The Client Administration Officer is responsible for managing and coordinating all client lifecycle events including onboarding, terminations, consolidations and amendments to existing mandates. The role serves as a critical central hub within the firm, ensuring seamless coordination across internal teams, external partners and clients. The officer also contributes to account data governance, process improvements and operational continuity. This role requires a solid understanding of the asset management business, collaboration with a variety of departments, and excellent client service skills.
Essential Duties
* Client Lifecycle Management: Serve as the primary point of contact for clients and consultants on institutional separate account lifecycle events, including onboarding, amendments, closures, custodial conversions, consolidations, and vehicle changes.
* Cross-Functional Coordination: Manage and coordinate lifecycle events with internal stakeholders across Operations, Compliance, Investment, and Legal teams to ensure seamless execution.
* Data Governance: Establish and maintain account data and structures in internal systems, ensuring accuracy, consistency, and compliance with firm standards.
* Client Services Leadership: Act as the central liaison for Operations, Compliance, Legal, Trading Desk, and other business units, providing clear communication and issue resolution.
* Process Improvement: Develop, implement, and enforce procedures to enhance efficiency, service quality, and client satisfaction.
* Continuity of Service: Provide backup support for client associates during absences or transitions to maintain uninterrupted client service.
Required Qualifications
* Bachelor's degree from an accredited college or university with 5+ years of relevant experience
* Solid working knowledge and understanding of capital markets; experience with fixed income
* Proficient with Microsoft Office applications
* Experience with Blackrock's Aladdin systems, not mandatory
Professional Skills Qualifications
* A self-starter who takes initiative and can work independently
* Strong analytical skills and excellent attention to detail
* Excellent verbal and written communications skills
* Strong client service and relationship building skills.
* Must demonstrate initiative, resourcefulness, creativity and analytical problem-solving skills.
* The ability to work well in a team environment, as well as independently.
* Well organized and able to prioritize multiple requests from a variety of sources.
This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.
Estimated Compensation:
Base Salary: For a CA based positions, the base salary range is 130k - 150k. This represents base salary range only.
Other Compensation:In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package.
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$44k-61k yearly est. Auto-Apply 10d ago
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AVP, Legal Operations Associate
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA or remote
The AVP, Legal Operations Associate will assist the Legal Department by coordinating legal projects, supporting TCW's internal committees, and helping to manage outside counsel relationships, including legal billing. This role serves as a strategic partner to legal leadership, ensuring compliance, cost control, and operational excellence.
Essential Duties
Legal Operations
* Project Management: Execute project plans for legal initiatives, including organizing meetings and offsites, investigating applications that may enhance productivity, and implementing new or improved applications and workflows.
* Reporting Metrics: Prepare status reports and dashboards for senior management, highlighting key performance indicators (KPIs) and key risk indicators (KRIs).
* Data Management: Maintain accurate records of project decisions, risk assessments, and governance documentation.
* Culture: Build strong relationships with internal and external stakeholders to promote a culture of risk awareness and accountability.
Corporate Governance - Committee Support
* Committee Support: Promote effective corporate governance and enhance risk management by supporting TCW's 20+ corporate committees.
* Meeting Preparation: Prepare agendas, briefing materials and minutes for certain operational and risk committees.
* Governance Documentation: Maintain and update firmwide committee charters, membership lists and other documentation. Maintain secure and organized records of all committee documents.
* Risk Management: Assist with the design and maintenance of comprehensive Incident Risk Registries for TCW's corporate committees. Create committee and enterprise-level risk reports and dashboards, including reports on KPIs and KRIs.
* Committee Development: Provide training on committee roles, responsibilities, and risk governance principles.
Vendor Management
* Outside Counsel Support:
* Assist with the management of 50+ law firm and legal/compliance vendor relationships.
* Serve as a primary point of contact on administrative and billing matters with law firms and other legal/compliance vendor relationships.
* Ensure proper documentation and diligence for all legal vendors at onboarding and during the relationship life cycle.
* Annually, partner with the Head of Corporate Governance to review and update engagements, policies, diligence procedures, and documentation.
* Produce summary reports regarding legal spend, including tracking budgets by matter and department.
* Assist with cost control in legal spend management.
* Legal Reporting on Firm Vendors:
* Develop and maintain KPI registries for vendor contract review and adherence to company risk guidelines.
Required Qualifications
* Bachelor's Degree from an accredited college or university
* Minimum of three years of relevant experience
* Strong written communication
* Proficient in MS Word, Excel and Outlook
Professional Skills Qualifications
* Highly organized with focused attention to detail
* Must work well in a team environment
* Strong analytical and communication skills (both written and verbal)
* Self-starter, roll-up-the-sleeves work ethic
Desired Qualifications
* Experience working in corporate law firms or in-house legal departments
* Project management experience
* Experience with corporate governance and/or committee management
This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.
Estimated Compensation:
Base Salary: For a CA based position, the base salary is $100K-120K.
Other Compensation:In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package. See more information here.
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$100k-120k yearly Auto-Apply 18d ago
Associate, Capital Markets
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA or remote
TCW is a global asset manager with more than 50 years of experience delivering highly curated investment solutions across fixed income, public equities, and alternative credit. Guided by disciplined decision‑making and a high‑conviction investment approach, we invest only where we have a repeatable edge-helping our clients achieve a lasting advantage.
Joining TCW means becoming part of a collaborative, innovative, and growth‑oriented culture backed by the resources of a world‑class, established firm.
We are seeking a Capital Markets PM/Trader to help shape and scale our rapidly growing ETF business. In this entrepreneurial role, you will contribute directly to portfolio management, ETF capital markets activities, and the evolution of our next‑generation ETF platform. You will work with talented investment professionals across the firm while having meaningful ownership, visibility, and impact.
Essential Duties
* Manage ETF portfolios to help deliver strong performance aligned with fund objectives and within regulatory and compliance standards.
* Execute equity index rebalances and reconstitutions with a thoughtful approach to trading costs, tax implications, and market impact.
* Support equity and fixed income ETF order flow and broader capital markets functions.
* Develop and implement trading, tax‑management, and corporate action strategies.
* Drive enhancements to investment processes, systems, and operational workflows.
* Play a key role in shaping TCW's next‑generation ETF platform and evaluating new markets to support product innovation.
* Communicate complex investment topics clearly across various internal and external audiences.
* Build strong cross‑functional relationships to advance new initiatives and deliver a superior client experience.
* Execute global equity trades across high‑touch, algorithmic, and block trading strategies using OMS/EMS tools.
* Partner with PMs, brokers, custodians, and operations teams to ensure seamless trade execution and settlement.
* Lead daily reconciliation and understand 1940 Act fund accounting principles.
* Conduct trading due diligence including TCA, Best Execution reviews, and soft‑dollar oversight.
* Experience generating and coordinating equity and fixed income custom baskets for fixed income ETF.
Required Qualifications
* Minimum 3 years of investment‑industry experience with strong understanding of asset management, ETFs, index funds, equities, fixed income, and trading operations.
* Bachelor's degree.
* Strong knowledge of global markets, derivatives, and currency hedging strategies.
Professional Skills Qualifications
* Passion for ETF innovation, market structure, and operational scalability.
* Exceptional analytical, quantitative, and problem‑solving abilities.
* Ability to excel in a fast‑paced environment, multitask, and maintain precision.
* Strong communication, teamwork, and relationship‑building skills.
