Manager of Asset Management
Portfolio manager job in Chino, CA
Commercial Real Estate - Manager of Asset Management Job Description (Exempt)
About Us:
Shin Yen is a premier commercial real estate company with an extensive portfolio of properties across diverse regions. Our unwavering commitment to excellence in property management, leasing, and investment drives our continued growth and success. As we expand, we are seeking an experienced and strategic Manager of Asset Management to lead our asset management team and oversee the performance and profitability of our shopping center portfolio.
Job Overview:
The Manager of Asset Management will lead the strategic and operational management of Shin Yen's shopping center portfolio, with a primary focus on maximizing asset value, optimizing returns, and driving portfolio growth. This leadership role involves overseeing asset management and property management departments and collaborating closely with, leasing, accounting, and executive leadership to develop and execute long-term investment and asset strategies.
The ideal candidate is both analytical and entrepreneurial - capable of identifying opportunities for improvement, developing actionable plans, and leading their team to achieve company objectives.
Key Responsibilities:
Strategic Leadership
Lead and manage the asset management team, providing direction, mentorship, and performance oversight.
Develop and implement asset-level strategies to enhance portfolio value and achieve financial objectives.
Collaborate with executive leadership to set portfolio performance goals, investment strategies, and risk management frameworks.
Identify opportunities for repositioning, redevelopment, or disposition of underperforming assets.
Financial Performance & Analysis
Oversee financial performance of all assets, including monitoring rent rolls, budgets, capital expenditures, and operating expenses.
Review and approve annual budgets and quarterly forecasts prepared by the property management team.
Analyze portfolio performance metrics and provide recommendations to improve cash flow and ROI.
Ensure accurate financial reporting, variance analysis, and benchmarking across the portfolio.
Acquisitions & Dispositions
Lead due diligence efforts for acquisitions, dispositions, and refinancing activities.
Evaluate potential investment opportunities through market research, financial modeling, and underwriting.
Prepare investment memos and present recommendations to the executive and investment committees.
Collaborate with legal, finance, and external partners to structure and close transactions.
Leasing & Tenant Relations
Oversee leasing strategy and execution to optimize occupancy and tenant mix.
Partner with leasing teams and brokers to identify tenant opportunities aligned with property positioning and company strategy.
Review, analyze, and redline key lease documents, including new leases, renewals, and amendments, to ensure alignment with asset strategy, financial objectives, and company policies.
Property & Operational Oversight
Collaborate with property management to ensure properties are well-maintained, compliant, and aligned with asset strategies.
Oversee capital improvement projects and approve significant operational expenditures.
Ensure all assets adhere to regulatory, environmental, and safety standards.
Reporting & Risk Management
Oversee the preparation of asset management reports, dashboards, and performance reviews for senior management.
Monitor market trends and assess their impact on portfolio performance.
Identify and mitigate operational and financial risks across the portfolio.
Implement and maintain crisis and contingency management plans.
Qualifications:
Bachelor's degree in Business, Finance, Real Estate, or related field (Master's degree preferred).
7+ years of progressive experience in commercial real estate and asset management, preferably with a focus on shopping centers or retail properties.
Demonstrated leadership experience managing teams and multiple assets or portfolios.
Strong financial acumen with deep experience in budgeting, underwriting, and investment analysis.
Expertise in lease negotiation, tenant relations, and portfolio strategy.
Excellent communication, negotiation, and presentation skills.
Job Type: Full Time
Pay: $120,000 - 125,000
Schedule:
Monday to Friday
No weekends
Work Location: In person
Senior Asset Manager
Portfolio manager job in Los Angeles, CA
Your new company
A leading real estate investment holding company with a portfolio of luxury hotels, premium rentals, and creative retail spaces is seeking a strategic and results-driven Senior Asset Manager to oversee asset management for a high-profile mixed-use complex in Downtown Los Angeles.
This role offers the chance to shape the future of a marquee development that blends hospitality, residential, and retail components. You'll report directly to ownership and play a pivotal role in maximizing property performance and long-term value.
Your new role
As an Asset Manager, you'll lead all operational functions including property management, leasing and marketing, finance and accounting, capital expenditures, and construction.
You'll be responsible for driving investment returns, optimizing revenue, and mitigating risk across the entire complex. This is a high-impact leadership role requiring deep expertise in life-cycle asset management, stakeholder collaboration, and operational excellence across the hospitality, retail, and multifamily sectors.
What you'll need to succeed
15+ years of senior-level asset management experience in hospitality, retail, and multifamily
Skilled in solving complex operational issues and driving performance
Strong financial, analytical, and budgeting expertise; proficient in Yardi/MRI
Excellent communicator with proven stakeholder management
Highly organized with the ability to juggle multiple priorities
Bachelor's degree required; advanced credentials (MBA, CFA, CPA) preferred
What you'll get in return
Competitive compensation package and benefits
Leadership role in one of LA's most prestigious mixed-use developments
Direct influence on strategic decisions and long-term asset performance
Collaborative environment with high-level stakeholders and ownership
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
Financial Manager - AI Trainer ($150 per hour)
Portfolio manager job in Santa Ana, CA
Mercor is recruiting U.S./UK/Canada/Europe/Singapore/Dubai/Australia-based **Investment Banking or Private Equity Experts** for a research project with a leading foundational model AI lab.
You are a good fit if you: - Have **at least 2 years of experience** working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk) Here are more details about the role: - The work is **fully asynchronous** and can be done around your schedule - You will be **building financial models** from scratch that would be reflective of what you did on desk - You must be able to commit **at least 20 hours per week** for this role - This contract is till end of January (with the possibility of extension) - Successful contributions increase the odds that you are selected on future projects with Mercor - The vetting process involves: - ~10 minute behavioral interview asking about previous deals you've worked on - Technical assessment ( < 30 minutes) evaluating financial expertise With respect to pay and legal status: - **This role will pay $150/hour** - We will pay you out at the end of each week via Stripe Connect based on the number of hours you log - You will be classified as an “at-will” contractor to Mercor - Please note that we **cannot currently support H1-B or STEM OPT status candidates**
Commercial Senior Portfolio Manager (Emerging Middle Market)
Portfolio manager job in Industry, CA
Application Deadline:
12/18/2025
Address:
13300 Crossroads Parkway North
Job Family Group:
Commercial Sales & Service
Come join our amazing team!
We are currently searching for a Senior Commercial Portfolio Manager to join our team. The main responsibility of this role is to evaluate the risk level of our commercial transactions and make well-informed decisions based on our company's guidelines and standards. The ideal candidate should have extensive knowledge in commercial loans and be able to effectively manage a portfolio. This position is a hybrid role (4x week in the office).
Evaluates all financial statements (business and personal tax returns, fiscal year-end and interim statements and personal financial statements) for credit worthiness. Identifies recurring and non-recurring income/expenses. Comprehend all schedules, notes, and K-1's. Differentiates between cash and accrual method as well as comprehend UCA cash flow analysis. Consolidates related entities and summarizes results.
Identifies credit strengths, weaknesses, industry risks, and anomalies that lead to further investigation. Determines or amends applicable loan agreement covenant and monitoring requirements.
Collaborates with Relationship Managers on reasoning for a particular decision, answering potential loan request questions, identifying/resolving potential problem loans.
Prepares a comprehensive credit summary in conjunction with the Relationship Managers and Credit Manager to address all material aspect of the request.
Supports management of the Relationship Manager portfolio by addressing covenant violations, completing annual review/renewals, and identifying opportunities.
Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.
Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyses financial performance and risk profiles of clients within the portfolio.
Utilizes financial models and analytical tools to assess client repayment capacity and recommend appropriate loan structures and collateral.
Supports credit-granting decisions by making recommendations to manager.
Supports portfolio monitoring and compliance, within the portfolio to identify deteriorating credit conditions and ensure compliance.
Analyses metrics and assesses industry trends to spot risks and opportunities.
Supports the negotiation of loan terms and conditions and the structuring of loans that align with client requirements and ensure compliance with the banks risk appetite and policies.
Develops proposals to capture new business and expand client relationships.
Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies
Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions
Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required.
Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.
Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded.
Escalates issues when needed.
Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.
Identifies revenue and cross-selling opportunities to enhance portfolio growth.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Preferred 3 - 4 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
Technical proficiency gained through education and/or business experience.
Intermediate level of proficiency:
Problem Solving
Collaboration
Detail-Oriented
Analytical Thinking
Loan Structuring
Regulatory Compliance
Portfolio Management
Credit Risk Assessment
Banking Operations
Microsoft Office
Advanced level of proficiency:
Data analysis tools
Financial analysis
Salary:
$69,000.00 - $127,800.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ...@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Asset Manager
Portfolio manager job in Santa Monica, CA
The William Warren Group is a privately held, institutional real estate investment, development, acquisition and property management firm based in Santa Monica, CA. Since its inception in 1994, its focus has been on investments in major metropolitan markets across the United States that offer significant cash flow, revenue growth, and long-term capital appreciation opportunities. The company focuses on delivering exceptional customer service, introduces progressive thinking and technology to the market, and maximizes profitability for investors, all within a fun and inspiring team environment.
When you join our family, you are tapping into the power of a different kind of brand. We seek motivated individuals who can contribute to our evolving culture. If you want to be a part of a creative, inspiring, and collaborative environment, you are in the right place. Ready to create the extraordinary? Come join us to take your career to new heights and make it an awesome work life!
How You'll Make a Difference
The Asset Manager is responsible for helping to develop and maintain asset-level financial models that forecast detailed profit and loss in order to optimize cash flow at the property level. This role closely interacts with our Accounting, Marketing and Operations Team to ensure successful implementation of our financial initiatives.
Assists in the preparation and approval process of property operating budgets.
Assists in monthly, quarterly and annual reporting of the portfolio to WWG partners, JV partners and 3rd-party owners.
Assists with monthly review of operating statements including financial analysis to determine present and future financial performance, returns and cash impacts.
Helps maximize total return for each assigned asset through preparation of reports, analysis of property efficiencies and identifying opportunities for improved performance.
Aids in financial analysis, market studies and industry standard reporting (i.e., variance reporting, discounted cash flows, IRR's, etc).
Special projects relating to increasing revenues and reducing expenses across the portfolio.
Assists in the due diligence and underwriting of potential acquisitions.
Helps ensure articulation and consistency of company image and position within all internal and external communications.
Serves as point of contact with capital partners and owners regarding performance of assets.
Coordinates with CapEx team regarding project budgets and return on investment analyses.
Coordinates with the Real Estate team regarding projecting operating expenses for new acquisitions and developments.
Coordinates with BizDev team regarding projecting operating expenses for management proformas.
Works closely with Marketing, Data Intelligence team and Operations on a weekly basis to analyze performance, diagnose issues, and identify solutions for underperforming assets.
Please note that you may be asked to perform a variety of duties from time to time, which may not fall strictly in your job description. For a variety of business, safety, and technical reasons, it is necessary that all positions at WWP maintain a high level of flexibility in reference to duties you will be expected to perform.
What Makes this Opportunity Awesome
$70,000-$80,000 per year + Bonus
Make a difference and have a positive impact.
Take the lead on team initiatives, learn new skills, build your management capabilities, and take advantage of the many growth opportunities.
Contribute creatively to the organization's success by generating new and useful ideas.
About You
Education: BA/BS in related field preferred or equivalent experience
Experience: 2-5 years of real estate asset management experience preferred
Excellent communication skills (verbal and written) including active listening
Relationship skills
: ability to develop and sustain cooperative working relationships - both internal and external.
Organizational skills/Multi-tasking
: Exceptional organization skills with the ability to allocate one's time effectively, work under pressure, and meet tight deadlines; ability to handle multiple demands and competing priorities; ability to prioritize workload; and an ability to work at a detailed level.
Proven skills in contributing to the development of company objectives and achieving desired goals.
Strong accountability combined with strong work ethic and enthusiasm for teamwork
Energetic self-starter with an ability to thrive in a fast pace environment.
Intrapersonal:
A willingness to learn in a dynamic environment that includes new ideas and innovation, intellectually curious, adaptable and ambitious.
Computer Skills: Advanced Excel skills and MS Office Suite, high-level of comfort learning new accounting systems and computer applications,
Zoom, Gmail, Microsoft Teams
The William Warren Group, we believe in the talent of our people. It is our passion and commitment to excellence that drives our vast portfolio of properties to succeed. We take pride in all that we do and all that we represent. It is what makes us uniquely WWG. Ready to create the extraordinary? Come join us!
Additional Perks for eligible employees:
WWG offers a competitive compensation and performance-based bonus program, in addition to medical, dental, vision, 401(k) with company matching, paid time off (PTO) and holiday perks, employee assistance program (EAP), pet insurance and teambuilding events and activities.
The William Warren Group and StorQuest say NO to drugs
Equal Employment Opportunity
WWP is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. WWP is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
To learn more about our awesome company check us out on ********************* and to apply visit *********************/careers
Tax Manager
Portfolio manager job in Costa Mesa, CA
Are you an experienced tax professional looking to take ownership of tax operations in a dynamic, multi-entity environment? We're looking for a Tax Manager to join our team and lead the preparation, compliance, and strategic planning of federal, state, and local taxes across a range of business and individual entities.
As a key member of the finance team, you'll collaborate closely with leadership and external advisors to ensure timely, accurate filings and strategic tax planning-while staying ahead of regulatory changes and identifying opportunities for process improvement.
Key Responsibilities
Manage preparation of tax work papers and coordinate with external advisors on filings, audits, and complex tax matters.
Prepare quarterly tax forecasts and communicate timely updates to owners or their advisors.
Oversee compliance across federal, state, and local tax regulations for multiple entities including partnerships and LLCs.
Assist with appraisals and maintain entity documentation and ownership records.
Review fixed asset reports and construction accounting to ensure alignment with tax policies.
Support the CFO on special projects, and lead improvements in tax-related technology and systems.
Prepare and issue 1099s; maintain light bookkeeping for select entities.
Supervise one team member.
What We're Looking For
CPA required with a Bachelor's degree in Accounting or Taxation.
5-6 years of experience in tax compliance and planning, preferably with a focus on real estate or partnership structures.
Proficient in Microsoft Excel; knowledge of MRI software is a plus.
Strong understanding of partnership accounting and taxation.
Excellent analytical, problem-solving, and communication skills.
Proven ability to work cross-functionally and manage sensitive financial data with discretion.
Comfortable working both independently and as part of a collaborative team.
Core Competencies
Strategic thinker with strong leadership and interpersonal skills.
Effective written and verbal communicator.
Detail-oriented with a proactive approach to continuous improvement.
Adaptable and resourceful, with the ability to manage multiple deadlines.
