
* Strategic thinker with the ability to assess complex topics and write clear and concise insights.
* Strong leadership and team management skills, with the ability to provide guidance and constructive feedback.
* Ability to work in a dynamic, fast-paced, global environment with demonstrated ability to multitask and prioritize competing tasks and demands under tight deadlines,
* Bachelor's degree in Journalism, Communications, English, or related field. An advanced degree, CFA or CAIA designation is highly desirable.
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 250,000.00 - $ 305,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$101k-132k yearly est. Auto-Apply 41d ago
Associate Banker
BMO (Bank of Montreal 4.7
BMO (Bank of Montreal job in Santa Ana, CA
Application Deadline: 02/27/2026 Address: 3931 S. Bristol St. Job Family Group: Retail Banking Sales & Service This is a part-time 25 hours a week position. Must be available Monday, Wednesday, Friday and Saturdays. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
* Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
* Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
* As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
* Meets customer transaction-based needs with seamless execution.
* Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
* Contributes to meeting branch business results and the customer experience.
* Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
* Acts as a key member of a collaborative and versatile branch and market team.
* Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
* Organizes work information to ensure accuracy and completeness.
* Takes the initiative to find creative approaches that make each customer's experience feel personal.
* Looks for ways to contribute to the ongoing improvement of the overall customer experience.
* Contributes to business results and the overall experience delivered.
* May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
* Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
* Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
* Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
* Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
* Complies with legal and regulatory requirements for the jurisdiction.
* Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
* Completes complex & diverse tasks within given rules/limits.
* Analyzes issues and determines next steps; escalates as required.
* Broader work or accountabilities may be assigned as needed.
Qualifications:
* Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
* Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
* Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
* Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
* Basic knowledge of specialized sales and business banking solutions to refer to specialists.
* Passionate commitment to helping customers.
* Drive to deliver a personal customer experience.
* A focus on results and the ability to thrive in a consultative sales and team-based environment.
* Resourceful self-starter with courage and confidence to approach customers.
* Readiness to collaborate and work in different capacities as part of a team.
* Strong interpersonal skills, including the ability to build rapport and connections with customers.
* An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
* Basic specialized knowledge.
* Verbal & written communication skills - Good.
* Organization skills - Good.
* Collaboration & team skills - Good.
* Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-50.5k yearly Auto-Apply 22d ago
2026 Summer Intern - Business Development Support Analyst
Pacific Investment Management Co 4.9
Newport Beach, CA job
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
2026 Summer Internship - Business Development Support Analyst, US
Internship positions are located at PIMCO's Newport Beach, CA Headquarters.
You're eligible to apply if you:
Pursuing an undergraduate degree
Must be able to begin full time employment at a PIMCO office between January 2027 - August 2027
Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026)
Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university
Are business proficient in English
See yourself as a Business Development Support Analyst:
The Business Development Support group plays an integral part in the initial sales/marketing process for prospective clients, as well as in the servicing of PIMCO's existing clients and investment consultants worldwide. The BDS team utilizes a collaborative team approach and works closely with PIMCO's investment professionals, especially with Product Strategists and Account Managers, to respond to new business proposals across PIMCO's public and private market strategies and provide superior client servicing.
Your primary responsibilities will include:
Developing a strong understanding of the firm's strategy offerings and overall investment approach; presenting strategy summaries in bi-weekly meetings
Researching and analyzing market trends, competitor activities and client needs to provide actionable insights
Learning how to access, analyze and report data from the firm's proprietary systems, the BDS team's content library software and other data solutions actively used across the firm to service clients.
Assisting with the completion of Requests for Proposals (RFPs) and questionnaires (general and due diligence), and various ad hoc requests to maintain strong client relationships and aid in business growth
You'll excel as a Business Development Support Analyst if you:
Demonstrate proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint)
Are familiar with financial markets and have a strong interest in learning about fixed income, the asset management industry, and client/consultant relationships
Have demonstrated strong analytical and problem-solving skills, which are crucial for data analysis and market research
Have excellent time management & organizational skills and ability to flourish in a challenging, fast-paced, professional environment
Show commitment to quality and attention to detail; ensure that work is complete, accurate and on time
Show strong communication skills and ability to interact professionally with all levels of internal and external personnel in both written and verbal communications
Have experience or prior college internships in a financial, client-oriented role and/or demonstrated interest through business, finance, and analytics coursework, as well as relevant professional and student organizations
While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above.
