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Associate, Portfolio Compliance; Austin, Texas

Job in Austin, Travis County, Texas, 78716, USA
Listing for: PIMCO
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Salary/Wage Range or Industry Benchmark: 87000 - 93000 USD Yearly USD 87000.00 93000.00 YEAR
Job Description & How to Apply Below
Position: Associate, Portfolio Compliance (Austin, Texas)

Position Description

Are you passionate about learning, problem-solving, and innovation? If so, we have an exciting opportunity for you to join our fast‑paced and dynamic workplace, where you will collaborate with a diverse group of highly motivated and intelligent professionals.

Key Responsibilities
  • Analyze account transactions and portfolio holdings to conduct comprehensive compliance verification for all public funds and separate accounts.
  • Collaborate with Account and Portfolio Management teams to resolve outstanding compliance issues effectively.
  • Prepare detailed client reports that provide insights into compliance status and issues.
  • Research and address inquiries related to investment guidelines, ensuring clarity and compliance.
  • Participate in various ad‑hoc projects, including process improvements, scenario analysis, and technology testing, to enhance operational efficiency.
You Will Excel In This Role If You:
  • Uphold a strong sense of honesty and integrity in all your professional interactions.
  • Quickly learn and adapt to new processes, concepts, and skills, demonstrating agility in a dynamic environment.
  • Exhibit a strong commitment to quality and meticulous attention to detail in your work.
  • Possess excellent communication and interpersonal skills, enabling you to build effective relationships across teams.
  • Show a proactive desire to take initiative and contribute positively to the department and the organization as a whole.
Required Qualifications
  • Minimum of a Bachelor’s Degree in Accounting, Business, Finance, or Economics (preferred).
  • Professional experience in compliance or the investment management industry.
  • Basic knowledge of global equity and fixed income markets, including an understanding of financial products such as bonds, equities, and derivatives.
  • Intermediate to advanced proficiency in MS Excel.
Preferred Qualifications
  • Experience monitoring portfolios within a compliance system.
  • Familiarity with the Investment Company Act of 1940, UCITS, or other common legal/regulatory practices.
  • Exposure to querying, particularly with SQL and Business Objects.
  • Experience with Bloomberg, MS Access, and VBAC.
  • CFA designation or active status in the CFA program.
Compensation

Salary Range: $87,000.00 – $93,000.00

Equal Employment Opportunity and Affinitive Action Statement

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. 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  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.

PIMCO

PIMCO

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Position Requirements
10+ Years work experience
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