Special Assets Portfolio Manager
Portfolio manager job in Irvine, CA
Job DescriptionDescription:
The Special Assets Portfolio Manager is directly accountable for managing a portfolio consisting of assigned stressed banking relationships with the goal of loan rehabilitation or collection. This position executes loan workout, restructuring, collection, and liquidation strategies to minimize loss exposure and maximize recoveries for the Bank. The Special Assets PM is responsible for reviewing financial statements, proactive monitoring and interaction with Credit Analysts and Relationship Managers of loans with early warning signals still managed by the business units. Make recommendations on appropriate credit structures, pricing and make certain that workout strategies are consistent with the Bank's credit and risk policy. Responsible for completion of approval memos, Loan Strategy Reports, determining and preparing Risk Grade Changes, Accrual status and Impairments for the Special Assets Department Manager approval. The Portfolio Manager works closely with borrowers, attorneys, appraisers, receivers, and other third parties to resolve problem credits in compliance with Bank policy, regulatory requirements, and prudent credit administration practices.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
PORTFOLIO MANAGEMENT
Manage an assigned portfolio of criticized, classified, and non-performing commercial loans.
Develop and execute individualized action and workout plans, including restructures, forbearances, repayment arrangements, or liquidation strategies.
Conduct detailed financial and collateral analyses to assess repayment capacity and collateral adequacy.
Recommend and implement charge-offs, reserve allocations, and loan risk rating adjustments.
Prepare comprehensive credit memos, workout proposals, and presentations for internal approval committees.
Managing the credit process; from time of approval and communicating with various involved groups to arranging for processing of details and changes into the Bank's own internal systems.
Negotiation, preparation and review of documentation related to transactions, such as loan documents, forbearance agreements, guarantees, and security documents.
Responsible for the structuring of work out strategies, including negotiations with potential and existing clients.
Under the direction of the Special Assets Department Manager the Portfolio Manager initiates, negotiates, and implements note sale strategies.
Monitoring the ongoing business activities and financial performance of existing clients, including financial covenant monitoring.
Manages commercial portfolio risk on an ongoing basis by monitoring customer creditworthiness, adherence to contract loan terms and general business conditions.
Undertake analysis of industries and relevant peer groups to determine key industry drivers and how these affect individual market participants. Such analysis to be factored into client specific or industry wide credit reports.
BORROWER AND COLLATERAL RESOLUTION
Maintain direct client contact with owners, borrower's management, guarantors, etc., and close oversight of all loans in their assigned portfolio to achieve optimal resolution strategies.
Oversee Collateral valuation such as ordering appraisals, assessing sufficient collateralization, determining shortfalls and corrective action plans to protect the Bank's interest.
Work with receivers, brokers, and asset managers to protect the Bank's interests in distressed assets.
Coordinate with external legal counsel on bankruptcy proceedings, foreclosures, litigation, and enforcement actions.
COLLABORATION & COMMUNICATION
Provide clear updates on loan status, risks, and recommendations to the Special Assets Department Manager and Credit Administration.
Support regulatory examinations and audits related to non-performing distressed assets. Mentor Credit Analysts and more Junior Portfolio Managers.
Demonstrate sound judgment and appropriate emotional intelligence in high-pressure work situations.
REGULATORY AND COMPLIANCE
· Ensure all actions comply with OCC/FDIC/FRB regulations, loan policy, and best practices.
• Maintain accurate documentation, reporting, and loan files in support of regulatory and audit reviews.
• Maintain appropriate client records and an archive of client specific credit work.
Requirements:
REQUIRED SKILLS AND ABILITIES:
Highly professional credit and risk analysis skills. Ability to analyze complex financial statements, repayment capacity, and collateral valuations.
Experience in designing and negotiating work out strategies.
Professional presence. Able to communicate effectively with clients, consultants, lawyers, and internal bank partners.
Expertise in financial and risk analysis and effective problem solving.
Experience managing an advanced commercial client portfolio with a great deal of complexity.
Demonstrated problem solving skills.
Strong computer and organizational skills.
Exhibit teamwork.
Results oriented - demonstrated ability to accomplish objectives in a specified timeframe.
Proficient in basic software applications such Microsoft Word and Excel.
Excellent written and verbal communication skills, including the ability to prepare and present credit actions.
Education/Work Experience:
Bachelor's degree or 7+ years of equivalent experience. Degree in Accounting, Finance or Economics preferred.
Commercial credit experience in commercial banking or finance industry, loan workouts, or Special Assets experience in the banking industry. Strong knowledge of loan structures, collateral documentation, bankruptcy, foreclosure, and liquidation processes.
Proven negotiation and conflict resolution skills.
Work Environment
• Standard office environment with a moderate noise level.
Physical Demands
The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions.
Prolonged periods sitting at a desk and working on a computer.
Remain in a stationary position for sustained periods of time.
Occasionally move about inside the office to access filing cabinets and/or other office machinery.
Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery.
Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scanning machine, and/or computer printer.
Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers.
Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading.
Regularly required to communicate verbally with employees, clients, and vendors.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $106,000 - $131,000 annually. Pay range may vary based on skills, experience, and location
Portfolio Manager, Commodities
Portfolio manager 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.
We are seeking a PM / Analyst to join our Commodities desk and specialize in US or International Natural Gas or Petroleum markets. In this role you will work with the MD and team to develop trade ideas based off fundamental and structural analysis.
Our ideal candidate will have a history of generating successful trade ideas translating to PnL or a strong quant / analytics background with a desire to run risk and develop trade ideas. This individual will be able to articulate what their possible edge might be, particularly if they have not directly run and deployed risk before.
REQUIREMENTS
Bachelor's degree from an accredited institution demonstrating strong academic credentials
Minimum of five (5) years of successful experience and deep knowledge in Natural Gas or Petroleum markets at a prominent buy-side or sell-side institution
Prior experience in risk sizing, trade execution and portfolio management is helpful although not essential. We will help candidate develop these skills and become PM if originating from analyst background
Creativity in problem solving and strong attention to detail. A commonsensical approach to investing
Strong quantitative skills with a knowledge of statistics, mathematics, computer science, economics a big plus
Programming skills, preferably in Python, is helpful but not essential
Good communication and ability to effectively communicate research results and ideas. Desire to work in a collaborative environment and as part of broader team
Astute ability to respect, listen to, and collaborate well with colleagues and clients
Exceptional work ethic and ability to succeed in a high intensity environment
Low ego, good sense of humor, emotional maturity, and humility to accept developmental feedback
Strength of conviction without stubbornness
BENEFITS
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include:
Medical, dental, and vision coverage
Life insurance and travel coverage
401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
Community involvement opportunities with The PIMCO Foundation in each PIMCO office
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 265,000.00 - $ 360,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Auto-ApplySenior Fixed Income Investment Operations Analyst
Portfolio manager job in Newport Beach, CA
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
We're actively seeking a talented Senior Fixed Income Investment Operations Analyst to join our Fixed Income Operations team in Newport Beach, CA (relocation assistance may be provided). The team provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams.
As a Senior Fixed Income Investment Operations Analyst, you'll play a critical role in supporting Investment Operations through the accurate, timely, and comprehensive management of Security Master File (SMF) data. This role ensures the integrity of investment data across trading platforms, investment accounting systems, and external data sources including third-party investment managers and custodians. The ideal candidate will be a data-driven professional with a passion for data governance, operational efficiency, and cross-functional collaboration.
How you'll help move us forward:
* Perform daily reconciliation of Security Master data across internal and external systems.
* Track and maintain updates to security attributes including coupons, schedules, ratings, and payment terms.
* Research and resolve discrepancies between trading and accounting systems.