* Curious, self‑motivated, and driven to improve processes.
Desired Qualifications
* Experience with SQL/Python.
* CFA designation.
This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.
Estimated Compensation:
Base Salary: For a CA based positions, the base salary range is 130k - 150k. This represents base salary range only.
Other Compensation:In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package.
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$66k-111k yearly est. Auto-Apply 6d ago
Associate
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA
The Associate Credit Analyst position is a key member of the Credit Research team within the Fixed Income Group. As an Associate, you will work closely with experienced credit research analysts to monitor investment positions and generate recommendations, primarily for our bank loan portfolios. This role offers the opportunity to gain hands-on experience in fundamental credit modeling, business valuation, and relative value analysis in a fast-paced trading floor environment.
This is a two-year program with exposure to multiple industry sectors across Credit Research. Outstanding performers may be considered for a full-time offer at the conclusion of the program, subject to performance and business needs.
This role requires candidates to work from the TCW Los Angeles office 5 days a week.
Essential Duties
* Support Senior Analysts in the investment analysis of leveraged loans and bonds
* Build and maintain financial models and databases to monitor and analyze existing and prospective investments
* Monitor and synthesize news flow: company announcements, regulatory filings, sell-side research, ratings reports, etc., with a focus on leveraged loan market positions
* Communicate with external analysts and portfolio company management
* Partner with the trading team to share portfolio updates and investment theses for new issues
* Assist in the preparation of quarterly reports, credit summaries, and other internal research
Required Qualifications
* A minimum of 2-6 years of experience in buy-side/sell-side research, investment banking, leveraged finance, credit, private credit, private equity, or related fields
* Bachelor's degree from an accredited university/college with strong academic performance and relevant coursework
* Strong finance, math, and Excel skills
* Excellent verbal and written communication skills
Professional Skills Qualifications
* Strong work ethic and uncompromising attention to detail
* Ability to efficiently multi-task and work in a fast-paced environment
* Initiative to complete tasks and enhance output under limited supervision
* Collaborative, energetic, and team-oriented mindset
Desired Qualifications
* Interest in investing
* Intellectual curiosity, creativity, and an entrepreneurial attitude that will be complementary to the investment process
Estimated Compensation:
Base Salary: For CA based position, the base salary base is $150k. This is an anticipated range only.
Other Compensation: Eligible to be considered for an annual discretionary bonus
Benefits: Eligible for TCW's comprehensive benefits package.
This position is not eligible for sponsorship
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$150k yearly Auto-Apply 60d+ ago
2026 Early Investors Program
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA
Invest in your future. TCW is hosting its annual early insights summer program specifically designed for current first or second year students from all disciplines and majors who are keen to know how they can kick start their career today in the vast world of finance. Over the course of seven weeks, interns will come to understand the capital markets ecosystem and the fundamentals of credit investing.
The program's emphasis will be centered around introducing a practical framework and conventional analytics applied in fundamental credit research, such as: (i) understanding the structural differences between a bond and loan, (ii) interpreting financial statements, (iii) building a capital structure, (iv) computing financial ratios, (v) deriving cash flows of a business, and (vi) assessing how the market measures and prices credit risk.
Essential Duties
* Gain on-the-job experience: Your first week will be dedicated to learning from our experienced credit investment professionals. You will then partner with an intern for a research project in the first half of the program, and with a second intern for a different project in the second half. These collaborative experiences are designed to strengthen your analytical and communication skills and will culminate in two formal presentations-one for each partnership-to an audience of investment professionals.
* Receive professional support: You will be matched with a mentor who will be available to answer your questions, help you through challenging situations, and give you feedback throughout the course of the summer. You will also have the support of your cohort to support you through your internship experience. As a supplement to the teach-ins, you will have an opportunity to shadow investment professionals.
* Benefit from a speaker series: TCW's top leaders and guest speakers will provide insight on how to make the most of your summer experience, share their career paths, tips, and advice, while also sharing trends in the financial and functional spaces they work in.
* Build your network: We promote community involvement and networking with other summer interns both within TCW and within the financial industry. You will have the opportunity to create lasting professional relationships, build your network, and may be fast-tracked for interviews for a return internship.
Required Qualifications
* Undergraduate students with an interest in corporate finance and/or investing are encouraged to apply.
* First and second year students graduating between December 2028 to June 2029.
* Must be enrolled at a four-year accredited institution or community college planning to transfer to a four-year accredited institution and provide their resume with a current GPA
* Cumulative GPA is 3.0 or above.
* Ability to effectively collaborate with others, exhibit integrity, possess intellectual curiosity, and demonstrate leadership potential.
* Excellent communication skills
* Working knowledge of MS Excel and Powerpoint
$47k-145k yearly est. Auto-Apply 10d ago
Salesforce Engineer
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA or remote
The Corporate Services group within Engineering Solutions at TCW is looking for a Salesforce Software Engineer. This role is critical in designing, implementing, and enhancing the Salesforce platform. The successful candidate should be experienced in various technologies such as Lightning Web Components (LWC) Framework, Apex, and JavaScript. The candidate is required to wear multiple hats in addition to Salesforce Engineer such as Salesforce Admin/Analyst.
This technical role requires direct interaction with business users to gather requirements, develop solutions, and ensure that the solutions meet the business needs effectively. The candidate will also be interacting with Senior Leadership at the firm and expected to have excellent communication/ presentation skills.
The role demands a very strong technical foundation, analytical thinking, and the ability to build solutions that enhance user experience and business operations. The candidate should be adept at Salesforce stack and should thrive in a dynamic, fast-paced environment. The position is based out of our modern office in Los Angeles, providing a dynamic work environment and convenient access for commuting professionals.
Essential Duties
* Provide ongoing support and maintenance of Salesforce applications
* Work closely with business stakeholders to gather requirements and translate them into working prototypes.
* Design, develop and implement customized Salesforce solutions leveraging Apex, Lighting Web Components and SOQL
* Perform unit testing and achieve maximum code coverage to ensure quality and accuracy
* Keep up to date with Salesforce releases, features, and best practices.
* Perform hands-on configuration of all new and existing functionality including user management, Salesforce security, custom objects, page layouts, validation rules, workflow rules, flows, process builders, reports and dashboards and customized applications
* Partner with team members across various technology groups to ensure seamless integration of Salesforce with existing systems hosted on SQL Server/Snowflake
Required Qualifications
* Bachelor's Degree, preferably in Computer Science, Business Administration, or related disciplines
* At least 3 years of knowledge and skills within Salesforce (Management, Administration, Development)
* Ability to build custom apps and objects, formula fields, workflows, and custom views
* Report Development, and / or Relational Database Experience (MSSQL)
* Proficiency in JavaScript, Apex, Lightning Web Components and SOQL
* Experience with data migration tools such as Data Loader, DBAmp, or other ETL tools
* Experience working with third party tools, managed packages on the app exchange
Professional Skills Qualifications
* Excellent verbal and written communication as well as analytical skills
* Detailed-oriented, quality-driven, fast-paced, and well organized
* Excellent problem-solving and organizational skills
* Ability to work independently as well as in a team environment
* A self-starter with proactive, hands-on approach and determination to achieve success
* Excellent interpersonal skills with the ability to work well with colleagues, vendors, and partners
* High professionalism and strong organizational skills; ability to manage multiple tasks simultaneously
* Willingness to learn new technologies
Desired Qualifications
* Experience in the financial industry, preferably in investment management
* Salesforce Certifications (Administrator, Advance Administrator, Developer, Sales Cloud Consultant, etc)
* Experience with BI tools such as CRM Analytics, Power BI, Tableau, etc.