The PIMCO Internship Experience:
The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th, 2026, with the expectation that you will be available for the full duration of the program
During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success
Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts
Join us for a variety of cross-divisional education, networking & social events!
Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer
You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals
Want to learn more? Hear about The PIMCO Internship Experience from past interns
As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations
How you should apply:
Applications open in August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready.
What to expect during the interview process:
After we receive your application, we will conduct an initial review of your resume
If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview
If you are chosen to proceed after the video interview, you will then take an assessment
Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions
PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.
For more information on PIMCO and Career Opportunities, please visit ******************************
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Hourly Rate: $ 37.50
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$37.5 hourly Auto-Apply 60d+ ago
Portfolio Manager, Commodities
Pimco 4.9
Newport Beach, CA job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
We are seeking a PM / Analyst to join our Commodities desk and specialize in US or International Natural Gas or Petroleum markets. In this role you will work with the MD and team to develop trade ideas based off fundamental and structural analysis.
Our ideal candidate will have a history of generating successful trade ideas translating to PnL or a strong quant / analytics background with a desire to run risk and develop trade ideas. This individual will be able to articulate what their possible edge might be, particularly if they have not directly run and deployed risk before.
REQUIREMENTS
* Bachelor's degree from an accredited institution demonstrating strong academic credentials
* Minimum of five (5) years of successful experience and deep knowledge in Natural Gas or Petroleum markets at a prominent buy-side or sell-side institution
* Prior experience in risk sizing, trade execution and portfolio management is helpful although not essential. We will help candidate develop these skills and become PM if originating from analyst background
* Creativity in problem solving and strong attention to detail. A commonsensical approach to investing
* Strong quantitative skills with a knowledge of statistics, mathematics, computer science, economics a big plus
* Programming skills, preferably in Python, is helpful but not essential
* Good communication and ability to effectively communicate research results and ideas. Desire to work in a collaborative environment and as part of broader team
* Astute ability to respect, listen to, and collaborate well with colleagues and clients
* Exceptional work ethic and ability to succeed in a high intensity environment
* Low ego, good sense of humor, emotional maturity, and humility to accept developmental feedback
* Strength of conviction without stubbornness
BENEFITS
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include:
* Medical, dental, and vision coverage
* Life insurance and travel coverage
* 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
* Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
* Community involvement opportunities with The PIMCO Foundation in each PIMCO office
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 265,000.00 - $ 360,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$265k-360k yearly Auto-Apply 60d+ ago
Associate, Channel Marketing - U.S. Client Marketing Americas
Pacific Investment Management Co 4.9
Newport Beach, CA job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Position Description
We're seeking a hands-on Digital Marketing Associate to plan, execute, and optimize integrated programs across email, SEO, and paid social/search-and to measure what matters. You'll use our MarTech stack experience (Campaign Portal, Perform CRM, Hearsay, Seismic, OMG, and Power BI reporting) to deliver measurable outcomes for institutional audiences in the Americas. Financial services experience is preferred but not required.
Responsibilities
The key responsibilities include, but are not limited to:
Email & Marketing Automation
Build and execute segmented email campaigns and nurtures (including OBO sends), with rigorous QA and A/B testing across subject lines, CTAs, and layouts.
Create audiences, secure approvals and maintain list hygiene in CRM.
Track cohort performance (opens, CTR, unsubscribes, FTE), and recommend data driven improvements.
SEO (Organic Search)
Partner with Web/Digital to improve findability and on page SEO (metadata, headings, internal links, image alt).
