Western Asset Management jobs in Pasadena, CA - 102 jobs
Research Analyst
Western Asset 4.8
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
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Portfolio Analyst
Western Asset 4.8
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.
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 21d ago
Associate General Counsel
Cetera Financial Group 4.8
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.
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$230k-260k yearly 3d ago
Relationship Manager
Redwood Trust Inc. 3.7
Irvine, CA job
Job Description
CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing.
Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned.
Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community
Attend and professionally represent CAF at conferences and industry events
Proactively contact potential and existing customers through phone calls, email and in-person meetings
Evaluate the merits and risks of potential credit line and term loan transactions
Prepare term sheets and summary analysis of potential transactions
Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions
Periodically produce brief and topical marketing blogs sponsored by CAF
Meet or exceed quarterly/annual individual production targets
Regularly log customer interaction in CAF's Salesforce CRM platform
Assist underwriting and other deal team members as needed
Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities.
Bachelor's Degree
2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations
Hands-on approach with track record of driving results
Exceptional interpersonal and relationship building skills
Strong financial background with analytical and numerical proficiency
Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce)
Ability to balance personal resourcefulness and individual drive in a team-based environment
Willingness to travel
Working Conditions:
Typical office environment
Travel required, up to 10%
Computer, keyboard, telephone, fax machine, scanner and copier, etc.
Occasional overtime work required throughout the year
A reasonable estimate of the base compensation range for this role is 55K + commission. 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 to 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.
$89k-139k yearly est. 12d ago
Horizons Intern
Redwood Trust, Inc. 3.7
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 26d ago
Associate, Opportunistic Credit
Pacific Investment Management Co 4.9
Newport Beach, CA job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
JOB DESCRIPTION
PIMCO's growing $178 billion alternative complex invests in a wide range of asset types and geographies. PIMCO's opportunistic credit team manages funds focused on investing in directional and relative value opportunities across public and private corporate debt and equity, stressed/distressed capital structures, and various event-driven and special situation opportunities. PIMCO is seeking an Associate to join this opportunistic credit team, to be based in our Newport Beach office. You will be directly involved in identifying, evaluating, underwriting, and managing opportunistic credit and special situations investments. You will also interact across our investment organization; including Portfolio Management professionals within our alternatives platform, as well as across the firm's corporate research group.
RESPONSIBILITIES
Assist in identifying and evaluating public and private corporate debt and equity investments (both long and short), and special situation opportunities
Partner with PIMCO Alternatives deal teams on diligence, underwriting, and management of selective investments
Perform deep-dive research on industry sectors and individual companies, including detailed financial modeling and credit documentation review
Communicate and present investment ideas and analysis to senior team members, portfolio managers, and investment committees
REQUIREMENTS
2+ years of meaningful investment banking, credit research, and/or credit investing experience
Strong experience in credit analysis and financial modeling, restructuring/distressed experience is a plus
Outstanding academic credentials and demonstrated leadership capabilities
Strong work ethic and integrity; you should be a team player who is proactive and self-motivated
Experience managing tasks with minimal direction and an ability to make preliminary decisions in a short time frame
Good communicator, strong written and oral presentation abilities; needs to be persuasive and credible
Ability to work effectively on multiple projects simultaneously
BENEFITS
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include:
Medical, dental, and vision coverage
Life insurance and travel coverage
401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
Community involvement opportunities with The PIMCO Foundation in each PIMCO office
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 135,000.00 - $ 180,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Position Description
We are seeking a Senior Investment Editor & Writer to co-lead our Editorial & Publishing team within PIMCO's Content Marketing group. In this high-impact role, you will shape PIMCO's thought leadership publishing strategy to strengthen market presence and accelerate growth, while serving as the principal investment writer for private markets content-positioning PIMCO as a leading private markets investor.
You will combine editorial expertise, strategic thinking, and investment knowledge to deliver content that resonates with wealth and institutional clients globally to support PIMCO's growth priorities. This role requires close collaboration with portfolio managers, investment and product strategists, client business leaders, and marketing and communications teams.