* Experience in cloud environments, particularly Azure Data Factory (ADF), DBT, Snowflake etc.
* Knowledge of Salesforce Data Cloud
Estimated Compensation:
Base Salary: For CA based position, the base salary range is $155K - $175K. This is an anticipated range only.
Other Compensation: Eligible to be considered for an annual discretionary bonus
Benefits: Eligible for TCW's comprehensive benefits package. See more information here.
This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.
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$155k-175k yearly Auto-Apply 60d+ ago
Head of Data Engineering
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA
As the Head of Data Engineering (Managing Director), you will set the vision and lead the execution of the firm's enterprise-wide data strategy, ensuring data is a competitive advantage. Reporting directly to the CTO, you will not only define strategy but also take a hands-on role in driving innovation, scalability, and operational excellence across a hybrid environment of on-premise and Azure cloud platforms. This position requires a strategic leader with deep expertise in asset management and modern data architecture, who is comfortable solving complex technical challenges directly.
You will lead and actively engage with a high-performing, geographically distributed team of employees and consultants, fostering a culture of accountability, collaboration, and continuous improvement. Your mandate includes architecting, building, and optimizing data platforms leveraging Snowflake, Azure, and complementary technologies to enable advanced analytics, real-time insights, and secure data sharing.
As a key technology leader, you will partner closely with leaders in Portfolio Management, Investment Operations, Corporate Services, and Distribution to deliver data solutions that power critical business functions. You will also work hand-in-hand with the Head of Architecture and the Data Governance team to implement end-to-end strategies for data quality, compliance, and governance. This role requires a visionary who pairs strategic thinking with practical execution, ensuring the firm's data ecosystem is robust, future-ready, and aligned with business priorities.
Essential Duties
* Strategic Leadership & Vision
* Define and execute the firm's data strategy in alignment with business goals and technology vision.
* Act as a key partner to the CTO, Head of Architecture, and Data Governance team to shape the future of data engineering.
* Promote data-driven decision-making and foster a culture of innovation and continuous improvement.
* Data Platform & Architecture
* Lead the design and delivery of scalable, secure, and reliable data platforms across on-premises and Azure environments.
* Drive integration of Snowflake, Azure Data Factory, Synapse Analytics, Data Lake Storage, and related technologies.
* Ensure timely, high-quality data solutions for portfolio management, Investment Operations, Corporate Services, and Distribution.
* Governance, Compliance & Quality
* Implement governance, security, and compliance standards in partnership with the Data Governance team.
* Maintain regulatory compliance and industry best practices.
* Guarantee data accuracy and reliability for all consumers.
* Operational Excellence
* Lead and develop a blended team of employees and consultants, ensuring accountability and growth.
* Oversee data pipeline development, reconciliation, lineage, and access control.
* Continuously optimize processes for efficiency, scalability, and reliability.
* Stakeholder Engagement & Collaboration
* Partner with technology and business leaders to deliver practical, scalable solutions.
* Align end-to-end data strategies with enterprise architecture.
* Communicate priorities, progress, and outcomes to senior leadership.
* Innovation & Continuous Improvement
* Identify and implement emerging technologies to advance data engineering capabilities.
* Leverage artificial intelligence (AI) to increase productivity, automate processes, and unlock new business value.
* Ensure data platforms and pipelines are designed to be AI-ready, supporting advanced analytics and machine learning initiatives.
* Stay ahead of industry trends and champion best practices.
Required Qualifications
* Education: Bachelor's Degree in Computer Science, Engineering, or related field; Master's degree preferred.
* Experience: 15+ years of progressive experience in data engineering, data architecture, or related technology leadership roles, with significant exposure to asset management.
* Cloud Expertise: Proven experience in migrating enterprise data platforms to the cloud, preferably Microsoft Azure, including hybrid/on-premise integration strategies.
* Technical Depth: Advanced knowledge of Snowflake, Azure services (Data Factory, Synapse Analytics, Data Lake), ETL/ELT tools, and complementary technologies for data engineering and analytics.
* Familiarity with leveraging artificial intelligence (AI) and machine learning concepts to enhance data platforms, automate processes, or support advanced analytics is a plus.
* Experience designing or supporting data architectures that can enable AI and machine learning initiatives is desirable.
* Leadership: Demonstrated ability to lead and develop high-performing, geographically distributed teams composed of both employees and consultants.
* Strategic & Hands-On: Strong strategic thinking combined with practical execution skills to deliver scalable, secure, and reliable data solutions.
* Governance & Compliance: Familiarity with data governance frameworks, regulatory compliance, and best practices for data quality and security.
* Communication: Excellent interpersonal and stakeholder management skills, with the ability to influence senior leadership and cross-functional teams.
Professional Skills Qualifications
* Cultivates strong, collaborative relationships by fostering open communication, active listening, and mutual respect.
* Leadership in identifying and delivering measurable business value through efficient execution, continuous improvement, innovation, and accountability.
* Conscientiousness, with a focus on quality and stakeholder satisfaction.
* Excellent interpersonal, coordination, and vendor management skills.
Estimated Compensation:
Base Salary: For CA & NY based positions, the base salary range is $275k - $400k . This represents base salary range only.
Other Compensation: In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package. See more information here.
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$275k-400k yearly Auto-Apply 42d ago
Marketing Compliance Broker/Dealer Officer
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA or remote
The AVP/VP, Marketing Compliance Broker/Dealer Officer will report to the firm's Broker-Dealer Chief Compliance Officer and Head of the Marketing Compliance function and be responsible for assisting with : (i) reviewing marketing communications and presentations across all media types and for domestic and/or international use, as appropriate; and (ii) supervising the activities of the broker-dealer, including but not limited to, conducting trainings for sales staff, and assisting with branch office inspections. This is a hands-on position in the Compliance Department within a global asset management organization of over 600 employees.
Essential Duties
* Have a strong understanding of relevant regulatory rules and guidelines regarding marketing and advertising, especially the SEC's new marketing rule;
* Review marketing communications (including presentations, fact sheets, press releases, website and social media content, media appearances, webinar content, RFPs and other content) across numerous product lines, including registered and unregistered funds and segregated accounts, consistent with U.S. and international marketing rules and guidance;
* Collaborate with business partners across all investment teams, Legal, Global Marketing, Distribution and others to advise on content standards and provide guidance on U.S. and international marketing rules;
* Have a strong understanding of FINRA rules as they pertain to broker dealers, including rules regarding advertising and supervision of registered persons;
* Develop or modify policies and procedures and desktop guidance with respect to marketing and advertising, as well as updating Written Supervisory Procedures for the broker-dealer, in response to regulatory and/or business requirements.
* Prepare and conduct trainings for sales teams and other employee populations as appropriate;
* Attend industry conferences and webinars relevant to this position and general compliance topics;
* Effectively manage projects and other staff, as necessary.
Required Qualifications
* Bachelor's Degree and a minimum of 6+ years of relevant compliance related work experience.
* Solid understanding of the securities industry and the rules and regulatory requirements related to registered investment companies, registered investment advisers and broker-dealers, including FINRA and SEC rules regarding marketing and advertising.
