Senior Associate, Alternative Investment Performance Operations

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 a hands-on, detail-oriented Senior Associate to join our Performance Operations team, with responsibility for performance oversight across hedge funds and alternative strategies. This role is embedded in trade floor support and carries high visibility due to its direct engagement with the front office-making it fast-paced, tactical, and impact-driven.

Success in this role requires a deep appreciation for tactical operational execution, where precision, urgency, and ownership are key, and no task is too small. The ideal candidate thrives in the weeds-someone who enjoys digging into data, investigating anomalies, identifying root causes, and resolving investment performance inquiries across multiple platforms. They must be resourceful, analytical, and comfortable navigating ambiguity to drive resolution and scale improvements.

This is a hands-on role that demands both precision and agility. You'll work across performance and risk data, log and track issues, and connect the dots to uncover patterns and inform governance reporting. A strong understanding of the financial markets, trade lifecycle, operational workflows, data integrity, and issue resolution is essential-along with a genuine enthusiasm for solving complex problems through data analysis.

Candidates must be able to transform complex data into clear, compelling narratives that drive action and inform senior leadership. Just as importantly, they must be able to communicate technical findings in a succinct, non-technical way to portfolio managers and other stakeholders.

Above all, the ideal candidate brings a strong operational mindset, advanced technical skills, and a relentless drive to solve problems-leveraging data to scale solutions, improve processes, and support cross-functional collaboration across technology, investment, and operations teams.

This is a high-impact role for someone who thrives in a fast-paced environment, enjoys solving complex problems, and is passionate about using data to inform strategy and improve operational outcomes.

Location

Austin, TX (preferred) or Newport Beach, CA

Responsibilities

The key responsibilities include, but are not limited to:

• Serve as a point of contact for investment performance-related issues; manage the full lifecycle of inquiries from logging to resolution including escalation and root-cause analysis.

• Analyze portfolio attribution data, investigate, and resolve performance-related issues across the firm's hedge funds and alternative accounts, identifying trends, anomalies, and opportunities for improvement.

• Monitor and validate portfolio returns, including attribution and benchmark analysis, ensuring accuracy through coordination with relevant teams.

• Facilitate post-issue root cause analysis discussions to prevent recurrences and strengthen operational controls.

• Consolidate data from multiple sources-portfolio management systems, risk analytics, operations, technology, and external providers such as Bloomberg-to support performance analysis and issue tracking.

• Prepare monthly governance decks for executive leadership, including executive-ready slides, statistical summaries, talking points, and clear decisions/actions; present findings and drive follow-up on action items.

• Develop and maintain dashboards and performance reports using Python, SQL, PowerPoint , and data visualization tools; produce compelling narratives for monthly governance meetings.

• Recommend and implement process improvements to streamline and automate reporting workflows.

• Document firm processes, performance calculations, and methodologies to support internal training and controls.

• Coordinate cross-functional inputs (PMs, risk, operations, tech) to ensure timely, accurate governance communications.

• Partner with internal technology teams and external vendors to enhance platform capabilities and help scale self-service tooling.

• Contribute to longer-term initiatives such as platform enhancements, automation, and education to support scalable operations.

Position Requirements

• Minimum of a Bachelor's degree in Finance, Accounting, Economics, Statistics, Mathematics, or a related field; a Master's degree or progress towards CFA , CIPM, or FRM designation preferred.

• Minimum three (3) years of experience focused on investment performance oversight, risk analytics/management, or related functions within the asset management or hedge fund industry.

• Strong understanding of equity, fixed income, derivatives, including underlying data ecosystems and operational trade lifecycle. Understanding of alternative investment strategies is a plus.

• Proficiency in Python and SQL for data analysis; experience with data visualization tools and PowerPoint for executive reporting.

• Ability to extract, interpret, and synthesize data from multiple systems and databases to produce clear, actionable insights.

• Skilled in translating technical data into executive-ready slides and narratives that support strategic decision-making.

• Capable of distilling complex findings into concise, non-technical messages tailored to portfolio managers and other stakeholders

• Familiarity with performance and risk platforms (e.g., Aladdin, Bloomberg, or similar systems), with a demonstrated ability to quickly learn and adapt to new technologies.

• Ability to analyze cash flows, corporate actions, and accounting data, and assess their impact on portfolio performance is highly desirable.

• Experience in consulting-style problem solving, change management, or working with external clients/vendors desirable.

• Proven ability to deliver exceptional internal customer service and collaborate across a diverse range of stakeholders, including external vendors.

• Comfortable working with performance formulas, attribution methodologies, and risk measures.

• Experience in calculating, validating, and interpreting portfolio investment results, including attribution and benchmark analysis, is a plus.

• Ability to work well in a team environment and collaborate with various departments, including technology, analytics, risk, operations, trade processing, and portfolio management.

Professional Skills Requirements

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:

• Intellectually curious and committed to continuous learning, with a strong interest in financial markets, data, and industry trends.

• Meticulous attention to detail and a high standard for accuracy-especially in written communications, reporting, and executive -facing materials.

• Exceptional organizational and project management skills, with the ability to prioritize effectively and meet tight deadlines in a fast-paced environment.

• Analytical and resourceful problem-solver who can navigate ambiguity, assess operational risk, and make sound decisions under pressure.

• Self-motivated and proactive, with a strong sense of ownership and a drive for excellence in execution.

• Strong interpersonal and communication skills, with the ability to build trust and collaborate across all levels of a global organization-including senior executives, external partners, and cross-functional teams.

• Adaptable and composed, able to shift priorities quickly and respond to urgent issues with clarity and confidence.

• Open to giving and receiving constructive feedback, contributing to a culture of continuous improvement and mutual respect.

• Demonstrates accountability and professionalism in managing sensitive information and high impact situations.

• Embodies PIMCO's core values-Collaboration, Openness, Responsibility, and Excellence-in all interactions and decisions.

• Quick learner with the ability to absorb new concepts, tools, and processes efficiently.

• Global mindset with cultural awareness and the flexibility to support communications across time zones and regions.

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 949-720-7744 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.