A key component of this role is implementing a newsroom-style publishing model that scales globally consistent messaging, deepens client understanding, leverages data-driven insights, and crafts compelling narratives across multiple formats.
Demonstrated expertise in private markets is essential, including the ability to develop investment narratives for private credit and other alternative strategies, paired with the executive presence and confidence to communicate effectively with senior investment professionals.
Location
New York, NY or Newport Beach, CA
Key Responsibilities:
* Content Strategy:
* Define publishing vision and strategy, develop a comprehensive editorial calendar of content topics aligned with business priorities.
* Collaborate with stakeholders to propose, identify, and develop timely stories based on client insights, market events, economic trends, and proprietary research.
* Own and publish high-quality private markets content across formats (publications, articles, videos, digital channels).
* Translate complex investment concepts into clear, client-friendly narratives for wealth and institutional audiences.
* Use analytics to inform content decisions, assess performance, and guide planning.
* Editorial Leadership:
* Oversee end-to-end content creation workflow from ideation to publication, ensuring deadlines and quality standards are met.
* Edit and proofread content for message alignment, accuracy, clarity, and conciseness, upholding the highest journalistic and brand standards.
* Guide writers, producers, investment professionals, and marketers on refining messaging and simplifying complex topics.
* Collaboration and Communication:
* Act as liaison between investment professionals, strategists, and marketing teams to coordinate content production.
* Ensure content aligns with the PIMCO brand, tone, regulatory standards, and global positioning.
* Partner with compliance and legal teams for approvals.
* Digital and Multimedia:
* Manage content across platforms-web, social media, and sponsored platforms.
* Collaborate with design and technical teams to optimize digital experiences.
* Curate multimedia assets (podcasts, videos, and data visualizations) to scale content distribution.
Qualifications:
* 10+ years of editorial, reporting, or content roles within financial publishing, asset management, or financial services; 5+ years in an editorial role.
* Deep understanding of capital markets and private markets (private credit, private equity, alternative investments).
* Exceptional writing, editing, and storytelling skills with a demonstrated track record in crafting timely, commercially viable thought leadership content.
* Executive presence and gravitas to gain credibility with the firm's most senior investment professionals.
* Strong communication and relationship-building skills.
* Ability to analyze data, extract insights, and present insights visually and narratively in ways that resonate with diverse audiences and drive engagement.
* Experience across multiple content formats and channels (digital, social, print, PR).
* Prior experience working with Investment Committees, CIOs, Portfolio Managers, or investment professionals highly desirable.
* Strategic thinker with the ability to assess complex topics and write clear and concise insights.
* Strong leadership and team management skills, with the ability to provide guidance and constructive feedback.
* Ability to work in a dynamic, fast-paced, global environment with demonstrated ability to multitask and prioritize competing tasks and demands under tight deadlines,
* Bachelor's degree in Journalism, Communications, English, or related field. An advanced degree, CFA or CAIA designation is highly desirable.
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 250,000.00 - $ 305,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$101k-132k yearly est. Auto-Apply 13d ago
Sr. Claims Examiner, Casualty
Arch Capital Group Ltd. 4.7
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 23d ago
Portfolio Manager, Commodities
Pacific Investment Management Co 4.9
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.
We are seeking a PM / Analyst to join our Commodities desk and specialize in US or International Natural Gas or Petroleum markets. In this role you will work with the MD and team to develop trade ideas based off fundamental and structural analysis.
Our ideal candidate will have a history of generating successful trade ideas translating to PnL or a strong quant / analytics background with a desire to run risk and develop trade ideas. This individual will be able to articulate what their possible edge might be, particularly if they have not directly run and deployed risk before.
