Senior Portfolio Associate - MBS / ABS


Senior Portfolio Associate – MBS/ABS
Job ID #: 16913 Location: Newport Beach
Functional Area: Business Management Department: F&O-Trade Support
Position Type: Full Time Education Required: Bachelors Degree
Experience Required: Not Indicated

Relocation Provided:

Position Description

We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO has over 2,400 employees in 13 offices globally.  PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients.


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 and markets to assist Portfolio Managers in rebalancing risks and managing client assets.  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 experts 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.                                                                                      


Daily Responsibilities:

  • Ensuring investment objectives are reflected across portfolios in scope

  • Monitoring portfolio positions and products versus client guidelines in concert with Compliance team

  • Coordinating with Portfolio Management on re-balancing of portfolios

  • Utilizing proprietary risk systems for monitoring of portfolio exposures

  • Assisting in account transitions and cash flow management

  • Conducting performance and attribution analyses

  • Responding to ad-hoc requests from the Portfolio Management team

Position Requirements

Portfolio Associate Position Requirements:

  • Strong academic background in a technical field from a leading, accredited college or university

  • Deep understanding of fixed income and equities including knowledge of most cash and derivative instruments

  • Exceptional communication skills are required to operate in a complex financial environment    

  • Excel “power user” - SQL, VBA and programming skills are preferred

  • Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness

  • Outstanding analytical and multi-tasking skills with a proven ability to function efficiently and problem-solve in a high-pressure and time-critical environment


Additional Position Requirements:

  • Primary focus will be on Non-Agency Mortgage/ABS and Agency MBS products

  • Understanding of Securitized Asset Backed & Mortgage products a plus

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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Confirmed 28 days ago. Posted 30+ days ago.

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