Analyze search intent and content gaps; propose experiments to increase qualified organic sessions and downstream engagement.
Paid Social & Paid Search
Support planning, trafficking, and optimization for LinkedIn (primary) and approved platforms; assist with paid search basics (keywords, match types, bidding).
Monitor reach, frequency, CTR, CVR, CPL; run incrementality and creative/format tests to improve efficiency.
Data & Analytics (Campaigns)
Own weekly and quarterly performance readouts across email, web, social, and search-distilling insights from dashboards into clear recommendations.
Build lightweight test plans (hypothesis, variant, sample, success metric) and track results to statistical significance where applicable.
Maintain tagging and UTM discipline to ensure accurate channel/source attribution; partner with Web/Digital on pixels and event tracking.
Document learnings in campaign retros and contribute to our experimentation backlog.
Content & Channel Operations
Package thought leadership into channel ready assets and publish via Seismic; coordinate cross channel distribution.
Manage creative intake via OMG, ensuring deliverables meet specs and timelines.
Provide enablement assets for Hearsay programs and support compliant captioning.
Qualifications
Minimum of a bachelor's degree.
2-4 years of hands-on digital marketing experience (financial services preferred but not required).
Demonstrated execution in email marketing (segmentation, dynamic content, A/B testing) and analytics storytelling (turning metrics into actions).
Working knowledge of SEO best practices.
Experience with paid social (LinkedIn) and familiarity with paid search fundamentals.
Proficiency with marketing tools and the aptitude to learn Campaign Portal, Perform CRM (Dynamics), Seismic, Hearsay, OMG, and Power BI (or similar BI tools).
Strong project management, attention to detail, and cross functional communication.
Preferred Qualifications
Experience designing experiments (A/B/multivariate), managing attribution discussions (last click vs. data driven).
Comfort with building performance reports and presenting insights to non-technical stakeholders.
Familiarity with institutional segments (Corporate, Public, Non-Profit/CRG), Retirement (DC/DB), and FIG (Insurance/VA).
Professional Skills Requirements
If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:
Exceptional Organizational Skills and Resourcefulness: You excel in managing multiple projects with your outstanding organizational and project management abilities. Your critical thinking skills enable you to solve complex problems creatively and resourcefully. Self-motivated, you are committed to excellence, demonstrating attention to detail, and possess strong interpersonal and communication skills.
Adaptability and Collaboration: You thrive in dynamic, fast-paced environments, adept at navigating shifting priorities and ambiguity. Collaboration is key to your approach, as you build positive relationships and work effectively across diverse teams. Your emotional intelligence, adaptability, and resilience equip you to manage unstructured processes and demanding responsibilities successfully.
Integrity and Continuous Learning: Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust. An intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends. You contribute positively to the work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.
Benefits
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include:
Medical, dental, and vision coverage
Life insurance and travel coverage
401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
Community involvement opportunities with The PIMCO Foundation in each PIMCO office
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 87,000.00 - $ 93,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$87k-93k yearly Auto-Apply 14d ago
Middle Office Associate - Sr. Associate
Pacific Investment Management Co 4.9
Newport Beach, CA job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
JOB DESCRIPTION
The Middle Office primary responsibility is management and governance over a key control environment that supports the day to day trade life cycle of the PIMCO Portfolio Management team. Middle Office team members will collaborate across internal functional teams: Portfolio Management, Trade Support, Legal & Compliance, Operations, Technology and State Street IMS (back office). In addition, the Middle Office will regularly engage with external parties such as broker dealers, custodian banks and third party trading platforms.
