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Manager/Vice President, Performance Oversight

PIMCO Austin, United States
Posted 1 month ago Permanent Competitive
Manager/Vice President, Performance Oversight
About Us:

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 is one of the largest investment managers, actively managing more than $1.8 trillion in assets for clients around the world. PIMCO has over 3,070 employees in 22 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients.

PIMCO is one of the world's premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities.

Position Description:

Role Overview We seek a Manager/Vice President, Performance Oversight to join our Client Operations team and lead the Performance Operations function to drive and facilitate issue resolution on performance inquiries across the firm. You will add business value in this visible role by evolving and growing our performance oversight capabilities. The essential functions of this role involve the following:
  • Coordinating cross-functionally with teams that have an input to performance (e.g., Portfolio Management, Client Management, Risk, Operations, Technology, and external service providers)
  • Acting as a point of escalation for our outsourced managed service provider for performance support
  • Maintaining and updating the firm's performance policies
  • Building out processes and improvements, tracking issues, identifying themes, and reporting to Operations leadership with data and recommendations
In addition, you will bring focused project management, strong attention to detail, and a dedication to customer service in effectuating successful and timely resolutions to performance issues. Leading project teams, you will gather vital information, identify the root cause, determine and mobilize the appropriate colleagues to involve, define and develop the project scope, ensure the project team is aligned on the accountabilities, sequencing, and timelines, move the project forward, monitor completion of deliverables, proactively manage stakeholder expectations, and report on plan/issue resolution.

Location
This role may be based in Austin, TX or Newport Beach, CA.


Primary Responsibilities
  • Serve as the primary point of contact and project manager for all performance-related issues, orchestrating all the work involved to come to a satisfactory and timely solution to sophisticated performance issues
  • Synthesize complex information into streamlined executive summaries for a broad range of audiences
  • Ensure high-quality customer service with an emphasis on timely resolution and thorough problem definition and identification
  • Lead post-issue root cause analysis (RCA) discussions to minimize and/or eliminate future occurrences
  • Proactively identify the possibility of potential problems and take action to make corrections or adjustments when unexpected situations arise
  • Serve as an escalation point for performance vendor and provide oversight of outsourced performance function, including reviewing SLAs and holding vendor accountable
  • Liaise with pricing, security reference, reconciliation, account management, and Portfolio Management teams to facilitate the accuracy of performance returns
  • Support the client on-boarding process related to reporting and performance measurement requests
  • Document guide on performance calculations and calculation methodology for internal education/training
  • Establish a diagnostic reference tool for troubleshooting common performance-related issues, identify recurring themes, and proactively communicate and address any structural issues
  • Recommend and implement ways to streamline and automate reporting processes to save time and resources
  • Collaborate on any system enhancements involving performance calculations


Position Requirements:

Position Requirements
  • Minimum of a Bachelor's Degree, preferably in Finance, Accounting, Economics, Statistics, Mathematics, or a relevant field of study
  • 5-10 years of performance management experience
  • Strong project management skills, including hands-on experience with issue escalation and management
  • Demonstrated understanding of Fixed Income and Alternative investment strategies
  • Strong quantitative skills, comfortable with formulas, performance measurement methodology, and risk measures
  • Experience with calculating, validating, and interpreting portfolio investment results, attribution analysis, benchmark analysis, and transaction/holdings-based analysis
  • CIPM/CFA or progress toward designation preferred
  • Experience providing exceptional internal customer service for demanding end users and collaborating to solve problems
  • Experience working in an outsourced model with oversight of vendor relationships


Benefits:

PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being 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


Job ID  29760
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