Post job

Western Asset Management jobs

- 187 jobs
  • Research Analyst

    Western Asset 4.8company rating

    Western Asset job in Pasadena, CA

    WHO IS WESTERN ASSET Western Asset Management focuses on supporting our clients' financial goals and creating positive outcomes for all kinds of people. Primarily a globally integrated fixed-income manager, we source ideas and investment solutions worldwide, with an emphasis on long-term fundamental value investing, using multiple diversified strategies. Western Asset is a global asset management firm renowned for its expertise in fixed-income investments. Operating as a cohesive team, we leverage an open, integrated investment platform to deliver superior results. Our collegial team culture is a significant asset, enabling us to harness the combined experience and fixed-income acumen of our investment professionals worldwide. With approximately $300 billion USD in fixed income strategies managed globally, we pride ourselves on our dedication to excellence and collaborative spirit. Western Asset is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world. As a Research Analyst in our Investment Team, you will work in a highly collaborative team structure, you will deepen your research expertise and build relationships and knowledge that cement your career as a research analyst. It's a great opportunity to make your mark on your sectors of expertise within our highly entrepreneurial, fixed-income investment business. What you will do Make actionable investment recommendations in the Investment Grade and Bank Loan sectors Provide intensive, bottom up fundamental research and analysis to support and inform your views Perform primary and secondary research on the entire capital structure of loans and bonds Conduct market research and relative value analysis utilizing your considerable credit skills Build and maintain proprietary financial models for the entire peer group in your assigned sectors, accompanied by internal due diligence meetings with management teams and company visits Attend industry conferences and bridge sell-side and rating agency relationships to help promote fully actionable investment ideas Communicate with and present to clients as the expert in your select sectors What you will bring A minimum of 5 years of industry experience, demonstrating knowledge and understanding of Investment Grade and Bank Loan corporate bond markets Demonstrated knowledge and understanding of investment grade bonds The ability to effectively communicate with portfolio managers, traders and external clients Effective writing and presentation skills An undergraduate degree in Business, Finance, Mathematics, or Economics Chartered Financial Analyst (CFA), MBA or other advanced degree valued Strong attention to detail, analytical and problem-solving ability Excellent financial, mathematical and statistical skills Please note - This role is based in our Pasadena, CA office.** Expected base salary for the role will generally be between $165,000 - $215,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include other forms of compensation such as, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. About Western Asset At Western Asset we're saying hello to the future. Committed to being the leading fixed-income investment management firm in the world, we're investing in new technologies, methodologies and markets. We're also investing in our people. Our business is guided by a belief in doing the right thing: that if we treat our clients and colleagues with fairness and respect, success will follow. We're building on our reputation and resources with an entrepreneurial approach that drives innovation. Every day is an opportunity for us to get better by making the most of the possibilities that our people and ideas can bring. We believe an inclusive and respectful workplace promotes the formation of different ideas and viewpoints, enhances independent thinking, and helps create a work environment where the best ideas are identified and implemented. We are committed to unlocking the potential of our team by providing an inclusive and supportive environment that offers everyone the chance to grow personally, advance professionally, and participate fully in the Firm's success. EQUAL EMPLOYMENT OPPORTUNITY ("EEO") Western Asset Management is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Link to Equal Employment Opportunity Statement: ****************************************************************************************** Join our talent pool We're always on the look-out for creative, curious, collaborative, and entrepreneurial individuals. Even if you don't see any current opportunities that match your skills, we'd still like to hear from you. Sign up for our Talent Pool and we'll get in touch when something suitable comes up. Register today and build your own searchable profile ready for our hiring managers to view. All you need is a few basic details and an up-to-date copy of your resume ready to upload. We support .rtf, .docx, .doc, .txt and .pdf files, provided they are smaller than 2MB.
    $165k-215k yearly Auto-Apply 60d+ ago
  • Portfolio Analyst