Location: Newport Beach, CA
RESPONSIBILITIES
Harmonizing internal processes across Global Middle offices
Coordinating onboarding and managing access to relevant trading platforms and applications
Acting as liaison between the Middle Office and other internal groups in the launch of new processes and products; including gathering requirements, testing, and implementation of new and/or revised procedures
Researching and resolving daily inquiries from internal and external groups
Managing trade-related deadlines and acting as escalation point for the team
Monitoring sensitive trade settlements and act as escalation point to Statestreet IMS in Fails resolution
Utilizing technology to create efficiencies and improve processes to daily workflow
Developing and analyzing internal trade flow metrics and recommending process improvements
Achieving and maintaining operational excellence in adherence to internal policy and procedures
REQUIREMENTS
Bachelor's degree from an accredited college/university and 3-5 years equivalent work experience in the investment management or securities industry; preferred Finance or Economics major
Technology skills, specifically Python, Microsoft Excel (programming), SQL
Able to work independently and as part of a team; intuitive and a quick learner
Thoughtful and ethical; demonstrates good judgment and strong decision-making skills
Excellent organizational and prioritization skills and attention to detail
Strong interpersonal and leadership skills; ability to network with various departmental personnel
Excellent written and verbal communication skills
Have a bias-to-action, results-oriented approach to work; willingness to do whatever it takes to help the team
BENEFITS
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include:
Medical, dental, and vision coverage
Life insurance and travel coverage
401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
Community involvement opportunities with The PIMCO Foundation in each PIMCO office
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 87,000.00 - $ 100,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$87k-100k yearly Auto-Apply 20d ago
Corporate Actions
Pacific Investment Management Co 4.9
Newport Beach, CA job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Position Description
Corporate Actions is a key operational unit at PIMCO, responsible for processing a number of events on behalf of our clients including mandatory & voluntary Corporate Actions, Bank Loan Amendments & Restructures, Proxy Voting, Defaulted Securities, and Class Action Litigations. We serve as an integral link between our Portfolio Management, Legal & Compliance, Account Management, and IMS Operations teams.
We are looking for a technically adept Associate with investment operations experience. This role emphasizes end-to-end processing of the various corporate action events, data governance, and automation. The ideal candidate will combine deep knowledge of investment operations across multiple asset classes with strong data skills to drive efficiency, accuracy, and risk control. The candidate will be able to leverage various tools such as AI & RPA for intelligent process automation, This role offers considerable exposure to senior colleagues and the opportunity to learn from and collaborate with some of the most experienced professionals in the investment management industry. You will also be exposed to various asset types, continually challenging you to expand your knowledge and expertise.
The regulatory and client service environment is continually evolving, and our Corporate Actions team is at the forefront of this exciting change. We are also working on optimizing workflows and increasing connectivity between various departments through the use of technology. As such, you will be in an outstanding position to shape our operations landscape and contribute in a substantial way. If you are technically savvy, have keen attention to detail, excellent social skills, and are interested in advancing your career and the team, we want to hear from you!
Location
Newport Beach, CA or Austin, TX.
About You
If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:
You have outstanding relationship-building skills
You are able to multi-task and thrive in a demanding, fast paced and collaborative team
You have a proven ability to navigate unstructured processes and simultaneously handle responsibilities of multiple challenging demands
You are articulate and proactive and have excellent interpersonal skills (verbal and written), and can seamlessly face off across all levels of an organization
You have outstanding attention to detail, accuracy and quality, coupled with of shown time management skills
You are a driven and motivated self-starter who takes ownership of your work quality and enjoys continuous improvement
You are an analytical thinker with independent problem-solving skills, and the ability to promote your own ideas and solutions
You are intellectually curious and creative
You demonstrate integrity and business ethics
You have a high emotional intelligence, are flexible, and resilient
Responsibilities
The key responsibilities include, but are not limited to:
Manage the end-to-end lifecycle of corporate actions and related events (mandatory/voluntary actions, bank loan amendments/restructures, proxy voting, defaulted securities, class actions)
Lead design, development, and maintenance of data pipelines for corporate actions data from multiple sources (vendor feeds, custodians, exchanges; ensure cleansing, normalization, reconciliation, and data quality
Collaborate with internal colleagues in our Portfolio Management, Credit Research, Legal & Compliance, Account Management, and IMS Operations teams
Participate in strategic initiatives to enhance data management, technology connectivity, and overall operational effectiveness.
