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Manager, Alts Financial Planning & Analysis

Employer
PIMCO
Location
Newport Beach, USA
Salary
Competitive
Closing date
Nov 12, 2023

View more

Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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.

The Manager, Alternatives Financial Planning & Analysis - will be responsible for the day-to-day administration of all aspects of the Alternative Funds Financial Planning and Analysis.

The qualified candidate must have the ability to manage multiple deadlines in a fast-paced environment. The candidate must be a self-motivated, innovative and a solution minded individual with solid communication and problem solving skills. Financial products and Alternative Funds fee structures knowledge, attention to detail, accountability, and flexibility are essential.

Primary responsibilities/essential functions: (including the following, other duties may be assigned)
  • Develop complex technical analysis and oversee the design and maintenance of sophisticated fund revenue forecast models from investment cash flows modelling to fund waterfall calculation
  • Develop and maintain top down fund level revenue and performance forecast and scenario analysis
  • Overseeing 5-year strategic planning and budgeting with emphasis on AUM, Revenues and P&L
  • Supporting Alternative Business with analysis shared internally and externally
  • Provide support and work closely with Product, Finance, Executive Office and HR departments
  • Coordinate with Executive Management, Management Boards and Portfolio Managers
  • Assist with internal and external audit requests
  • Develop and maintain internal and external presentations of process and procedures
  • Special projects, ad-hoc reporting, and analysis
  • Identify and implement opportunities for process improvement
Position Requirements

Minimum of five years of experience as a Financial Analyst or similar role. Prior FP&A and Asset Management experience required.
  • Bachelor's degree in Finance, Accounting, or similar
  • Demonstrate deep financial expertise, analytical and modelling skills
  • Demonstrate deep understand of Alternative funds fee structure
  • Strong commitment to accuracy and attention to detail to ensure quality work
  • Strong understanding of financial products including modeling
  • Advanced PC skills, particularly experience working with complex Microsoft Excel workbooks and basic coding such as VBA or Python
  • Experience overseeing IT implementation for process automation
  • Ability to demonstrate complete discretion and confidentiality. Must be able to handle extremely confidential information in an expeditious and discretionary fashion
  • Strong analytical and critical thinking skills, including the ability to effectively problem solve and make decisions
  • Strong interpersonal and communication skills and the ability to work effectively with all levels of the organization
  • High quality written and verbal communication skills
  • Experience and ability to work well under pressure and handle multiple tasks, challenges, and aggressive deadlines
  • Experience in responding effectively to inquiries from various levels of management
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: $ 110,000.00 - $ 138,500.00

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. 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 949-720-7744 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.

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