* Prior marketing compliance experience pertaining to registered investment advisers, registered investment companies and various investment products;
* Prior experience with supervising registered persons and other broker-dealer requirements
* Current FINRA Series 7 and Series 24 licenses.
Professional Skills Qualifications
* Excellent interpersonal skills; demonstrated success in building and maintaining strong internal and external relationships.
* Strong organizational and time management skills; ability to effectively identify and prioritize the most critical tasks.
* Excellent written and verbal communication and presentation skills and attention to detail.
* Continually improve processes by researching and implementing best practices.
* Keeping abreast of the changing regulatory and business landscape with an inquisitive mind.
* Exercise good judgment and maintain strict confidentiality.
* A team player with the ability and willingness to pitch in as needed in areas outside one's own core expertise.
* Ability to comprehend complex regulations and apply to practical use cases.
* Proficiency in Microsoft Office applications (Word, Excel, Outlook).
Desired Qualifications
* Previous experience either as a paralegal or an attorney is a plus.
* Project management skills a plus
* Additional FINRA licenses.
This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.
Estimated Compensation:
Base Salary: For CA based position, the base salary range is $115K-$150K. This is an anticipated range and represents base salary only.
Other Compensation: Eligible to be considered for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package.
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$115k-150k yearly Auto-Apply 60d+ ago
Client Service Associate, Equities
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA
The Client Service Associate, Equities supports the Equity Portfolio Specialist team at TCW and is responsible for providing reporting, marketing, client servicing support for our diverse line-up of equity strategies. This role requies a solid understanding of the key attributes of equity investment portfolio reporting, including performance, portfolio characteristics, and valuation metrics.
Essential Duties
* Prepare commentaries and fund performance reviews across equity strategies
* Research, develop and prepare written presentation materials with relevant industry and company data
* Assist in responding to client inquiries by assembling market data, developing consistent narratives, and liaising with portfolio managers and research analysts
* Coordinate with Communications while developing presentation materials and preparing periodic updates to ensure that timelines are met
* Customize reporting material to meet different client needs and requests
* Liaise with other departments (Product Services, Client Services, Marketing, Investment Operations, Performance Attribution, and Legal) to support client requirements and assist inproviding information related to client inquiries
* Innovate and draft marketing charts for new viewpoints on performance and investment ideas; provide sales teams with relevant news flow related to current events pertinent togiven investment strategies
* Prepare a variety of internal reports for broad distribution across the firm
* Identify ways of creating efficiencies/improving processes
Required Qualifications
* Bachelor's degree from an accredited college or university
* A minimum of 2 years' experience working in financial services (internship experience will be considered)
* Working knowledge and understanding of capital markets
* Proficient with Microsoft Office applications, particularly MS Excel and PowerPoint
Professional Skills Qualifications
* A self-starter who takes initiative and can work independently
* Strong analytical skills and excellent attention to detail
* Excellent verbal and written communications skills
* Well organized and able to prioritize multiple requests from a variety of sources
* A team player and collaborates well with others
Desired Qualifications
* Familiarity with Bloomberg and/or FactSet
* Familiarity with portfolio attribution
This role requires candidates to work from a TCW office five days a week.
Estimated Compensation:
Base Salary: For CA based position, the base salary range is $80k-$100k. This represents base salary range only.
Other Compensation:In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package.
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$80k-100k yearly Auto-Apply 14d ago
Head of Product Development & Strategy
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA
TCW is a privately held global asset manager that specializes in fixed-income, equities, and alternative investments. Over the past five decades, we have been committed to delivering investment strategies that use rigor and deep analysis to break from consensus. We build high-conviction portfolios, seeking to minimize risk and deliver compelling returns for our clients. TCW's clients include many of the world's largest corporate and public pension plans, financial institutions, endowments and foundations, insurers, as well as financial advisors and high-net-worth individuals.
A critical part of TCW's ongoing growth plan is the continued expansion of its product lineup across both public and private markets to best serve our clients. To advance this agenda, TCW is seeking a Head of Product Development & Strategy.
The Head of Product Development & Strategy will be responsible for formulating and executing the firm's product strategy for its next phase of growth and for optimizing the existing product suite across asset classes and vehicles. This position is a high-priority leadership role, and the successful candidate will serve as a key architect in evaluating TCW's current product landscape and shaping the future direction of its institutional and wealth offerings.
The selected individual will serve as a business leader and a subject matter expert for all product platforms across distribution channels and will be instrumental in expansion opportunities, bringing new products to market, and managing those already in existence. This will entail working with the investment teams to generate ideas, internal sales teams to gather client feedback, and market research staff to keep abreast of competing products in the market. This individual will also need to coordinate across departments to develop pricing strategies and ensure alignment with legal and compliance frameworks.
Essential Duties
Engagement and Idea Generation
* Lead efforts around product rationalization and platform evolution, enhancing product design for existing offerings (e.g., introducing income or leverage features to maximize return streams) and identifying opportunities to repurpose vehicles while preserving track records.
* Monitor competitor and market trends, including new vehicle structures and innovations that offer advantages such as improved liquidity, transparency, or client access.
* Analyze competitor flows and fundraising activity to identify areas of market momentum and inform TCW's product launch priorities, determining where to focus resources for the greatest growth potential while avoiding oversaturated or low-demand segments.Stay abreast of regulatory developments impacting fund structures, adapting TCW's platform to capture commercial opportunities arising from new rules (e.g., BDC regulation changes).
* Leverage industry research, consultant feedback, and client insights to inform the product roadmap and support fact-based decision-making on new initiatives.
* Cultivate relationships across the investment ecosystem, including investment banks, administrators, consultants, and placement agents, to stay informed on evolving structures, investor preferences, and distribution dynamics.
* Partner with TCW's Global Distribution teams to engage directly with intermediaries, RIAs, family offices, and institutional consultants to validate demand and gather input for pipeline development.
* Foster collaboration across internal teams, ensuring investments, sales, legal, operations, risk, and compliance are aligned from ideation through launch and ongoing management.
Product Management & Development
* Chair and lead the Product Development Committee, ensuring effective governance, prioritization, and decision-making on all new product proposals and product-related initiatives.
* Drive operational readiness and coordinate cross-functional execution across the product lifecycle of new initiatives, partnering with investments, operations, finance, legal, and compliance to ensure alignment, control, and commercial viability.
* Oversee the end-to-end product development process from concept and feasibility through design, approval, launch, and rationalization, ensuring alignment with TCW's strategic, operational, and financial objectives.
* Conduct annual diagnostic reviews of the product platform, including pricing, benchmarks, guidelines, and seeding strategies, with recommendations for enhancement or retirement.
* Integrate disciplined project management practices to organize and execute multiple concurrent initiatives efficiently and on time.
* Provide ongoing analysis of product performance, positioning, and competitiveness across public and private offerings to ensure continued relevance and differentiation.
Required Qualifications
The ideal candidate for Head of Product Development & Strategy will be a seasoned investment management professional with a deep understanding of both public and private market structures. This individual will possess organizational leadership experience and a track record of launching significant product and business initiatives. The following skills and competencies are critical:
* Minimum of 15 years of experience in investment management with direct exposure to both public and private markets, including experience across fixed income, equities, and alternative strategies.
* Career marked by progressive leadership growth and success in building, leading, and scaling product development and management teams within complex investment organizations.
* Demonstrated track record of developing, launching, and structuring investment products across multiple vehicles (e.g., mutual funds, ETFs, commingled funds, LP structures, and SMAs) to maximize benefits to clients across multiple jurisdictions and within various regulatory and tax regimes.
