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PIMCO · 3 months ago

Client Operations Specialist

New York, NY USA

Full-time

Onsite

Mid, Senior Level

$100K/yr - $135K/yr

5+ years exp

PIMCO is a global leader in active fixed income, known for its expertise in public and private markets. The Client Operations Specialist will serve as a central operational liaison, focusing on enhancing the portfolio event process and collaborating with various departments to improve client experience and operational efficiency.

BankingCrowdfundingFinancial ServicesVenture Capital

H1B Sponsor Likely

Responsibilities

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

Qualification

Client Operations experiencePortfolio event processProject management skillsFixed income knowledgeWorkflow automation toolsInterpersonal skillsCommunication skillsAdaptabilityCritical thinking

Required

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

Company

PIMCO

Glassdoor3.7

PIMCO, a global investment solutions provider that manages investments for public and private pension and retirement plans and other assets.

Founded in 1971

Newport Beach, California, USA

1001-5000 employees

http://www.pimco.com

H1B Sponsorship

PIMCO has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (109)

2024 (101)

2023 (120)

2022 (149)

2021 (90)

2020 (69)