REQUIREMENTS
Bachelor's degree from an accredited institution demonstrating strong academic credentials
Minimum of five (5) years of successful experience and deep knowledge in Natural Gas or Petroleum markets at a prominent buy-side or sell-side institution
Prior experience in risk sizing, trade execution and portfolio management is helpful although not essential. We will help candidate develop these skills and become PM if originating from analyst background
Creativity in problem solving and strong attention to detail. A commonsensical approach to investing
Strong quantitative skills with a knowledge of statistics, mathematics, computer science, economics a big plus
Programming skills, preferably in Python, is helpful but not essential
Good communication and ability to effectively communicate research results and ideas. Desire to work in a collaborative environment and as part of broader team
Astute ability to respect, listen to, and collaborate well with colleagues and clients
Exceptional work ethic and ability to succeed in a high intensity environment
Low ego, good sense of humor, emotional maturity, and humility to accept developmental feedback
Strength of conviction without stubbornness
BENEFITS
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include:
Medical, dental, and vision coverage
Life insurance and travel coverage
401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
Community involvement opportunities with The PIMCO Foundation in each PIMCO office
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 265,000.00 - $ 360,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$265k-360k yearly Auto-Apply 24d ago
Paralegal (DSCR & RTL)
Redwood Trust Inc. 3.7
Irvine, CA job
The Paralegal will be responsible for the working with internal deal counsel in the documentation and closing of
real estate financing transactions. This position will work closely with, internal deal team members, outside
vendors and/or other third parties.
Responsibilities & Duties
Research all Addresses and APNs for real estate financing transactions.
Review title commitments to ensure compliance with CoreVest's standards.
Assist with drafting of unsigned documents as needed on real estate financing transactions.
Work with CoreVest's counsel to facilitate an efficient loan closing process.
Work with CoreVest's counsel to review borrower entity documentation, structures, and background searches.
Assist with the review of closing packages to ensure that they are complete, and deals are ready for funding.
Effectively apply project coordination and loan closing standards.
Develop, and implement, best practices and processes for real estate financing transactions.
Communicate effectively and productively with underwriters, loan managers, loan originators, and other key people and departments involved in real estate financing transactions.
Serve as backup for other key people and departments when someone is out of office.
Required Experience & Skills
Paralegal certificate as well as a bachelor's degree or equivalent work experience
Preferably 2+ years working experience in commercial real estate loan transaction experience
Strong working knowledge of business associations, corporate formation, and loan documents
Escrow and title experience are pluses
Proficiency in Word, PowerPoint, and Excel
Strong written and verbal communication skills
Strong attention to detail and organizational skills
A reasonable estimate of the total compensation range for this role is $71,000-$90,000. 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.
$71k-90k yearly Auto-Apply 40d ago
Global Program Manager - Middle Office Migration
Pacific Investment Management Co 4.9
Newport Beach, CA job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Position Overview
We are seeking an experienced Global Program Manager to lead a transformative, multi-year migration of our Middle-Office services and systems to a new operating model and platform. This high-profile program is a key part of a strategic initiative to modernize and upgrade the software and processes supporting middle office onboarding and client management. The successful candidate will play a critical role in driving one of the most complex and significant change programs in our company's history.
The role is based in Newport Beach, CA with some global coordination responsibilities. Executive sponsorship is provided by senior business and technology leaders, underscoring the strategic importance of this program. Candidates with a broad industry network and experience in similar asset management transformations will be highly valued.
Success in this role requires the ability to lead large-scale, complex initiatives within a dynamic environment, while effectively influencing, driving, and communicating change. The ideal candidate will bring hands-on experience managing major transformation programs, demonstrating a keen attention to detail alongside a clear focus on strategic objectives. Given the lean nature of the team, the individual must be proactive and willing to engage directly in both planning and execution, rather than solely providing direction. Exceptional skills in stakeholder engagement, cross-functional collaboration, risk anticipation and mitigation, and sustaining program momentum are essential. Additionally, a strong commitment to building and enhancing team capabilities to support the upgraded operating model and technology platform is vital for long-term success.
Location
Newport Beach, CA. Relocation assistance will be provided.
