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UBS jobs in Los Angeles, CA - 196 jobs

  • Administrative Officer (DOD SkillBridge Trainee)

    UBS 4.5company rating

    UBS job in Irvine, CA

    Your role Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry? UBS is seeking individuals like you to participate in our SkillBridge training program. Only transitioning service members approved for DOD SkillBridge will be considered. Are you highly motivated in solving technology issues? Are you at your best when supporting others? Do you work well in a team environment? We're looking for an Administrative Manager to: * manage branch administration, including branch facilities, and provide administrative support * recruit, select, onboard, train and manage administrative support staff * conduct performance reviews and make personnel decisions related to compensation and promotion * educate all employees on administrative policies and procedures * escalate supervisory issues when necessary and follow-up locally on issues identified by the management team Detailed salary information: * Irvine: the salary range for this role is $110000 to $135000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 2+ years of experience with a leading financial institution * management experience as administrative manager or other substantive leadership role * must pass SIE and Series 66 during Skillbridge trainee period * motivated, self-directed and driven * comfortable working in partnership * skilled at creating a positive business culture (you have the human touch) At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services. Only transitioning armed service members approved for DOD SkillBridge will be considered. During your SkillBridge assignment you will continue to be an active service member and shall not be an employee of UBS. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $110k-135k yearly 36d ago
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  • Market Supervisory Officer

    UBS 4.5company rating

    UBS job in Los Angeles, CA

    Your role Are you an expert on risk and supervision? Do you know how to make the right call in challenging situations? We're looking for a Market Supervisory Officer to: * drive initiatives related to sales supervision, compliance and business risk, including implementation and education * review various supervision processes * support branches in the Branch Review and Group Internal Audit processes, visiting branches, and working on action plans for those with failed audits * partner with Compliance, including providing input to policy and supporting communication of policies * serve as a point of contact for issues that cannot be resolved, and escalate issues as required Detailed salary information: * Los Angeles: the salary range for this role is $140000 to $180000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 7+ years of experience as a risk/supervisory manager, or other substantive leadership role with a leading financial institution * series 7, 8 (or 9/10), 66 (or 63/65); insurance a plus * track record of leadership, mentoring and coaching success * great communicator comfortable addressing difficult conversations * reliable when working independently, with sound judgment for when to escalate issues * quickly adaptable to changing market situations, technology and business needs About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $140k-180k yearly 5d ago
  • Credit Research Analyst, Municipals

    Pacific Investment Management Co 4.9company rating

    Newport Beach, CA job

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. PIMCO is a global investment solutions provider with more than 2,300 dedicated professionals in 12 countries focused on a single mission: to manage risks and deliver returns for our clients. We are recognized as an innovator, industry thought leader and trusted advisor to our clients around the world. We seek to cultivate performance and leadership through empowering our people, diversity of thought, and a dedication to an inclusive culture that engages in our global communities. POSITION DESCRIPTION PIMCO is seeking a Municipal Credit Research Analyst to support the firm's growth of tax-exempt assets under management. This opportunity is based in Newport Beach, CA where the Analyst will sit in a dynamic environment alongside Portfolio Managers and other tax-exempt and corporate credit Analysts. Although this position is specific to the Municipal business, you'll be part of the firm's global research team and will interact frequently with cross-asset Portfolio Managers. RESPONSIBILITIES Assume coverage and responsibility for one or more defined sectors within U.S. public finance with a concentration on HY asset classes Build financial projections with a focus on debt sustainability and develop independent credit opinions for related coverage field Analyze political conditions and the impact on credit fundamentals Report and analyze potential changes in the tax policies and accounting treatment of municipal issuers Provide detailed investment recommendations to tax-exempt and taxable portfolio managers Proactively develop and communicate investment ideas with portfolio managers Produce written reports and presentations as needed Interact with clients or client service professionals as required Work with other areas of the firm, including corporate credit analysts, to source cross-asset class investment ideas POSITION REQUIREMENTS Must have 5-15 years of relevant Public Finance credit analysis experience. Budget, credit or finance work at a buy side/sell side firm, federal agency, major state or municipal treasurer office required Strong prior experience in Muni high yield asset classes and experience in either municipal or corporate distressed situations Exposure to the following sectors a plus: MSA/tobacco, dirt deals, assisted living/skilled nursing/CCRC, student housing, charter schools and retail oriented Strong academic credentials and achievement; MBA/JD/CFA preferred Deep understanding of global fixed income products, including tax-exempt and taxable products Strong understanding of fixed income math with a background in statistics or economics Prowess to make judgments regarding credit, risk, and valuation Market knowledge that allows the analyst to resolve the appropriate depth of analysis required for individual credits Experience handling tasks with minimal direction and an ability to make preliminary decisions in a short time frame with incomplete information Good communicator; strong written and oral presentation abilities. Needs to be persuasive and credible Appreciates seeing one's investment ideas added to investment portfolios and enjoys credit analysis as a long-term career BENEFITS PIMCO is committed to offering a comprehensive portfolio of employee benefits crafted 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: $ 187,000.00 - $ 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.
    $187k-305k yearly Auto-Apply 42d ago
  • Associate, Opportunistic Credit

