Portfolio Associate - FX
Listed on 2025-12-02
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Finance & Banking
Risk Manager/Analyst, Financial Consultant, Financial Analyst, Portfolio Manager
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.
JOB DESCRIPTION Portfolio Associate Team OverviewPortfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm's global offices. On a day‑to‑day basis, Portfolio Associates actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team.
PositionDevelopment Value:
- Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm
- A broad range of opportunities to collaborate with talented colleagues
- Learning environment focused on key buy‑side portfolio risk and return principles
- Constructive feedback to foster career growth in addition to a formal annual review process
Location: Newport Beach, CA.
RESPONSIBILITIES- Support Portfolio Managers on PIMCO's Global Desk in the capacity of an expert on all currency‑related matters
- Assist in the tracking and monitoring of currency exposures in Global Portfolios and Overlay Strategies
- Provide operational support for firm‑wide FX trading strategies
- Become an expert in all currency‑related legal guidelines and take proper action daily to stay within the limits.
- Attend PIMCO account opening, closing, and transition meetings as an advisor on proper currency management
- Perform Risk Management on a daily basis in regards to currency hedging and rebalances
- Become an expert in all G10 and EM conventions and mechanics from trade to settlement for spot, forward and OTC options
- Work with Technology to keep processes accurate and up‑to‑date, mitigate risk, and enhance applications as needed
- Respond to ad hoc requests from the Portfolio Management team
- Strong academic background in a technical field from a leading, accredited college or university
- Outstanding communication skills are required to operate in a complex financial environment
- Prior experience in Foreign Currency trade support or operations role/capacity preferred
- Excel "power user" - SQL, VBA, and Python skills are preferred
- Strong process‑oriented background and ability to demonstrate keen portfolio risk and operational awareness
- Outstanding analytical skills with a proven ability to function efficiently and problem‑solve in a fast paced and time‑critical environment
- Strong fixed income investment knowledge base
- FX experience is a plus
- Good understanding of Portfolio Risks and Macro Investment Models
- Programming skill is a plus
- Ideal candidate will have Bachelor's degree with a minimum of 1‑2 yr of work experience or a Master's degree
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing 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…
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