    Western Asset Management 4.8company rating

    Western Asset Management job in Pasadena, CA

    WHO IS WESTERN ASSET Western Asset Management focuses on supporting our clients' financial goals and creating positive outcomes for all kinds of people. Primarily a globally integrated fixed-income manager, we source ideas and investment solutions worldwide, with an emphasis on long-term fundamental value investing, using multiple diversified strategies. As a Portfolio Analyst, you'll play a key role within the Investment Management team, directly working with Portfolio Managers and Traders across diverse fixed income sectors including Broad Markets, High Yield, and Investment Grade credit. Your precision and proactive approach will drive operational excellence and empower decision-making at Western Asset. You'll collaborate with key internal partners such as Client Services, Compliance, Investment Operations, and Risk Management to deliver seamless portfolio management support to the Investment Team. This role is based in our Pasadena, CA office. What you will do * Manage the pre- and post-trade execution process: Oversee allocations, hedge calculations, and trade entry, while ensuring all trades meet compliance and market deadlines; utilize the OMS system to efficiently book trades for both local and global offices; pro-actively seek opportunities to increase efficiency, reduce errors, and create consistency in process outcomes * Manage the end-of-day trade process: Ensure all trades are accurately loaded, driving transparency and reliability in portfolio valuations; partner with the back office to investigate and resolve confirmation breaks and trade fails, maintaining operational accuracy * Action portfolio maintenance trades: Monitor daily cashflow ladders across currencies and any portfolio drift; communicate necessary maintenance and rebalancing trades to stakeholders; monitor post-trade impacts * Facilitate fund and FX orders: Liaise with the Trade Operations team, ensuring fund orders are processed efficiently and accurately; follow up on foreign exchange orders routed through the back office, ensuring timely and accurate settlement with custodians * Advance corporate actions workflow: Preclear voluntary corporate actions and support the corporate actions process; communicate critical updates and action items to PMs, Client Service, and Compliance, ensuring all stakeholders are informed and meet corporate action deadlines * Monitor portfolio compliance: Pro-actively review daily portfolio compliance reports, swiftly addressing action items to maintain regulatory and guideline integrity; track the downgrade dashboard and coordinate timely responses to credit rating changes; monitor and report benchmark updates * Support client-related requests: Prepare information and analysis for PMs and Traders for client meetings or specific client requests * Deliver actionable insights: Develop in-depth understanding of various portfolio strategies and understanding of key risk factors and metrics; prepare and analyze daily portfolio reporting, surfacing trends and opportunities; review and analyze monthly performance data, identify issues, and collaborate with PMs to optimize results * Support investment accounting: Partner with Investment Support and Accounting to resolve book value, yield, and other accounting queries, enhancing financial reporting What you bring * Exceptional attention to detail: Your analytical mindset and problem-solving skills set you apart in a fast-paced environment * Financial and technical proficiency: Demonstrated strength in financial, mathematical, and statistical analysis; expert-level Excel skills required; familiarity with query tools (SQL, Python) is a plus * Influential communicator: Ability to engage and collaborate with stakeholders at all levels, driving consensus and action * Asset management experience: Previous exposure to asset management is highly valued and will accelerate your impact * Educational foundation: Bachelor's degree preferred; CFA designation or progress toward a designation is highly desirable Expected base salary for the role will generally be between $126,000 - $149,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include other forms of compensation such as, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. About Western Asset At Western Asset we're saying hello to the future. Committed to being the leading fixed-income investment management firm in the world, we're investing in new technologies, methodologies and markets. We're also investing in our people. Our business is guided by a belief in doing the right thing: that if we treat our clients and colleagues with fairness and respect, success will follow. We're building on our reputation and resources with an entrepreneurial approach that drives innovation. Every day is an opportunity for us to get better by making the most of the possibilities that our people and ideas can bring. We believe an inclusive and respectful workplace promotes the formation of different ideas and viewpoints, enhances independent thinking, and helps create a work environment where the best ideas are identified and implemented. We are committed to unlocking the potential of our team by providing an inclusive and supportive environment that offers everyone the chance to grow personally, advance professionally, and participate fully in the Firm's success. EQUAL EMPLOYMENT OPPORTUNITY ("EEO") Western Asset Management is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Link to Equal Employment Opportunity Statement: ****************************************************************************************** Join our talent pool We're always on the look-out for creative, curious, collaborative, and entrepreneurial individuals. Even if you don't see any current opportunities that match your skills, we'd still like to hear from you. Sign up for our Talent Pool and we'll get in touch when something suitable comes up. Register today and build your own searchable profile ready for our hiring managers to view. All you need is a few basic details and an up-to-date copy of your resume ready to upload. We support .rtf, .docx, .doc, .txt and .pdf files, provided they are smaller than 2MB.
    $126k-149k yearly Auto-Apply 18d ago
  • Technology Coordinator

    Brandes Investment Partners, L.P 4.7company rating

    San Diego, CA job

    Are you enthusiastic about technology and eager to make a tangible impact within a dynamic team? We are seeking a highly motivated and detail-oriented Technology Coordinator to play a vital role in advancing the mission of our Technology Division. In this key position, you will drive high-level data analysis, streamline vendor and supply chain management, coordinate projects, and help shape the operational success of our division. If you thrive in a fast-paced environment and enjoy coordinating multifaceted initiatives, this opportunity offers meaningful work and the chance to grow. This is an Exempt opening with a projected hiring range of $72,000 to $90,000 annually. Per manager approval, this role has a hybrid work option. Core Responsibilities: Conduct high-level data analysis to support decision-making processes. Prepare reports and presentations based on data findings. Project Coordination: Assist in the planning, execution, and monitoring of smaller projects within the Technology division. Recurring Tasks Oversight: Monitor and ensure the completion of recurring tasks within the division, maintaining a schedule and tracking progress. Communication: Serve as a liaison between the Technology division and other departments, ensuring effective communication and collaboration. Documentation: Maintain accurate and up-to-date documentation of processes, projects, and contracts. Required Skills and Technology Experience: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Proficiency in project management software (e.g., Jira, Trello, MS Project). Proficiency with MS Teams, MS Planner, To Do, SharePoint. Knowledge of SQL. Familiarity with asset management industry practices and standards. Ability to multitask and prioritize effectively. Detail-oriented and proactive approach to work. Ability to conduct high-level data analysis and present findings clearly. Proficient project management skills. Proven experience in an administrative or coordinator role, preferably within a technology or asset management firm. Education and Experience Bachelor's degree in Computer Science, Information Systems, Business Administration or a related field. 1-2 years relevant experience. A professional with a proactive mindset and detail-oriented approach should consider applying. If you are interested in this opportunity, please submit a cover letter & resume to *******************. The salary range for this position represents what we reasonably expect to pay at the time of hire. Actual compensation will be based on a variety of factors as permitted by law, including relevant experience, skills, education, and work location. We are committed to equitable and transparent pay practices.
    $72k-90k yearly 1d ago
  • Associate General Counsel

