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Pacific Investment Management Company LLC jobs - 499 jobs

  • Advisor Education Consultant

    Pimco 4.9company rating

    Remote Pimco 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 are seeking an experienced and respected wealth management investment consultant to help develop and elevate PIMCO's Advisor Education value-add program within our U.S. Global Wealth Management (GWM) business. In this role, you will act as a visible ambassador for PIMCO's Advisor Education program, representing the firm at major industry events and conferences while serving as a strategic partner to GWM teams (e.g., Field Sales, Strategic Accounts, Sales Strategy). You will create and deliver differentiated program content that empowers financial intermediaries to grow their practices, deepen client relationships, and stay ahead in a dynamic marketplace. The ideal candidate is a recognized thought leader in the wealth management space with a proven track record of developing and presenting impactful content on practice management, tax and wealth planning, and investment strategies. This role requires exceptional communication skills, the ability to engage audiences of all sizes-including presenting at major industry conferences-and a deep understanding of advisor needs across a broad spectrum of experience levels. Flexibility, adaptability, and a passion for creating digestible, timely, and actionable content are essential. Location New York, NY or Remote Responsibilities The key responsibilities include, but are not limited to: * Represent PIMCO's Advisor Education program through thought leadership and educational delivery at industry events, conferences, and advisor sessions, reinforcing the firm's value proposition. * Understand financial advisor needs and collaborate with U.S. GWM teams (Field Sales, Strategic Accounts, Sales Strategy) to design and expand programs that drive engagement and loyalty. * Identify, research, and develop thought leadership and educational content on practice management, wealth planning, tax strategies, and investment consulting. * Partner with subject-matter experts to create impactful programs advisors can leverage for business growth, investment insight, and deeper partnerships with PIMCO. * Build and maintain a robust library of timely, digestible, and actionable content for advisors and internal sales teams, including training materials. * Deliver content through webinars, in-person presentations, and consultations; confidently present to large audiences at national and regional events. * Support strategic partnerships by tailoring educational programs to meet diverse advisor needs-from new entrants to seasoned professionals. * Collaborate with Strategic Accounts team to implement Advisor Education content across partner firms. * Participate in internal and external communications to promote program adoption and engagement. * Provide training and consultation support for Account Managers; participate in AM consults, divisional calls, and internal platforms. * Support relationships with key clients via investor sessions when appropriate. * Exhibit broad-ranging knowledge of market-relevant, finance-related topics and work with internal and external partners to develop an industry-leading program. * Help drive business objectives by building programs aligned with strategic goals and advisor growth opportunities. Qualifications * Minimum of a bachelor's degree; advanced certifications (CFP, CIMA, CPWA, CFA) strongly preferred. * 10+ years of experience in the financial services industry. * Recognized credibility and thought leadership within the wealth management space. * Proven experience developing successful practice management, financial planning, and investment consulting educational content. * Broad and deep knowledge of market-relevant topics, including wealth planning, tax strategies, investment consulting, and advisor practice management. * Strong writing and content development skills; ability to simplify complex concepts into actionable insights. * Demonstrated ability to confidently present to large audiences, including industry conferences. * Knowledge of financial advisor and RIA landscape. * Proven ability to collaborate cross-functionally with sales teams and subject-matter experts. * Flexibility and adaptability to meet diverse advisor needs and evolving market conditions. * Ability to travel up to 50% for conferences, events, and client meetings. * Exceptional interpersonal and presentation skills. * Comfort with virtual delivery platforms and digital engagement tools. * Strong strategic thinking and business acumen. 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: $ 175,000.00 - $ 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.
    $175k-240k yearly Auto-Apply 11d ago
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  • Senior Investment Editor & Writer (Private Markets)

    Pimco 4.9company rating

    Pimco job in Newport Beach, CA

    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 12d ago
  • Senior Specialist, Regional Trust Associate