Key Responsibilities
Lead the end-to-end planning, execution, and delivery of the Middle-Office services migration program, ensuring alignment with business objectives and strategic goals.
Develop and manage comprehensive program timelines, budgets, and resource plans for a large-scale, multi-year initiative.
Collaborate closely with cross-functional internal teams (Operations, Technology, PMO) and external partners, including longstanding vendor and consulting firms, to define project scope, objectives, and deliverables.
Identify, assess, and mitigate risks proactively, ensuring timely resolution of issues to maintain program momentum.
Communicate program status, progress, challenges, and key decisions effectively to senior leadership and stakeholders across a large, complex organizational structure.
Foster a culture of continuous improvement, innovation, and upskilling within the program team, particularly focusing on transitioning and upgrading operational and engineering capabilities.
Navigate and influence a complex organizational environment, building strong relationships with senior stakeholders to drive program success.
Coordinate external consulting and third-party resources to augment internal capabilities and ensure seamless execution.
Qualifications:
Minimum of a bachelor's degree, preferably in business, finance, or a related field. An MBA or PMP designation is desirable.
Minimum 10 years of proven experience managing large-scale, complex program or portfolio initiatives within the asset management or financial services industry.
Demonstrated success in leading major technical or system migrations or transformations involving third-party vendor solutions and software platforms.
Deep understanding of Middle-Office operations, onboarding processes, and related systems.
Strong partnership experience with technology teams to develop and implement automated solutions that enhance operational efficiency and scalability.
Familiarity with emerging technologies and third-party software solutions relevant to asset management, with the ability to identify and leverage opportunities for innovation.
Exceptional leadership, communication, and interpersonal skills, with a proven ability to influence and stakeholders and cross-functional teams at all levels.
Experience working in a complex, global environment with multiple stakeholders and competing priorities.
Strong proficiency in project and program management tools, methodologies, and best practices.
Strong analytical and problem-solving skills, with a focus on data-driven decision-making.
Ability to manage multiple projects simultaneously in a fast-paced, dynamic environment.
Experience working with consulting partners and managing external vendor relationships.
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 137,500.00 - $ 206,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$137.5k-206k yearly Auto-Apply 24d ago
Sr. Claims Account Manager - Construction
Arch Capital Group Ltd. 4.7
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℠.
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 29d ago
Corporate Actions
Pacific Investment Management Co 4.9
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 24d ago
CLO Analyst
Western Asset 4.8
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.
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 21d ago
Product Manager - Sales Technology
Pacific Investment Management Co 4.9
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 24d ago
Client Operations Specialist
Pimco 4.9
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.
Role Overview
The Client Operations team serves as a central operational liaison that focuses on oversight and enhancement to the portfolio event process, including onboarding new accounts, terminations, in-kind transfers and modifying existing portfolios. As a Client Operations Specialist, you will closely partner with client management and work cross-functionally to uncover client needs, translate them into actionable plans, and execute accordingly. You will also work on operations-related projects that enhance custodian communication, optimize workflow, and create operational efficiency.
Location
New York, NY, Austin, TX, or Newport Beach, CA.
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:
* Exceptional Organizational Skills and Resourcefulness: You excel in managing multiple projects with your outstanding organizational and project management abilities. Your critical thinking skills enable you to solve complex problems creatively and resourcefully. Self-motivated, you are committed to excellence, demonstrating attention to detail, and possess strong interpersonal and communication skills.
* Adaptability and Collaboration: You thrive in dynamic, fast-paced environments, adept at navigating shifting priorities and ambiguity. Collaboration is key to your approach, as you build positive relationships and work effectively across diverse teams. Your emotional intelligence, adaptability, and resilience equip you to manage unstructured processes and demanding responsibilities successfully.
* Integrity and Continuous Learning: Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust. An intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends. You contribute positively to the work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.