* Leverage querying tools to extract and analyze targeted security details.
* Run automated validation checks to identify and address data quality issues.
* Create and maintain reports to identify missing or inconsistent data.
* Collaborate with Operations, Accounting & Reporting (A&R), Enterprise Risk Management (ERM), and other teams to ensure data accuracy.
* Produce timely and accurate 'gold-copy' investment data across assigned domains.
* Execute and analyze daily and periodic data quality control queries.
* Troubleshoot and resolve data feed issues, escalating when necessary.
* Support regulatory and internal reporting requirements.
* Identify process improvement opportunities and implement solutions to enhance data quality and operational efficiency.
* Conduct root cause analysis of data errors and implement corrective actions.
* Develop deep knowledge of assigned funds and securities to support global operational processes.
* Participate in system testing, monitoring, and project-related activities.
* Create, maintain, and enhance procedures and workflows to support data integrity and compliance.
* Monitor end-of-day processing to ensure accurate data flow to downstream systems.
* Provide support for ad hoc requests and coverage for team responsibilities as needed.
The experience you bring:
* 5+ years of experience in investment operations or other investment-related role
* Hands on experience maintaining and reconciling Security Master data
* College degree in finance, accounting, or equivalent work experience.
* Working knowledge of the following systems: Bloomberg, Excel, Business Objects, ePAM, MS Office Suite
* Proficiency in data querying tools (e.g., SQL, Python, Excel).
* Substantial experience with trading platforms, investment accounting systems, and custodian data feeds.
* Excellent analytical, problem-solving, and organizational skills.
* Strong communication and interpersonal skills with the ability to collaborate across teams.
* Demonstrate ownership and accountability for data accuracy and integrity.
* Work effectively across departments and with external partners.
* Manage multiple priorities and adapts to changing business needs.
* Ensure high-quality outputs and thorough analysis.
What will make you stand out:
* Experience with data governance frameworks and data quality initiatives.
* Familiarity with regulatory reporting requirements.
* Knowledge of data visualization tools (e.g., Power BI, Tableau).
* Project management experience including documenting requirements
* Expertise in Corporate Action Events
You can be who you are.
People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
#LI-AJ1
#LI-hybrid
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$48.33 - $59.07
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
* Paid Parental Leave as well as an Adoption Assistance Program
* Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Auto-ApplySenior Investment Analyst
Portfolio manager job in Irvine, CA
MBK Real Estate (MBK) is an industry leader in real estate operations and development. Through its subsidiaries, MBK Rental Living, MBK Industrial Properties and MBK Senior Living, MBK Real Estate is renowned for building award-winning new home and apartment communities, state-of-art distribution facilities and for its reputation in providing exceptional high standards of service throughout its senior living communities.
MBK is a privately held real estate development firm with roots in the business dating back to 1996. MBK's extensive activities through its operating divisions, along with the size and scale of our development and building activities represent the continuation and commitment to American enterprise.
Job Description
MBK Real Estate is hiring a Senior Investment Analyst to join our team at our Home Office in Irvine, CA!
This role will be hybrid with 3 days in office and 2 days remote.
Job Summary:
The Senior Investment Analyst identifies, underwrites and assists in the facilitation of due diligence on acquisition opportunities, maintain budget and proforma for active projects and prepare other analysis in accordance with the company's business plan and acquisition/disposition strategy.
Supervisory Responsibilities:
N/A
Duties & Responsibilities:
Prepare underwriting and analytics for all MIP investments, including development acquisition, joint ventures, leasing, and disposition.
Collect and organize market and submarket data to track and forecast market trends such as rents, sales, cap rates, construction costs, economic conditions, and supply and demand conditions.
Assist in the completion, updating, error checking of proformas prior to distribution.
Manage the acquisition checklist for prospective projects. Assist in due diligence efforts for property acquisitions and dispositions. Liaison with third party brokers for acquisition, leasing and disposition efforts.
Prepare investment presentations and reports for internal and external stakeholders. Manage content for regular internal presentations such as quarterly board of director slides and monthly operations package.
Oversee reforecast of project budget and proforma throughout the project life cycle including for business plans and lease analysis.
Other related activities that may be required and deemed necessary by the Supervisor.
Education Requirements:
Bachelor's degree in accounting, finance or business administration.
Master's degree preferred.
Experience Requirements (in years):
5+ years of experience in financial analysis, modeling and budgeting.
Required Competencies/Licenses/Certifications:
Microsoft Suite competency; expert level experience in Excel.
Financial modeling and budgeting.
General software proficiency.
Physical Demands & Work Environment:
Must be mobile and able to perform the physical requirements of the job, bending, kneeling, stooping, pushing, pulling and repetitive motion.
Ability to sit and work at a computer for long periods of time.
Able to move intermittently throughout the workday.
Pay Range: $120,000-$130,000 + Bonus
We are not currently accepting unsolicited assistance from recruitment agencies for this position. All candidates must apply directly through our careers page or other designated platforms.
MBK is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information, or other protected reason. Our company is committed to providing access, equal opportunity and reasonable accommodation for qualifying individuals in employment, its services, programs, and activities. To request reasonable accommodation, contact *************************.
We offer a rich benefits package comprising of the following: competitive salaries with opportunities for growth; 401(k) retirement plan with up to 4% employer matching; comprehensive industry leading medical, dental and vision insurance; company-provided life, disability and AD&D insurance; flexible spending accounts, generous paid time off including vacation and sick time, holidays, and bereavement leave; and a variety of programs including leadership development, training, and personal coaching; education loan assistance and scholarships; daily living, financial and legal services; childcare and eldercare assistance; employee discounts; and health and wellness resources that include virtual yoga, mindfulness, and financial readiness for employees and their family members.
If you are ready to meet the challenges of this critical role, we want to hear from you!
MBK is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information, or other protected reason. Our company is committed to providing access, equal opportunity and reasonable accommodation for qualifying individuals in employment, its services, programs, and activities. To request reasonable accommodation, contact *************************.
Regulatory Disclosures for Senior Living Communities with Medicaid Residents: An “Excluded Party” is a person that the federal or state government found not eligible to provide care and services in a facility that receives Medicare or Medicaid funding. If employed at one of our senior living communities that receives Medicare or Medicaid funding, team members must not be considered an “Excluded Party” as defined by the U.S. Department of Health and Human Services, any state Medicaid Programs, and any additional federal and state government contract programs. If, as a team member, you learn that you are an Excluded Party at any time, you must present your Excluded Party notice letter to your supervisor immediately.
Other Regulatory Requirements: If employed at one of our senior living communities, team members must continually comply with certain laws and regulations that impact the company, including, but not limited to, as applicable, state licensing regulations, the Health Insurance Portability and Accountability Act of 1996 (HIPAA), Resident Rights as defined by the U.S. Department of Health and Human Services, and any other federal or state laws relating to team members' professional licenses.
HIPAA Disclosure:
All Team Members prior to commencing employment and once employed must not be considered an “Excluded Party” as defined by the Medicare and state Medicaid Programs as well as other federal and state government contract programs. If as an associate you learn you are an Excluded Party, you must present your Excluded Party notice letter to your supervisor immediately. An Excluded Party is a person that the federal or state government found not eligible to provide care and services in a Community that receives Medicare or Medicaid funding. In addition, at all times, during your employment, all associates must be in compliance with certain laws and regulations that affect the company, including but not limited to Resident Rights, HIPAA, State licensing regulations, and those laws relating you an associates' professional license.
