Strategic Analysis - FP&A
PIMCO · Newport Beach, United States · 2mo ago
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
You will be part of a small but highly influential team responsible for analyzing the profitability of PIMCO's global business and helping inform key strategic decisions across the firm. You will partner closely with senior leaders across the firm to assess business performance, evaluate financial impacts, and deliver insights that help shape strategic direction. Those who are naturally curious, data-driven, and expert communicators will excel in this role. Attention to detail, accountability, and flexibility are essential.
What You’ll Do
Manage overall process of updating and reporting product-level and distribution channel profitability analysis for senior stakeholders.
Perform financial modelling and business analysis, including profitability, forecasting, and pro forma analysis.
Manage updates to fund-level profitability model for annual 15c process and provide commentary and analysis on trends.
Provide quarterly business update materials for managing director group.
Proactively identify and execute deep-dive analyses of business performance, market developments, and industry trends.
Identify key performance and forecast drivers and provide analytical insights that support data-driven decision-making by senior management.
Build relationships with teams across the firm to research and resolve questions, and to further understand the business to improve modeling and analyses.
Maintain, update, and continually improve upon sophisticated business and allocation models for monthly and quarterly reporting, ad hoc analyses, and forecasting.
Identify and implement opportunities to enhance reporting, improve processes, and leverage automation.
Position Requirements
Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
Advanced PC skills, particularly experience working with complex Microsoft Excel workbooks.
Experience using Oracle Enterprise Performance Management Cloud (EPMCS), SmartView Excel Add-in, SAP, or other multidimensional database, reporting, consolidation, and ERP systems is a plus.
Approx. 3–7 years of experience in FP&A, corporate finance, business analysis, strategic finance, or a related role.
Strong interest in using data and financial analysis to identify trends and inform strategic decision-making.
Experience in responding effectively to inquiries from various levels of management.
Experience and ability to work well under pressure while managing multiple priorities and deadlines.
Experience in the Asset Management industry is a plus.
Excellent communication skills, including presentation, written, verbal, and listening skills.
Ability and desire to work collaboratively in a team environment as well as independently with minimal supervision.
Strong analytical, problem-solving, and organizational skills.
Highly analytical, intellectually curious, and motivated to identify trends and generate actionable insights.
Strong attention to detail and commitment to producing high-quality work.
Proactive, resourceful, and motivated to take initiative and continuously seek opportunities to add value.
Flexible and adaptable, with the ability to thrive in a fast-paced environment and manage competing priorities effectively.
Salary Range: $ 87,000.00 - $ 130,000.00
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.