Marcia Kathryn Clark
)EDUCATION/CERTIFICATIONS
Masters of Business Administration (2001)University of California, Los Angeles (The Anderson School of Management)
Chartered Financial Analyst (1999)
Associate for Investment Management and Research (AIMR)
Bachelor of Arts, Finance (Securities emphasis) (1989)
California State University, Fullerton
NASD Licenses: Series 3, 7, 63, and 65
CAREER HISTORY & ACCOMPLISHMENTS
Senior Vice President, Client Service/Account Manager, PIMCO 1984 - CurrentParticipate in development of fixed-income investment strategies and communicate those strategies to clients. Requires extensive understanding of corporate finance, macroeconomics and the relationships between economic growth, inflation, interest rates, and securities markets. Work closely with portfolio management staff to understand the instruments used in the portfolios, monitor risk, and ensure portfolios are structured within authorized parameters.
Operations/Reporting Liaison
Coordinate with operations management team to facilitate accurate processing and reporting of investments. Present educational seminars to clients and others, focusing on the rationale for investment activities and monitoring risk in PIMCO portfolios.Vice President, Account Associate department
Manage team of 15 associates responsible for data gathering and custom reporting related to PIMCO investment strategies and portfolios. Requires working knowledge of general ledger accounting including reporting of derivatives. Administer internal training program including creating and maintaining curriculum, training instructors and teaching classes. Program covers the effective use of custom and standard computer applications in the context of PIMCO’s investment philosophy and process. Requires mastery of Microsoft Office applications and PIMCO custom applications.
Accounting Supervisor/Performance Specialist
Supervise team of 5 investment accountants. Responsible for ensuring compliance with investment guidelines and accurate representation of portfolio performance. Requires mastery of Microsoft Excel and understanding of fixed income securities, performance calculation methodologies and general ledger accounting.