Auto-ApplySenior Investment Performance Analyst
Portfolio manager job in Los Angeles, CA
Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Performance Analyst.
This position is responsible for calculating and analyzing portfolio related statistics including investment performance, fundamental characteristics, and performance attribution. This requires a comprehensive understanding of performance and analytics calculations, including composite maintenance, GIPS compliance, fundamental characteristics, performance attribution, risk statistics and performance reporting.
In addition, this role would oversee the fulfilling of periodic and ad-hoc reporting needs, as well as completing RFP/Questionnaires requests for performance data. This role also holds the responsibility for maintaining the integrity of performance data across the firm and for ensuring our firm's GIPS Compliance. Lastly, this role would be expected to cross-train and help across other functions across the PAR team and either lead or assist on special projects as needed.
Duties and Responsibilities: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive.
Manage the daily, monthly and quarterly reporting of investment performance
Oversee the firm's GIPS compliance, annual GIPS examination, as well as the maintenance of performance composites
Run and analyze performance attribution, providing commentary and insights on observations
Calculate and analyze portfolio fundamental characteristics
Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data
Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes
Develop ways to offer thoughtful insights to better serve both internal and external stakeholders
Participate and lead special initiative projects as needed
Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models - Axioma, Barra, Morningstar Direct
Ideal Qualifications:
Bachelor's degree in economics, finance, statistics or equivalent
Progress towards CIPM, CFA is a plus
At least 5-7 years' relevant experience
Knowledge of GIPS and performance measurement concepts
Experience with FactSet Portfolio Analysis and SPAR is extremely helpful
Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)
Microsoft Office Proficiency (Word, Excel, Outlook)
Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg
Ability to quickly learn new systems and software
Interpersonal/Communication/Language Skills:
Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlines
Effective organizational skills; with the ability to focus on details within the context of the overall goals
Self-starter with motivation to develop new insights, and ideas to enhance current procedures
Strong leadership skills with the ability to train and motivate junior team members
Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders
Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions
The starting salary range is $115,000 to $160,000.
The starting salary range will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the company's annual incentive plan.
Benefits:
We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.
Competitive Pay
Medical, Dental, and Vision Insurance
Life and Disability Insurance
Health Savings Account with a Company Match
Flexible Spending Accounts including Dependent Care
Wellness Program
Tuition Reimbursement
24-Hour Employee Assistance Program
Adoption Assistance
Paid Family Care Time
Paid Volunteer days
Gym onsite
Paid Parking -LA Office
Lunch provided
Hybrid 3/2 (Subject to change)
KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.
Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.
KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
For additional information on Kayne Anderson Rudnick, please access the firm's web site at *************
Auto-ApplySenior Investment Performance Analyst
Portfolio manager job in Los Angeles, CA
Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Performance Analyst.
This position is responsible for calculating and analyzing portfolio related statistics including investment performance, fundamental characteristics, and performance attribution. This requires a comprehensive understanding of performance and analytics calculations, including composite maintenance, GIPS compliance, fundamental characteristics, performance attribution, risk statistics and performance reporting.
In addition, this role would oversee the fulfilling of periodic and ad-hoc reporting needs, as well as completing RFP/Questionnaires requests for performance data. This role also holds the responsibility for maintaining the integrity of performance data across the firm and for ensuring our firm's GIPS Compliance. Lastly, this role would be expected to cross-train and help across other functions across the PAR team and either lead or assist on special projects as needed.
Duties and Responsibilities: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive.
Manage the daily, monthly and quarterly reporting of investment performance
Oversee the firm's GIPS compliance, annual GIPS examination, as well as the maintenance of performance composites
Run and analyze performance attribution, providing commentary and insights on observations
Calculate and analyze portfolio fundamental characteristics
Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data
Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes
Develop ways to offer thoughtful insights to better serve both internal and external stakeholders
Participate and lead special initiative projects as needed
Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models - Axioma, Barra, Morningstar Direct
Ideal Qualifications:
Bachelor's degree in economics, finance, statistics or equivalent
Progress towards CIPM, CFA is a plus
At least 5-7 years' relevant experience
Knowledge of GIPS and performance measurement concepts
Experience with FactSet Portfolio Analysis and SPAR is extremely helpful
Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)
Microsoft Office Proficiency (Word, Excel, Outlook)
Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg
Ability to quickly learn new systems and software
Interpersonal/Communication/Language Skills:
Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlines
Effective organizational skills; with the ability to focus on details within the context of the overall goals
Self-starter with motivation to develop new insights, and ideas to enhance current procedures
Strong leadership skills with the ability to train and motivate junior team members
Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders
Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions
The starting salary range is $115,000 to $160,000.
The starting salary range will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the company's annual incentive plan.
Benefits:
We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.
Competitive Pay
Medical, Dental, and Vision Insurance
Life and Disability Insurance
Health Savings Account with a Company Match
Flexible Spending Accounts including Dependent Care
Wellness Program
Tuition Reimbursement
24-Hour Employee Assistance Program
Adoption Assistance
Paid Family Care Time
Paid Volunteer days
Gym onsite
Paid Parking -LA Office
Lunch provided
Hybrid 3/2 (Subject to change)
KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.
Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.
KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
For additional information on Kayne Anderson Rudnick, please access the firm's web site at *************
Auto-ApplyPGIM Real Estate - Sr. Investment Analyst, Debt Originations
Portfolio manager job in Los Angeles, CA
Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can!
What you will do:
Are you highly motivated, intellectually curious, and willing to jump in to make impactful contributions? Are you ready to be a key contributor to a team and help get the job done? If so, then becoming a Senior Investment Analyst or Investment Associate within a culture that treats our talent like an investment might be the right job for you!
We are looking for an astute, determined professional like you to fulfill a critical Senior Investment Analyst or Associate role (depending on experience) supporting our Debt originations business on making new Core, Core Plus, Structured and Agency loans.
This position will be based in Los Angeles, where the team is working in the office 4 days a week.
What you can expect:
* Analyze and underwrite commercial real estate debt investment opportunities across all commercial property types with a focus in the Western US.
* Create cash flow models, Argus models, sensitivity tables, rent roll analyses, and other financial analyses required to evaluate, pursue, and close debt investment opportunities.
* Prepare Investment Committee memoranda and related materials through market research, risk analysis, and in‐depth understanding of investment factors and credit risks.
* Analyze economic, market, legal, and political conditions within an investment's geography.
* Assist senior investment professionals in leading the due diligence and closing processes for originations in conjunction with the portfolio management team.
* Assist in property level financings, appraisal reviews, and other activities that may require feedback from the debt originations or real estate transactions group, portfolio management team, or loan servicing group.
* Interact professionally with internal and external parties, including originations, risk, legal, developers, investment firms, borrowers, and third‐party service providers.
What you will bring:
* Bachelor's degree and 1‐3 years commercial real estate work experience in transactions or underwriting
* Understanding of basic real estate terms and concepts such as net leases, gross leases, contracts, rents, percentage rents, operating expenses, capital expenditures, expense recoveries, and property types.
* Understanding of basic finance concepts such as amortization, interest rates, net operating income, cash flow returns, cap rates, internal rate of return, present value/discounted cash flow, and property valuations.
* Advanced knowledge of Microsoft Excel and Argus.
* Experience underwriting stabilized and proforma cash flows across property types.
What will set you apart:
* Strong writing and quantitative skills and demonstrated analytical ability.
* Ability to operate independently and in a team environment, with good judgment and attention to detail while managing multiple projects simultaneously.
* Self‐motivated with perseverance, and a hands‐on, proactive style.