    Pacific Investment Management Co 4.9company rating

    Newport Beach, CA job

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. JOB DESCRIPTION PIMCO's growing $178 billion alternative complex invests in a wide range of asset types and geographies. PIMCO's opportunistic credit team manages funds focused on investing in directional and relative value opportunities across public and private corporate debt and equity, stressed/distressed capital structures, and various event-driven and special situation opportunities. PIMCO is seeking an Associate to join this opportunistic credit team, to be based in our Newport Beach office. You will be directly involved in identifying, evaluating, underwriting, and managing opportunistic credit and special situations investments. You will also interact across our investment organization; including Portfolio Management professionals within our alternatives platform, as well as across the firm's corporate research group. RESPONSIBILITIES Assist in identifying and evaluating public and private corporate debt and equity investments (both long and short), and special situation opportunities Partner with PIMCO Alternatives deal teams on diligence, underwriting, and management of selective investments Perform deep-dive research on industry sectors and individual companies, including detailed financial modeling and credit documentation review Communicate and present investment ideas and analysis to senior team members, portfolio managers, and investment committees REQUIREMENTS 2+ years of meaningful investment banking, credit research, and/or credit investing experience Strong experience in credit analysis and financial modeling, restructuring/distressed experience is a plus Outstanding academic credentials and demonstrated leadership capabilities Strong work ethic and integrity; you should be a team player who is proactive and self-motivated Experience managing tasks with minimal direction and an ability to make preliminary decisions in a short time frame Good communicator, strong written and oral presentation abilities; needs to be persuasive and credible Ability to work effectively on multiple projects simultaneously 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: $ 135,000.00 - $ 180,000.00 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.
    $135k-180k yearly Auto-Apply 42d ago
  • Portfolio Manager, FX Vol

    Pimco 4.9company rating

    Newport Beach, CA job

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. JOB DESCRIPTION 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.
    $265k-305k yearly Auto-Apply 60d+ ago
  • Senior Investment Editor & Writer (Private Markets)

    Pimco 4.9company rating

    Newport Beach, CA job

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description We are seeking a Senior Investment Editor & Writer to co-lead our Editorial & Publishing team within PIMCO's Content Marketing group. In this high-impact role, you will shape PIMCO's thought leadership publishing strategy to strengthen market presence and accelerate growth, while serving as the principal investment writer for private markets content-positioning PIMCO as a leading private markets investor. You will combine editorial expertise, strategic thinking, and investment knowledge to deliver content that resonates with wealth and institutional clients globally to support PIMCO's growth priorities. This role requires close collaboration with portfolio managers, investment and product strategists, client business leaders, and marketing and communications teams. A key component of this role is implementing a newsroom-style publishing model that scales globally consistent messaging, deepens client understanding, leverages data-driven insights, and crafts compelling narratives across multiple formats. Demonstrated expertise in private markets is essential, including the ability to develop investment narratives for private credit and other alternative strategies, paired with the executive presence and confidence to communicate effectively with senior investment professionals. Location New York, NY or Newport Beach, CA Key Responsibilities: * Content Strategy: * Define publishing vision and strategy, develop a comprehensive editorial calendar of content topics aligned with business priorities. * Collaborate with stakeholders to propose, identify, and develop timely stories based on client insights, market events, economic trends, and proprietary research. * Own and publish high-quality private markets content across formats (publications, articles, videos, digital channels). * Translate complex investment concepts into clear, client-friendly narratives for wealth and institutional audiences. * Use analytics to inform content decisions, assess performance, and guide planning. * Editorial Leadership: * Oversee end-to-end content creation workflow from ideation to publication, ensuring deadlines and quality standards are met. * Edit and proofread content for message alignment, accuracy, clarity, and conciseness, upholding the highest journalistic and brand standards. * Guide writers, producers, investment professionals, and marketers on refining messaging and simplifying complex topics. * Collaboration and Communication: * Act as liaison between investment professionals, strategists, and marketing teams to coordinate content production. * Ensure content aligns with the PIMCO brand, tone, regulatory standards, and global positioning. * Partner with compliance and legal teams for approvals. * Digital and Multimedia: * Manage content across platforms-web, social media, and sponsored platforms. * Collaborate with design and technical teams to optimize digital experiences. * Curate multimedia assets (podcasts, videos, and data visualizations) to scale content distribution. Qualifications: * 10+ years of editorial, reporting, or content roles within financial publishing, asset management, or financial services; 5+ years in an editorial role. * Deep understanding of capital markets and private markets (private credit, private equity, alternative investments). * Exceptional writing, editing, and storytelling skills with a demonstrated track record in crafting timely, commercially viable thought leadership content. * Executive presence and gravitas to gain credibility with the firm's most senior investment professionals. * Strong communication and relationship-building skills. * Ability to analyze data, extract insights, and present insights visually and narratively in ways that resonate with diverse audiences and drive engagement. * Experience across multiple content formats and channels (digital, social, print, PR). * Prior experience working with Investment Committees, CIOs, Portfolio Managers, or investment professionals highly desirable. * Strategic thinker with the ability to assess complex topics and write clear and concise insights. * Strong leadership and team management skills, with the ability to provide guidance and constructive feedback. * Ability to work in a dynamic, fast-paced, global environment with demonstrated ability to multitask and prioritize competing tasks and demands under tight deadlines, * Bachelor's degree in Journalism, Communications, English, or related field. An advanced degree, CFA or CAIA designation is highly desirable. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 250,000.00 - $ 305,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $101k-132k yearly est. Auto-Apply 31d ago
  • Client Associate

    UBS 4.5company rating

    UBS job in Los Angeles, CA

    Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing events and maintain marketing materials * provide the team with a detailed calendar of activities Detailed salary information: * Century City: the salary range for this role is $55000 to $65000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Ideally 2+ years of experience in client service, within the finance sector * Bachelor degree preferred, focusing on finance * Excellent communicator, with solid interpersonal skills * Detail oriented * Proficient in Microsoft Office Suite About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $55k-65k yearly 36d ago
  • Divisional Sales Manager, Western Region