    Charles Schwab 4.8company rating

    Remote or California City, CA job

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. Position allows for 100% remote work. The Regional Trust Associate is a key member of our Banking & Trust Services (BTS) National Sales Team and is responsible for partnering with our internal Trust Services teams, Schwab's Investor Services (IS) and Advisor Services (AS) colleagues, Registered Investment Advisors (RIAs), and clients regarding inquiries for which Charles Schwab Trust Company or Charles Schwab Trust Company of Delaware are being sought as a future successor trustee. What you are good at: Qualified candidates are aspiring financial professionals with a desire to grow within Schwab Effectively communicate and follow-up with partners, advisors, attorneys and clients Actively participate in special projects and initiatives in the spirit of innovation, collaboration, and community Highly organized professional with the ability to take ownership, prioritize, manage and execute multiple responsibilities Ability to handle large volume of inbound leads or inquiries in an efficient manner Energetic and highly motivated self-starter with problem-solving mindset Collaborative team player with contagiously positive, outgoing, can-do attitude Creating data to support Trust teammates in developing new business Acting as secondary business development and sales support resource for all Schwab clients and prospects when the RTC is unavailable Proactively supporting Regional Trust Consultants (RTCs) in lead generation and pipeline maintenance through relationship management, CRM proficiency, and client follow-up Providing ongoing feedback to internal partners regarding available new solutions, services, pricing, and marketing materials Executing timely and relevant information to field partnerships, while proactively anticipating the needs of RTCs bility to provide cursory reviews of trust documents Demonstrate excellent communication & partnership skills within various partnerships Delivering an exceptional experience through meeting all service level agreements Ability to adapt quickly to support teammates and clients Demonstrating excellent priority management skills in real-time What you have Minimum five years experience in the trust industry. Basic knowledge of trust principles along with practical experience working with personal trusts preferred; experience with trusts governed by Nevada or Delaware law a plus Consultative client-facing experience preferred 3+ years of relationship management experience in developing enhanced affiliations with field partners to support business development activities Proven ability to influence others, provide an excellent experience while delivering specific product and technical knowledge for all Trust offerings Aptitude to quickly build knowledge base around Banking and Trust Services offerings Excellent analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company and to actively ensure that their impact is addressed Strong internal and external customer focus, including ability to think in terms of client experience/perspective Effective presentation and public speaking skills Self-starter, problem resolution skills with a strong acumen around delivering and receiving constructive feedback Proven confidence with technology and the ability to understand & teach new systems/applications with ease Proactive daily self-development Outstanding time management and organizational skills Strong adaptability to change Bachelor's degree is a plus In addition to the salary range, this role is also eligible for bonus or incentive opportunities. #SchwabBTSJobs What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $58k-86k yearly est. 2d ago
  • VP, Financial Consultant - Campbell, CA (Hiring Immediately)

    Charles Schwab 4.8company rating

    Campbell, CA job

    Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required
    $106k-164k yearly est. 3d ago
  • Client Relationship Specialist - Carmel Valley, CA

    Charles Schwab 4.8company rating

    Carmel Valley Village, CA job

    Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $48k-60k yearly est. 2d ago
  • Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP)

    Charles Schwab 4.8company rating

    Campbell, CA job

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: Bachelor's degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Bilingual proficiency in English and Mandarin is required Preferred Qualifications: CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail Bilingual proficiency in English and Cantonese is preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $51k-95k yearly est. 2d ago
  • Technology Investment Banking - Vice President, Software (Menlo Park, CA)

    Morgan Stanley 4.6company rating

    Menlo Park, CA job

    Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: * 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors * Experience in the software industry is strongly preferred, but not required * Strong written and verbal communication, client and interpersonal skills * Commercial instinct and ability to perform under pressure and tight deadlines * Bachelor's degree is required; an MBA and/or CFA designation would be an asset * Series licensed or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $275k yearly Auto-Apply 60d+ ago
  • IED - Prime Brokerage Client Service - Account Manager - Analyst/Associate