* We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $95,000 to $120,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
About PGIM Real Estate
With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum.
PGIM Real Estate is a business of PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU). PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. Through its investment, financing, asset management, and talent management approach, PGIM Real Estate engages in practices that strive to ignite positive environmental and social impact, while pursuing activities that seek to strengthen communities around the world. For more information visit pgimrealestate.com.
#LI-Hybrid
#LI-SC1
What we offer you:
* Market competitive base salaries, with a yearly bonus potential at every level.
* Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
* 401(k) plan with company match (up to 4%).
* Company-funded pension plan.
* Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
* Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
* Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
* Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Auto-ApplyInvestments Analyst/Sr. Analyst
Portfolio manager job in Los Angeles, CA
April Housing is a leading owner and operator of high-quality affordable housing throughout the United States. Founded in 2022 and headquartered in Los Angeles, April Housing is the asset management business that oversees Blackstone's affordable housing and LIHTC portfolio. April oversees a portfolio of over 85,000 affordable housing units in approximately 650 communities. April Housing seeks to preserve critical affordable housing stock while providing best in class management and high-quality housing. April is committed to being a fair, transparent, and responsible owner.
April Housing's long-term commitment to owning affordable housing is supported by Blackstone Funds, predominantly BREIT, a non-listed REIT. This perpetual capital vehicle provides April with a patient and flexible source of capital and plays a critical role in enabling the creation and preservation of more affordable housing. In addition to managing a growing portfolio, April Housing will ensure assets in the existing portfolio remain affordable and in compliance with all rent regulations while making significant improvements and aligning the operations with April Housing's Standards of Excellence in Residential Operations.
In its pursuit of excellence, April Housing is looking for individuals who share in its mission to provide high-quality housing to affordable residents.
We are seeking an Analyst/Sr. Analyst in the Investments group to join the company's Los Angeles office. Working in partnership with Blackstone and April Housing, the Investments Analyst /Sr. Analyst will identify, underwrite, and acquire affordable housing assets for Blackstone's investment vehicles.
What you will do:
Real estate investment underwriting, including detailed financial models and analysis to determine viability of potential acquisition opportunities for Blackstone's investment vehicles.
Detailed market research and analysis, including economic, demographic, capital markets, and locational (submarket/micro-location) to identify key investment drivers and potential impacts
Investment Committee presentation preparation and support
Pipeline and reporting support
Analytical support for dispositions, partner buyouts, and preservation business lines, including analysis, due diligence review and preparation of valuations
Collaboration with internal partners/stakeholders including the Blackstone investment team and various specialist teams within April Housing (Transaction Management, Asset Management, etc.)
Communication with external parties, including brokerage firms, operators, appraisers, third-party vendors, etc.
Ad-hoc and special projects related to team infrastructure improvements, industry research, and potential investment opportunities
What you should have:
Bachelor's Degree - preferably in finance, real estate, math, accounting, or engineering
1-4 years of real estate industry experience, with a preference for multifamily or affordable housing
Financial modeling expertise and an in-depth understanding of real estate fundamentals, preferably within multifamily or affordable housing
Personal commitment to making a positive difference in affordable housing
Excellent communication skills, both written and oral, with the ability to convey complex information clearly and concisely
Strong organizational skills and attention to detail, with the ability to manage multiple projects simultaneously under tight timelines
Some travel may be required depending on team needs
Ability to grow within the role and take on increased responsibilities over time
What we offer:
At April Housing, we are committed to a singular mission: providing best-in-class management and high-quality housing for residents who earn less than the area's median income. You will be joining a dedicated team who live this mission every day.
And we're growing! “April,” which means “to open,” aligns with our goal of opening new paths to expand the supply of affordable housing and close America's affordability gap. Over the next decade, we intend to invest over $500 million to improve our communities while keeping rents affordable for our residents.
And of course, we offer competitive pay and a full slate of benefits.
If any of this sounds interesting, apply today, and help us close America's affordability gap!
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the California Fair Chance Act and any other applicable city, county, or local ordinances. Good cause exists for a criminal background check because one of the material duties of this position requires access to sensitive financial information and confidential and proprietary information and accordingly requires the candidate to possess a high level of integrity and discretion. The Company faces a significant risk to its business operations or business reputation if a criminal history check is not performed. A criminal history that has a direct, adverse, and negative relationship with these material duties may potentially result in the withdrawal of a conditional offer of employment.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the California Fair Chance Act and any other applicable city, county, or local ordinances. Good cause exists for a criminal background check because one of the material duties of this position requires access to sensitive financial information and confidential and proprietary information and accordingly requires the candidate to possess a high level of integrity and discretion. The Company faces a significant risk to its business operations or business reputation if a criminal history check is not performed. A criminal history that has a direct, adverse, and negative relationship with these material duties may potentially result in the withdrawal of a conditional offer of employment.
Base Compensation Range:
$110,000.00 To $130,000.00. This represents the presently-anticipated low and high end of the Company's base compensation range for this position. Actual base compensation range may vary based on various factors, including but not limited to location and experience.
Total Direct Compensation: This job is also eligible for discretionary bonus and incentive compensation on an annual basis.
Benefits: The Company provides a variety of benefits to employees, including health insurance coverage, retirement savings plan, paid holidays and paid time off (PTO).
The additional total direct compensation and benefits described above are subject to the terms and conditions of any governing plans, policies, practices, agreements, or other materials or documents as in effect from time to time, including but not limited to terms and conditions regarding eligibility.
Please review the job applicant privacy notice here.
EEO Statement
April Housing is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant, employee, or other covered person based on any legally recognized basis, including, but not limited to: veteran status, uniformed servicemember status, race, color, caste, immigration status, religion, religious creed (including religious dress and grooming practices), sex, gender, gender expression, gender identity, marital status, sexual orientation, pregnancy (including childbirth, lactation or related medical conditions), age, national origin or ancestry, citizenship, physical or mental disability, genetic information (including testing and characteristics), protected leave status, domestic violence victim status, or any other consideration protected by federal, state or local law. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email
********************
Auto-ApplySenior Investment Analyst (Irvine, CA.)
Portfolio manager job in Irvine, CA
Beyond International is a fast-growing alternative investment platform managing private real estate credit and equity through Beyond Global Management, LLC (formerly Transcend Capital, LLC), an SEC Registered Investment Advisor.
Find out more about us by following us on our social media accounts: ***********************************
The Role:
We are looking for a high-caliber Senior Investment Analyst experienced in helping global investors realize their potential while improving his or her own capacities. The ideal candidate has a demonstrated career in real estate investment, experience with high-net-worth investors, and the ability to play a senior role in the full-lifecycle of alternative investment for our global clients.
The work location is in Irvine, CA.
What You'll do:
The Senior Investment Analyst is responsible in coordinating with different departments to gather and analyze data, conduct extensive research and analysis to find ideal investment opportunities, study the performance of stocks and markets, prepare progress reports and presentations, and conduct risk assessments.
Essential duties and responsibilities:
Research and identify investment opportunities along with the investment team
Analyze the track record and performance of investment manager or sponsor and recommend the most suitable investment partners
Structure private equity and debt to address commercial, legal, accounting, tax, and regulatory considerations for cross-border investors
Negotiate commercial and legal agreements with investment partners
Prepare, organize and maintain deal-related marketing materials and analyses
Market investment opportunities to clients
Work with marketing and sales teams to present investment opportunities to global clients
Participate in deal underwriting, syndication approval, and closing processes
Track post-investment progress and prepare analyses/updates
Who You are:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree in business or related field, Master's degree preferred
Two to three years of prior work experience in real estate investment
Strong quantitative, analytical, and problem-solving skills
Strong knowledge of financial and credit analysis, valuation and primary research, performance analysis, and their application in investment decisions and transaction structuring
Excellent communication (written & verbal) and interpersonal skills, preferably with exposure to family office or EB-5 investors and other high net worth individuals.
