Qualifications
Responsibilities
Benefits
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
About Pacific Investment Management Company
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