Senior Associate, Alternative Investment Performance Operations

Serve as a point of contact for investment performance-related issues; manage the full lifecycle of inquiries from logging to resolution including escalation and root-cause analysis.

Analyze portfolio attribution data, investigate, and resolve performance-related issues across the firm’s hedge funds and alternative accounts, identifying trends, anomalies, and opportunities for improvement.

Monitor and validate portfolio returns, including attribution and benchmark analysis, ensuring accuracy through coordination with relevant teams.

Facilitate post-issue root cause analysis discussions to prevent recurrences and strengthen operational controls.

Consolidate data from multiple sources—portfolio management systems, risk analytics, operations, technology, and external providers such as Bloomberg—to support performance analysis and issue tracking.

Prepare monthly governance decks for executive leadership, including executive-ready slides, statistical summaries, talking points, and clear decisions/actions; present findings and drive follow-up on action items.

Develop and maintain dashboards and performance reports using Python, SQL, PowerPoint , and data visualization tools; produce compelling narratives for monthly governance meetings.

Recommend and implement process improvements to streamline and automate reporting workflows.

Document firm processes, performance calculations, and methodologies to support internal training and controls.

Coordinate cross-functional inputs (PMs, risk, operations, tech) to ensure timely, accurate governance communications.

Partner with internal technology teams and external vendors to enhance platform capabilities and help scale self-service tooling.

Contribute to longer-term initiatives such as platform enhancements, automation, and education to support scalable operations.

Minimum of a Bachelor's degree in Finance, Accounting, Economics, Statistics, Mathematics, or a related field; a Master's degree or progress towards CFA , CIPM, or FRM designation preferred.

Minimum three (3) years of experience focused on investment performance oversight, risk analytics/management, or related functions within the asset management or hedge fund industry.

Strong understanding of equity, fixed income, derivatives, including underlying data ecosystems and operational trade lifecycle.

Understanding of alternative investment strategies is a plus.

Proficiency in Python and SQL for data analysis; experience with data visualization tools and PowerPoint for executive reporting.

Ability to extract, interpret, and synthesize data from multiple systems and databases to produce clear, actionable insights.

Skilled in translating technical data into executive-ready slides and narratives that support strategic decision-making.

Capable of distilling complex findings into concise, non-technical messages tailored to portfolio managers and other stakeholders

Familiarity with performance and risk platforms (e.g., Aladdin, Bloomberg, or similar systems), with a demonstrated ability to quickly learn and adapt to new technologies.

Ability to analyze cash flows, corporate actions, and accounting data, and assess their impact on portfolio performance is highly desirable.

Experience in consulting-style problem solving, change management, or working with external clients/vendors desirable.

Proven ability to deliver exceptional internal customer service and collaborate across a diverse range of stakeholders, including external vendors.

Comfortable working with performance formulas, attribution methodologies, and risk measures.

Experience in calculating, validating, and interpreting portfolio investment results, including attribution and benchmark analysis, is a plus.

Ability to work well in a team environment and collaborate with various departments, including technology, analytics, risk, operations, trade processing, and portfolio management.

Intellectually curious and committed to continuous learning, with a strong interest in financial markets, data, and industry trends.

Meticulous attention to detail and a high standard for accuracy—especially in written communications, reporting, and executive -facing materials.

Exceptional organizational and project management skills, with the ability to prioritize effectively and meet tight deadlines in a fast-paced environment.

Analytical and resourceful problem-solver who can navigate ambiguity, assess operational risk, and make sound decisions under pressure.

Self-motivated and proactive, with a strong sense of ownership and a drive for excellence in execution.

Strong interpersonal and communication skills, with the ability to build trust and collaborate across all levels of a global organization—including senior executives, external partners, and cross-functional teams.

Adaptable and composed, able to shift priorities quickly and respond to urgent issues with clarity and confidence.

Open to giving and receiving constructive feedback, contributing to a culture of continuous improvement and mutual respect.

Demonstrates accountability and professionalism in managing sensitive information and high impact situations.

Embodies PIMCO’s core values—Collaboration, Openness, Responsibility, and Excellence—in all interactions and decisions.

Quick learner with the ability to absorb new concepts, tools, and processes efficiently.

Global mindset with cultural awareness and the flexibility to support communications across time zones and regions.