Strong organizational skills with the ability to own and see projects to completion.
Embrace the entrepreneurial journey, focus on what matters and build something meaningful while meeting tough deadlines.
Solid work ethic, high level of self-motivation, and excellent attention to detail
Advanced Excel (creating databases and related analyses) and PowerPoint skills
Fluency in English and Mandarin Chinese a plus
Excellent organizational, interpersonal and communication skills, able to cope with complex situations.
Strong sense of teamwork, proactive, and confident.
Self-motivated and constantly improving on soft skills to meet job requirements.
Demonstrated commitment to excellence and social consciousness.
Employee Benefits and Perks:
We offer a comprehensive benefits package:
Opportunities for professional development and growth within an inclusive team environment.
Medical, Dental, Vision, and Life coverage for employee and premium allowance/subsidy for employee's eligible dependents
PTO (vacation and sick)
401(k) with Enhanced Employer Safe Harbor match
10 paid holidays in a year.
Professional membership reimbursement
Cell phone/technology reimbursement
Note: Benefits can and may change any time at the management's discretion and in compliance with applicable State and Federal laws.
Compensation:
The starting base pay range for this position is $80,000 - $95,000 annually (DOE).
Applicants must be currently authorized to work in the United States on a full-time basis and able to commute to Irvine, CA.
NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Beyond International is an equal opportunity employer in every aspect of employment, including but not limited to; selection, training, development and promotion of the most qualified candidates and employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by state or local law. Beyond International is committed to equal employment opportunity in all other privileges, terms and conditions of employment that may not be covered in this statement. Beyond International is an at-will employer.
Senior Investor, LocalOne Investment
Portfolio manager job in Los Angeles, CA
Who We Are
Horizon Media, founded in 1989 by Bill Koenigsberg, is recognized as one of the most innovative marketing and advertising firms. We are headquartered in New York City, with offices in Los Angeles and Toronto. A leader in driving business solutions for marketers, Horizon is known for its highly personal approach to client service. Renowned for its incredible culture, Horizon is consistently named to all the prestigious annual Best Places to Work lists published by Fortune, AdAge, Crain's New York Business and Los Angeles Business Journal. Together we are building a place of belonging.
At Horizon, we understand the value that different perspectives can bring to our clients and culture, so we strive for an environment where our employees feel welcomed, safe and empowered. We value YOU and believe that your authentic voice and unique perspective allows us to create a more rewarding culture, and experience, together.
Our simple recipe for success? We hire talented people (thinkers, doers, dreamers, makers), challenge them and give them every opportunity to grow.
What You'll Do
60%- Negotiation
10%- Networking
15% - Training & development
15% Guide/Mentoring
Executing quality media campaign through the negotiation & allocation of media schedules that meet and/or exceed the client's marketing & promotional objectives.
Responsible for delivering cost effective quality schedules in assigned local markets or accounts
Accountable for the stewardship & maintenance of all buys
Negotiate, maintain & monitor best pricing in assigned markets and accounts
Embraces new and emerging technologies to pioneer first-to-market campaign activations
Identifies and fosters strategic partnerships with key vendors to drive innovation and create value
Provide accurate cost projections based on current marketplace conditions & historical data in assigned markets/accounts
Full understanding of market landscape and trends, marketplace intel & competitive
Full understanding of buying guidelines; client's goals & objectives
Adhere to buying guidelines & provide strong rationale for any deviations
Implement work-related goals established by Managers on behalf of clients
Secure, maintain & track added value activity associated with buy placements
Capable of evaluating, negotiating & positioning multi-platform proposals & providing a strong POV
Establish & maintain business relationships with vendor partners
Ensure all buys are pre-posted & rerated & secure bonus/compensatory weight if necessary
Post on a quarterly basis & provide rationale for an under-delivery & secure compensatory weight for any shortfalls
Ensure Assistants are reconciling invoices according to billing timeline
Ensure Assistant is evaluating and reporting accurate Post Log Data in a timely manner
Train & mentor assistants & investors
Who You Are
Negotiation skills
Strong math skills
Detail oriented, strong organizational skills, ability to multi-task & prioritize workload responsibilities
Effective communication skills, anticipate next steps & can recognize problems & identify solutions
Willingness to learn, grow & mentor
Ability to interact with other departments
Strong interpersonal skills
Team player with a positive attitude
A supporter of and advocate for diversity, equity and inclusion
Preferred Skills & Experience
4-year college degree
Minimum 10 years' experience at the senior investor level
Microsoft Word, Excel & PowerPoint; Strata View & SBMS
Certificates, Licenses and Registrations
No requirements for certificates, licenses, and registrations.
Physical Activity and Work Environment
There are no requirements for physical activity in this work environment.
The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
#LI-LT1 #LI-Hybrid
Horizon Media is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.
Salary Range
$85,000.00 - $100,000.00
A successful applicant's actual base salary may vary based on factors such as individual's skill sets, experience, training, education, licensure/certifications, and qualifications for the role.
As an organization, we take an aptitude and competency-based hiring approach.
We provide a competitive total rewards package including a discretionary bonus and a variety of benefits including health insurance coverage, life and disability insurance, retirement savings plans, company paid holidays and unlimited paid time off (PTO), mental health and wellness resources, pet insurance, childcare resources, identity theft insurance, fertility assistance programs, and fitness reimbursement.
Auto-ApplyPortfolio Manager, FX Vol
Portfolio manager 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
PIMCO is seeking a portfolio manager for its Newport Beach based Global and EM teams. The individual will be responsible for developing and managing options driven macro and relative value strategies in foreign exchange across developed and emerging markets that are intended to be used as alpha overlays and risk management of underlying portfolios. The candidate must show an aptitude for conceptualizing transactions, demonstrating the impact of trades and trade strategy, and communicating with portfolio managers and senior management. This candidate will also assist with trade execution and will be expected to manage and build strong working relationships with sell-side FX option market-makers on behalf of PIMCO.
RESPONSIBILITIES
Combine market knowledge with macroeconomic and quantitative analysis to generate trade ideas in FX options across DM and EM.
Primary focus will be on FX options, with the opportunity to develop into a broader focus across multiple asset classes within global fixed income and foreign exchange.
Responsible for FX options execution across DM and EM across all PIMCO funds and client portfolios.
Prepare materials and presentations related to trade activity and market conditions, and write regular market commentary
Providing market color and insight to other portfolio managers
Apply broad range of skills to ad hoc requests within the broad portfolio management context, assisting across functional areas
REQUIREMENTS
Bachelor's degree from an accredited institution demonstrating strong academic credentials
Minimum of five (5) years of successful experience in foreign exchange and global fixed income at a prominent buy-side or sell-side institution
Direct experience in trading and managing options, with a deep understanding of market structure, pricing, and modeling
Strong quantitative experience with developing, modifying, and using empirical investment models to analyze, compare, and contrast a diversity of market data and economic variables
A commonsensical approach to investing
Strong theoretical and applied knowledge of option Greeks
Highly quantitative approach to developing trade ideas
Proficiency in at least one computer language or experience of collaborating with quants on quantitative models for pricing or other analysis
Astute ability to respect, listen to, and collaborate well with colleagues and clients
Exceptional work ethic and ability to succeed in a high intensity environment
Low ego, good sense of humor, emotional maturity, and humility to accept developmental feedback
Strength of conviction without stubbornness
Ability to remain calm and objective regardless of market volatility
Unassailable ethics and integrity
BENEFITS
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. These benefits include medical, dental and vision coverage from your first day of employment.