* Established relationships with market participants and service providers within the global investment community.
* Proven experience collaborating with senior leaders across operations, technology, finance, risk, legal, and compliance, guiding coordination across these functions and with key external providers.
* Deep understanding of statutory, legal, regulatory, tax, compliance, and other structural considerations related to product offerings globally.
* Strong internal relationship building and influencing skills, coordinating with multiple investment teams and distribution organizations globally to develop and launch new products and solutions, particularly in the alternatives arena. This includes collaboration on distribution and marketing campaigns and fostering organizational alignment across channels.
* Experience presenting to executive management and internal business approval committees.
Professional Skills Qualifications
Leadership Capabilities & Management
* Hands-on, well-rounded commercial business leader with a deep understanding of investment management, including fund formation, operations, and the evolution of asset classes, investor preferences, and product structures. Demonstrates the ability to conduct analytically driven assessments of revenue opportunities, P&L projections, capital requirements, and costs.
* Strategic, forward-looking thinker with a broad perspective on investment markets and the discernment to identify trends across multiple asset classes, investment vehicles, and client segments. Able to translate insights into actionable product strategies, solutions, and initiatives that align with TCW's growth objectives.
* Outcome-oriented manager with a strong sense of purpose, urgency, and accountability; capable of managing complex initiatives and multiple workstreams across public and private markets within a matrixed organization.
* Collaborative leader with high emotional intelligence, skilled in building alignment among investors, distribution, and corporate functions. Embodies TCW's culture of collaboration, humility, stewardship, and entrepreneurship while fostering engagement and follow-through across teams.
* Team-oriented and collegial, with an appreciation for the contributions of colleagues and a demonstrated ability to sustain high levels of partnership and performance across the organization.
* Mentor and developer of talent - a proactive, supportive leader who drives cohesion, engagement, and professional growth across investment, distribution, and functional areas through coaching, communication and empowerment.
Desired Qualifications
* Graduate degree and CFA designation a plus
This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.
Estimated Compensation:
Base Salary: For CA/NY based position, the base salary range is $350K - $400k. This is an anticipated range for the base salary only.
Other Compensation: Eligible to be considered for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package.
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$89k-142k yearly est. Auto-Apply 60d+ ago
Head of Private Credit Fund Accounting
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA or remote
The Head of Private Credit Fund Accounting will oversee the CFR Fund Accounting Team, supporting the rapid growth and increasing complexity of the Private Credit Group. This leader will manage all aspects of accounting, financial reporting, and compliance for private credit funds and related entities, ensuring operational excellence and strong internal controls.
Essential Duties
* Lead monthly closes and oversee all Private Credit fund general ledgers.
* Oversee the preparation of quarterly and annual financial statements for private funds and BDC funds (including Forms 10Q and 10K), ensuring compliance with US GAAP and SEC, and tax reporting requirements, as applicable.
* Manage outsourced accounting resources and third-party service providers.
* Support annual external audits and conduct US GAAP analysis on financial reporting and internal controls.
* Analyze GAAP and SEC reporting requirements, including new and existing guidance, as well as those in support of ad hoc complex accounting matters and capital transactions.
* Oversee technology systems and new implementations, with a focus on process automation.
* Produce quarterly investor reporting and ensure compliance with BDC and RIC tests; and debt covenants.
* Update and file Form 8-K for material events.
* Prepare board materials for senior management, including expense allocations, director fee summaries, and distribution notices.
* Coordinate periodic capital calls, distributions, and IRR statements with the Investor Relations Team.
* Establish and develop relationships with key internal and external stakeholders, including investors, vendors, banks, and the Board of Directors.
* Collaborate closely with Investment Operations, Tax, Reporting & Analytics, Valuation, Compliance, Legal, and Technology Solutions teams to support ongoing operational and reporting needs.
* Drive operational efficiencies, strong controllership, and compliance throughout all team processes.
* Provide strong team leadership with a focus on employee growth and development.
Required Qualifications
* Minimum of fifteen years of relevant experience in asset management (BDC/private credit/leveraged finance structures) of significant size and complexity. A mix of asset management and public accounting experience is a plus.
* Bachelor's degree in Accounting or Finance required; advanced degree preferred. Must have an active CPA license.
* Extensive experience preparing GAAP-based financial statements.
* SEC reporting and filing experience required, including proven ability to assess reporting requirements in accordance with Regulations S-X and S-K.
* Extensive experience and knowledge designing and maintaining control environments in accordance with COSO and SOX.
* Proven ability to build and lead multi-person teams, motivating employees to create a positive, results-oriented environment.
* Energetic, efficient, and resourceful team player with the ability to 'roll up their sleeves.'
* Exceptional attention to detail while managing multiple responsibilities in a fast-paced, high-growth environment.
* Experience supporting new vehicle launches and ensuring operational excellence during periods of significant growth.
* Proficiency in Excel, PowerPoint, and general ledger packages (e.g., Geneva) is a strong plus.
* Ability to build relationships and work effectively with a variety of business partners in a team-oriented environment.
* Ability to operate and lead within a matrixed organization.
* Excellent communication, presentation, and interpersonal skills, with the ability to interact effectively with senior executives.
* Strong presence, maturity, confidence, and experience working within sophisticated, matrixed organizations.
Professional Skills Qualifications
* Leading the team: Focuses on the right goals and priorities, develops self and others, and fosters an inclusive team culture.
* Ability to generate Results: Develops careful plans, delivers consistently, and holds self and others accountable for high-quality results.
* Communication and relationships: Builds strong relationships within the team and the firm, communicates effectively, and adapts to changing circumstances.
* Strategic Thinking: Applies analytical reasoning, anticipates and addresses issues proactively.
* Focus on Innovation: Drives process improvements and embraces new technologies.
* GAAP & Policy Compliance: Ensures adherence to internal policies and accounting standards.
* Market and Firm Knowledge: Understands firm products, structure, and market trends within Private Credit.
* Investor Communication: Aligns deliverables and communications with investor interests.
* Standard Operating Procedures: Creates and maintains clear and concise SOPs for the team to adhere to.
Desired Qualifications
* Develop a strong understanding of the firm, the CFR Fund Accounting Team, and related processes and systems (including Geneva and Everest).
* Master regulatory reporting and compliance requirements for BDCs, including the SOX framework.
* Gain a high-level understanding of the monthly close process, general ledger maintenance, and preparation of internal management reports.
* Build relationships with other departments involved in the month-end process and understand their roles.
* Mentor direct reports and develop coaching relationships within the team.
* Build relationships with the BDC Group, Corporate Development, and Structured Products teams to achieve BDC goals.
This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.
Estimated Compensation:
Base Salary: For a CA based position, the base salary is $250K-350K.
Other Compensation:In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package. See more information here.
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$65k-88k yearly est. Auto-Apply 20d ago
SVP, High Yield Trading and Portfolio Management
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA
The Senior Vice President, HY Trading and Portfolio Management will work as part of TCW's integrated credit team performing the portfolio management and trading functions for the firm's high yield bond strategies. This includes TCW's high yield bond funds and separately managed accounts, as well as the allocation to high yield credit within our multi-sector fixed income portfolios. We employ a value investing philosophy and construct portfolios from the "bottom-up," credit-by-credit. Our investment process is highly collaborative among portfolio managers, traders and research analysts, collectively forming our Investment Committee. As such, a successful candidate knows how to operate and lead within a team-based culture.