    Pacific Investment Management Co 4.9company rating

    Newport Beach, CA job

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description We are seeking a Divisional Sales Manager (DSM) to oversee and lead our West region. DSMs provide direct regulatory supervision and management responsibility of Field Account Managers (“AMs”) in their region and partner closely with Internal Sales Account Associates to drive sales and retention among financial advisors in their territories. Our DSMs are strong leaders with a deep understanding of PIMCO's products and services, advanced knowledge of the wealth management industry, and extensive experience in field sales and service. Location Newport Beach, CA Responsibilities Achieve Key Performance Metrics Primary responsibility is to drive strategically important business initiatives across the firm's mutual fund, ETF, SMA, Alts and Models growth objectives. This includes working with the Field AMs and stakeholders across the organization to develop business plans and keep the team on track to achieve individual territory goals. Business plans and goals are specific, measurable and actionable and for the purposes of monitoring progress. Supervise, Develop and Motivate Divisional Sales Force Develop a high-performance divisional team focused on achieving sales results, keeping a long-term business perspective, and maintaining a consultative approach. Take a top-down approach to uncovering opportunities for AMs at partner firms and seek to remove obstacles to success. Field travel with each AM is a key component of both AM development and supervision: Each DSM is a Series 24 Registered Principal and assumes ongoing supervisory responsibility for Field AMs. DSMs will travel with Field AMs 2-4 times per year for 1-2 days at a time. This travel allows for coaching, training and ensures consistency of message while satisfying supervisory requirements. Travel further ensures that the DSM is a conduit to sharing feedback across GWM key stakeholders and has a first-hand understanding of clients/needs and concerns as they evolve. The DSM must also conduct AC home office reviews to ensure compliance standards. Create and implement internal training and best practices within the division. Maintain weekly contact via phone, email and conference calls with Field AMs. Conduct annual divisional meetings to train and educate Field AMs. Perform annual written reviews and quarterly updates with Field AMs that evaluate performance objectives and core competencies. Record and file details of ongoing issues, problems or concerns with each Field AM within their division. Recruit, develop and retain talented professionals within their divisions. Manage the Division's Relationships with Key Stakeholders Each DSM serves as the central point of communication between the GWM leadership team, , Marketing, Product Strategy Group (PSG), Strategic Accounts, Defined Contributions, and Growth Market Teams - Alternatives, ETFs, Models and SMAs. Importantly, each DSM is responsible for balancing the needs of key stakeholders when aligning resources in the field, particularly as it pertains to driving business KPI's, sales campaigns, roadshows, PM/PSG travel and cross-channel partnerships. Build Relationships with Partner Firms DSMs are responsible for partnering with National, Independent, Bank and Regional Broker-Dealers (BDs) to represent the PIMCO sales Strategy. DSM's partner with our Strategic Accounts team to represent our sales strategy with our key partner firms. Each DSM has 3-5 partner firm relationships and acts in a “Head of Sales“ capacity seeking to best align PIMCO resources with the specific needs of each partner firm. Fostering relationships with national and regional leaders at assigned partner firms including C- Suite, regional leadership, business development, capital markets and product research. Communicating PIMCO's sales strategies and developing initiatives to achieve mutual goals. Working with U.S. GWM Head of Sales to coordinate national partner firm and PIMCO Due Diligence Meetings. Serving in a chairman capacity for PIMCO Advisory Council and Due Diligence meetings for the firms they cover. Managing, attending and presenting at regional conferences and meetings in conjunction with Strategic Accounts team. Manage Relationships with Centers of Influence (COI) Our DSMs are the main contacts for client regional leadership and are responsible for all COIs. This includes regional, district managers, sales managers, recruiting officers, business development officers, regional presidents, productivity consultants and areas sales managers. This cohort per division is typically 25-50 contacts and highly influential to the region. Qualifications Minimum of a bachelor's degree. Excellent sales, communication, organizational , and leadership skills including strong aptitude for telephone marketing. Deep understanding of the U.S. wealth management market including knowledge of financial intermediaries and financial advisors. Strong working knowledge of macroeconomics, asset allocation, fixed income, equity, and alternatives markets. Series 7, 63, 24 and 65 licenses are required. Preferred Qualifications Minimum 15 years of financial services industry experience with a focus on sales. CFA and/or MBA Comprehensive knowledge of PIMCO products and services. 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: $ 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.
    $360k yearly Auto-Apply 5d ago
  • Product Strategy Analyst/Associate

    Pimco 4.9company rating

    Newport Beach, CA job

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Public Group - Traditional Strategies - Product Analyst/Associate (Newport Beach, CA) We are seeking an Analyst/Associate to join the Product Strategy Group responsible for Traditional Strategies at PIMCO. The role will be part of a broader development program for analysts/associates to build skillsets relevant to succeeding in the next stage of their career. It will support the team across dimensions of global client service, business management, and product development, including for example: * Performing detailed portfolio risk and performance attribution to combine with economic commentary for ongoing monthly/quarterly reporting to investors * Responding to ad hoc inquiries related to fixed income strategies, both externally (clients) and internally across groups * Creating content relevant to key messaging for the strategies by type of client (e.g., retail vs institutional), well as maintaining marketing and other general education materials * Contributing to new business development including RFP reviews, and creation of pitch-books and other strategy marketing materials * Helping set and execute team priorities, leading projects, and mentoring junior colleagues * Assisting in the development of new products and custom solutions for institutional clients * Managing research projects related to competitors and industry topics Target skillset: * Bachelor's degree in Finance, Economics, Accounting, Mathematics, Engineering, or other related disciplines * 1-3 years of experience of relevant work experience, ideally in investment management, alongside a passion for markets more broadly * General familiarity across fixed income asset classes e.g. rates, FX, MBS, corporate credit, emerging markets, equities, and commodities * Knowledge of and experience with ETF vehicle and marketplace * Strong analytical and critical thinking capabilities - exhibiting quantitative, organizational, and problem-solving skills. * Driven and a self-starter, with a demonstrated ability to deliver results in a dynamic environment. * Ability to organize, distill, and communicate complex topics effectively via both verbal and written communication * Ability to work effectively and professionally with all levels of personnel both internally and externally. The role will also require building strong internal relationships across the firm including with account management, legal, operations, and portfolio management teams, for example. * Advanced Excel skills (any VBA/programming experience viewed favorably) * CFA designation, or active status in program, encouraged 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: $ 90,000.00 - $ 115,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $90k-115k yearly Auto-Apply 60d+ ago
  • Intern