    Cetera Financial Group 4.8company rating

    El Segundo, CA job

    The Associate General Counsel will join a legal team of highly experienced lawyers who have corporate, litigation, broker‑dealer, and investment advisory practice backgrounds. This position offers an excellent opportunity for long‑term professional growth and development of a sophisticated and rewarding legal practice supporting the retail investment advice profession that is vital to the well‑being of our clients. This position reports to the Deputy General Counsel and is located in El Segundo, California. What you will do: The Associate General Counsel will serve as a senior legal advisor within the legal department, providing strategic legal support to both the Registered Investment Advisory (RIA) and Broker‑Dealer arms of the firm. This role requires deep expertise in securities law, investment advisory regulations, and broker‑dealer compliance frameworks. The successful candidate will collaborate closely with business leaders, compliance, risk, and operations teams to ensure legal and regulatory alignment across all business activities. Your responsibilities will include: Provide legal counsel on matters related to investment advisory services, brokerage operations, and financial product distribution. Advise senior leadership on regulatory developments, risk mitigation strategies, and legal implications of business initiatives. Legal support to various departments including drafting and negotiation of documentation, research and legal advice (business, finance, accounting, tax, compliance, operations and supervision). Ensure compliance with SEC, FINRA, and state securities laws and regulations. Interpret and implement changes in laws and regulations affecting RIA and broker‑dealer operations. Draft, review, and negotiate a wide range of contracts including client agreements, vendor contracts, and partnership arrangements. Collaborate with outside counsel and manage legal risks proactively. Supervise junior attorneys and legal staff. Partner with compliance, risk, and business units to develop integrated legal solutions. Assist with Mergers & Acquisition due diligence, transition, and integration. What you need to have: Juris Doctor (JD) from an accredited law school. Active member in good standing with the California state bar or other state bar with in‑house registration in California. Minimum of 13+ years of legal experience at law firms and/or in‑house legal departments, with significant exposure to investment advisory and broker‑dealer matters. In‑depth knowledge of federal securities laws, FINRA rules, and state regulatory frameworks. Experience working in‑house at a financial institution and/or with a law firm specializing in financial services. Strong leadership, communication, and organizational skills. Ability to manage multiple priorities in a fast‑paced, evolving environment. What will really catch our eye: Familiarity with insurance regulations and alternative investment structures. Experience with digital platforms and fintech‑related legal issues. Strategic thinker with a proactive approach to problem‑solving. High ethical standards and commitment to integrity. Experience in employment law Compensation: The salary range for this role is $230,000 - $260,000 plus competitive performance‑based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations. #LI-Hybrid About Us What we give you in return: Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full‑time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan‑ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. Cetera Financial Group "Cetera" is a leading network of independent retail broker‑dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions‑based advisors the benefits of a large, established broker‑dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award‑winning wealth management and advisory platforms, comprehensive broker‑dealer and registered investment adviser services, practice management support and innovative technology. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection. #J-18808-Ljbffr
    $230k-260k yearly 1d ago
  • Office Manager / Human Resources Administrator

    Redwood Trust, Inc. 3.7company rating

    Irvine, CA job

    The Office Manager / Human Resources Administrator role at our Irvine location is designed for an energetic and detail-oriented professional who thrives in managing office operations and providing support to staff. This position is responsible for leading office administration and supporting Human Resources functions, creating a workplace that is safe, efficient, and engaging. The successful candidate will demonstrate a proactive approach to problem-solving and possess a genuine passion for people, organizational culture, and operational excellence. This role requires balancing daily office management tasks with HR support to ensure seamless operations and a positive work environment. Responsibilities & Duties Human Resources & Talent Operations * Support full-cycle onboarding for new hires in Irvine and LA offices, including access cards, parking permits, and workspace setup. * Coordinate travel arrangements for new employees without corporate cards. * Partner with leadership to build a culture of collaboration, motivation, and continuous improvement. * Promote workplace safety and well-being; serve as Suite and Floor Warden and participate in Site Management Teams (SMT). * Support HR initiatives including employee engagement, compliance, communication and projects. Office Administration & Culture Management * Oversee day-to-day office operations, ensuring a clean, organized, and well-stocked environment. * Greet and sign in visitors, provide assistance, and information. * Ensure employee questions are answered in a timely manner. * Manage vendor relationships and coordinate service calls for equipment (coffee machines, printers, water dispensers). * Liaise with building management for service requests, rent processing, and invoice handling. * Plan and execute in-office events such as social hours, holiday parties, and weekly team lunches. * Foster a positive and professional workplace culture. Finance & Vendor Coordination * Process monthly invoices and billing for vendors including Ace Parking, AT&T, FedEx, Spectrum, Staples, Costco, and Verizon. * Track and log incoming mail (FedEx, UPS); scan and distribute to relevant teams. * Order office supplies and consumables from vendors such as Staples, Amazon, and Costco. * Process expense reports via Concur. Administrative Support * Approve incoming requests for Intelliloan. * Distribute weekly production agendas and schedule meetings as needed. * Coordinate hotel accommodations for conferences and for leadership coming onsite. * Maintain emergency procedures and attend annual safety training and ensure preparedness and safety compliance across the office. Required Experience, Skills, & Competencies * Required High School Diploma, prefer bachelor's degree in Human Resources, Business Administration, or related field. * 3 - 5+ years of experience in HR and office management. * Ability to travel to our Los Angeles Office on as on-needed basis. * Excellent interpersonal, communication, and organizational skills. * Proficiency in Microsoft Office Suite and other tools like Canva. * Ability to handle confidential information with discretion. * Team player, positive, can-do attitude. Work Schedule * Onsite presence is required for four to five days per week; one remote day may be scheduled based on business needs. A reasonable estimate of the total compensation range for this role is $70,000-$80,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $70k-80k yearly 40d ago
  • Horizons Intern

