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About the Role

The Counterparty Management & Administration Vice President will join the counterparty relationship and trading documentation team, facilitating onboarding, trading documentation, KYC, tax documentation, regulatory reporting, and trade setup management. This role is critical for enabling Portfolio Managers to trade across asset classes by ensuring all counterparty relationships, legal documentation, and regulatory/operational requirements are established. The Vice President will lead complex onboarding and counterparty management initiatives, act as a key decision-maker, and serve as an escalation point. This hands-on role requires deep expertise in trading documentation, attention to detail, and sound judgment across products and workflows under tight timelines, with global coverage. Responsibilities include strengthening onboarding processes, improving scalability, enhancing transparency and control, managing direct reports, and overseeing offshore support.

Responsibilities

Lead and own end-to-end trading counterparty onboarding across products and account structures.
Assess trading requirements and ensure proper documentation, legal agreements, and operational setup are in place.
Oversee setup, negotiation, and maintenance of counterparty agreements, including ISDA, CSA, MSFTA, GMRA/MRA.
Ensure alignment between account structure, legal documentation, regulatory requirements, and intended trading activity.
Ensure accurate and timely completion of required tax documentation and onboarding requirements.
Coordinate and monitor ongoing investigations and resolution of withholding tax issues.
Oversee KYC / AML / Customer Due Diligence requirements and related refresh processes.
Drive execution across global teams and time zones, ensuring seamless coordination and continuity of onboarding activities.
Drive coordination across internal teams, including Legal, Account Management, Portfolio Management, Operations, Transitions, Collateral, and Tax.
Act as primary escalation point for complex onboarding issues, documentation gaps, and timeline risks.
Manage counterparty engagement and ensure onboarding milestones are met.
Manage and develop direct reports, including prioritization, quality control, and oversight of day-to-day execution.
Oversee offshore and outsourced resources, ensuring accuracy, consistency, and timely delivery of services.
Own and maintain counterparty data and onboarding records across internal and third-party systems.
Ensure strong data quality, transparency, and control standards.
Identify inefficiencies and drive process improvement initiatives focused on automation and workflow enhancements.
Support and/or lead ad-hoc projects and cross-functional initiatives related to onboarding, trading readiness, and operational process improvement.

Requirements

Minimum of 8 years of professional experience at an asset manager, investment bank, or investment advisor.
Experience in counterparty onboarding and trading documentation at an asset manager or broker-dealer.
Knowledge of US Patriot Act, Know-Your-Customer (KYC), Anti-Money Laundering (AML), or Customer Due Diligence requirements (e.g., Dodd-Frank, EMIR reporting).
Experience with onboarding and documentation platforms (e.g., S&P Counterparty Manager, ISDA Amend, FIA Tech DOCS).
Strong knowledge of derivatives, financing, or trading transactions to identify required documentation, collateral terms, and clearing arrangements.
Deep knowledge of trading agreements, including ISDA Master Agreement, Credit Support Annex, MRA/GMRA, MSFTA, Prime Brokerage documentation, and Clearing agreements.
Experience onboarding counterparties across multiple regions, understanding local market conventions, documentation standards, and operational nuances.
Experience supporting onboarding or operational workflows involving tax documentation and coordination with tax stakeholders.
Prior people management experience, including direct oversight, performance management, and team development.
Experience with MS suite applications, including Excel, SmartSheets, or similar database systems and Copilot.
Demonstrated curiosity around emerging tools and technologies, including AI, to improve efficiency and transparency.

Skills

Exceptional organizational skills
Project management abilities
Critical thinking skills
Resourcefulness
Self-motivation
Commitment to excellence
Attention to detail
Strong interpersonal skills
Strong communication skills
Adaptability to dynamic, fast-paced environments
Collaboration
Emotional intelligence
Resilience
High ethical standards
Integrity
Sound judgment
Intellectual curiosity
Dedication to professional development
Alignment with PIMCO's core values: Collaboration, Openness, Responsibility, Excellence

Location

New York, NY

Experience Level

8+ years of professional experience

Education Level

Bachelor's degree

Salary/Compensations

$150,000.00 - $225,000.00

About the Company

PIMCO is a global leader in active fixed income with expertise across public and private markets.
The company invests clients’ capital across fixed income and credit opportunities, leveraging decades of experience in debt markets.
PIMCO is a large provider of traditional and nontraditional solutions for companies needing financing and investors seeking strong risk-adjusted returns.
Since 1971, PIMCO has fostered a high-performance inclusive culture that celebrates diverse thinking.
The company invests in its people and upholds CORE values: Collaboration, Openness, Responsibility, and Excellence.
PIMCO is recognized as an innovator, industry thought leader, and trusted advisor to clients.
PIMCO believes active management is the responsible way to invest clients' fixed income assets.
For 50 years, PIMCO has helped millions of investors pursue their objectives.
Clients rely on PIMCO's investment process, tested in various market environments.
PIMCO's global investment process promotes fresh ideas and diverse viewpoints.
Innovation is central to PIMCO's culture, assessing shifting risks and opportunities for forward-looking solutions.

Equal Opportunity

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion, sex, sexual orientation, gender, age, military or veteran status, disability, or any factor prohibited by law.
PIMCO affirms its policy and practice to support and promote equal employment opportunity and affirmative action in accordance with all applicable laws.
The company prohibits discrimination on other bases such as medical condition or marital status under applicable laws.
PIMCO is an Equal Employment Opportunity/Affirmative Action employer.
PIMCO provides reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures.
Applicants with disabilities needing accommodation for the online system may contact 949-720-7744.