    UBS 4.5company rating

    UBS job in Westlake Village, CA

    Your role Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client-focused work environment, an internship may be the right fit for you. We welcome interns to become a part of our team. You will work with our experts and learn about the industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts. You'll leave with a lot more than a job listing on your resume. * work on projects that have real impact on clients * support our team of wealth management experts * attend presentations by WMA leaders to help you understand our industry, culture and strategy * gain product knowledge from internal and external partner sessions to support your team * plan team marketing events and material * assist with the responsibilities of running an entrepreneurial business model Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Your expertise * ideally enrolled in a two or four year college or university. In particular, you have: * a balanced resume which includes solid academic performance and campus involvement * a genuine interest in developing a career in Wealth Management You are: * positive with a can-do approach It doesn't matter what you're studying (you don't need to be a financial guru). But we'd like to see evidence that you can: * analyze a problem, come up with ideas and make a decision * show good judgment * plan, organize and make things happen * communicate well and work within a team Have you participated in teams sports? Organized a volunteer project? Taken a challenging class and aced it? Think about your achievements and how they match the skills we're after. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $37k-51k yearly est. 36d ago
  • Global Program Manager - Middle Office Migration

    Pacific Investment Management Co 4.9company rating

    Newport Beach, CA job

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Overview We are seeking an experienced Global Program Manager to lead a transformative, multi-year migration of our Middle-Office services and systems to a new operating model and platform. This high-profile program is a key part of a strategic initiative to modernize and upgrade the software and processes supporting middle office onboarding and client management. The successful candidate will play a critical role in driving one of the most complex and significant change programs in our company's history. The role is based in Newport Beach, CA with some global coordination responsibilities. Executive sponsorship is provided by senior business and technology leaders, underscoring the strategic importance of this program. Candidates with a broad industry network and experience in similar asset management transformations will be highly valued. Success in this role requires the ability to lead large-scale, complex initiatives within a dynamic environment, while effectively influencing, driving, and communicating change. The ideal candidate will bring hands-on experience managing major transformation programs, demonstrating a keen attention to detail alongside a clear focus on strategic objectives. Given the lean nature of the team, the individual must be proactive and willing to engage directly in both planning and execution, rather than solely providing direction. Exceptional skills in stakeholder engagement, cross-functional collaboration, risk anticipation and mitigation, and sustaining program momentum are essential. Additionally, a strong commitment to building and enhancing team capabilities to support the upgraded operating model and technology platform is vital for long-term success. Location Newport Beach, CA. Relocation assistance will be provided. Key Responsibilities Lead the end-to-end planning, execution, and delivery of the Middle-Office services migration program, ensuring alignment with business objectives and strategic goals. Develop and manage comprehensive program timelines, budgets, and resource plans for a large-scale, multi-year initiative. Collaborate closely with cross-functional internal teams (Operations, Technology, PMO) and external partners, including longstanding vendor and consulting firms, to define project scope, objectives, and deliverables. Identify, assess, and mitigate risks proactively, ensuring timely resolution of issues to maintain program momentum. Communicate program status, progress, challenges, and key decisions effectively to senior leadership and stakeholders across a large, complex organizational structure. Foster a culture of continuous improvement, innovation, and upskilling within the program team, particularly focusing on transitioning and upgrading operational and engineering capabilities. Navigate and influence a complex organizational environment, building strong relationships with senior stakeholders to drive program success. Coordinate external consulting and third-party resources to augment internal capabilities and ensure seamless execution. Qualifications: Minimum of a bachelor's degree, preferably in business, finance, or a related field. An MBA or PMP designation is desirable. Minimum 10 years of proven experience managing large-scale, complex program or portfolio initiatives within the asset management or financial services industry. Demonstrated success in leading major technical or system migrations or transformations involving third-party vendor solutions and software platforms. Deep understanding of Middle-Office operations, onboarding processes, and related systems. Strong partnership experience with technology teams to develop and implement automated solutions that enhance operational efficiency and scalability. Familiarity with emerging technologies and third-party software solutions relevant to asset management, with the ability to identify and leverage opportunities for innovation. Exceptional leadership, communication, and interpersonal skills, with a proven ability to influence and stakeholders and cross-functional teams at all levels. Experience working in a complex, global environment with multiple stakeholders and competing priorities. Strong proficiency in project and program management tools, methodologies, and best practices. Strong analytical and problem-solving skills, with a focus on data-driven decision-making. Ability to manage multiple projects simultaneously in a fast-paced, dynamic environment. Experience working with consulting partners and managing external vendor relationships. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 137,500.00 - $ 206,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $137.5k-206k yearly Auto-Apply 42d ago
  • Payroll, Senior Associate

    Pacific Investment Management Co 4.9company rating

    Newport Beach, CA job

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. The Sr. Payroll Associate is a key member of the HR Global Payroll team, responsible for supporting payroll processing across the Americas and Asia Pacific regions. Reporting to the VP, Global Payroll Manager, this role supports timely, accurate and compliant payroll operations for multiple countries, including system enhancements and process improvements. Primary responsibilities (including the following, other duties may be assigned) Support the timely and accurate processing of monthly payrolls for 3-4 countries in the Asia Pacific region and operational support for payrolls in the Americas. Perform regular data and system audits to ensure data integrity and compliance. Collaborate with payroll team and vendors to identify system enhancements, formulate requirements and participate in testing. Partner with cross-functional teams (HR, Accounting, Finance, IT, etc.) to identify and implement process improvements, driving operational excellence and risk mitigation. Respond to payroll inquiries from management, employees and third party vendors in a professional and timely manner. Assist the Payroll Manager with Workday and ADP systems projects, including business process changes and system implementations. Stay current on payroll regulations, compliance requirements and best practices. Provide operational support during cross-training initiatives and payroll-related projects. Qualifications Minimum of 4+ years of HR and international payroll experience, with specific experience in U.S. and Asia Pacific payrolls. Hands-on experience with payroll systems such as Workday Payroll, ADP Streamline and/or ADP Celergo; including exposure to system implementations and conversions. Strong analytical, organizational and problem-solving skills, with keen attention to detail. Self-motivated, proactive and capable of working independently in a dynamic environment. Excellent written and verbal communication skills, with the ability to collaborate effectively across global teams. Proficiency in Microsoft Excel (pivot tables, VLOOKUP, etc.). Demonstrated ability to handle confidential information with discretion and professionalism. Knowledge of payroll best practices, federal and state regulations. Strong interpersonal skills, negotiation abilities and adaptability. Experience with expatriate and partnership payroll administration a plus. Education and Certifications Bachelor's degree required. Certified Payroll Professional (CPP) or similar HR/payroll certification a plus. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate Range: $ 48.08 - $ 54.09 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $48.1-54.1 hourly Auto-Apply 42d ago
  • Vice President, Compliance Officer