Responsibilities
The key responsibilities include, but are not limited to:
* Oversee the portfolio event process, encompassing onboarding new accounts, managing terminations, facilitating in-kind transfers, and modifying existing portfolios.
* Identify opportunities to enhance operational processes and mitigate potential risks.
* Collaborate cross-functionally to develop and implement innovative client solutions, while enhancing existing processes to elevate the client experience.
* Assist in documenting project phases and preparing summary reports for management review.
* Coordinate activities across various departments, including Client Management, Client Servicing, Portfolio Management, Product Management, Legal, Compliance, Funds Administration, Analytics, Performance, and Operations, as well as with external stakeholders such as clients, banks, and transition managers.
* Foster a collaborative team environment by building strong relationships and demonstrating how each team member contributes to the overall success of projects.
* Engage in all stages of the client portfolio lifecycle, sharing responsibility for key implementation decisions.
Qualifications
* Minimum of a bachelor's degree required,
* Minimum 5 years of professional experience within Client Operations in the financial services industry, preferably focused on fixed income.
* Demonstrated knowledge of the portfolio event process.
* Working knowledge of economics, fixed income fundamentals, or portfolio management.
* Prior experience working in/with Client Management and/or Transitions Management.
* Strong project management skills.
* Experience automating business processes utilizing workflow automation, business intelligence, or other productivity tools.
* Experience in investment operations or with derivatives.
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: $ 100,000.00 - $ 135,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$100k-135k yearly Auto-Apply 60d+ ago
Portfolio Associate - FX
Pacific Investment Management Co 4.9
Newport Beach, CA job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
JOB DESCRIPTION
Portfolio Associate Team Overview
Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm's global offices. On a day-to-day basis, Portfolio Associates actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team.
Position Development Value:
Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm
A broad range of opportunities to collaborate with talented colleagues
Learning environment focused on key buy-side portfolio risk and return principles
Constructive feedback to foster career growth in addition to a formal annual review process
Location: Newport Beach, CA.
RESPONSIBILITIES
Support Portfolio Managers on PIMCO's Global Desk in the capacity of an expert on all currency-related matters
Assist in the tracking and monitoring of currency exposures in Global Portfolios and Overlay Strategies
Provide operational support for firm-wide FX trading strategies
Become an expert in all currency-related legal guidelines and take proper action daily to stay within the limits.
Attend PIMCO account opening, closing, and transition meetings as an advisor on proper currency management
Perform Risk Management on a daily basis in regards to currency hedging and rebalances
Become an expert in all G10 and EM conventions and mechanics from trade to settlement for spot, forward and OTC options
Work with Technology to keep processes accurate and up-to-date, mitigate risk, and enhance applications as needed
Respond to ad hoc requests from the Portfolio Management team
REQUIREMENTS
Strong academic background in a technical field from a leading, accredited college or university
Outstanding communication skills are required to operate in a complex financial environment
Prior experience in Foreign Currency trade support or operations role/capacity preferred
Excel “power user” - SQL, VBA, and Python skills are preferred
Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness
Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast paced and time-critical environment
Additional REQUIREMENTS
Strong fixed income investment knowledge base
FX experience is a plus
Good understanding of Portfolio Risks and Macro Investment Models
Programming skill is a plus
Ideal candidate will have Bachelor's degree with a minimum of 1-2yr of work experience or a Master's degree
BENEFITS
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include:
Medical, dental, and vision coverage
Life insurance and travel coverage
401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
Community involvement opportunities with The PIMCO Foundation in each PIMCO office
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 105,000.00 - $ 115,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$105k-115k yearly Auto-Apply 24d ago
Collateral Management - Sr. Associate/Specialist
Pacific Investment Management Co 4.9
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.
Collateral Management - Sr. Associate/Specialist
PIMCO is seeking a motivated and analytically skilled professional to join our Collateral Management team. This role offers an exciting opportunity to engage in the monitoring of daily collateral movements and contribute to the development of advanced reporting and optimization tools. You will work alongside internal technology teams and third-party vendors to help develop industry-leading solutions. The ideal candidate will have a strong educational background in financial engineering or a related field, a strategic mindset, and a keen interest in collateral management.