401k Savings and Retirement Plan
Work/Life Programs such as Flexible Work Arrangements, Parental Leave & Support, Employee Assistance Plan, and Educational/CFA Certification Reimbursement Programs.
Community involvement opportunities with The PIMCO Foundation in each PIMCO office.
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 265,000.00 - $ 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.
Auto-ApplySr. Investment Operations Analyst II
Portfolio manager job in Newport Beach, CA
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating superior customer experience. We're actively seeking a talented Senior Investment Operations Analyst II to join our Global Institutional Investment Group (GIIG) in Newport Beach, CA. This role is on-site. You'll work at our state-of-the-art Newport Beach headquarters.
As a Senior Investment Operations Analyst, you'll play a key role in Pacific Life's growth and long-term success by providing operational support for GIIG's middle-office team. You will fill a new role that sits in a team of six people in the Institutional division. Your colleagues will include Investment Operations Analysts and fellow investment professionals.
How you'll help move us forward:
* Day-to-day operational support for our Global Institutional Investment Group products: Spread Lending, Stable Value, and Institutional Fixed Annuity. This middle-office role is a crucial link between the front-office functions (ie sales / underwriting) and back-office functions by engaging in the complete product lifecycle, from trade execution to reporting.
* Collaborate with colleagues, custodian banks, external parties, internal departments (Accounting, Audit, Treasury, Finance, Actuaries, Compliance, Law and Enterprise Risk Management) and other areas where necessary to ensure GIIG transactions, deliverables, and reporting are timely and accurately completed
* Advance knowledge and thorough understanding of all common fixed income investments including trade execution and associated processes. Leverage your industry expertise to optimize process efficiency
* Work with leaders, colleagues or independently to meet strict deadlines and effectively manage multiple priorities with minimal supervision
* Ability to analyze problems and find solutions using data. Statistical analysis, data modeling, and data cleaning
* Produce analysis and dashboard reporting, management reports / presentations, and adhoc reporting
The experience you bring:
* 7+ years of experience working in investment operations/middle office role in asset management or investment banking
* College degree in finance, accounting, or similar discipline, is preferred
* Thorough understanding of fixed-income investments, including trading workflows and systems involved
* Must be able to demonstrate proficiency in performing all responsibilities by following documented processes and procedures, while exhibiting attention to detail and accuracy
* Advanced research and resolution skills, including familiarity with legal documents
* Basic knowledge of Generally Accepted Accounting Principles (GAAP) and Statutory (STAT) relating to securities investments
What makes you stand out:
* CFA/MBA beneficial, but not required
* Advance technical data skills:
* SQL, Python, Power BI and Excel
* Knowledge of handling and interpreting datasets
* Comprehensive knowledge of MS Office Suite
* Experience executing small scale initiatives and participating as a subject matter expert in larger scale initiatives
* Working knowledge of the following systems: Bloomberg, FactSet, Salesforce
You can be who you are.
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
#LI-TM1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$121,770.00 - $148,830.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
* Paid Parental Leave as well as an Adoption Assistance Program
* Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Auto-ApplyCMBS/CRE Portfolio Manager
Portfolio manager 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.
PIMCO is seeking an associate or VP level CMBS/CRE Portfolio Manager to be part of its opportunistic investment team based in Newport Beach, CA. The candidate will assist the team in underwriting and making investment decisions in CMBS and other real estate-related assets for various PIMCO funds. The candidate will assist in the evaluation of both CMBS and opportunistic debt and equity investments for PIMCO's alternative funds.
RESPONSIBILITIES
Assist in asset-level credit underwriting on CMBS and CRE loans, and identify investment opportunities
Prepare investment memos/notes to be presented to senior portfolio managers
Review of Prospectus, Pooling and Servicing Agreements, Indentures and appraisals associated with securities offerings
Monitor and analyze the performance of existing investments
Support the development of new business initiatives in CMBS/CRE and other opportunistic investments for the firm
POSITION REQUIREMENTS
Proficiency in Excel, Bloomberg, and Intex (preferred)
2-5+ years on a CMBS trading desk or CMBS syndicate group on sell-side, or equivalent experience in private equity or real estate investment management-related field
Must have CRE underwriting experience
Outstanding academic credentials and demonstrated leadership capabilities
Strong work ethic and integrity, candidate should be a team player that is proactive and self-motivated
Strong analytical, interpersonal communication, and writing skills
Compensation will be dependent on experience and level the successful candidate is hired.
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: $ 150,000.00 - $ 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.
Auto-ApplySr. Investment Operations Analyst II
Portfolio manager job in Newport Beach, CA
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating superior customer experience. We're actively seeking a talented Senior Investment Operations Analyst II to join our Global Institutional Investment Group (GIIG) in Newport Beach, CA. This role is on-site. You'll work at our state-of-the-art Newport Beach headquarters.
As a Senior Investment Operations Analyst, you'll play a key role in Pacific Life's growth and long-term success by providing operational support for GIIG's middle-office team. You will fill a new role that sits in a team of six people in the Institutional division. Your colleagues will include Investment Operations Analysts and fellow investment professionals.
How you'll help move us forward:
Day-to-day operational support for our Global Institutional Investment Group products:
Spread Lending, Stable Value, and Institutional Fixed Annuity
. This middle-office role is a crucial link between the front-office functions (ie sales / underwriting) and back-office functions by engaging in the complete product lifecycle, from trade execution to reporting.
Collaborate with colleagues, custodian banks, external parties, internal departments (Accounting, Audit, Treasury, Finance, Actuaries, Compliance, Law and Enterprise Risk Management) and other areas where necessary to ensure GIIG transactions, deliverables, and reporting are timely and accurately completed
Advance knowledge and thorough understanding of all common fixed income investments including trade execution and associated processes. Leverage your industry expertise to optimize process efficiency
Work with leaders, colleagues or independently to meet strict deadlines and effectively manage multiple priorities with minimal supervision
Ability to analyze problems and find solutions using data. Statistical analysis, data modeling, and data cleaning
Produce analysis and dashboard reporting, management reports / presentations, and adhoc reporting
The experience you bring:
7+ years of experience working in investment operations/middle office role in asset management or investment banking
College degree in finance, accounting, or similar discipline, is preferred
Thorough understanding of fixed-income investments, including trading workflows and systems involved
Must be able to demonstrate proficiency in performing all responsibilities by following documented processes and procedures, while exhibiting attention to detail and accuracy
Advanced research and resolution skills, including familiarity with legal documents
Basic knowledge of Generally Accepted Accounting Principles (GAAP) and Statutory (STAT) relating to securities investments
What makes you stand out:
CFA/MBA beneficial, but not required
Advance technical data skills:
SQL, Python, Power BI and Excel
Knowledge of handling and interpreting datasets
Comprehensive knowledge of MS Office Suite
Experience executing small scale initiatives and participating as a subject matter expert in larger scale initiatives
Working knowledge of the following systems: Bloomberg, FactSet, Salesforce
You can be who you are.
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
#LI-TM1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$121,770.00 - $148,830.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Auto-Apply