    Redwood Trust, Inc. 3.7company rating

    Los Angeles, CA job

    As an intern with Horizons, you will gain hands-on experience in venture investing and portfolio management. You will support the team in conducting market and company research, assisting with due diligence, financial analysis, and executing operational efficiency projects. This role offers exposure to investment strategy, deal execution, and portfolio monitoring within a dynamic and collaborative environment. Key Responsibilities * Collaborate with team members on special projects related to process automation and data management. * Assist in researching emerging trends in Proptech, Fintech, and digital infrastructure. * Support due diligence efforts, including financial modeling, competitive analysis, and market sizing. * Help prepare investment memos and presentations for the Horizons Operating and Investment Committees. * Participate in portfolio monitoring by tracking key performance indicators and updating internal dashboards. Education and Background: * Current undergraduates (rising seniors) pursuing a degree in Finance, Economics, Real Estate, Engineering, or a related field. Required Experience, Skills, & Competencies * Strong analytical and problem-solving skills. * Interest in venture capital, technology, and financial services. * Proficiency in Excel and PowerPoint; familiarity with financial modeling is a plus. * Excellent communication and organizational skills. * Ability to work independently and in a fast-paced team environment. A reasonable estimate of the total compensation range for this role is $27/hr. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $27 hourly 24d ago
  • Associate Wealth Management Banker

    Royal Bank of Canada 4.3company rating

    San Francisco, CA job

    What is the opportunity? The Associate Wealth Management Banker will support RBC US Wealth Management (USWM) field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients. The Associate Wealth Management Banker will assist the Wealth Management Banker(s) build Financial Advisor and client product awareness and understanding of the full cash management and lending platform of RBC USWM. What will you do? Effectively communicate the importance of incorporating lending and cash management into an advisory practice to financial advisors and clients. Assist the Wealth Management Banker(s) to partner with Financial Advisors to understand their clients, identify and analyze business opportunities and assist in driving cash management and lending revenue. Build cash management and lending product awareness among RBC Financial Advisors. Serve as the key relationship manager to client associates for their clients' cash management and lending needs Be accountable to key performance metrics including the development and maintenance of a pipeline of opportunities to meet all client and FA targets, including, but not limited to loan commitments and balances, revenue, units and Advisor participation. Have a basic knowledge level of City National Bank (CNB) banking and lending solutions and work with CNB Banking Advisors to create a seamless credit experience across the platform Report key performance metrics to the Divisional Manager, Wealth Management Banking, along with various PCG field management. Partner with the Wealth Management Banker(s) to provide FAs and their clients cash management and lending solutions and support. What do you need to succeed? Must-have 2+ years' experience at a wealth management firm SIE, Series 7 and 63, or ability to obtain within 90 days Proven business development experience and strong understanding of cash management and lending products including bank deposits, certificates of deposits, securities-based loans and high net worth tailored lending products. Strong drive to grow a business and hit key performance targets while ensuring products are suitable for clients and properly managing risk to the firm Strong interpersonal skills, including developing relationships with financial advisors and ability to ask critical questions, anticipate problems/future needs and take ownership. Nice-to-have Bachelor's degree Current FINRA licensing Business development experience within the cash management and lending space in a wealth management context What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. Leaders who support your development through coaching and managing opportunities. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Opportunities to do challenging work. Opportunities to build close relationships with clients. The expected salary range for this particular position is $80,000-$135,000, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Additional Job Details Address: 345 CALIFORNIA STREET:SAN FRANCISCO City: San Francisco Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-12-02 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
    $80k-135k yearly Auto-Apply 23d ago
  • Sr. Claims Examiner, Casualty

    Arch Capital Group Ltd. 4.7company rating

    Los Angeles, CA job

    With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Arch Insurance Group Inc., AIGI, has an opening in the Claims Division is seeking a Senior Claims Examiner to join the Casualty Team. In this role, the responsibilities include actively managing commercial accounts claims caseload throughout the United States. Primary Responsibilities Specific duties include but not limited to the below: * Identify and assess coverage issues, draft coverage position letters, and retain coverage counsel, when necessary, as well as review coverage counsel's opinion letters and analysis * Develop and implement strategy relative to coverage issues which correlate with the overall strategy of matters entrusted to the handler's care * Develop and implement strategy to resolve matters of liability and damages of a particular case * Maintain contact with the business line leader, underwriter, defense counsel, program manager, and broker * Investigate claim and review the insureds' materials, pleadings, and other relevant documents * Identify and review of each jurisdiction's applicable statutes, rules, and case law * Review litigation materials including depositions and expert's reports * Analyze and direct risk transfer, additional insured issues, and contractual indemnity issues * Retain counsel when necessary and direct counsel in accordance with resolution strategy * Analyze coverage, liability and damages for purposes of assessing and recommending reserves * Prepare and present written/oral reports to senior management setting forth all issues influencing evaluation and recommending reserves * Travel to and from locations within the United States to attend mediations, trials, and other proceedings relevant to the resolution of the matter * Negotiate resolution of claims * Select and utilize structure brokers * Maintain a diary of all claims, post reserves in a timely fashion, and expeditiously respond to inquiries from the insured, counsel, underwriters, brokers, and senior management regarding claims Qualifications * Proper adjuster licensing in all applicable states * Exceptional communication (written and verbal), evaluating, influencing, negotiating, listening, and interpersonal skills to effectively develop productive working relationships with internal/external peers and other professionals across organizational lines * Strong time management and organizational skills * Ability to take part in active strategic discussions * Ability to work well independently and in a team environment * Hands-on experience and strong aptitude with Microsoft Excel, PowerPoint and Word * Willing and able to travel 20% * This role is hybrid with 2 days in office Education and Experience * Bachelor's degree; Juris Doctorate degree preferred * Five (5) years of working experience with a primary and / or excess carrier supporting commercial accounts for Casualty claims; Professional Liability claims #LI-SW1 #LI-HYBRID For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible. For Jersey City, Morristown, NYC: $123,400 - $166,633/year For Hartford, Chicago, Long Island: $111,100 - $149,970/year * Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future. * Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click here to learn more on available benefits. Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team. For Colorado Applicants - The deadline to submit your application is: December 08, 2025 14400 Arch Insurance Group Inc.
    $123.4k-166.6k yearly Auto-Apply 21d 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 22d ago
  • Senior Billing Risk and Systems Analyst