    Morgan Stanley 4.6company rating

    San Francisco, CA job

    Morgan Stanley Prime Brokerage Client Service Account Manager Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team dynamic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile: For more than 30 years, Morgan Stanley has led the industry and set the standard for excellence in Prime Brokerage. Our broad and deep client relationships, market‐leading platform and intellectual insights enable us to be a world‐class service provider to our clients for their financing, market access and portfolio management needs. As part of the Institutional Equity Division, Prime Brokerage is a strategic partner to hedge funds and institutional clients across the globe. Prime Brokerage provides clients with clearing and custody services, securities lending and financing, risk analytics, consulting, introductions to potential investors, and access to world-class proprietary technology. Prime Brokerage acts as a portal into the firm and assists clients with navigating Morgan Stanley's vast resources such as Equity Sales and Trading, Derivatives, Securities Lending, Technology and Operations. Account Manager Job Description: The Account Manager is responsible for servicing a variety of institutional clients. This position requires strong relationship management skills to help build a true partnership between our clients and Morgan Stanley. The Account Manager is considered the central point of contact for our clients and acts as a conduit between the client and the rest of the firm, providing escalation support, navigation, and helping to deliver tangible solutions. On a daily basis, the Account Manager oversees the client's accounts and is involved in all aspects of the client's business including, but not limited to: financing, margin, trade clearing and settlement, corporate events, and reporting. The Account Manager communicates issues and ensures problems are resolved in a timely and accurate manner, thus building a level of trust between the client and Morgan Stanley. Additionally, the Account Manager is responsible for adding value to our clients with the goal of tighter integration of the two firms to help drive additional business. Account Managers add value to our clients by developing a deep understanding of the client's business and helping to identify, sell and implement best practice solutions with regard to technology, market access and operations. Knowledge of the Firm's products and services and understanding how to use that knowledge to draw the client closer to Morgan Stanley is essential. Responsibilities: Build relationships with key decision makers at the client Daily client communication and interaction Conduit between Prime Brokerage (PB) operations and the client Manage the efficiency, timeliness and daily risk of PB/Client workflow Introducing PB technology and services to the client Cross selling the firm's products and technology Delivering all of Morgan Stanley services / capabilities to the client Reviewing balance trends and client market share Assessing PB revenue with service offering to ensure proper balance Qualifications: Bachelor's degree with a business focus Must have minimum of 3-5 years of Prime Brokerage Client Service or Prime Brokerage Operations support experience Demonstrate an understanding of capital markets Understanding of operational flows Demonstration of excellent communication skills Exceptional problem solving proficiency Ability to handle pressure, prioritize and multi-task during the course of a business day Proficiency: Microsoft Office (Outlook, Excel, Word, PowerPoint) and general knowledge of software programming/development a plus Strong interpersonal and communication skills WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $100k-140k yearly Auto-Apply 19d ago
  • Program Lead - Corporate Engagement & Inclusion