Highly professional and polished communication skills are paramount, both written and verbal, as the candidate will be called to present investment recommendations and deliver frequent updates on TCW's high yield portfolios and the high yield bond market at large. Moreover, the candidate will provide support for maintaining and improving the tools used for the allocation and management of high yield positions.
Essential Duties
* Perform the day-to-day portfolio management and trading function for high yield bond funds, separately managed accounts and high yield credit allocations from broader fixed income strategies.
* Support trade execution and manage the high yield trading process
* Maintain and improve tools used for allocation and management of high yield positions
* Provide frequent written and verbal updates to senior leadership on high yield portfolio positioning and the high yield market opportunity set
Required Qualifications
* Minimum of eight years of experience in the securities industry
* Minimum of three years spent investing in high yield credit in either a portfolio management, research analyst or trading capacity
* Bachelor's Degree from a reputable university or college with strong academic performance and relevant coursework
* Excellent math/finance and strong computer skills, particularly MS Excel
* Proficiency with Bloomberg
Professional Skills Qualifications
* Diligent, hard-working, responsible, willing to work both in a team setting and independently, and have proven these characteristics
* Strong oral and written communication skills
* Ability to multi-task in a trade room atmosphere
* Entrepreneurial attitude; creativity to search out investment opportunities
Desired Qualifications
* Prior experience in high yield portfolio management
This role requires candidates to work from a TCW office a minimum of five days a week.
Estimated Compensation:
Base Salary: For CA based position, the base salary range is $200k- $250k - This is an anticipated range only.
Other Compensation: Eligible to be considered for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package.
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$200k-250k yearly Auto-Apply 18d ago
CEE Sovereign Analyst
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA
TCW is a leading global asset management firm with more than five decades of investment experience and total assets under management of approximately $200 billion as of spring 2025. TCW is headquartered in Los Angeles, with offices in New York, London, Singapore, and Tokyo among many other locations.
The CEE Sovereign Analyst position in the Emerging Markets Group requires a deep knowledge of macroeconomics, political economy, and markets in the CEE region, including the newer member states of the EU, Turkey, and the countries of the former Soviet Union. The successful candidate will need to have a strong grasp of sovereign credit, currencies and local rates with experience making value-added and time sensitive recommendations across the sovereign fixed income investment universe in both local currency and external markets. The successful candidate will be expected to have and continually develop a substantial network of primary contacts, including at relevant policymaking institutions. The successful candidate will need to be a proven team player, capable of working collaboratively in a dynamic environment with an experienced team of sovereign analysts, corporate credit analysts, EXD and LCD strategists, traders, and portfolio managers.
Ideally, the Sovereign Analyst will be based in TCW's Los Angeles office with the bulk of the EM analyst team and traders. We would consider medium term relocation to the TCW London or New York office(s). This position requires travel.
Essential Duties
* Perform qualitative and quantitative research to analyze sovereign debt markets and sovereign macro fundamentals
* Deep knowledge of macroeconomics, political economy, and markets in the CEE region, including the newer member states of the EU, Turkey, and the countries of the former Soviet Union
* Make clear forward-looking investment recommendations in sovereign debt markets, including local rates, currencies, and hard currency bonds
* Provide relative value investment recommendations
* Communicate effectively with internal and external clients about markets and their macroeconomic, policy, political and geopolitical drivers
Required Qualifications
* A minimum of 5 years of relevant and direct experience within sell-side, buy-side, or related
* English language fluency (verbal and written)
Professional Skills Qualifications
* Motivated self-starter with an entrepreneurial attitude
* Excellent interpersonal and communication skills
* Demonstrated experience collaborating across functions and teams
Desired Qualifications
* Advanced degree in economics, international public policy, or related
* Some experience working at a relevant policy institution (Central bank, IMF, World Bank, IADB, etc.)
Estimated Compensation:
Base Salary: For CA based position, the base salary range is $200k - $250k. This is an anticipated salary range only.
Other Compensation: Eligible to be considered for an annual discretionary bonus
Benefits: Eligible for TCW's comprehensive benefits package.
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$60k-90k yearly est. Auto-Apply 4d ago
Wealth Advisory Business Development Officer
Trust Co of West 3.3
Trust Co of West job in California
The Wealth Advisory Business Development Officer role focuses on driving growth through the platform channels, ("Wire" and "Independent" broker dealers), fostering relationships with advisors and positioning the firm's products and solutions to meet their needs. This position plays a critical role in achieving asset growth and increasing market share within this segment. This segment of the US market is a place with strong home office relationships and is a strategic focus for TCW's growth.
TCW is a mid-size, privately-owned asset manager with growing strategies in active equity, active fixed income, and private credit. This role will have a broad territory and the opportunity to distribute multiple funds, ETF, SMA and private funds/wrappers. This role will also have a great deal of autonomy and excellent support from scale digital selling tools and infrastructure, as well as TCW's senior investment teams and investment specialists.
Essential Duties
* Develop and execute territory level business plan & sales rotation
* Foster new & existing relationships to grow and optimize market share in the RIA, Family Office and Endowment & Foundation sectors.
* Demonstrate expertise and professionally represent all TCW investment strategies & solutions
* Serve as a valued resource and client service liaison within a defined territory
Required Qualifications
* Relationship Building: Cultivate and maintain strong relationships with advisors, ensuring that their needs are understood and served. Support in-territory regional staff from key national platform relationships.
* Sales Growth: Drive sales of the firm's investment products, meeting or exceeding sales targets. Focus on consultative selling, retaining legacy holdings and significantly growing and cross-selling strategies.
* Product Positioning: Clearly articulate the value proposition of the firm's products and solutions, tailoring messages to resonate with the platform audience. Using sophisticated understanding of each platform's home office approach, portfolio construction and active listening when working with clients.
* Market Intelligence: Monitor industry trends, competitor activities, and advisor needs to inform strategy development and product positioning.
* Business Development: Identify and pursue new business opportunities, ensuring a continuous pipeline of prospects. Work within a data-driven system with support on prospecting and marketing content to produce quality results.
* Educational Events: Organize or participate in webinars, seminars, and conferences targeting advisors, positioning the firm as a thought leader in the industry and within each firm.
* Feedback Loop: Gather feedback on products, market trends, and services, and communicate findings internally to shape product development and strategy.
* Collaboration: Work closely with internal teams, including product management, marketing, and client services, to ensure alignment in strategies targeting the segment.
* Reporting: Provide regular updates to senior management on RIA channel performance, market insights, and business development initiatives.
*
Professional Skills Qualifications
* Bachelor's degree in Finance, Business, or a related field
* Minimum of three years of experience in sales or business development within the asset management industry, with a focus on this channel
* Demonstrated track record of achieving sales targets and growing business within this segment
* In-depth understanding of the investment landscape, products, and the specific needs of advisors
* Excellent interpersonal and communication skills
* Strong presentation skills, both in-person and virtual
Desired Qualifications
* Client-focused with a strong drive to achieve results.
* Collaborative team player with the ability to work independently
* Strategic thinker with an analytical mindset
* Relationship-builder with a high degree of professionalism and integrity
Estimated Compensation:
Base Salary: For a CA based position, the base salary is $150K.
Other Compensation:In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package. See more information here.