    Assetmark 4.1company rating

    Concord, CA job

    AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our investment solutions, innovative technology, advanced services and expertise to help them grow their businesses. The Job/What You'll Do: We are searching for someone to bring a continuous improvement and controllership mindset to a growing asset management company. The right candidate will be a proven self-starter with an owner/operator mentality who must bring strong ownership and accountability to our organization. The successful candidate will bring a strong technology, risk, audit, and compliance mindset, excellent oral and written communication skills, and a passion for excellence. The Senior Billing Risk and Systems Analyst is responsible for conducting audits, strengthening control frameworks, and performing risk assessments to ensure the accuracy, completeness, and integrity of billing processes. This role collaborates closely with the Billing Implementation Manager, Billing Operations, and Product & Engineering teams to drive improvement projects, automate manual processes, and enhance operational efficiency within billing and revenue operations. Additionally, the Senior Billing Risk and Systems Analyst supports M&A integration, provides actionable insights to improve client experience and mitigate organizational risk, and fosters a strong risk-aware culture across the organization. This is a full-time position in our Concord, CA office with a hybrid work schedule. Responsibilities: Lead pre-billing audits to ensure the accuracy of billing inputs into the billing system Monitor and fix daily billing import errors Complete quarterly audits to validate the accuracy and reasonableness of custodial partner billing. Maintain data integrity and accuracy within the billing system and reports Oversee end-to-end controls to ensure the completeness and accuracy of all billing activities in the billing system Conduct ongoing risk assessments, identifying key risks and recommending appropriate control measures Oversee the effectiveness of risk controls, monitor performance, and implement improvements as needed Promote a strong risk-aware culture through consistent communication, training, and best practices Partner with the Billing Implementation Manager in billing improvement initiatives and defect fixes, ensuring they are properly prioritized, thoroughly tested, and successfully implemented Support the Billing Operations Manager and the Billing Implementation Manager on mergers & acquisitions and consolidation projects within the AssetMark billing system Collaborate with cross-functional teams to identify operational, financial, regulatory, and reputational risks Facilitate comprehensive reviews of client experience cases, identify root causes and trends, and provide actionable recommendations to Platform Revenue leaders Knowledge, Skills, and Abilities: Strong aptitude for rapidly understanding and mastering new technologies or systems Prior external or internal audit experience Deep knowledge of the TAMP industry, particularly platform-based or advisory fee/management fee structures Knowledge of financial services regulatory requirements preferred Ability to articulate clear messages and concise instructions through oral and written communication Strong prioritization and organizational skills Proven ability to build cross-functional relationships, especially with Sales, Legal, and Finance teams. Ability to manage multiple priorities and work with a high degree of independence and accountability. Ability to assess and minimize risk to organization Outstanding Customer Focus - seeing the “bigger” picture and the ability to always identify what is in the best interest of the client and the firm Education & Experience: Bachelor's degree or equivalent experience required 5+ years' financial services experience required Compensation: The Base Salary range for this position is between $90,000-$100,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #LI-hybrid Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what's right, always. Even when it's hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. Flex Time or Paid Time Off and Sick Time Off 401K - 6% Employer Match Medical, Dental, Vision - HDHP or PPO HSA - Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
    $90k-100k yearly Auto-Apply 20d 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 22d ago
  • Business Purpose Lending Operations Intern

    Redwood Trust Inc. 3.7company rating

    Irvine, CA job

    We are seeking a Business Purpose Lending (BPL) Operations intern who will play a crucial role in supporting various teams within the Business Purpose Lending division. This internship offers a unique opportunity to gain hands-on experience in multiple aspects of real estate lending operations, including underwriting, loan management, asset management, and bridge lending. Under the direct supervision of the SVP of Term or Bridge Lending, you will assist with administrative tasks, project coordination, and data analysis across different teams. Responsibilities & Duties Assist in underwriting and closing efforts for commercial debt financing transactions backed by single-family rentals and multi-family rental portfolios. Support loan operations staff in processing loan applications, coordinating with borrowers, and managing loan documentation. Collaborate with bridge lending team on various projects related to short-term financing, acquisitions, and fix/flip projects. Conduct cash flow analysis, underwriting, due diligence, valuation reviews and credit analysis. Assist in the preparation of investment committee memorandums. Prepare market data research summaries. Conduct data analysis, financial modeling, and report preparation to support decision-making processes. Communicate effectively with internal teams, borrowers, lenders, third-party vendors, and other stakeholders. Maintain accurate records, update databases, and ensure compliance with internal policies and procedures. Required Experience, Skills, & Competencies Education and Background: Current undergraduates (rising junior and seniors) pursuing a degree in Finance, Economics, Real Estate, or a related field. Technical Skills: Proficiency with Microsoft Excel; financial modelling skills is a plus. Strong analytical and organizational skills. Previous experience or coursework in commercial lending, real estate finance, or related fields preferred. Core Competencies Intellectual curiosity and a passion for financial markets. Strong attention to detail and organizational skills. Excellent verbal and written communication. Collaborative mindset with a willingness to learn and contribute to team goals. Professionalism and adaptability in a fast-paced environment. Other Requirements Available for full-time participation during the summer program (June-August 2026). In-office presence required 4 to 5 days a week depending on location and project needs. A reasonable estimate of the total compensation range for this role is $27/hr. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $27 hourly Auto-Apply 41d ago
  • Sr. Claims Account Manager - Construction

