Role Summary

We are seeking a Counterparty Management & Administration Vice President to join our counterparty relationship and trading documentation team. This team is responsible for facilitating onboarding, trading documentation, KYC, tax documentation, regulatory reporting, and other operational pipeline matters relating to trade setup management.  This team plays a critical role in enabling Portfolio Managers to trade across asset classes by ensuring counterparty relationships, legal documentation, and regulatory and operational requirements are fully established prior to account launch.

The Vice President will lead and oversee complex, multi-party onboarding and counterparty management initiatives, acting as a key decision-maker and escalation point across internal stakeholders and external counterparties. This role is highly hands-on, requiring deep expertise in trading documentation, strong attention to detail, and sound judgment across products, structures, and onboarding workflows under tight timelines. The role has global coverage across Americas, EMEA, and APAC. 

In addition to execution, the role carries responsibility for strengthening onboarding processes, improving scalability, and enhancing transparency and control across the function.  The individual will also manage direct reports, and oversee offshore and outsourced support, while partnering cross-functionally to ensure trading readiness and manage operational risk. 

Location

New York, NY

Responsibilities

The key responsibilities include, but are not limited to:

Counterparty Onboarding & Documentation

• Lead and own the end-to-end trading counterparty onboarding process across products and account structures
  • Assess trading requirements and ensure proper documentation, legal agreements, and operational setup are in place prior to trading
  • Oversee setup, negotiation, and maintenance of counterparty agreements, ISDA, CSA, MSFTA, GMRA/MRA, and other documentation
  • Ensure alignment between account structure, legal documentation, regulatory requirements and intended trading activity. 

Tax, KYC & Regulatory Coordination

• Ensure required tax documentation and onboarding requirements are completed accurately and on a timely basis, supporting both initial setup and ongoing maintenance, and helping prevent delays or disruptions to trading
• Coordinate and monitor ongoing investigations and resolution of withholding tax issues to eliminate or mitigate impact
• Oversee KYC / AML / Customer Due Diligence requirements and related refresh processes

Stakeholder Management & Execution

• Drive execution across global teams and time zones, ensuring seamless coordination, clear ownership, and continuity of onboarding activities across regions
• Drive coordination across internal teams, including Legal, Account Management, Portfolio Management, Operations, Transitions, Collateral, and Tax 
• Act as primary escalation point for complex onboarding issues, documentation gaps, and timeline risks engaging senior management as needed
• Manage counterparty engagement and ensure onboarding milestones are met in line with fund launch and trading timelines

Team Leadership & Oversight

• Manage and develop direct reports, including prioritization, quality control, and oversight of day-to-day execution
• Oversee offshore and outsourced resources, ensuring accuracy, consistency, and timely delivery of services

Data, Controls & Process Improvement

• Own and maintain counterparty data and onboarding records across internal and third-party systems

• Ensure strong data quality, transparency, and control standards
• Identify inefficiencies and drive process improvement initiatives focused on automation and workflow enhancements (e.g., industry solutions, reporting tools, onboarding platforms) to support scalability

Additional Responsibilities

• Support and/or lead ad-hoc projects and cross-functional initiatives related to onboarding, trading readiness, and operational process improvement

Qualifications

• Minimum of a bachelor’s degree
• Minimum of 8 years of professional experience at an asset manager, investment bank or investment advisor including:
  • Counterparty onboarding and trading documentation at an asset manager or broker-dealer
  • US Patriot Act and various Know-Your-Customer (KYC), Anti-Money Laundering (AML), or Customer Due Diligence requirements (Dodd-Frank, EMIR reporting requirements, etc.)
  • Onboarding and documentation platforms (e.g., S&P Counterparty Manager, ISDA Amend, and FIA Tech DOCS)
• Strong knowledge of derivatives, financing, or trading transactions, sufficient to identify required documentation,  collateral terms, and clearing arrangements.
• Deep knowledge of various trading agreements, including:
  • ISDA Master Agreement and Credit Support Annex,
  • Master Repurchase Agreement/Global Master Repurchase Agreement (MRA/GMRA)
  • Master Securities Forward Transaction Agreement (MSFTA)
  • Prime Brokerage documentation
  • Clearing agreements
• Experience onboarding counterparties across multiple regions, with an understanding of local market conventions, documentation standards, and operational nuances
• Experience supporting onboarding or operational workflows involving tax documentation and coordination with tax stakeholders, with an understanding of how these requirements impact account setup, counterparty onboarding, and trading readiness
• Prior people management experience, including direct oversight, performance management, and team development.
• Experience with MS suite of applications, including Excel, SmartSheets or other similar database systems and Copilot is desired
• Demonstrated curiosity around emerging tools and technologies, including AI, to improve efficiency and transparency

Professional Skills Requirements

If the following qualities resonate with you, we encourage you to apply for this exciting opportunity.  At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:

• Exceptional Organizational Skills and Resourcefulness: You excel in managing multiple projects with your outstanding organizational and project management abilities. Your critical thinking skills enable you to solve complex problems creatively and resourcefully. Self-motivated, you are committed to excellence, demonstrating attention to detail, and possess strong interpersonal and communication skills.
• Adaptability and Collaboration: You thrive in dynamic, fast-paced environments, adept at navigating shifting priorities and ambiguity. Collaboration is key to your approach, as you build positive relationships and work effectively across diverse teams. Your emotional intelligence, adaptability, and resilience equip you to manage unstructured processes and demanding responsibilities successfully.
• Integrity and Continuous Learning: Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust. An intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends. You contribute positively to the work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.

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: $ 150,000.00 - $ 225,000.00