Portfolio Associate - Derivatives
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Responsibilities
- Firm-wide position management of derivatives and assisting the desk(s) in sizing firm-wide trading programs
- Managing derivative trade flow for the Newport Beach trade floor, including allocation and confirmation of trades.
- Managing the clearing process for Futures and building working relationships with our FCMs.
- Responding to ad hoc requests from the Portfolio Management team
- Acting as liaison between the trading desk(s) and other internal/external groups
- Research and resolve ad hoc inquiries
- Manage trade-related deadlines
- Utilizing technology to create efficiencies and improve processes to daily workflow
Requirements
- Bachelor's degree from an accredited college/university with an emphasis in Economics or Finance and 2-4 years equivalent work experience in the investment management or securities industry
- Technology skills, specifically Bloomberg, Microsoft Excel (programming)
- Able to work independently and as part of a team; intuitive and a quick learner
- Thoughtful and ethical; demonstrates good judgment and strong decision-making skills
- Excellent organizational and prioritization skills and attention to detail
- Strong interpersonal and leadership skills; ability to network with various departmental personnel
- Excellent written and verbal communication skills
- Have a bias-to-action, results-oriented approach to work; willingness to do whatever it takes to help the team
- Working knowledge of derivative listed/OTC instruments, specifically commodity products a plus
Benefits
Additional Information
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. Position Description Derivatives Desk Portfolio Associate team members directly support the Liquid Products / Commodity trading desk(s) and build relationships internally with Legal and Compliance counterparts, Operations teams, Back Office, and other Portfolio Associate teams across the firm's global offices Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support trade flow. Location: Newport Beach, CA
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