    Arch Capital Group Ltd. 4.7company rating

    San Francisco, CA job

    With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary The Claims Division is seeking a Claims Account Manager (CAM/AVP) to join the Central Construction Team. In this role, the incumbent will actively manage and effectively oversee assigned Construction accounts and be responsible for overseeing construction liability claims (GL, AL, APD) being handled by Third-party Administrator (TPA) Team members which support high-exposure commercial business accounts. Job Responsibilities: * Work with our TPA's to ensure proper claims handling and service delivery, this includes: * Performing claims oversight on claims with an expected value over $50,000 for guaranteed cost policies and at 50% of the retention for deductible and self-insured business * Attend mediations and trials * Granting reserve and settlement authority on cases above the TPA's authority * Making coverage determinations and writing Reservation of Rights and coverage disclaimer letters * Completing claims audits at TPA branch claims offices or online * Handling or facilitating administrative tasks between Arch and the TPA to ensure seamless service delivery to the client * Act as the Service Manager/Arch claims contact for all accounts written by Arch Underwriting, which includes: * Participating in client set-up meetings * Participating in telephonic as well as in person claims reviews * Participating in mid-term meetings * Helping to resolve any claims or service issues that arise * Work with Underwriting and Risk Control to assist in the risk selection process, which includes: * Reviewing new/renewal submissions and commenting on any claims, legal or jurisdictional issues * Addressing potential solutions to current claims or service problems * Participating in meetings with brokers and/or prospective accounts * Identifying loss trends on an account or book of business level * Conducting due diligence reviews on new TPA's or accounts that want to self-administer claims * Collaborate with other internal business units such as Finance, IT and Legal on any issues or projects that arise * Address state and federal regulatory issues (Medicare issues, state insurance department audits/complaints, state workers compensation board requirements, etc.) Qualifications * Minimum of ten (10) years' working experience overseeing TPA's and managing AL, GL, APD claims (bodily/personal injury and property damage) for high deductible and self-insured accounts; preferred 15+ years * Bachelor's degree preferred; 10+ years direct experience in lieu of degree * Proper Adjuster Licenses in all applicable states * Ability to handle high severity claims * Knowledge & expertise with multiple jurisdictions * Hands-on experience and strong aptitude with Microsoft Excel, PowerPoint and Word * Exceptional communication (written and verbal), influencing, negotiating, listening, and interpersonal skills to effectively develop productive working relationships with internal/external peers and other professionals across organizational lines * Strong problem-solving, analytical, organizational, and time management skills * Ability to take part in active strategic discussions * Ability to work independently and in a team environment * Willing and able to travel 25% #LI-SW1 #LI-HYBRID For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible. For Chicago: $111,100 - $149,970/year * Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future. * Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click here to learn more on available benefits. Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team. 14400 Arch Insurance Group Inc.
    $111.1k-150k yearly Auto-Apply 27d ago
  • CLO Analyst