    Pacific Investment Management Co 4.9company rating

    Newport Beach, CA job

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Overview PIMCO is seeking a VP, Compliance Officer to join our global Legal and Compliance team. This role will focus on enhancing and managing the investment adviser compliance program, driving program improvements, ensuring regulatory alignment, and fostering a culture of compliance across the organization. The successful candidate will work in a team which oversees PIMCO's U.S. investment adviser compliance program, including policy development and governance, risk assessment, testing and monitoring, conflict of interest management, and providing compliance training. ERISA experience is ideal but not essential. Candidates with strong investment adviser compliance backgrounds and exposure to ERISA who are eager to deepen their expertise will be considered. Key Responsibilities Lead and support the global investment adviser compliance program, collaborating closely with Compliance teams worldwide to drive program enhancements and ensure global consistency. Provide expert guidance on regulatory compliance for the firm's separate accounts and alternatives/private funds businesses. Participate in the adviser's risk assessment and testing program, including developing a risk matrix, documenting testing plans, executing testing of policies, procedures and controls and identifying enhancements based on testing results. Draft, review, implement, and make recommendations to enhance compliance policies and procedures. Oversee compliance requirements related to PIMCO's status as a Qualified Professional Asset Manager (QPAM) under ERISA. Partner with Legal, Portfolio Management, Operations and client-facing teams to identify, assess, and address regulatory compliance matters. Proactively stay abreast of regulatory changes and business developments, applying new knowledge to enhance compliance frameworks. Take initiative in continuous learning and skill development to maintain regulatory expertise. Professional Skills & Qualifications Bachelor's degree required; advanced degree or Juris Doctorate preferred. Proven regulatory compliance experience within a large, diverse investment management firm, with a focus on investment management or regulatory compliance. Deep knowledge of U.S. regulatory requirements applicable to investment managers, including the Investment Advisers Act of 1940. Strong understanding of fixed income, alternatives, derivatives, commodities, and equity strategies across various investment vehicles (e.g., open-end mutual funds, closed-end funds, ETFs, separate accounts, private funds, CITs). Exceptional problem-solving skills with the ability to analyze complex regulatory issues and develop practical solutions. Excellent verbal and written communication skills, capable of articulating clear ideas and strategies to diverse audiences. Critical thinker and quick learner with the ability to assess situations rapidly and generate actionable insights. Service-oriented mindset balancing regulatory rigor with business needs. Highly motivated self-starter with a hands-on approach and the ability to drive change. Superior organizational skills with the ability to prioritize, manage multiple tasks, and meet tight deadlines. Adaptable and flexible, able to pivot quickly in response to evolving business demands. Collaborative team player and consensus builder, effective in a matrixed global organization. Demonstrated cultural awareness and sensitivity to work effectively in a diverse, global environment. Strong integrity and commitment to PIMCO's ethical standards and values. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 137,500.00 - $ 195,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $137.5k-195k yearly Auto-Apply 42d ago
  • Account-Based Marketing (ABM) Associate

    Pimco 4.9company rating

    Newport Beach, CA job

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description We are seeking a high-performing and results-driven Account-Based Marketing (ABM) Associate to join our Americas Digital Marketing team. In this role, you will support the development, scale, and execution of ABM strategies across our US GWM business, focusing on two distinct personas and segmentation cohorts: Sales Assist (servicing Sales' close relationships) and Marketing Activation (targeting less engaged clients and prospects). You will collaborate closely with sales, channel marketing, digital marketing, and cross-functional teams to deliver targeted and personalized campaigns that drive client engagement and sales outcomes across all client segments (Field, RIA). You will play a key role in growing our ABM capabilities and impact across the US GWM business, driving measurable engagement and business outcomes. This is a unique opportunity for a highly motivated Marketer to be a trailblazer toward the organization's future and support an exciting shift to Account Based Marketing. The ideal candidate will have 2-4 years of account-based marketing experience, preferably within financial services, and the ability to develop and execute high-performing engagement strategies across the client lifecycle. Responsibilities: Key responsibilities include, but are not limited to: * Campaign Planning and Execution: Help orchestrate and execute ABM tactics aligned to either client- or prospect-focused cohorts, leveraging lifecycle segmentation and audience targeting. * Journey Mapping: Support multi-channel strategy and execute integrated journeys to help improve client experience and drive engagement. * Pod Collaboration: Participate in agile pod stand-ups, sprint planning, and retrospectives to ensure timely delivery of tactics. * Personalization and Automation: Utilize CRM and marketing automation platforms (e.g., Marketo, Dynamics) to deliver personalized, scalable communications. * KPI Tracking: Monitor and report on campaign performance using lifecycle KPIs, including email engagement, event participation, and funnel progression. * Data Management: Collaborate with analytics and data teams to ensure clean, accurate client data for segmentation and personalization. * Stakeholder Engagement: Partner with sales champions and business stakeholders to ensure campaign relevance and effectiveness * Innovation and Scale: Contribute to the continuous improvement of ABM tactics by testing new approaches and integrating learnings. Qualifications: * A minimum of a bachelor's degree from an accredited institution. * Proven experience in account-based marketing, digital marketing, or campaign management, preferably within the financial services industry. * Proficient project management skills with experience and comfort in an agile working model. * Familiarity with CRM systems, marketing automation platforms, and campaign orchestration tools. * Strong analytical skills and experience with KPI tracking and reporting. * Excellent communication and interpersonal skills, with a focus on collaboration and teamwork. * Ability to manage multiple priorities in a fast-paced, agile environment. * Passion for client-centric marketing and continuous innovation. Professional Skills Requirements: * Exceptional organizational and project management skills, with the ability to manage multiple initiatives and solve complex problems creatively and resourcefully. * Adaptable and collaborative, thriving in dynamic, fast-paced environments with shifting priorities. Skilled at building positive relationships across diverse teams. * High ethical standards and integrity, earning credibility and trust. Committed to continuous learning and staying current with digital-marketing trends. * Proactive and dependable, with a strong ownership mindset and a commitment to delivering high-quality results. * Ability to excel in challenging environments, managing shifting business priorities effectively. * Effective communicator with strong interpersonal skills, adept at seeking cross-functional input and ensuring projects meet specifications. 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: $ 89,000.00 - $ 102,000.00 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.
    $89k-102k yearly Auto-Apply 5d ago
  • Corporate Actions