    Pacific Investment Management Co 4.9company rating

    Pacific Investment Management Co job in Newport Beach, CA

    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. Corporate Engagement & Inclusion Senior Associate What is the role? The Corporate Engagement & Inclusion, Program Lead will champion inclusion initiatives by executing a diverse range of projects in partnership with global stakeholders, including Employee Resource Groups (ERGs). This includes providing thought leadership to develop and track engagement and inclusion programs, managing event logistics and operations, and responding to client inquiries. The role requires exceptional analytical and project management skills to identify trends and insights that inform strategy, as well as strong collaboration abilities to integrate inclusion best practices into business processes and programs. With a focus on maintaining high ethical standards and professionalism, Program Lead will ensure that all initiatives are executed with integrity, fostering a workplace where every employee feels valued and empowered to contribute. In parallel, this role will also partner to advance PIMCO's commitment to environmental stewardship by contributing to manage regulatory compliance and risk, as well as to data analysis and collection of metrics such as energy consumption and waste reduction. The Program Lead will also help manage external relationships with industry partnerships and internal senior stakeholders. Responsibilities: Inclusion and Diversity (Focus of Role) Strategy Development and Program Execution: Execute on a broad range of projects and programs directly and in partnership with global stakeholders, including Employee Resource Groups (ERGs). Thought Leadership: Provide thought leadership to help develop, coordinate, track, and report on Inclusion and ERG programs, focusing on project management and delivery. Communications: Partner with marketing and corporate communications to develop internal and external communications that contribute to attract and retain top talent. Event Management: Assist in development, execution, and operations related to internal and external events. Client Engagement: Manage and respond to I&D-related client inquiries and questionnaires, ensuring timely and accurate responses. Data Collection and Analysis: Collect, format, and support analysis of data to identify trends, insights, and gaps to inform strategy and relevant programming. Collaboration: Work with HR teams to ensure inclusion best practices are integrated into talent acquisition processes, talent development, and annual employee lifecycle practices. Compliance, Monitoring and Reporting: Coordinate, track, and report on team activities and programs, maintaining organized files, trackers and archive. Global Stakeholder Management: Collaborate with colleagues globally to support regional and local partnerships and programming. Partnership Management: Manage relationships with external industry partners to share best practices and increase branding / exposure to clients. Complete due diligence on external partners. Budget Management: Manage the budget, ensuring effective allocation of resourcing and tracking expenditures and collaborate with appropriate teams to review and finalize contracts, as well as process and track expenses. Vendor Due Diligence: Review vendor due diligence questionnaires from corporate engagement perspective. Corporate Sustainability - have understanding and exposure to the below responsibilities. Strategy Development and Client Engagement: Implement core corporate sustainability strategy goals, including overseeing the planning and execution of programs such as updating client assets and managing and responding to client inquiries and questionnaires, ensuring timely and accurate responses. Data Analysis and Reporting: Collect, analyze, and report on sustainability metrics, including energy consumption, waste reduction, and carbon footprint, to track progress for PIMCO Corporate Environmental Sustainability Statement. Stakeholder Engagement: Collaborate with internal departments (legal and compliance, sustainable investing, etc..) and external partners to foster and understand corporate sustainability best practices. Regulatory Compliance: Ensure compliance with environmental regulations and sustainability standards and stay updated on industry trends and best practices. Partnership Management: Manage relationships with external industry partners to share best practices and increase branding / exposure to clients as helpful. Budget Management: Manage the budget for sustainability programs, ensuring effective allocation of resourcing and tracking expenditures. Qualifications: 5+ years of related experience, with a proven track record of developing and implementing successful initiatives. Requires a bachelor's degree in related fields (e.g., psychology, business administration) Strong analytical and problem-solving skills, with experience in data analysis and reporting. Excellent project management skills with the ability to manage multiple projects and priorities effectively. Exceptional collaboration skills, effective at gathering and synthesizing information from multiple parties, with ability to multi-task, organize, and prioritize while meeting rigorous deadlines. Demonstrated experience with relationship management and successfully partnering with multiple senior stakeholders. Exceptional attention to detail Excellent communication and interpersonal skills and a demonstrated ability to communicate effectively in an inclusive environment. High level of integrity; ability to manage confidential information ethically, professionally, and appropriately Highly professional manner, with the ability to interact with employees of all levels of experience and seniority, across the organization. Preferred Qualifications: Experience in thoughtfully planning the content and planning for virtual, mid, and large-scale events, with focus on detail orientation with strong problem-solving abilities. Ability to work independently and as part of a team in a fast-paced, dynamic environment. Exhibits intellectual curiosity and resourcefulness to better understand issues and topics at hand and uses this information to present thoughtful innovative ideas. Affinity for technology, proficiency in MS Office (Outlook, Excel, Word, PowerPoint) and working knowledge of Workday, Service Now and Responsive 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 Range: $ 48.08 - $ 54.09 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.
    $48.1-54.1 hourly Auto-Apply 14d ago
  • Associate Private Banker

    Morgan Stanley 4.6company rating

    San Francisco, CA job

    Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager. Job Description/Position Responsibilities Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients Assist in developing and implementing marketing campaigns Assist in the development and maintain adequate marketing pipelines to meet revenue targets. Communicate new product and policy enhancements to FAs and branch staff Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners Required Experience: Minimum of 3 years of experience with an investment, commercial or private bank 2 years of client service, business development and/or Sales Desk experience Experience in understanding the financial needs of all types of clients Bachelor's degree preferred, or relevant work experience Skills/Abilities: Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products Excellent verbal and written communication skills Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results Ability to understand the financial needs of the retail brokerage clientele Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances Software proficiency (e.g., Word, Excel, PowerPoint) Demonstrate positive initiative, leadership and comfort working in a fast-paced environment Strong interpersonal collaboration and team skills including working with cross-functional teams WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $85k-135k yearly Auto-Apply 26d ago
  • Portfolio Associate - Global

    Pacific Investment Management Co 4.9company rating

    Pacific Investment Management Co job in Newport Beach, CA

    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 23d ago
  • AI Policy Researcher, AI.x