Position Requirements
Minimum of a Bachelor's Degree required
Minimum of 2 years of experience in corporate actions and full asset servicing lifecycle for global assets, including an understanding of the impact of corporate events on various financial instruments and asset classes, risks, and related process controls and escalation frameworks
Overall, 3-7 years of professional experience within the financial services or investment management industry focused on investment management operations or trade support operations
Knowledge of multiple asset classes and how they are used in portfolios, including a strong understanding of fixed income fundamentals
Experience with API integrations and data feeds; utilization of AI & RPA (Robotic Process Automation) to automate, increase speed and efficiency across workflows
Standard MS Office knowledge
Proficiency in Bloomberg and Microsoft Office, with an emphasis on Excel, SQL, VBA, Python
Knowledge of Bloomberg Data and other financial service data vendors
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 87,000.00 - $ 112,500.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$87k-112.5k yearly Auto-Apply 52d ago
2026 Summer Intern - Finance & Accounting Analyst
Pacific Investment Management Co 4.9
Newport Beach, CA job
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
2026 Summer Internship - Finance & Accounting Analyst, US
Internship positions are located at PIMCO's Newport Beach, CA Headquarters.
You're eligible to apply if you:
Pursuing an undergraduate degree
Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027
Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026)
Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university
Are business proficient in English
You'll excel as a Finance & Accounting Analyst if you:
Possess knowledge of accounting, finance, audit, and tax principles
Have effective analytical, critical thinking, and problem solving skills
Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely.
Demonstrate proficiency with Microsoft Excel
Possess excellent verbal and written communication skills
Have a desire to join a high performance, fast-paced culture
Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker
See yourself as a Finance & Accounting Analyst
The Finance team is responsible for PIMCO's financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world.
You'll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office.
While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above.
The PIMCO Internship Experience:
The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program
During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success
Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts
Join us for a variety of cross-divisional education, networking & social events!
Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer
You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals
Want to learn more? Hear about The PIMCO Internship Experience from past interns
As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations
How you should apply:
Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready.
What to expect during the interview process:
After we receive your application, we will conduct an initial review of your resume
If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview
If you are chosen to proceed after the video interview, you will then take an assessment
Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions
PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.
For more information on PIMCO and Career Opportunities, please visit ********************************************
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Hourly Rate: $ 34.61
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$34.6 hourly Auto-Apply 60d+ ago
Portfolio Associate - Global
Pacific Investment Management Co 4.9
Newport Beach, CA job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
JOB DESCRIPTION
Portfolio Associate Team Overview
Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm's global offices. On a day-to-day basis, Portfolio Associates actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team.
Position Development Value:
Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm
A broad range of opportunities to collaborate with talented colleagues
Learning environment focused on key buy-side portfolio risk and return principles
Constructive feedback to foster career growth in addition to a formal annual review process
Location: Newport Beach, CA.
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
Ad hoc operational tasks
Responding to ad hoc requests from the Portfolio Management team
REQUIREMENTS
Degree in finance, economics, mathematics or other related quantitative/analytical field from a leading university or equivalent experience.
2+ years of experience with international markets.
Deep understanding of fixed income and FX markets including knowledge of most cash and derivative instruments
Outstanding communication skills are required to operate in a complex financial environment
Excel “power user” - SQL, Python and other programming skills 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 high-pressure and time-critical environment
Additional REQUIREMENTS
Candidate will focus mainly on Global Strategies
Good understanding of interest rates derivatives; proven knowledge of Option Greeks
Good understanding of Portfolio Risks and Macro Investment Models
Programming skill is a plus
Ideal candidate will have Master's degree and/or CFA plus minimum 1-2yrs of work experience
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 105,000.00 - $ 115,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$105k-115k yearly Auto-Apply 52d ago
Product Manager - Sales Technology
Pacific Investment Management Co 4.9
Newport Beach, CA job
We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 countries; we help millions of investors around the world pursue their financial goals.