    Pacific Investment Management Co 4.9company rating

    Newport Beach, CA job

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description Corporate Actions is a key operational unit at PIMCO, responsible for processing a number of events on behalf of our clients including mandatory & voluntary Corporate Actions, Bank Loan Amendments & Restructures, Proxy Voting, Defaulted Securities, and Class Action Litigations. We serve as an integral link between our Portfolio Management, Legal & Compliance, Account Management, and IMS Operations teams. We are looking for a technically adept Associate with investment operations experience. This role emphasizes end-to-end processing of the various corporate action events, data governance, and automation. The ideal candidate will combine deep knowledge of investment operations across multiple asset classes with strong data skills to drive efficiency, accuracy, and risk control. The candidate will be able to leverage various tools such as AI & RPA for intelligent process automation, This role offers considerable exposure to senior colleagues and the opportunity to learn from and collaborate with some of the most experienced professionals in the investment management industry. You will also be exposed to various asset types, continually challenging you to expand your knowledge and expertise. The regulatory and client service environment is continually evolving, and our Corporate Actions team is at the forefront of this exciting change. We are also working on optimizing workflows and increasing connectivity between various departments through the use of technology. As such, you will be in an outstanding position to shape our operations landscape and contribute in a substantial way. If you are technically savvy, have keen attention to detail, excellent social skills, and are interested in advancing your career and the team, we want to hear from you! Location Newport Beach, CA or Austin, TX. About You If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact: You have outstanding relationship-building skills You are able to multi-task and thrive in a demanding, fast paced and collaborative team You have a proven ability to navigate unstructured processes and simultaneously handle responsibilities of multiple challenging demands You are articulate and proactive and have excellent interpersonal skills (verbal and written), and can seamlessly face off across all levels of an organization You have outstanding attention to detail, accuracy and quality, coupled with of shown time management skills You are a driven and motivated self-starter who takes ownership of your work quality and enjoys continuous improvement You are an analytical thinker with independent problem-solving skills, and the ability to promote your own ideas and solutions You are intellectually curious and creative You demonstrate integrity and business ethics You have a high emotional intelligence, are flexible, and resilient Responsibilities The key responsibilities include, but are not limited to: Manage the end-to-end lifecycle of corporate actions and related events (mandatory/voluntary actions, bank loan amendments/restructures, proxy voting, defaulted securities, class actions) Lead design, development, and maintenance of data pipelines for corporate actions data from multiple sources (vendor feeds, custodians, exchanges; ensure cleansing, normalization, reconciliation, and data quality Collaborate with internal colleagues in our Portfolio Management, Credit Research, Legal & Compliance, Account Management, and IMS Operations teams Participate in strategic initiatives to enhance data management, technology connectivity, and overall operational effectiveness. Position Requirements Minimum of a Bachelor's Degree required Minimum of 2 years of experience in corporate actions and full asset servicing lifecycle for global assets, including an understanding of the impact of corporate events on various financial instruments and asset classes, risks, and related process controls and escalation frameworks Overall, 3-7 years of professional experience within the financial services or investment management industry focused on investment management operations or trade support operations Knowledge of multiple asset classes and how they are used in portfolios, including a strong understanding of fixed income fundamentals Experience with API integrations and data feeds; utilization of AI & RPA (Robotic Process Automation) to automate, increase speed and efficiency across workflows Standard MS Office knowledge Proficiency in Bloomberg and Microsoft Office, with an emphasis on Excel, SQL, VBA, Python Knowledge of Bloomberg Data and other financial service data vendors PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 87,000.00 - $ 112,500.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $87k-112.5k yearly Auto-Apply 42d ago
  • 2026 Summer Intern - Finance & Accounting Analyst

    Pacific Investment Management Co 4.9company rating

    Newport Beach, CA job

    PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. 2026 Summer Internship - Finance & Accounting Analyst, US Internship positions are located at PIMCO's Newport Beach, CA Headquarters. You're eligible to apply if you: Pursuing an undergraduate degree Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027 Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026) Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university Are business proficient in English You'll excel as a Finance & Accounting Analyst if you: Possess knowledge of accounting, finance, audit, and tax principles Have effective analytical, critical thinking, and problem solving skills Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely. Demonstrate proficiency with Microsoft Excel Possess excellent verbal and written communication skills Have a desire to join a high performance, fast-paced culture Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker See yourself as a Finance & Accounting Analyst The Finance team is responsible for PIMCO's financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world. You'll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office. While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above. The PIMCO Internship Experience: The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts Join us for a variety of cross-divisional education, networking & social events! Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals Want to learn more? Hear about The PIMCO Internship Experience from past interns As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations How you should apply: Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready. What to expect during the interview process: After we receive your application, we will conduct an initial review of your resume If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview If you are chosen to proceed after the video interview, you will then take an assessment Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment. For more information on PIMCO and Career Opportunities, please visit ******************************************** PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate: $ 34.61 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $34.6 hourly Auto-Apply 60d+ ago
  • Portfolio Associate - FX