    Charles Schwab 4.8company rating

    San Francisco, CA job

    **Your opportunity** At Schwab, you will build a rewarding career while making a difference in the lives of our millions of clients. Here, innovative thinking meets creative problem solving as we work together to challenge the status quo. We believe in the power of collaboration and value being together in the office, which is why this role is based on-site in our San Francisco office. Joining Schwab means joining a company committed to transforming the financial industry and putting clients at the center of everything we do. Schwab's AI Strategy & Transformation team, known as AI.x, is the central hub for Artificial Intelligence at Schwab. We are an integrated product, engineering, strategy and risk team, all based in San Francisco. We help set the enterprise vision for AI, invest in the most promising opportunities, and accelerate delivery across the company. We also build the research platform that powers AI at scale and explore next-generation GenAI efforts that will redefine how we serve our clients. As an AI Policy Researcher, you'll be at the forefront of Schwab's commitment to responsible innovation, turning bold ideas into real-world impact. In this dynamic role, you'll interpret the latest trends in AI regulations and collaborate closely with compliance and risk to transform regulatory requirements into clear, actionable policies and guidance. You will also work closely with change management to create role specific risk-based training experiences. Your work will ensure that Schwab's AI initiatives remain not only compliant and ethical, but also lead the industry. As a subject matter expert for first-line risk on AI rollouts, you'll support risk assessments and compliance reviews, helping to foster a culture of responsible innovation and continuous learning. Additionally, you'll work alongside research and engineering teams to stay ahead of industry trends and technical breakthroughs, actively scanning for emerging technologies and proactively developing governance and policies before challenges arise. By synthesizing insights from regulatory priorities, news, and technical advancements, you will enable Schwab to anticipate, shape, and lead the future of AI regulation-ensuring we remain proactive, prepared, and at the forefront of responsible AI integration. **What You'll Do** + **Shape Policy:** Translate complex AI regulations into clear organizational policies and training materials. + **Drive Education:** Partner with change management to design role-specific training on responsible AI use. + **Stay Ahead:** Monitor regulatory trends and technical advancements to anticipate future AI governance needs. + **Risk Expertise:** Serve as a first-line risk SME for AI rollouts, supporting risk assessments and compliance reviews. + **Champion Ethics:** Promote continuous learning and ethical decision-making across AI initiatives. **What you have** **Required Qualifications** + Advanced degree (Master's, JD) in Law, Public Policy, or related field **OR** 6+ years of relevant experience. + 4+ years in AI policy or technology policy. + Familiarity with AI governance frameworks and risk management practices. + Strong communication skills for technical and non-technical audiences. + Proven ability to collaborate across legal, compliance, risk, and technical teams. + Experience creating and delivering training materials. **Preferred Qualifications** + Technical background or hands-on experience with AI or data science. + 7+ years in regulatory analysis, policy research, or compliance. + Experience in change management and capacity building for new regulations. + External engagement (publications, presentations, policy forums). + Financial services or other highly regulated industry experience. We welcome applicants from diverse backgrounds and encourage you to apply even if you don't meet every requirement. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
    $78k-107k yearly est. 4d ago
  • Senior Vice President, Full-Stack Engineer

    BNY Mellon 4.4company rating

    Remote or Pittsburgh, PA job

    Senior Vice President, Lead Engineer Data Integration and Operational Systems - (Informatica / DB2, SQL / .Net) At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Vice President, Lead Engineer Data Integration and Operational Systems - (Informatica / DB2, SQL / .Net). This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Provide technical expertise and leadership in the implementation and support of data integration, transformation, and distribution of all data sets in to and out of the department's investment analytics core platforms. Participate as the lead technologist of the investment data integration team to design, develop, configure, and install data integration ETL workflows and associated components per business requirements. Manage /provide guidance on tasks for a mixture of applications on a variety of technical platforms; Windows, .net, Informatica, Java, Linux, Mainframe. Define roadmap to modernize the current data integration platform inclusive of - migration to Informatica Cloud, and define alignment to strategic platforms including Data Warehousing, Pentaho, Snowflake, Oracle, and Pyspark Work with various groups throughout the organization to accomplish technical milestones in an ever-evolving support environment. Own the end-to-end development lifecycle and provide occasional off-hours support as needed Manage platform architecture projects to upgrade, replace and ‘ever-green' existing technical platforms to ensure stability and long-term viability. Contribute to architectural design and implementation, both as part of the team and as an independent contributor. Provide technical leadership to an Agile team who are a mixture of technical developers and system analysts To be successful in this role, we're seeking the following: Successful candidate will have a proven track record as a self-starter, will be equally at home working as a contributor as well as providing technical leadership to a team. Candidate will have strong analytical skills and delivers quality results on complex implementations, including the informatica platform, with a minimum of post implementation issues. Candidate will also contribute to architectural design and implementation, both as part of the team and as an independent contributor. Candidate will have a proven record of introducing new and innovative solutions to issues such as web service integration, data warehousing and cloud integration and processing efficiencies. Bachelor's degree in computer science or a related discipline, or equivalent work experience required, advanced degree preferred 10-14 years of experience in software development required; experience in the securities or financial services industry is a plus. Manage platform architecture projects to upgrade, replace and ‘ever-green' existing technical platforms to ensure stability and long-term viability. Expertise in implementing large-scale data integration solutions leveraging Informatica Power Center across a fully diverse set of data master repositories, sources and targets. Expertise in Informatica Power Center - Version 10.x preferred. Experience in cloud based database strictures, Mongo, Snowflake, Azure, etc. Application development proficiency in Informatica, DB2, SQL Server, and Oracle. Experience in .Net cloud based database strictures, Mongo, Snowflake, Azure, etc. Application development experience with Informatica, Java, .Net, and/or Python At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $143k-203k yearly est. Auto-Apply 57d ago
  • Counsel - Vendor Contracts

