Checking job availability...
Original
Simplified
The APAC Client Operations team is a newly created team in region for PIMCO. The Client Operations team will work closely with the Client Management teams to provide exceptional operational servicing to our clients, which will enable the Client Management teams to focus on relationship management and business development with our clients. The Client Operations team will be comprised of individuals who are able bring a combination of deep operational experience and a passion for client servicing. The ideal candidates for this team will be those who can understand client requirements, apply expert knowledge to leverage PIMCO’s global operating model for solutions, and provide these back to our clients.The Role
The Client Operations Manager will be responsible for the below core functional activities. Working closely with Client Management and Operational professional across the business to deliver the below services for APAC based clients who have Separately Managed Accounts with PIMCO. A high-level summary of role responsibilities is outlined below:Portfolio Events
- 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 request from internal PIMCO portfolio managers or trade floor teams for the addition of new markets, new trading counterparties / clearers, and new securities. This involves communication with clients for relevant authorities and oversight of intern teams to complete these requests.
- Coordinate post event summary sessions with stakeholders across the business to document any learning or development opportunities to improve future portfolio events
- Execute other operational tasks and processes on a day-to-day basis as required
We are seeking an exceptional candidate with a strong background in portfolio event management (transitions) and a proven track record in managing complex projects and client interactions. The ideal candidate should possess the following qualifications, experience, and skill set:
- 5-7 years’ + experience in transitions (within an asset management firm or custodian). Prior experience in portfolio transitions, client reporting, portfolio valuations, cash flow management and market claims preferred.
- Bachelor’s degree in a Finance related field preferred and looking to work within the Asset Management industry.
- Excellent communication skills and ability to adapt communication style to different internal and external audiences is a key success criterion for this role.
- 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
- Proficiency in IT skills, including intermediate Excel skills. Coding skills would be a plus
- 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
The APAC Client Operations team is a newly created team in region for PIMCO. The Client Operations team will work closely with the Client Management teams to provide exceptional operational servicing to our clients, which will enable the Client Management teams to focus on relationship management and business development with our clients. The Client Operations team will be comprised of individuals who are able bring a combination of deep operational experience and a passion for client servicing. The ideal candidates for this team will be those who can understand client requirements, apply expert knowledge to leverage PIMCO’s global operating model for solutions, and provide these back to our clients.The Role
The Client Operations Manager will be responsible for the below core functional activities. Working closely with Client Management and Operational professional across the business to deliver the below services for APAC based clients who have Separately Managed Accounts with PIMCO. A high-level summary of role responsibilities is outlined below:Portfolio Events
- 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 request from internal PIMCO portfolio managers or trade floor teams for the addition of new markets, new trading counterparties / clearers, and new securities. This involves communication with clients for relevant authorities and oversight of intern teams to complete these requests.
- Coordinate post event summary sessions with stakeholders across the business to document any learning or development opportunities to improve future portfolio events
- Execute other operational tasks and processes on a day-to-day basis as required
We are seeking an exceptional candidate with a strong background in portfolio event management (transitions) and a proven track record in managing complex projects and client interactions. The ideal candidate should possess the following qualifications, experience, and skill set:
- 5-7 years’ + experience in transitions (within an asset management firm or custodian). Prior experience in portfolio transitions, client reporting, portfolio valuations, cash flow management and market claims preferred.
- Bachelor’s degree in a Finance related field preferred and looking to work within the Asset Management industry.
- Excellent communication skills and ability to adapt communication style to different internal and external audiences is a key success criterion for this role.
- 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
- Proficiency in IT skills, including intermediate Excel skills. Coding skills would be a plus
- 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