    Pacific Investment Management Co 4.9company rating

    Newport Beach, CA job

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. JOB DESCRIPTION Portfolio Associate Team Overview Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm's global offices. On a day-to-day basis, Portfolio Associates actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team. Position Development Value: Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm A broad range of opportunities to collaborate with talented colleagues Learning environment focused on key buy-side portfolio risk and return principles Constructive feedback to foster career growth in addition to a formal annual review process Location: Newport Beach, CA. RESPONSIBILITIES Support Portfolio Managers on PIMCO's Global Desk in the capacity of an expert on all currency-related matters Assist in the tracking and monitoring of currency exposures in Global Portfolios and Overlay Strategies Provide operational support for firm-wide FX trading strategies Become an expert in all currency-related legal guidelines and take proper action daily to stay within the limits. Attend PIMCO account opening, closing, and transition meetings as an advisor on proper currency management Perform Risk Management on a daily basis in regards to currency hedging and rebalances Become an expert in all G10 and EM conventions and mechanics from trade to settlement for spot, forward and OTC options Work with Technology to keep processes accurate and up-to-date, mitigate risk, and enhance applications as needed Respond to ad hoc requests from the Portfolio Management team REQUIREMENTS Bachelor's degree in finance, economics, or mathematics from a leading university 2-4 years of relevant professional experience Outstanding communication skills are required to operate in a complex financial environment Prior experience in Foreign Currency trade support or operations role/capacity preferred Excel “power user” - SQL, VBA, and Python skills are preferred Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast paced and time-critical environment Additional REQUIREMENTS Strong fixed income investment knowledge base FX experience is a plus Good understanding of Portfolio Risks and Macro Investment Models Programming skill is a plus PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 105,000.00 - $ 135,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $105k-135k yearly Auto-Apply 3d ago
  • Account Manager, Financial Institutions Group

    Pacific Investment Management Co 4.9company rating

    Newport Beach, CA job

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. JOB DESCRIPTION PIMCO is seeking an experienced business development professional to accelerate the growth of our insurance channel by originating and developing new partnerships with U.S. and global insurance companies. The position will reside in the U.S. Financial Institutions Group, which is a team of 25+ investment professionals and associates. This individual will engage directly with CIOs, portfolio managers, and senior treasury leaders to position the firm's full suite of public and private investment capabilities, balance-sheet solutions, and thought leadership. This is a highly visible, entrepreneurial role with meaningful access to investment leadership, product specialists and senior management across the firm. This person can expect to work closely with the existing U.S. FIG investment professionals to contributing to developing strategies / solutions to achieve the growth goals of the group. The successful candidate will be a self-starter, drive prospect engagement through the coverage cycle, and facilitate the on-boarding of new relationships. RESPONSIBILITIES Source and develop new business opportunities across U.S. life, P&C, health, and reinsurers Build senior relationships with CIOs, portfolio managers, and treasury leaders to position PIMCO's insurance platform Lead sales process by coordinating internal resources to develop and deliver bespoke investment solutions Drive prospect activity and manage the pipeline to onboard new clients and close new mandates Partner with the insurance solutions team to address client needs related to ALM, capital, liquidity, and regulatory requirements Represent PIMCO at industry events to enhance brand presence and stay informed on market trends and regulatory developments Collaborate with account associates and cross-functional teams to support client coverage, pitch development, and timely completion of RFPs/RFIs. QUALIFICATIONS AND EXPERIENCE Must possess a four-year college degree with a preferred major of Business (Finance, Accounting), Economics, Mathematics, Computer Science, Engineering MBA or Master's degree (e.g., global finance, financial engineering, data analytics) encouraged Minimum of five years of experience in investment banking, capital markets, insurance investment management, actuarial consulting, or insurance balance-sheet strategy Proven track record of originating & developing senior institutional relationships, preferably insurers Understanding of (or ability to learn) insurance industry dynamics (regulatory capital, accounting, ALM, portfolio construction, investment vehicle structures) Confidently articulate complex investment concepts (public markets + private markets) and their implications for insurance balance sheets Strong public speaking, presentation, and communication abilities Highly motivated, commercial mindset with a disciplined approach to prospecting / pipeline mgmt. Collaborative team player who thrives partnering across investment, product, and marketing teams Willingness to travel for client meetings, industry events, and conferences Other advanced certificates preferred (e.g., CFA, CAIA, CPA, FSA, FRM) FINRA Licenses (3, 7, and 63) or willingness to acquire licenses 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: $ 180,000.00 - $ 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.
    $180k-240k yearly Auto-Apply 10d ago
  • 2026 Summer Intern - Alternatives Business Management Analyst