    Pacific Investment Management Co 4.9company rating

    Pacific Investment Management Co job in Newport Beach, CA

    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 Overview PIMCO is seeking a highly skilled and motivated attorney with commercial vendor contract experience to join our high performing Legal team. In this role, you will provide critical legal support for third-party vendor contracts and partner closely with PIMCO's procurement and technology functions. The successful candidate will play a key role in ensuring compliance, mitigating legal risks, and enabling seamless business operations through expert contract management and legal guidance. Key Responsibilities Provide strategic legal advice and support to business partners on a wide range of vendor contract matters, ensuring alignment with PIMCO's policies, risk tolerance, and regulatory requirements Develop, maintain, and continuously improve contract templates, playbooks, and related tools to enhance efficiency and consistency in contract processes Collaborate effectively with various functions, including procurement and technology, and cross-functional teams to facilitate internal approvals, contract reviews, and timely execution Draft, review, negotiate, and manage diverse commercial vendor contracts, including service agreements, licensing agreements, and related documents Oversee and coordinate with external counsel as necessary to ensure comprehensive legal support and risk mitigation Identify, assess, and proactively mitigate legal risks associated with vendor relationships and contractual terms Support internal stakeholders in resolving contract disputes and addressing legal issues promptly and effectively Stay abreast of evolving laws, regulations, and industry best practices impacting vendor contracts and commercial agreements Contribute to ad hoc projects and initiatives, providing flexible and responsive legal support as needed Qualifications and Experience Juris Doctor (JD) degree from an accredited law school and admission to practice law in at least one U.S. jurisdiction Circa 4 to 6 years of hands-on experience in commercial contract law, preferably within a corporate legal department or reputable law firm Proven expertise in drafting, reviewing, and negotiating vendor and commercial contracts with a strong focus on risk management and compliance Deep understanding of contract law principles, regulatory frameworks, and corporate governance Exceptional communication, negotiation, and interpersonal skills, with the ability to build strong relationships across diverse teams Highly proactive, detail-oriented, and capable of managing multiple priorities independently in a fast-paced environment Strong organizational skills and the ability to manage time effectively to meet deadlines Quick learner with the ability to adapt to new technologies and legal-operations tools Preferred Qualifications Experience in the financial services or investment management industry Familiarity with procurement processes, vendor management, and best practices Demonstrated success working collaboratively with cross-functional teams and managing competing priorities 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: $ 145,500.00 - $ 168,000.00 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.
    $145.5k-168k yearly Auto-Apply 15d ago
  • 2026 Summer Intern - Business Development Support Analyst

    Pacific Investment Management Co 4.9company rating

    Pacific Investment Management Co job in Newport Beach, CA

    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
  • Vice President, Compliance Officer

