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Newport Beach, CA USA, United States of America
Onsite
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Position Description
The Business Process & Automation Analyst supports Business Development Services (BDS), Consultant Database Group (CDG), and Consultant Relations & Opportunity Strategy (CROS) through analytics, process optimization, platform governance, automation development, and business intelligence reporting. The role is designed to connect business workflows, data sources, and technology platforms so reporting, DDQ/RFP responses, consultant database content, and executive materials are accurate, and scalable.
Location
Newport Beach, CA
About You
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.
Responsibilities
The key responsibilities include, but are not limited to:
Serve as a bridge between business users, data owners, technology partners, and platform stakeholders to improve how BDS, CDG, and CROS create, govern, automate, and distribute information.
Design, build, and maintain automated workflows, reporting solutions, integrations, and governed content repositories that connect trusted data sources to response, reporting, and consultant-facing platforms.
Support DDQ software and DDQ/RFP automation workflows by helping ensure quantitative fields come from approved data feeds and narrative answers are drafted, tagged, reviewed, and reused efficiently.
Partner with CDG to strengthen consultant database governance, data quality controls, profile maintenance, content standardization, and recurring database update processes.
Partner with BDS to improve DDQ/RFP intake, content library hygiene, tagging, workflow routing, reusable answer strategy, and AI-enabled response processes.
Partner with CROS to deliver executive-ready analytics, recurring reporting, dashboard maintenance, consultant intelligence, CRM analysis, Power BI coordination, and business performance insights.
Identify opportunities to reduce manual effort, eliminate duplicate data entry, improve tool adoption, standardize processes, and create scalable operating models across the three functions.
Produce and enhance reporting, dashboards, and analytics that support consultant relations, opportunity tracking, AUM/flow analysis, vulnerable accounts, competitive intelligence, and management updates.
Conduct prospect research to identify new business opportunities.
Track sales metrics (e.g., opportunities, final meetings, won/lost business) and synthesize data into reportable trends.
Provide periodic reports (e.g., monthly, quarterly) to internal and external stakeholders, including competitor analysis, market share, and consultant index reports.
Position Requirements
Bachelor’s degree required; degree or minor in Information Science, Data Science, or a related field preferred, or equivalent work or classwork experience demonstrating coding and technical skills
0 - 3 years of relevant experience in financial services, asset management, investment banking, or management consulting
Experience with AI applications in like Claude/Copilot/Cowork, coding assistant AIs
Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques
Proficient in Microsoft Excel (including VBA) and in coding/querying languages such as Python and SQL
Comfortable writing, owning, and debugging code, with experience collaborating via GitHub and leveraging AI tools in development workflows
Demonstrated ability to execute in a structured environment and manage multiple priorities
Strong analytical and problem-solving skills; ability to translate complex ideas into practical outputs
Effective communicator with the ability to work across stakeholders and levels
High attention to detail and strong follow-through
Proficient in Microsoft Excel, with strong knowledge of software and database applications, including index provider databases, query tools.
Demonstrates the ability to work effectively with large datasets and sophisticated queries
Professional Skills Requirements
Execution & Problem Solving: Highly organized and able to manage competing priorities, using data, technology, and AI tools to solve complex challenges efficiently.
Communication & Collaboration: Clearly articulates complex ideas and translates them into actionable insights, building strong, collaborative relationships across teams.
Adaptability & Integrity: Thrives in fast-paced environments, using sound judgment while operating with professionalism, a focus on continuous learning, and openness to new technologies and ways of working.
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.