    Pacific Investment Management Co 4.9company rating

    Newport Beach, CA job

    PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. 2026 Summer Internship - Alternatives Business Management Intern Internship positions are located at PIMCO's Newport Beach, CA Headquarters. You're eligible to apply if you: Pursuing an undergraduate degree Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027 Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026) Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university Are business proficient in English You'll excel as an Alternatives Business Management Intern if you: Enjoy working collaboratively across the organization to resolve issues Outstanding analytical and problem solving skills Well-refined communications skills. Can articulate ideas and strategies clearly, both verbally and in writing. Ability to work effectively on multiple projects simultaneously Experienece in the following is a plus: Excel, SQL, Business Objects, Bloomberg, iLEVEL, PowerBI, and DealCloud Preferred but not required: buy or sell side trade room, private equity and/or real estate, legal and/or compliance, product and/or project managment related experience See yourself as an Alternatives Business Management Intern: Since launching its first opportunistic credit vehicles over 15 years ago, PIMCO has developed a significant presence in both alternative credit and private investment strategies. Our strategies include those that seek to identify value primarily in listed securities, relying on fundamental and capital structure analysis, and also strategies that seek to privately finance the debt and equity needs of companies, asset holders, and origination platforms. We invest globally across commercial and residential real estate and mortgage credit, performing and distressed corporate debt, and specialty finance markets. As an Alternatives Business Management Intern, you will support the smooth operation of PIMCO's alternatives business across relevant funds and accounts. You will work closely with portfolio managers to deliver relevant data and analytics to support decision-making. You will also support transformative strategic initiatives that are being led by the team. Alts Business Management Responsibilities: Business Management & Administration: Planning, Budgeting, and Forecasting: manage critical reporting, forecasting, capacity analysis, and budgeting for the alternatives business Business Administration: manage the administrative system that guides day-to-day operations for our global alternatives business Strategic Initiatives: develop and manage strategic initiatives that allow PIMCO's alternatives business to scale, achieve its goals, and mitigate risk Solutions Management: create innovative solutions that are standardized, scalable, sustainable, singular, and secure Project Management: lead complex projects that have large cross functional teams Individual Contributor: Alternatives Business Management will also often act as individual contributors on the initiatives it spearheads and oversees Governance and Administration: oversee the Governance and Administration of Alts fund policies & procedures, processes, and transaction management in US & Europe. Transaction Management / Deal Execution: manage and oversee transactions throughout the deal lifecycle in order to maximize efficiencies and minimize delays While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above. The PIMCO Internship Experience: The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts Join us for a variety of cross-divisional education, networking & social events! Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals Want to learn more? Hear about The PIMCO Internship Experience from past interns As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations How you should apply: Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready. What to expect during the interview process: After we receive your application, we will conduct an initial review of your resume If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview If you are chosen to proceed after the video interview, you will then take an assessment Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment. For more information on PIMCO and Career Opportunities, please visit ****************************** PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate: $ 43.26 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.
    $43.3 hourly Auto-Apply 60d+ ago
  • Product Manager - Sales Technology

    Pacific Investment Management Co 4.9company rating

    Newport Beach, CA job

    We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 countries; we help millions of investors around the world pursue their financial goals. We hire critical thinkers. People who thrive in a collaborative culture like ours where we solve real problems while building the future of finance. You Are excited to be part of a vibrant engineering community that values diversity, hard work, and continuous learning. Love solving complex real-world business problems. Recognize that cross-functional collaboration is a core component of success for the team. Believe there are multiple ways to solve most technical problems and are willing to debate the trade-offs. Have become a stronger engineer by making mistakes and learning from them. Are a doer, someone who wants to grow their career and gain experience across technologies and business functions. We Continuously invest in a high-performance and inclusive culture, in which a diversity of backgrounds, experiences and viewpoints are celebrated and valued. Encourage career mobility, so you can benefit from learning different functions and technologies, and we gain the benefits of your experience across teams. Run technology pro bono programs that help the non-profit community and give our engineering community opportunities to volunteer and participate. Offer education reimbursements and ongoing training in technology, communication, and diversity & inclusion. Embrace knowledge sharing through lunch-and-learns, demos, and technical forums. Consider our people to be our greatest asset-we will help you learn what PIMCO Technology has to offer so you can participate in activities that benefit your career while delivering impactful technology solutions. PIMCO is on a journey to deliver data-enabled technology capabilities to our sales, marketing and finance organization. We are looking for a product manager to drive this vision, build, deploy and manage capabilities with speed and at scale. This role will include collaborating with users, engineering and other stakeholders to develop and manage a roadmap and measure impact, adoption and engagement. The successful candidate will have a proven track record of delivering sales technology capabilities in financial services along with strong commercial acumen. RESPONSIBILITIES: Product Strategy and Vision: Develop a multi-year technology roadmap to improve sales capabilities integrating technology, data and operational processes Maintain and updated quarterly & annual roadmaps to consistently deliver business value focusing as efficiency and AM experience Product Development: Collaborate closely with cross-functional teams (engineering, design, success, QA, infrastructure etc.) to develop and launch new products or features Prioritize features, create user stories, and define requirements Design product features by synthesizing client feedback and market intelligence. Build products that are scalable, resilient, available, flexible, and elegantly address business needs Market and User Research: Stay up to date on trends in Asset Management and Sales Technology Gather and analyze user feedback to inform product development Conduct research to understand user needs, market trends, and competitive landscape Stakeholder Management: Build strong relationships with key users and engage with them to understand needs and pain points Gather feedback through regular user interviews, surveys, and focus groups Serve as the primary contact for all stakeholders, including executives, users, and internal teams Present updates, roadmaps, and product metrics to stakeholders Ensure all stakeholders are aligned with product vision and strategy Product Analytics: Make data-driven decisions to enhance the product and meet business objectives Leverage metrics to drive engagement, adoption, and user satisfaction. Develop and monitor KPIs to measure the effectiveness of spend and ensure investments deliver value Platform Success: Collaborate with platform success to develop launch strategies, product training and marketing materials REQUIREMENTS: In-depth understanding of the Asset Management business including multiple client types and sales technology systems Experience with SaaS platforms such as Dynamics/Salesforce and PowerBI/Tableau preferred Expertise in Product Management Skilled at managing competing priorities to deliver as part of a collaborative cross- functional team Strong consultative skills ranging from in gathering competitor insights, problem solving, analytics, strategy development, influencing, facilitation, managing conflicts, and consensus building Broad knowledge across software systems and solutions development Focus on UI/UX Thorough understanding of scrum practices Global outlook Highly motivated and experienced leader with 8+ years of experience driving Technology/Digital Products in Asset or Wealth Management Exceptional track record delivering successful digital products Expertise in Sales Technology is strongly preferred. Experience in sales and servicing technology is desirable Bachelor's in engineering, computer science, or equivalent career experience is required. MBA or CFA is a plus but not required PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 168,000.00 - $ 240,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $168k-240k yearly Auto-Apply 42d ago

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