    Pacific Investment Management Co 4.9company rating

    Pacific Investment Management Co job in Newport Beach, CA

    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 Overview PIMCO is seeking a VP, Compliance Officer to join our global Legal and Compliance team. This role will focus on enhancing and managing the investment adviser compliance program, driving program improvements, ensuring regulatory alignment, and fostering a culture of compliance across the organization. The successful candidate will work in a team which oversees PIMCO's U.S. investment adviser compliance program, including policy development and governance, risk assessment, testing and monitoring, conflict of interest management, and providing compliance training. ERISA experience is ideal but not essential. Candidates with strong investment adviser compliance backgrounds and exposure to ERISA who are eager to deepen their expertise will be considered. Key Responsibilities Lead and support the global investment adviser compliance program, collaborating closely with Compliance teams worldwide to drive program enhancements and ensure global consistency. Provide expert guidance on regulatory compliance for the firm's separate accounts and alternatives/private funds businesses. Participate in the adviser's risk assessment and testing program, including developing a risk matrix, documenting testing plans, executing testing of policies, procedures and controls and identifying enhancements based on testing results. Draft, review, implement, and make recommendations to enhance compliance policies and procedures. Oversee compliance requirements related to PIMCO's status as a Qualified Professional Asset Manager (QPAM) under ERISA. Partner with Legal, Portfolio Management, Operations and client-facing teams to identify, assess, and address regulatory compliance matters. Proactively stay abreast of regulatory changes and business developments, applying new knowledge to enhance compliance frameworks. Take initiative in continuous learning and skill development to maintain regulatory expertise. Professional Skills & Qualifications Bachelor's degree required; advanced degree or Juris Doctorate preferred. Proven regulatory compliance experience within a large, diverse investment management firm, with a focus on investment management or regulatory compliance. Deep knowledge of U.S. regulatory requirements applicable to investment managers, including the Investment Advisers Act of 1940. Strong understanding of fixed income, alternatives, derivatives, commodities, and equity strategies across various investment vehicles (e.g., open-end mutual funds, closed-end funds, ETFs, separate accounts, private funds, CITs). Exceptional problem-solving skills with the ability to analyze complex regulatory issues and develop practical solutions. Excellent verbal and written communication skills, capable of articulating clear ideas and strategies to diverse audiences. Critical thinker and quick learner with the ability to assess situations rapidly and generate actionable insights. Service-oriented mindset balancing regulatory rigor with business needs. Highly motivated self-starter with a hands-on approach and the ability to drive change. Superior organizational skills with the ability to prioritize, manage multiple tasks, and meet tight deadlines. Adaptable and flexible, able to pivot quickly in response to evolving business demands. Collaborative team player and consensus builder, effective in a matrixed global organization. Demonstrated cultural awareness and sensitivity to work effectively in a diverse, global environment. Strong integrity and commitment to PIMCO's ethical standards and values. 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: $ 137,500.00 - $ 195,000.00 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.
    $137.5k-195k yearly Auto-Apply 23d ago
  • Global Program Manager - Middle Office Migration

    Pacific Investment Management Co 4.9company rating

    Pacific Investment Management Co job in Newport Beach, CA

    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 Overview We are seeking an experienced Global Program Manager to lead a transformative, multi-year migration of our Middle-Office services and systems to a new operating model and platform. This high-profile program is a key part of a strategic initiative to modernize and upgrade the software and processes supporting middle office onboarding and client management. The successful candidate will play a critical role in driving one of the most complex and significant change programs in our company's history. The role is based in Newport Beach, CA with some global coordination responsibilities. Executive sponsorship is provided by senior business and technology leaders, underscoring the strategic importance of this program. Candidates with a broad industry network and experience in similar asset management transformations will be highly valued. Success in this role requires the ability to lead large-scale, complex initiatives within a dynamic environment, while effectively influencing, driving, and communicating change. The ideal candidate will bring hands-on experience managing major transformation programs, demonstrating a keen attention to detail alongside a clear focus on strategic objectives. Given the lean nature of the team, the individual must be proactive and willing to engage directly in both planning and execution, rather than solely providing direction. Exceptional skills in stakeholder engagement, cross-functional collaboration, risk anticipation and mitigation, and sustaining program momentum are essential. Additionally, a strong commitment to building and enhancing team capabilities to support the upgraded operating model and technology platform is vital for long-term success. Location Newport Beach, CA. Relocation assistance will be provided. Key Responsibilities Lead the end-to-end planning, execution, and delivery of the Middle-Office services migration program, ensuring alignment with business objectives and strategic goals. Develop and manage comprehensive program timelines, budgets, and resource plans for a large-scale, multi-year initiative. Collaborate closely with cross-functional internal teams (Operations, Technology, PMO) and external partners, including longstanding vendor and consulting firms, to define project scope, objectives, and deliverables. Identify, assess, and mitigate risks proactively, ensuring timely resolution of issues to maintain program momentum. Communicate program status, progress, challenges, and key decisions effectively to senior leadership and stakeholders across a large, complex organizational structure. Foster a culture of continuous improvement, innovation, and upskilling within the program team, particularly focusing on transitioning and upgrading operational and engineering capabilities. Navigate and influence a complex organizational environment, building strong relationships with senior stakeholders to drive program success. Coordinate external consulting and third-party resources to augment internal capabilities and ensure seamless execution. Qualifications: Minimum of a bachelor's degree, preferably in business, finance, or a related field. An MBA or PMP designation is desirable. Minimum 10 years of proven experience managing large-scale, complex program or portfolio initiatives within the asset management or financial services industry. Demonstrated success in leading major technical or system migrations or transformations involving third-party vendor solutions and software platforms. Deep understanding of Middle-Office operations, onboarding processes, and related systems. Strong partnership experience with technology teams to develop and implement automated solutions that enhance operational efficiency and scalability. Familiarity with emerging technologies and third-party software solutions relevant to asset management, with the ability to identify and leverage opportunities for innovation. Exceptional leadership, communication, and interpersonal skills, with a proven ability to influence and stakeholders and cross-functional teams at all levels. Experience working in a complex, global environment with multiple stakeholders and competing priorities. Strong proficiency in project and program management tools, methodologies, and best practices. Strong analytical and problem-solving skills, with a focus on data-driven decision-making. Ability to manage multiple projects simultaneously in a fast-paced, dynamic environment. Experience working with consulting partners and managing external vendor relationships. 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: $ 137,500.00 - $ 206,000.00 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.
    $137.5k-206k yearly Auto-Apply 23d ago
  • Payroll, Senior Associate

