PIMCO · 1 day ago
Portfolio Associate – SMA/Municipals
San Diego, CA
Full-time
Onsite
Entry, Mid Level
$87K/yr - $93K/yr
2+ years expPIMCO is a global leader in active fixed income, specializing in public and private markets. The Portfolio Associate will oversee portfolios, monitor risk exposures, and collaborate with various teams while providing creative solutions and tools to support the Portfolio Management team.
BankingCrowdfundingFinancial ServicesVenture Capital
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 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
Qualification
Required
Bachelor's degree with strong academic background in a technical field from a leading, accredited college or university
2-3 years of relevant work experience in financial services/asset management industry
Deep understanding of fixed income especially Tax-Exempt Municipal and Government Bonds
Exceptional communication skills are required to operate in a complex financial environment
Excel 'power user'
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
Preferred
Python programming skills are preferred
Understanding of Municipal bond market and retail ladder strategies a plus
Benefits
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
Company
PIMCO
PIMCO, a global investment solutions provider that manages investments for public and private pension and retirement plans and other assets.
1001-5000 employees
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)
Funding
Current Stage
Late StageLeadership Team
John Lane
Global CFO - Alternatives
Hosein Yeh
Senior Vice President, Business Strategy & Analytics, U.S. GWM
Recent News
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