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About the Role

The Client Operations Team works closely with Client Management to provide exceptional operational servicing, enabling Client Management to focus on relationship management and business development. This role is based in Sydney and covers APAC clients, facilitating in-person collaboration with Client Account Managers for the Australian client channel.

Responsibilities

• Attend meetings with Clients, Account Managers, Account Associates and Transition team members to understand and document client requirements for new separately managed account setups, custodian transitions, in kind transfer events, investment benchmark changes, new market openings, trading counterparty changes and separately managed account terminations.
• Act as a central point of coordination across PIMCO teams involved with portfolio events and providing the client with a central point of contact to manage queries.
• Perform ongoing tracking of portfolio events and managing any delays or complexities with internal PIMCO teams to ensure client expectations are managed for any changes to terms or timelines for portfolio events.
• Perform the post portfolio implementation oversight to track and resolve any implementation issues.
• Manage and coordinate requests from internal PIMCO portfolio managers or trade floor teams for the addition of new markets, new trading counterparties / clearers, and new securities.
• Coordinate post event summary sessions with stakeholders across the business to document any learning or development opportunities to improve future portfolio events.
• Respond to operational queries from clients or client account managers / account associates to identify the teams able to best collect relevant information and respond with a high level of detail that resolves the query and provides a high level of client service.
• Manage ongoing relationships with custodians that clients appoint for their SMAs.
• Ensure best practice and consistent operating models are in place between PIMCO as investment manager and the clients 3rd party custodian.
• Foster a strong working relationship with custodians to solve any problematic processes and have a cross-client understanding of how key global custodians service clients.
• Coordinate the collection of internal team responses to client operational due diligence questionnaires and facilitating / attending client operational due diligence review sessions.
• Execute other operational tasks and processes on a day-to-day basis as required.

Requirements

• Strong background in portfolio event management (transitions).
• Proven track record in managing complex projects and client interactions.
• Prior experience in portfolio transitions, client reporting, portfolio valuations, cash flow management and market claims preferred.
• Excellent communication skills and ability to adapt communication style to different internal and external audiences.
• Previous experience in client relationship management and project management would be advantageous.
• Ability to learn and master new concepts and processes quickly.
• Inquisitive nature to learn and build on knowledge base.
• Strong analytic approach and problem-solving skills required.
• Strong organizational skills and the ability to work autonomously and proactively.
• Familiarity with regulatory requirements and experience in facilitating regulatory requests.
• Continuously developing operational skills and striving to become a subject matter expert.
• Demonstrated ability to manage projects and client outreaches under tight deadlines, with exceptional attention to detail.

Skills

• Intermediate Excel skills.
• Coding skills would be a plus.

Location

• Sydney

Work Type

• Full-time

Experience Level

• 5-7 years’ + experience in transitions (within an asset management firm or custodian).

Education Level

• Bachelor’s degree in a Finance related field preferred.

About the Company

• 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 believe that active management is the responsible way to invest our clients' assets in fixed income.
• For 50 years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions.
• Our clients rely on an investment process that has been tested in virtually every market environment.
• Bringing together our investment professionals from across the globe, PIMCO's investment process is designed to promote fresh ideas and differing points of view.
• We innovate to give our clients an edge.
• Innovation has long been part of the fabric of PIMCO’s culture.
• Explore how we assess shifting risks and opportunities to build forward-looking solutions for investors.

Equal Opportunity

• 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.
• 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.