    Pacific Investment Management Co 4.9company rating

    Pacific Investment Management Co job in Newport Beach, CA

    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. The Sr. Payroll Associate is a key member of the HR Global Payroll team, responsible for supporting payroll processing across the Americas and Asia Pacific regions. Reporting to the VP, Global Payroll Manager, this role supports timely, accurate and compliant payroll operations for multiple countries, including system enhancements and process improvements. Primary responsibilities (including the following, other duties may be assigned) Support the timely and accurate processing of monthly payrolls for 3-4 countries in the Asia Pacific region and operational support for payrolls in the Americas. Perform regular data and system audits to ensure data integrity and compliance. Collaborate with payroll team and vendors to identify system enhancements, formulate requirements and participate in testing. Partner with cross-functional teams (HR, Accounting, Finance, IT, etc.) to identify and implement process improvements, driving operational excellence and risk mitigation. Respond to payroll inquiries from management, employees and third party vendors in a professional and timely manner. Assist the Payroll Manager with Workday and ADP systems projects, including business process changes and system implementations. Stay current on payroll regulations, compliance requirements and best practices. Provide operational support during cross-training initiatives and payroll-related projects. Qualifications Minimum of 4+ years of HR and international payroll experience, with specific experience in U.S. and Asia Pacific payrolls. Hands-on experience with payroll systems such as Workday Payroll, ADP Streamline and/or ADP Celergo; including exposure to system implementations and conversions. Strong analytical, organizational and problem-solving skills, with keen attention to detail. Self-motivated, proactive and capable of working independently in a dynamic environment. Excellent written and verbal communication skills, with the ability to collaborate effectively across global teams. Proficiency in Microsoft Excel (pivot tables, VLOOKUP, etc.). Demonstrated ability to handle confidential information with discretion and professionalism. Knowledge of payroll best practices, federal and state regulations. Strong interpersonal skills, negotiation abilities and adaptability. Experience with expatriate and partnership payroll administration a plus. Education and Certifications Bachelor's degree required. Certified Payroll Professional (CPP) or similar HR/payroll certification a plus. 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 Range: $ 48.08 - $ 54.09 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.
    $48.1-54.1 hourly Auto-Apply 23d ago
  • Corporate Actions

    Pacific Investment Management Co 4.9company rating

    Pacific Investment Management Co job in Newport Beach, CA

    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 23d ago
  • 2026 Summer Intern - Finance & Accounting Analyst

    Pacific Investment Management Co 4.9company rating

    Pacific Investment Management Co job in Newport Beach, CA

    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

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Pacific Investment Management Company LLC may also be known as or be related to PIMCO, Pacific Investment Management Company, Pacific Investment Management Company LLC and THE PIMCO FOUNDATION.