Key Responsibilities:
Strategic Collaboration: Assist the collateral management team in developing and executing strategies that align with PIMCO's business objectives, with a focus on collateral optimization.
Process Enhancement: Collaborate with the team to assess and enhance collateral management processes and systems, aiming for increased efficiency and control through automation.
Technology Collaboration: Work with internal technology teams to identify and implement solutions that improve collateral management processes, including the development of tools for real-time insights.
Hedge Fund Support: Collaborate with the Hedge Fund PMs and the other teams within Trade Floor Operation supporting the hedge funds to establish best practices around treasury management which includes cash management, liquidity forecasting, prime brokerage, and funding strategies to ensure optimal capital allocation.
Stakeholder Coordination: Coordinate with trading desks, risk management, operations, and technology teams to ensure smooth collateral operations and foster a collaborative environment.
Regulatory Adherence: Assist in ensuring compliance with global regulations and industry standards related to collateral management, leveraging technology to streamline processes.
Counterparty Interaction: Engage with derivative counterparties to support alignment with PIMCO's business objectives, using analytical tools to assess relationships.
Vendor Oversight: Support the management of relationships with external vendors to ensure service quality and alignment with PIMCO's goals.
Position Requirements:
Education: Master of Financial Engineering (MFE) or a related advanced degree preferred.
Experience: 4 or more years of experience within an asset management firm or investment bank, with a strong focus on a diverse range of asset classes and instruments, particularly fixed income preferred.
Interest in Financial Markets: A keen interest in financial markets and collateral management, with a willingness to learn and grow in a dynamic environment.
Technical Skills: Proficiency in programming languages such as VBA, Python, and SQL for data analysis, process automation, and the development of reporting tools that enhance decision-making capabilities.
Analytical Mindset: Strong analytical and problem-solving skills, with the ability to think critically and contribute to innovative solutions in collateral management.
Strategic Thinking: Strong strategic planning and execution skills, with the ability to think critically and solve complex problems, particularly in the context of designing and implementing innovative collateral management solutions.
Communication Skills: Strong communication and interpersonal skills to effectively collaborate with various teams and stakeholders.
Join PIMCO and become part of a dynamic team that is leading the way in collateral management innovation, driving efficiency and excellence through technology and strategic partnerships.
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: $ 100,000.00 - $ 135,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$100k-135k yearly Auto-Apply 24d ago
2026 Summer Intern - Alternatives Business Management Analyst
Pacific Investment Management Co 4.9
Newport Beach, CA job
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
2026 Summer Internship - Alternatives Business Management Intern
Internship positions are located at PIMCO's Newport Beach, CA Headquarters.
You're eligible to apply if you:
Pursuing an undergraduate degree
Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027
Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026)
Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university
Are business proficient in English
You'll excel as an Alternatives Business Management Intern if you:
Enjoy working collaboratively across the organization to resolve issues
Outstanding analytical and problem solving skills
Well-refined communications skills. Can articulate ideas and strategies clearly, both verbally and in writing.
Ability to work effectively on multiple projects simultaneously
Experienece in the following is a plus: Excel, SQL, Business Objects, Bloomberg, iLEVEL, PowerBI, and DealCloud
Preferred but not required: buy or sell side trade room, private equity and/or real estate, legal and/or compliance, product and/or project managment related experience
See yourself as an Alternatives Business Management Intern:
Since launching its first opportunistic credit vehicles over 15 years ago, PIMCO has developed a significant presence in both alternative credit and private investment strategies. Our strategies include those that seek to identify value primarily in listed securities, relying on fundamental and capital structure analysis, and also strategies that seek to privately finance the debt and equity needs of companies, asset holders, and origination platforms. We invest globally across commercial and residential real estate and mortgage credit, performing and distressed corporate debt, and specialty finance markets.