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$150k yearly Auto-Apply 10d ago
Credit Analyst
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA
The Credit Analyst is a member of the corporate credit research team within the Fixed Income Group in the Los Angeles office. This role reports to the Head of Credit Research and works closely with other investment professionals in a team-oriented, trading floor environment. The Credit Analyst generates investment recommendations for our investment grade, high yield and bank loan portfolios within their coverage sectors. Specific sector coverage will be determined during the interview process. In addition to proven credit analysis expertise, the candidate must possess highly professional communication skills to effectively present memorandum to credit committee.
Essential Duties
* Present detailed investment memorandum including industry analysis, financial projections, credit analysis, covenant reviews, valuation analysis, relative value analysis, recovery analysis and investment recommendation
* Create and maintain financial models and databases, which are used to monitor and analyze both existing and prospective investments
* Evaluate new issue investment opportunities
* Monitor and synthesize news flow, company announcements, and industry reports related to portfolio investments
* Maintain industry scorecards and relative value frameworks
* Present on sector themes and discuss Buy/Hold/Sell lists
* Conduct meetings and sustain relationships with management teams, sell-side analysts, rating agency analysts, and industry experts
Required Qualifications
* Minimum 6 years of buy-side or sell-side research and/or investment banking experience
* Bachelor's Degree from a competitive university or college with strong academic performance and relevant coursework
* Excellent finance, accounting and math skills
* Solid proficiency with Bloomberg, Excel, Word and PowerPoint
Professional Skills Qualifications
* Diligent, hard-working, responsible, willing to work both in a team setting and independently, and have proven these characteristics
* Solid verbal and written communication skills
* Strong work ethic and uncompromising attention to detail
* Proven ability to work in a fast-paced environment and remain organized and productive under challenging time constraints
* Initiative to complete tasks and enhance output under limited supervision
* Entrepreneurial attitude, intellectual curiosity, creativity to identify investment opportunities
Desired Qualifications
* Graduate degree and/or CFA designation preferred; or, equivalent work experience
This role requires candidates to work from a TCW office five days a week.
Estimated Compensation:
Base Salary: For CA based position, the base salary range is $185k-$200k. This represents base salary range only.
Other Compensation:In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package.
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$52k-74k yearly est. Auto-Apply 60d+ ago
Agency MBS Senior Analyst/Trader
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA
This position is based in TCW's Los Angeles office and reports to the Co-Heads of Global Securitized Products within TCW's Fixed Income team. The role requires working onsite five days per week. The Senior Analyst/Trader will join the Agency MBS team (and the broader Global Securitized team) to provide market surveillance, investment analysis, best execution, and portfolio optimization across TCW's managed portfolios. These portfolios span a range of investment styles, including Agency MBS benchmarked, Core Plus, Unconstrained, and a suite of dedicated securitized strategies targeting returns from cash +150 bps to +500 bps.
Essential Duties
Agency MBS Market Coverage & Investment Activity
* Trading & Execution: Execute Agency MBS trades across specified pools, TBAs, and CMO structures with precision and efficiency
* Portfolio Management: Collaborate with portfolio managers to optimize allocations, and help manage duration, convexity, and prepayment risk.
* Market Analysis: Monitor market trends, rate movements, and liquidity conditions to identify opportunities and mitigate risk.
* Client Interaction: Support client inquiries, provide market color, and assist in structuring solutions tailored to client objectives.
* Risk Oversight: Ensure compliance with internal risk limits and regulatory requirements.
* Collaboration: Work closely with Rates, Risk and Operations teams in day-to-day trading and execution; work closely with proprietary analytics developers to enhance workflow and trading efficiency
* Training and mentoring: A Team player who can effectively work with and provide leadership to others.
Required Qualifications
* Bachelor's degree; minimum 10 years of buy-side or sell-side experience trading Agency MBS.
* Proficiency in Yield Book, TradeWeb, Bloomberg, advanced MS Excel, and Intex.
* Experience with Python, SQL, and/or VBA.
Professional Skills Qualifications
* Excellent verbal and written communication skills.
* Highly motivated and resourceful with strong work ethic and entrepreneurial mindset.
Desired Qualifications
* Graduate degree and/or CFA designation preferred; or, equivalent work experience
This role requires candidates to work from a TCW office five days a week.
Estimated Compensation:
Base Salary: For CA based position, the base salary range is $350k-$400k. This represents base salary range only.
Other Compensation:In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package.
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$84k-115k yearly est. Auto-Apply 60d+ ago
AVP, CLO & Bank Loan Operations Analyst
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA
The AVP - CLO and Bank Loan Operations Analyst supports the analysis, operations, and reporting for TCW CLOs and life-cycle events for Bank Loans. This role is responsible for processing and monitoring the timely settlement of trades, cash and position reconciliation of TCW CLO and Bank Loans funds, and working with trustees, agents, and custodians to ensure accurate and timely reporting. Key deliverables include compliance testing, hypothetical analysis, cash flow projection, transaction comparisons, and resolution of exceptions.
This role also has vendor management responsibilities, primarily overseeing outsourced Cash Reconciliation operations and CLO Compliance Data Reconciliation.
Reporting to the VP of Bank Loans and CLO Operations, this position ensures that CLO and Bank Loans-related exceptions are handled and resolved promptly, transactions are recorded accurately across IBOR/ABOR and serves as a key contact for internal and external stakeholders. This highly visible role requires strong communication skills and a solid understanding of CLO mechanics.
Essential Duties
* Manage oversight of multiple outsourced vendor services including Cash Reconciliation and CLO Compliance Reconciliation
* Utilize management reporting to track metrics, escalate items in key-risk items and lead governance meetings within the assigned domains.
* Maintain open lines of communication with the trading desk regarding ticket changes and other relevant updates.
* Ensure timely and accurate responses to requests from Portfolio Managers for hypothetical analysis, various projects and cash flow projection.
* Lead or support research and automation projects as project manager for senior Operations Managers, and Portfolio Managers.
* Track issues, provide oversight and constructive feedback as part of vendor management framework and work with senior managers to enhance vendor performance.
* Interact with rating agencies on questions or rating actions relating to holdings.
Required Qualifications
* Bachelor's degree in Finance, Economics, or similar field.
* At least 5 years of investment industry experience in a related role, including CLOs.
* Strong understanding of fixed income securities and bank debt.
* Knowledge of CLO documentation (including indentures) is required.
* Prior experience performing similar duties.
Professional Skills Qualifications
* Self-motivated individual with excellent verbal and written communication skills; comfortable presenting information to investors and others.
* Strong analytical and computer skills with a demonstrated proficiency in Microsoft Excel.
* Rigorous attention to detail; excellent time management and organizational
* Strong analytical and problem-solving capabilities.
* Excellent research skills, resourcefulness and ability to work independently as well as in a team environment.
* Responsive and possess strong interpersonal skills.
Desired Qualifications
* Experienced with WSO Admin/Web, WSO Compliance, and Bloomberg.
Estimated Compensation:
Base Salary: For CA based position, the base salary range is $110k-$130k. This represents base salary range only.
Other Compensation:In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package.
This position in not eligible for sponsorship
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$110k-130k yearly Auto-Apply 54d ago
Investment Compliance Analyst
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA
The Investment Compliance Analyst will be a member of TCW's Investment Compliance team that provides compliance support to our investment teams, as well as other functions within TCW. Specifically, this individual will have responsibility for monitoring current holdings and daily trading activity against client guidelines, restrictions, internal policies/procedures, and relevant regulatory requirements and will be responsible for thoroughly testing new and modified rules in the compliance monitoring.
