PIMCO

Analyst

• Gather, analyze, and discuss market trends and data with colleagues and clients
• Analyze portfolio characteristics in the context of broader investment themes
• Evaluate risk reports, perform attribution research, and conduct scenario analysis
• Create customized client reports and respond to ad-hoc inquiries
• Draft internal presentations and prepare client-servicing materials
• Summarize and explain complex financial and economic concepts to educate and service existing and prospective relationships
• Provide product information and sales support to Latin American financial advisors
• Identify new business development opportunities, drive marketing/sales campaigns, and close business
• Develop and maintain a variety of materials to support new business development, existing business, and specific product management initiatives and responsibilities
• Manage and build relationships with financial advisors and maintain the CRM system

Account Analyst – Latin America

Compliance

• Serve as the primary point of contact for all Form U4 and Form U5 filings
• Oversee onboarding and offboarding workflows for registered representatives
• Monitor and administer outside business activity disclosures
• Maintain and update RR records, org charts, and registration populations on a regular basis
• Support the firm's conflicts of interest compliance programs
• Collaborate with business partners to evaluate event-related expenses
• Maintain monitoring populations within the firm's e-surveillance system
• Support the development and continuous improvement of the broker-dealer compliance program

Compliance Officer, Distribution

Financial Planning and Analysis

• Own end-to-end financial and accounting processes within a complex operating model.
• Establish and maintain strong accounting controls, governance, and compliance standards.
• Partner closely with Finance, Accounting, and Fund Controllers on financial reporting, invoicing, and fund-level impacts.
• Serve as a key point of contact for governance bodies, including boards and internal committees.
• Oversee external service providers, ensuring accountability, quality, and timely execution.
• Provide leadership and oversight to evolve vendors from execution-focused to outcome-driven partners.
• Navigate and influence a broad stakeholder base across Finance, Accounting, Alternatives Business Management, Legal, Tax, and Investment teams.
• Lead initiatives aligned with the continued growth and evolution of the Alternatives platform.
• Drive process improvement, scalability, and adoption of new technologies across finance and operational workflows.
• Act as a trusted partner to senior stakeholders, bringing both accounting discipline and operational insight.

Vice President, Alternatives Finance Control – Alternative Fund Services

Manager

• Own and govern end-to-end performance data definitions and calculation methodologies across strategies and asset classes
• Establish and maintain source-of-truth rules and data standards for performance data throughout the platform lifecycle
• Serve as the senior business owner for performance calculation platforms, partnering with Technology and Data teams on roadmap priorities
• Define and enforce performance data quality standards, tolerance thresholds, and escalation frameworks
• Lead performance methodology alignment and data validation efforts across legacy and target-state platforms during migrations
• Act as the primary escalation point for performance methodology and calculation questions from Portfolio Management, Risk, and Client Reporting
• Ensure methodologies align with U.S. GAAP, investment company accounting principles, and client reporting standards

Performance Data Transformation Manager

• Lead and oversee key components of PIMCO’s global compliance program.
• Proactively identify, assess, escalate, and mitigate conflicts of interest and other material compliance risks.
• Partner closely with regional Compliance teams to ensure global consistency and best practices.
• Build, mentor, and develop a high-performing compliance organization.
• Deliver clear, concise, and timely updates on compliance risks and issues to leadership.
• Lead and execute strategic initiatives that strengthen compliance frameworks and operational resilience.
• Drive targeted improvements to compliance processes and systems.

SVP, Senior Compliance Officer

Human Resources

• Serve as a trusted thought partner to senior executives, advising on workforce transformation, talent strategy and organizational evolution aligned to business priorities.
• Partner with leaders to anticipate future capability needs, assess skill gaps, and shape forward-looking talent and workforce plans.
• Leverage people data, analytics, and AI-enabled tools to uncover actionable insights and inform decision-making.
• Bring a strong organizational design lens, advising on structure, role clarity, operating models, and spans and layers.
• Collaborate with HR functional teams to deliver integrated, future-ready people solutions.
• Challenge the status quo by introducing modern HR practices and innovative approaches to talent management.
• Build and maintain trusted advisor relationships across all organizational levels, providing consultative, strategic and tactical guidance on talent strategy.

HR Business Partner

• Own financial control and oversight for a subset of alternatives funds
• Management of the monthly NAV close process performed by the Fund Administrator
• Lead finance-related aspects of the investment lifecycle for illiquid assets
• Partner closely with Portfolio Management, Tax, Legal, Operations, and third-party service providers
• Manage fund-level treasury and liquidity activities
• Prepare analysis related to investment pipeline and liquidity planning
• Support design and implementation of investment and fund structure
• Oversee service provider performance and governance
• Control the fund expense process
• Oversee external audits, regulatory filings, and financial reporting requirements
• Own financial information for key client deliverables

Vice President, Alternative Funds Finance Manager

Outside Sales

• Maximize territory performance and drive sales with financial advisor clients
• Collaborate with the Divisional Sales Manager to develop a territory business plan
• Maintain comprehensive knowledge of PIMCO’s products, platforms, themes, and policies
• Create a travel schedule that optimizes coverage in the designated territory
• Implement effective client segmentation and a service model for regular contact

Account Manager, Field Sales

Account Executive

• Gather, analyze, and discuss market trends and data with colleagues and clients.
• Analyze portfolio characteristics in the context of broader investment themes.
• Evaluate risk reports, perform attribution research, and conduct scenario analysis.
• Create customized client reports and respond to ad-hoc inquiries.
• Draft internal presentations and prepare client-servicing materials.
• Summarize and explain complex financial and economic concepts to educate and service existing and prospective relationships.