Ops Professional, Markets, AMRS Loan Documentation
Bank of America
Client Operations Specialist
PIMCO
full-time
Posted on:
Location Type: Office
Location: New York City • California, New York, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $135,000 per year
Job Level
Mid-LevelSenior
About the role
- Oversee the portfolio event process, encompassing onboarding new accounts, managing terminations, facilitating in-kind transfers, and modifying existing portfolios
- Identify opportunities to enhance operational processes and mitigate potential risks
- Collaborate cross-functionally to develop and implement innovative client solutions, while enhancing existing processes to elevate the client experience
- Assist in documenting project phases and preparing summary reports for management review
- Coordinate activities across various departments, including Client Management, Client Servicing, Portfolio Management, Product Management, Legal, Compliance, Funds Administration, Analytics, Performance, and Operations, as well as with external stakeholders such as clients, banks, and transition managers
- Foster a collaborative team environment by building strong relationships and demonstrating how each team member contributes to the overall success of projects
- Engage in all stages of the client portfolio lifecycle, sharing responsibility for key implementation decisions
Requirements
- Minimum of a bachelor’s degree required
- Minimum 5 years of professional experience within Client Operations in the financial services industry, preferably focused on fixed income
- Demonstrated knowledge of the portfolio event process
- Working knowledge of economics, fixed income fundamentals, or portfolio management
- Prior experience working in/with Client Management and/or Transitions Management
- Strong project management skills
- Experience automating business processes utilizing workflow automation, business intelligence, or other productivity tools
- Experience in investment operations or with derivatives
Benefits
- Health insurance
- Professional development opportunities
- Discretionary bonus
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
portfolio event processfixed incomeproject managementworkflow automationbusiness intelligenceinvestment operationsderivativeseconomicsportfolio management
Soft skills
collaborationrelationship buildingteam environmentcommunicationproblem-solving
Certifications
bachelor's degree