Essential Duties
* Work with Portfolio Management, Trading, Data Management and others within Investment Compliance to determine trade suitability, review daily trading activity, and identify and resolve any associated compliance issues.
* Review daily portfolio compliance results, identify and resolve any active or passive compliance issues.
* Participate in the new account setup and guideline change process, providing a secondary review of new and amended guidelines in the compliance monitoring system.
* Partner with Investment Compliance to thoroughly develop and implement comprehensive rule testing process
* Collaborate with Rule Coding, Data Management, and IT-Trading & Compliance teams to analyze and request new data requirements to support new and modified guideline requirements.
* Identify and resolve any issues/concerns with investment guideline interpretation and coding.
* Working knowledge of governing documents, including but not limited to Investment Management Agreements (IMA), Prospectuses, Statement of Additional Information (SAI), and Fund Declarations
* Effectively participate in internal and external audits of controls and associated testing
Required Qualifications
* Bachelor's degree and minimum of 5 years of relevant experience, including knowledge and use of Aladdin or equivalent experience with other compliance monitoring applications.
* Experience and knowledge of Investment Compliance rule construction, including the identification and implementation of incorporating new data requirements
* Working knowledge and understanding of capital markets; experience with fixed income, equity, and derivative instruments
* Basic knowledge of the Investment Company Act of 1940, UCITs, and other regulatory requirements
* Excellent verbal and written communications skills
* Proficiency in Bloomberg and other major software applications
Professional Skills Qualifications
* A self-starter who takes initiatives
* Ability to work independently, but willing to contribute to team projects and collaborative efforts, as needed
* Strong analytical skills with excellent attention to detail
Desired Qualifications
* Excellent organizational skills and the ability to prioritize multiple requests from a variety of sources
Estimated Compensation:
Base Salary: For CA based position, the base salary range is $130k-$140k. This is an anticipated range only.
Other Compensation: Eligible to be considered for an annual discretionary bonus
Benefits: Eligible for TCW's comprehensive benefits package.
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$130k-140k yearly Auto-Apply 12d ago
AVP, Valuations Manager
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA or remote
TCW is looking for an experienced Manager/AVP to lead the Fair Market Valuation process within the Private Credit Group. This role will manage all aspects of valuation governance across both public and private markets. While the position does not require maintaining valuation models, it involves close collaboration with investment teams and third-party valuation agents. The individual will act as a key liaison between TCW and its auditors, regulators, and investors, ensuring strong governance, transparency, and reporting standards.
The ideal candidate will bring exceptional communication, organizational, and relationship management skills, combined with technical expertise in private credit valuation.
Essential Duties
* Direct the monthly and quarterly valuation process, partnering with investment and operations teams to ensure valuations are finalized, approved, and accurately reflected in all downstream systems.
* Support investment teams by preparing and analyzing data sets, maintaining a master database of deliverables and timelines, assisting with onboarding new investments, coordinating with valuation agents, and handling ad hoc requests.
* Prepare comprehensive monthly and quarterly valuation reports for Valuation Committee meetings and client reporting.
* Serve as a strategic partner to investment, risk, operations, and internal audit teams to uphold strong internal controls, regulatory compliance, and audit readiness within the valuation framework.
* Perform independent reviews and quality checks on valuation outputs to confirm accuracy, completeness, and adherence to established methodologies and best practices.
* Coordinate with internal and external auditors during valuation testing, providing documentation, support, and timely follow-up.
* Stay informed on industry trends, emerging valuation techniques, and best practices to continuously improve valuation processes and frameworks.
* Demonstrate interest in leveraging new technologies to enhance valuation processes and drive operational efficiency.
Required Qualifications
* Bachelor's degree in Finance, Accounting, Economics, or related field; advanced degree (MBA, Master's in Finance), CFA, or CPA preferred.
* Minimum of 5 years of experience in portfolio valuation, with an emphasis on the credit valuation processes.
* Strong understanding of fair value measurement principles and related regulatory standards.
* Excellent quantitative and analytical skills, with the ability to distill complex valuation inputs into clear, actionable insights.
* Outstanding written and verbal communication skills, capable of explaining technical valuation concepts to senior stakeholders, clients, auditors, and regulators.
* Familiarity with valuation and accounting platforms such as Aladdin, Intex, Yield Book, CapIQ, Geneva, Bloomberg, or similar tools.
* Demonstrated leadership, interpersonal skills, and a collaborative mindset.
* Ability to thrive in dynamic, fast-paced environments and adapt to shifting priorities and deadlines.
This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.
Estimated Compensation:
Base Salary: For a CA based position, the base salary is $140K-150K.
Other Compensation:In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package. See more information here.
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$140k-150k yearly Auto-Apply 20d ago
AVP, Insurance Solutions Strategist
Trust Co of West 3.3
Trust Co of West job in Los Angeles, CA or remote
We are looking for an intellectually curious and technically skilled Solutions Strategist to join our Insurance Solutions team in the Los Angeles office. The Strategist will analyze insurance capital frameworks, build capital models, develop capital efficient portfolio constructions, and create customized analyses for insurance clients. They will work closely with investment, sales, and solutions structuring teams to build insurance investment solutions leveraging all investment capabilities at TCW.
Essential Duties
* Build global insurance capital models. For example, US NAIC RBC, US Basel III, Bermuda BSCR, Japan J-ICS, EU Solvency II, and the international ICS
* Build analytical tools for insurance portfolio management, client service, and customized solutions structuring. For example, portfolio construction and optimization tools, portfolio management dashboards, capital efficient portfolio construction tools, and insurance scenario analysis tools
* Create customized analyses for insurance clients
* Work with the Product Management and Client Service teams to systematize client reporting functionalities
* Work with the Risk Management team to leverage the risk infrastructure for the Insurance business
* Work with the Engineering Solutions team to institutionalize the models and tools, and represent the business team to supervise production procedures
* Work with software and data vendors to facilitate insurance solutions systems and processes
Required Qualifications
* Advanced training in Mathematics, Statistics, Computer Science, Economics, or another highly technical field
* Strong knowledge in fixed income
* Familiarity with insurance regulatory capital frameworks
* 2+ years professional experience in solutions structuring, quantitative analysis, or portfolio management in an investment management firm, an insurance company, or a bank
* 2+ years professional experience coding in Python and SQL
* Prior experience working in a data driven research environment
* Experience with translating complex concepts and mathematical models into code
* Strong and efficient research capabilities, with an ability to assess and analyze a wide range of financial and alternative data sources
Professional Skills Qualifications
* Intellectual curiosity: Strong capability to explore new and complex concepts and datasets
* Reliability: Motivated self-starter that needs minimal supervision
* Adaptability: Comfortable with unstructured data that needs approximation, estimation, and judgement
* Analytical capability: Strong quantitative and qualitative analytical skills as demonstrated by accurate, thorough, and creative analyses
* Communication: Strong communication skills to interface with colleagues, clients, prospects, and consultants
Desired Qualifications
* CFA and FSA charter or candidacy
* Past experience using or creating credit default models
* Past experience with creating NLP, Machine Learning, and Generative AI tools in professional and/or academic settings
This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.
Estimated Compensation:
Base Salary: For a CA based positions, the base salary range is 180k - 200k. This represents base salary range only.
Other Compensation:In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package.
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