Pacific Investment Management Company

Strategic Analysis - FP&A

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-7 years of relevant experience in a similar role
  • Bachelor's degree in Finance, Economics, Accounting, Business, or related field
  • Exceptional communication skills in various formats
  • Strong analytical mindset with a drive for trend identification
  • Advanced proficiency with Microsoft Excel, especially in complex data workbooks
  • Ability to work independently and collaboratively in team settings
  • Proven problem-solving and organizational abilities

Responsibilities

  • Manage product-level and distribution channel profitability analysis for stakeholders
  • Conduct financial modeling and business analyses, focusing on profitability
  • Update fund-level profitability models and analyze trends for annual processes
  • Prepare quarterly business updates for the managing director group
  • Perform deep-dive analyses of business/industry trends to uncover insights
  • Identify key drivers affecting models/forecasts and present findings to management
  • Build interdepartmental relationships to enhance research and improve analyses
  • Enhance business and allocation models for regular reporting and ad-hoc analyses
  • Implement process improvements through automation initiatives

Benefits

  • Inclusive and diverse company culture focused on collaboration and excellence
  • Recognition as an innovator and thought leader in the investment management industry
  • Opportunities for professional development and career advancement
  • Strong emphasis on teamwork and personal accountability
  • Flexible working environment that encourages initiative and innovation
Full Job Description

Position Description

You will be part of a small but influential team with broad responsibility to analyze the firm’s profitability for all domestic and global operations. You will partner with senior leaders across the firm to understand and illustrate the financial impact of the business and provide key insights that shape our strategic direction. This role requires strong analytical, innovative, and solution-oriented skills with clear and effective communication.

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

  • Financial modeling and business analysis, including profitability 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 current and historical business/industry trends

  • Identify key model/forecast drivers and provide analytical insights to senior management that tell the story of the business and promote data-driven strategic decision-making

  • 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 for process improvement through automation

Position Requirements

  • Minimum of three to seven years of experience in a similar role

  • Bachelor’s degree in Finance/Economics, Accounting, Business, or similar

  • Excellent communication skills including presentation, written, verbal, and listening

  • Highly analytical and curious; motivated to identify trends and inform strategic decision-making

  • Advanced PC skills, particularly experience working with complex Microsoft Excel workbooks

  • Ability and desire to work in a team environment as well as independently with little supervision

  • Strong analytical, problem-solving, and organizational skills

  • Proactive, resourceful, and motivated to seek additional work when tasks are completed

  • Experience and ability to work well under pressure and handle multiple tasks, challenges, and aggressive deadlines

  • Experience in responding effectively to inquiries from various levels of management

  • Experience in the Asset Management industry is a plus

  • Experience using Oracle Enterprise Performance Management Cloud (EPMCS), Smartview Excel Add-in, SAP, or other multidimensional database, reporting and consolidation applications, and ERP systems is a plus

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.


Salary Range: $ 87,000.00 - $ 130,000.00

About Pacific Investment Management Company

Pacific Investment Management Company (PIMCO) is an investment management firm that provides a range of investment solutions to clients worldwide. The firm offers a variety of investment strategies, including fixed income, equities, commodities, and real estate. PIMCO was founded in 1971 and is based in Newport Beach, California. The firm has offices in North America, Europe, and Asia.
Learn more about Pacific Investment Management Company
Size
3,000 employees
Industry
Founded
1971

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