    Western Asset Management 4.8company rating

    Western Asset Management job in Pasadena, CA

    WHO IS WESTERN ASSET Western Asset Management focuses on supporting our clients' financial goals and creating positive outcomes for all kinds of people. Primarily a globally integrated fixed-income manager, we source ideas and investment solutions worldwide, with an emphasis on long-term fundamental value investing, using multiple diversified strategies. We are seeking a CLO Desk Analyst to support the Portfolio Managers across Bank Loans, CLO Management, and third-party CLO tranche investments. The analyst will support and contribute to trade execution, portfolio analytics, credit monitoring, and reporting across the full spectrum of leveraged loan and CLO activities. This is a critical role required at a pivotal moment for the business, which will alleviate senior members to focus their time on investment performance, sourcing trade opportunities, and building AUM in strategic areas poised for growth. This role is highly technical, requiring a working knowledge of loans and CLOs. Work schedule is 4 days in office at our Pasadena location. What you will do Portfolio & Trading Support * Assist PMs with trade preparation, allocation, and compliance verification for loan and CLO tranche transactions * Maintain accurate daily records of exposures, liquidity, cash balances, pipeline, and portfolio risk. * Track primary and secondary market activity, price color, flows, and technicals across loans and CLO tranches * Support scenario analysis for portfolio repositioning, risk budgeting, and relative-value opportunities Credit & Collateral Analysis * Gather, update, and analyze borrower-level financials, covenant packages, rating changes, and event-driven news * Support CLO collateral modeling including WARF, WAS, WAL, CCC buckets, documentation tests, and par metrics * Maintain deal- and issuer-level data sets used for credit selection and ongoing monitoring. * Contribute to investment memos, credit reviews, and internal portfolio discussions CLO Tranche Evaluation * Run cash flow models, structural analyses, and stress tests for CLO tranches * Track manager behavior, deal performance trends, reinvestment activity, and structural features across deals * Maintain updated tranche and deal dashboards to support PM decision-making Reporting & Data Management * Produce daily and weekly reporting packages: performance, exposures, risk metrics, liquidity, pipeline, and attribution * Reconcile data across systems, pricing feeds, trustee reports, and internal risk systems. * Maintain accuracy of models, databases, and dashboards used for investment and portfolio oversight * Audit and reconcile monthly reports with trustee, shadow trustee and internal systems to ensure accurate calculations across tests in CLO reports Operations, Risk, and Compliance Coordination * Liaise with operations, risk, compliance, and technology teams on trade settlement, corporate actions, and lifecycle events * Ensure timely and accurate updating of pricing, reference data, and model inputs * Assist in audit requests and regulatory inquiries as needed What you will bring * A minimum of 5 years of experience in the asset management space with 2-3+ years of that experience in leveraged loans, CLOs, structured credit, or related investment/analytics roles * Strong analytical capabilities with advanced Excel proficiency; familiarity with CLO modeling tools * Ability to work in a fast-paced trading environment with excellent attention to detail. * Strong written and verbal communication skills * Self-motivated with the ability to manage multiple priorities simultaneously * Experience with Bloomberg, loan settlement platforms, and credit data systems (Markit, LCD, Intex, WSO) * Understanding of CLO documentation, indentures, and trustee reporting * Familiarity with the programming architecture required to develop automated data analysis (Python, SQL, VBA) a plus but not required Expected base salary for the role will generally be between $140,000 - $155,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include other forms of compensation such as, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. About Western Asset At Western Asset we're saying hello to the future. Committed to being the leading fixed-income investment management firm in the world, we're investing in new technologies, methodologies and markets. We're also investing in our people. Our business is guided by a belief in doing the right thing: that if we treat our clients and colleagues with fairness and respect, success will follow. We're building on our reputation and resources with an entrepreneurial approach that drives innovation. Every day is an opportunity for us to get better by making the most of the possibilities that our people and ideas can bring. We believe an inclusive and respectful workplace promotes the formation of different ideas and viewpoints, enhances independent thinking, and helps create a work environment where the best ideas are identified and implemented. We are committed to unlocking the potential of our team by providing an inclusive and supportive environment that offers everyone the chance to grow personally, advance professionally, and participate fully in the Firm's success. EQUAL EMPLOYMENT OPPORTUNITY ("EEO") Western Asset Management is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Link to Equal Employment Opportunity Statement: ****************************************************************************************** Join our talent pool We're always on the look-out for creative, curious, collaborative, and entrepreneurial individuals. Even if you don't see any current opportunities that match your skills, we'd still like to hear from you. Sign up for our Talent Pool and we'll get in touch when something suitable comes up. Register today and build your own searchable profile ready for our hiring managers to view. All you need is a few basic details and an up-to-date copy of your resume ready to upload. We support .rtf, .docx, .doc, .txt and .pdf files, provided they are smaller than 2MB.
    $140k-155k yearly Auto-Apply 18d 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 22d ago
  • Office Manager / Human Resources Administrator

    Redwood Trust, Inc. 3.7company rating

    Irvine, CA job

    The Office Manager / Human Resources Administrator role at our Irvine location is designed for an energetic and detail-oriented professional who thrives in managing office operations and providing support to staff. This position is responsible for leading office administration and supporting Human Resources functions, creating a workplace that is safe, efficient, and engaging. The successful candidate will demonstrate a proactive approach to problem-solving and possess a genuine passion for people, organizational culture, and operational excellence. This role requires balancing daily office management tasks with HR support to ensure seamless operations and a positive work environment. Responsibilities & Duties Human Resources & Talent Operations Support full-cycle onboarding for new hires in Irvine and LA offices, including access cards, parking permits, and workspace setup. Coordinate travel arrangements for new employees without corporate cards. Partner with leadership to build a culture of collaboration, motivation, and continuous improvement. Promote workplace safety and well-being; serve as Suite and Floor Warden and participate in Site Management Teams (SMT). Support HR initiatives including employee engagement, compliance, communication and projects. Office Administration & Culture Management Oversee day-to-day office operations, ensuring a clean, organized, and well-stocked environment. Greet and sign in visitors, provide assistance, and information. Ensure employee questions are answered in a timely manner. Manage vendor relationships and coordinate service calls for equipment (coffee machines, printers, water dispensers). Liaise with building management for service requests, rent processing, and invoice handling. Plan and execute in-office events such as social hours, holiday parties, and weekly team lunches. Foster a positive and professional workplace culture. Finance & Vendor Coordination Process monthly invoices and billing for vendors including Ace Parking, AT&T, FedEx, Spectrum, Staples, Costco, and Verizon. Track and log incoming mail (FedEx, UPS); scan and distribute to relevant teams. Order office supplies and consumables from vendors such as Staples, Amazon, and Costco. Process expense reports via Concur. Administrative Support Approve incoming requests for Intelliloan. Distribute weekly production agendas and schedule meetings as needed. Coordinate hotel accommodations for conferences and for leadership coming onsite. Maintain emergency procedures and attend annual safety training and ensure preparedness and safety compliance across the office. Required Experience, Skills, & Competencies Required High School Diploma, prefer bachelor's degree in Human Resources, Business Administration, or related field. 3 - 5+ years of experience in HR and office management. Ability to travel to our Los Angeles Office on as on-needed basis. Excellent interpersonal, communication, and organizational skills. Proficiency in Microsoft Office Suite and other tools like Canva. Ability to handle confidential information with discretion. Team player, positive, can-do attitude. Work Schedule Onsite presence is required for four to five days per week; one remote day may be scheduled based on business needs. A reasonable estimate of the total compensation range for this role is $70,000-$80,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $70k-80k yearly Auto-Apply 40d ago
  • Associate Wealth Management Banker

