Pimco
Direct Workday career site

Associate, Investment Operations

Location
Newport Beach, CA USA · On-site
Job type
Full-time
Level
Mid-level
Education
Bachelor's degree
Listed
19 days ago

Skills & highlights for this role

  • Attention to detail
  • Strong interpersonal and communication skills
  • Organizational and project management
  • Ability to meet deadlines and manage multiple initiatives
  • Problem solving

Also useful

  • Investment operations experience
  • Knowledge of trade lifecycle
  • Knowledge of fixed income and financial markets
  • Familiarity with AI tools
  • Process improvement experience

About You

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:

  • As an intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends.
  • Outstanding attention to detail. Strong interpersonal and communication skills.
  • Exceptional organizational and project management skills, including the ability to multi-task and lead multiple ongoing initiatives.
  • Intellectual curiosity, a dedication to professional development, an ability to learn, and an interest in staying on top of emerging trends and tools.
  • Resourceful, inquisitive, and enjoy problem-solving. Many of the initiatives we face are complex, and require you to conceptualize the objectives, bottlenecks, and unknowns.
  • Ability to meet stringent deadlines, adapt to shifting priorities and enjoy working with ambiguity.
  • The ability to understand the "why" and "how" things are done, while identifying new and better ways of doing things.
  • A standout teammate who builds positive relationships and collaborates across multiple levels of a globally diverse organization, including outside vendors.
  • Self-motivated and thrive in a fast-paced environment, detail oriented who takes ownership of your work quality and enjoys continuous improvement.
  • Open to receiving and giving feedback.
  • Encourage a positive work environment and culture for all employees.
  • Ownership and accountability in handling problems and resolving issues.
  • Can independently research unfamiliar topics.

The key responsibilities include, but are not limited to

  • Identify, source, measure, monitor, evaluate, and mitigate operational risk in processes.
  • Mobilize other subject matter experts to provide solution suggestions to bring the best outcome.
  • Provide solutions/suggestions to bring the best outcome for our clients.
  • Oversee providers and ensure they are delivering quality output.
  • Contribute to driving projects and getting stakeholders to reach a consensus on complicated processes.
  • Consistently meets project stakeholder expectations by being able to understand the interdependencies across multiple sub-projects and manage progress.
  • Track and report accurate deliverable status for assigned scope and be able to present to stakeholders independently.
  • Develop presentations and reports for management and key stakeholders.
  • Understand the importance of good record keeping and gap analysis and be prepared to provide back-up when requested.
  • Demonstrate strong technical skills that enhance productivity and efficiency.
  • High emotional intelligence, flexible, and resilient.
  • Collaborate with Portfolio Managers, custodians, brokers, Legal & Compliance, other operational teams, Account Management, and front, middle and back offices globally in promoting process efficiency.
  • Become a subject matter expertise in our oversight areas: FX, Emerging Markets, Claims, New Securities

Qualifications

  • Minimum of a bachelor's degree, preferably in Finance, Accounting or Economics.
  • Strong problem-solving skills. Detail oriented.
  • Strong business writing skills. Ability to communicate clearly and professionally with others; and to create valuable resources for the business. Can summarize complex issues clearly.
  • Critical thinking skills. Solid reading comprehension skills and mathematically proficient
  • Collaborative, enjoy working with stakeholders, cross region, and cross functional business partners.
  • Able to work independently, can take on requests from start to finish.
  • Willing to learn and improve through feedback and constructive criticism.
  • Able to apply knowledge and experience to effectively manage requests and resolve issues.
  • Proven skills and experience in Microsoft computer applications; must be strong at Excel/Word/Outlook/PowerPoint/ Pivot table, and willing to learn Microsoft Power Platform.
  • Knowing project management applications such as Confluence/ Smartsheets /Appian or equivalent is desirable. Experience in automation implementation is a plus.
  • Knowledge of SQL and database querying is desirable. Additional coding knowledge is a plus.
  • AI Knowledge, able to be thoughtful and insightful on integration opportunities.
  • Strong project management and implementation capabilities. Solid time and priority management skills, including managing multiple initiatives effectively and prioritizing accordingly without losing track of the end goal.
  • Experience in new market onboarding experience; operational knowledge in foreign exchange and emerging markets desirable but not required.
  • Knowledge of financial products including but not limited to derivatives, structured fixed income, equities, and alternative investments.

Pay and benefits

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

Salary Range

$ 87,000.00 - $ 93,000.00

About Pimco

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.

We are seeking an Analyst to join the Investment Operations (IO) team. Our team manages the implementation of PIMCO's new instruments and markets for all products, as well as managing our outsourced middle office service provider and our custodial oversight program. The team also oversees emerging markets, and investment operations.

This role is part of an operational, strategic initiative and is an excellent opportunity for motivated individuals to differentiate themselves. In this role, you will be part of a team that partners with Portfolio Managers in delivering incremental alpha and managing operational risk. This is an opportunity to increase your trading operations experience and financial products and markets knowledge.

This position requires balance between hands-on, tactical operational support and strategic initiative implementation. It offers an excellent opportunity for motivated individuals interested in asset management operations and eager to make an impact.

Initially, you will undergo comprehensive training to fully understand our people, processes, and systems. This will include mastering fundamentals such as data gathering, leveraging AI, understanding trade lifecycle, conducting deep dives into fund-level data, ensuring data quality for accurate reporting and management information, and identifying and addressing exceptions.

Gradually, you will begin to assist our Portfolio Management team in enhancing performance and managing operational risks. You will also support our Client Facing team in addressing clients' operational queries and in designing and implementing process improvement projects. The candidate will learn to translate technical findings into actionable recommendations.

Location

Newport Beach, CA or Austin, TX

Read the original posting

From Pimco's careers page, first listed on Rolev.ai on October 22, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

Rolev.ai is a job search and application tool for US job seekers. For this Associate, Investment Operations role at Pimco, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.

  • See how you fit

    Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.

  • Tailor without inventing

    Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.

  • Draft the full kit

    Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.

  • 1-Click Extension Autofill

    The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.

Common questions

Where is the Associate, Investment Operations job at Pimco located?

This Associate, Investment Operations position at Pimco is located in Newport Beach, CA USA (On-site). Always check Pimco's application page for specific state eligibility or relocation policies.

What qualifications are required for Associate, Investment Operations at Pimco?

For the Associate, Investment Operations role, Pimco highlights a bachelor's degree; experience with Attention to detail, Strong interpersonal and communication skills, Organizational and project management, Ability to meet deadlines and manage multiple initiatives, Problem solving. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Associate, Investment Operations position at Pimco?

This listing links directly to Pimco's Workday application page. You can apply directly on Pimco's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.