Business Process & Automation Analyst
Listed on 2026-07-14
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IT/Tech
Data Analyst, Business Intelligence, CRM System
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.
PositionDescription
The Business Process & Automation Analyst supports Business Development Services (BDS), Consultant Database Group (CDG), and Consultant Relations & Opportunity Strategy (CROS) through analytics, process optimization, platform governance, automation development, and business intelligence reporting. The role is designed to connect business workflows, data sources, and technology platforms so reporting, DDQ/RFP responses, consultant database content, and executive materials are accurate and scalable.
LocationNewport Beach, CA
About YouIf 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:
- Exceptional Organizational Skills and Resourcefulness:
You excel in managing multiple projects with your outstanding organizational and project management abilities. Your critical thinking skills enable you to solve complex problems creatively and resourcefully. Self‑motivated, you are committed to excellence, demonstrating attention to detail, and possess strong interpersonal and communication skills. - Adaptability and
Collaboration:
You thrive in dynamic, fast‑paced environments, adept at navigating shifting priorities and ambiguity. Collaboration is key to your approach, as you build positive relationships and work effectively across diverse teams. Your emotional intelligence, adaptability, and resilience equip you to manage unstructured processes and demanding responsibilities successfully. - Integrity and Continuous Learning:
Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust. An intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends. You contribute positively to the work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.
The key responsibilities include, but are not limited to:
- Serve as a bridge between business users, data owners, technology partners, and platform stakeholders to improve how BDS, CDG, and CROS create, govern, automate, and distribute information.
- Design, build, and maintain automated workflows, reporting solutions, integrations, and governed content repositories that connect trusted data sources to response, reporting, and consultant‑facing platforms.
- Support DDQ software and DDQ/RFP automation workflows by helping ensure quantitative fields come from approved data feeds and narrative answers are drafted, tagged, reviewed, and reused efficiently.
- Partner with CDG to strengthen consultant database governance, data quality controls, profile maintenance, content standardization, and recurring database update processes.
- Partner with BDS to improve DDQ/RFP intake, content library hygiene, tagging, workflow routing, reusable answer strategy, and AI‑enabled response processes.
- Partner with CROS to deliver executive‑ready analytics, recurring reporting, dashboard maintenance, consultant intelligence, CRM analysis, Power‑BI coordination, and business performance insights.
- Identify opportunities…
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