As an Alternatives Business Management Intern, you will support the smooth operation of PIMCO's alternatives business across relevant funds and accounts. You will work closely with portfolio managers to deliver relevant data and analytics to support decision-making. You will also support transformative strategic initiatives that are being led by the team.
Alts Business Management Responsibilities:
Business Management & Administration:
Planning, Budgeting, and Forecasting: manage critical reporting, forecasting, capacity analysis, and budgeting for the alternatives business
Business Administration: manage the administrative system that guides day-to-day operations for our global alternatives business
Strategic Initiatives: develop and manage strategic initiatives that allow PIMCO's alternatives business to scale, achieve its goals, and mitigate risk
Solutions Management: create innovative solutions that are standardized, scalable, sustainable, singular, and secure
Project Management: lead complex projects that have large cross functional teams
Individual Contributor: Alternatives Business Management will also often act as individual contributors on the initiatives it spearheads and oversees
Governance and Administration: oversee the Governance and Administration of Alts fund policies & procedures, processes, and transaction management in US & Europe.
Transaction Management / Deal Execution: manage and oversee transactions throughout the deal lifecycle in order to maximize efficiencies and minimize delays
While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above.
The PIMCO Internship Experience:
The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program
During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success
Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts
Join us for a variety of cross-divisional education, networking & social events!
Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer
You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals
Want to learn more? Hear about The PIMCO Internship Experience from past interns
As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations
How you should apply:
Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready.
What to expect during the interview process:
After we receive your application, we will conduct an initial review of your resume
If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview
If you are chosen to proceed after the video interview, you will then take an assessment
Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions
PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.
For more information on PIMCO and Career Opportunities, please visit ******************************
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Hourly Rate: $ 43.26
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$43.3 hourly Auto-Apply 60d+ ago
2026 Summer Intern - Global Wealth Management, Private Client Group
Pacific Investment Management Co 4.9
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.
2026 Summer Internship - Account Analyst, Global Wealth Management Private Client Group, US
Positions will be located in PIMCO's Newport Beach, CA Headquarters, Austin, Texas, or New York, NY.
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 GWM, Private Client Group Account Analyst:
Global Wealth Management (GWM)'s mission is to create industry leading experiences for financial intermediates and their individual investor clients while providing a strong contribution to PIMCO's overall business results. PIMCO GWM is responsible for business strategy and client coverage for the intermediated individual investor segment of the market. Converge includes RIAs, family offices, banks/ brokerage firms, trust banks, platforms, and sub-advisory relationships.
The Private Client Group focuses on servicing clients such as high-net-worth individuals, family offices, and financial advisors. The team provides a more personalized service and tailored investment solutions to meet the specific needs of private clients. An analyst's primary responsibility is to support PIMCO's investment professionals to ensure delivery of the highest level of service to our clients.
Responsibilities for this role include:
Supporting Account Managers with client specific projects, team-wide initiatives, RFPs, and customized due diligence requests
Performing research on market trends relevant to client objectives to assist in the analysis and monitoring of client portfolios
You'll excel as a Global Wealth Management (GWM), Private Client Group Account Analyst if you:
Show strong interest in the financial markets, macroeconomics, and investment finance as demonstrated through relevant coursework, certifications, internship/work experience and/or professional organization & campus club participation
Possess solid foundation in finance and economics, and familiarity with financial statements and basic investment concepts
Are able to articulate ideas/strategies clearly, both verbally and in writing
Possess the ability to develop client relationships into strategic partnerships; have an interest in a client-facing career within Finance
Are personable, ethical, collaborative, organized, adaptable, problem-solver, self-starter, accountable
Have the ability to multi-task and handle several projects delivering completed work within expected timeline; while maintaining high level of attention to detail
Proficiency in Excel is recommended
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 8 - Friday, August 14, 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 a cognitive assessment
Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions
PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.
For more information on PIMCO and Career Opportunities, please visit ******************************
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Hourly Rate: $ 43.27
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.