We hire critical thinkers. People who thrive in a collaborative culture like ours where we solve real problems while building the future of finance.
You
Are excited to be part of a vibrant engineering community that values diversity, hard work, and continuous learning.
Love solving complex real-world business problems.
Recognize that cross-functional collaboration is a core component of success for the team.
Believe there are multiple ways to solve most technical problems and are willing to debate the trade-offs.
Have become a stronger engineer by making mistakes and learning from them.
Are a doer, someone who wants to grow their career and gain experience across technologies and business functions.
We
Continuously invest in a high-performance and inclusive culture, in which a diversity of backgrounds, experiences and viewpoints are celebrated and valued.
Encourage career mobility, so you can benefit from learning different functions and technologies, and we gain the benefits of your experience across teams.
Run technology pro bono programs that help the non-profit community and give our engineering community opportunities to volunteer and participate.
Offer education reimbursements and ongoing training in technology, communication, and diversity & inclusion.
Embrace knowledge sharing through lunch-and-learns, demos, and technical forums.
Consider our people to be our greatest asset-we will help you learn what PIMCO Technology has to offer so you can participate in activities that benefit your career while delivering impactful technology solutions.
PIMCO is on a journey to deliver data-enabled technology capabilities to our sales, marketing and finance organization. We are looking for a product manager to drive this vision, build, deploy and manage capabilities with speed and at scale. This role will include collaborating with users, engineering and other stakeholders to develop and manage a roadmap and measure impact,
adoption and engagement. The successful candidate will have a proven track record of delivering sales technology capabilities in financial services along with strong commercial acumen.
RESPONSIBILITIES:
Product Strategy and Vision:
Develop a multi-year technology roadmap to improve sales capabilities integrating technology, data and operational processes
Maintain and updated quarterly & annual roadmaps to consistently deliver business value focusing as efficiency and AM experience
Product Development:
Collaborate closely with cross-functional teams (engineering, design, success, QA, infrastructure etc.) to develop and launch new products or features
Prioritize features, create user stories, and define requirements
Design product features by synthesizing client feedback and market intelligence. Build products that are scalable, resilient, available, flexible, and elegantly address business needs
Market and User Research:
Stay up to date on trends in Asset Management and Sales Technology
Gather and analyze user feedback to inform product development
Conduct research to understand user needs, market trends, and competitive landscape Stakeholder Management:
Build strong relationships with key users and engage with them to understand needs and pain points
Gather feedback through regular user interviews, surveys, and focus groups
Serve as the primary contact for all stakeholders, including executives, users, and internal teams
Present updates, roadmaps, and product metrics to stakeholders
Ensure all stakeholders are aligned with product vision and strategy Product Analytics:
Make data-driven decisions to enhance the product and meet business objectives
Leverage metrics to drive engagement, adoption, and user satisfaction. Develop and monitor KPIs to measure the effectiveness of spend and ensure investments deliver value
Platform Success:
Collaborate with platform success to develop launch strategies, product training and marketing materials
REQUIREMENTS:
In-depth understanding of the Asset Management business including multiple client types and sales technology systems
Experience with SaaS platforms such as Dynamics/Salesforce and PowerBI/Tableau preferred
Expertise in Product Management
Skilled at managing competing priorities to deliver as part of a collaborative cross- functional team
Strong consultative skills ranging from in gathering competitor insights, problem solving, analytics, strategy development, influencing, facilitation, managing conflicts, and consensus building
Broad knowledge across software systems and solutions development
Focus on UI/UX
Thorough understanding of scrum practices
Global outlook
Highly motivated and experienced leader with 8+ years of experience driving Technology/Digital Products in Asset or Wealth Management
Exceptional track record delivering successful digital products
Expertise in Sales Technology is strongly preferred. Experience in sales and servicing technology is desirable
Bachelor's in engineering, computer science, or equivalent career experience is required. MBA or CFA is a plus but not required
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 168,000.00 - $ 240,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.