    Royal Bank of Canada 4.3company rating

    Los Angeles, CA job

    What is the opportunity? The Associate Wealth Management Banker will support RBC US Wealth Management (USWM) field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients. The Associate Wealth Management Banker will assist the Wealth Management Banker(s) build Financial Advisor and client product awareness and understanding of the full cash management and lending platform of RBC USWM. What will you do? * Effectively communicate the importance of incorporating lending and cash management into an advisory practice to financial advisors and clients. * Assist the Wealth Management Banker(s) to partner with Financial Advisors to understand their clients, identify and analyze business opportunities and assist in driving cash management and lending revenue. * Build cash management and lending product awareness among RBC Financial Advisors. * Serve as the key relationship manager to client associates for their clients' cash management and lending needs * Be accountable to key performance metrics including the development and maintenance of a pipeline of opportunities to meet all client and FA targets, including, but not limited to loan commitments and balances, revenue, units and Advisor participation. * Have a basic knowledge level of City National Bank (CNB) banking and lending solutions and work with CNB Banking Advisors to create a seamless credit experience across the platform * Report key performance metrics to the Divisional Manager, Wealth Management Banking, along with various PCG field management. * Partner with the Wealth Management Banker(s) to provide FAs and their clients cash management and lending solutions and support. What do you need to succeed? Must-have * 2+ years' experience at a wealth management firm * SIE, Series 7 and 63, or ability to obtain within 90 days * Proven business development experience and strong understanding of cash management and lending products including bank deposits, certificates of deposits, securities-based loans and high net worth tailored lending products. * Strong drive to grow a business and hit key performance targets while ensuring products are suitable for clients and properly managing risk to the firm * Strong interpersonal skills, including developing relationships with financial advisors and ability to ask critical questions, anticipate problems/future needs and take ownership. Nice-to-have * Bachelor's degree * Current FINRA licensing * Business development experience within the cash management and lending space in a wealth management context What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. * A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. * Leaders who support your development through coaching and managing opportunities. * Ability to make a difference and lasting impact. * Work in a dynamic, collaborative, progressive, and high-performing team. * Opportunities to do challenging work. * Opportunities to build close relationships with clients. The expected salary range for this particular position is $80,000-$135,000, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: * Drives RBC's high-performance culture * Enables collective achievement of our strategic goals * Generates sustainable shareholder returns and above market shareholder value Job Skills Additional Job Details Address: 345 CALIFORNIA STREET:SAN FRANCISCO City: San Francisco Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-12-02 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
    $80k-135k yearly 4d ago
  • Product Manager - Sales Technology

    Pimco 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 60d+ 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
  • 2026 Summer Intern - Business Development Support 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 - Business Development Support Analyst, US Internship positions are located at PIMCO's Newport Beach, CA Headquarters. You're eligible to apply if you: Pursuing an undergraduate degree Must be able to begin full time employment at a PIMCO office between January 2027 - August 2027 Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026) Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university Are business proficient in English See yourself as a Business Development Support Analyst: The Business Development Support group plays an integral part in the initial sales/marketing process for prospective clients, as well as in the servicing of PIMCO's existing clients and investment consultants worldwide. The BDS team utilizes a collaborative team approach and works closely with PIMCO's investment professionals, especially with Product Strategists and Account Managers, to respond to new business proposals across PIMCO's public and private market strategies and provide superior client servicing. Your primary responsibilities will include: Developing a strong understanding of the firm's strategy offerings and overall investment approach; presenting strategy summaries in bi-weekly meetings Researching and analyzing market trends, competitor activities and client needs to provide actionable insights Learning how to access, analyze and report data from the firm's proprietary systems, the BDS team's content library software and other data solutions actively used across the firm to service clients. Assisting with the completion of Requests for Proposals (RFPs) and questionnaires (general and due diligence), and various ad hoc requests to maintain strong client relationships and aid in business growth You'll excel as a Business Development Support Analyst if you: Demonstrate proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint) Are familiar with financial markets and have a strong interest in learning about fixed income, the asset management industry, and client/consultant relationships Have demonstrated strong analytical and problem-solving skills, which are crucial for data analysis and market research Have excellent time management & organizational skills and ability to flourish in a challenging, fast-paced, professional environment Show commitment to quality and attention to detail; ensure that work is complete, accurate and on time Show strong communication skills and ability to interact professionally with all levels of internal and external personnel in both written and verbal communications Have experience or prior college internships in a financial, client-oriented role and/or demonstrated interest through business, finance, and analytics coursework, as well as relevant professional and student organizations While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above. The PIMCO Internship Experience: The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th, 2026, with the expectation that you will be available for the full duration of the program During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts Join us for a variety of cross-divisional education, networking & social events! Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals Want to learn more? Hear about The PIMCO Internship Experience from past interns As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations How you should apply: Applications open in August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready. What to expect during the interview process: After we receive your application, we will conduct an initial review of your resume If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview If you are chosen to proceed after the video interview, you will then take an assessment Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment. For more information on PIMCO and Career Opportunities, please visit ****************************** PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate: $ 37.50 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $37.5 hourly Auto-Apply 60d+ ago

Learn more about Western Asset Management jobs

Jobs from similar companies

Jobs from similar companies you might want to view.

Most common locations at Western Asset Management

Zippia gives an in-depth look into the details of Western Asset Management, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Western Asset Management. The employee data is based on information from people who have self-reported their past or current employments at Western Asset Management. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Western Asset Management. The data presented on this page does not represent the view of Western Asset Management and its employees or that of Zippia.

Western Asset Management may also be known as or be related to Western Asset Income Fund, Western Asset Management and Western Asset Management Company.