Account Analyst, Global Wealth Management at PIMCO

Hong Kong, Hong Kong Island, Hong Kong S.A.R. -

Full Time

Start Date

Immediate

Expiry Date

02 Mar, 26

Salary

0.0

Posted On

02 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Coverage, Portfolio Performance, Product Marketing, Due Diligence, Project Management, Analytical Skills, Attention to Detail, Communication, Teamwork, Macroeconomics, Fixed Income, Derivatives, Excel, Bloomberg, Investment Analysis, Customer Needs

Industry

Investment Management

Description

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. Job Description This Account Analyst position will be part of the Hong Kong Global Wealth Management team, covering private banks, retail banks and family offices. The role will be based in Hong Kong. This position covers both client servicing and sales. The candidate will develop strong technical knowledge in financial markets and products, which is critical in representing PIMCO to Wealth Management clients. Responsibilities This position requires an analytical, detail oriented professional who can: Provide high quality client coverage as a support to the Account Management team. Accurately and efficiently respond to client queries on portfolio performance, product marketing materials and DDQs (due diligence questionnaires). Support the planning and execution of marketing events and road shows. Develop and maintain a variety of different types of materials to support new business development, existing business and other marketing campaigns. Serve as a product specific contact for clients and prospective clients. Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance and other relevant information directly or indirectly to clients and prospective clients. Accurately and efficiently prepare client reports spanning performance, portfolio exposure and risk metrics. Analyze portfolio data including qualitative and quantitative performance attribution. Continually build understanding of underlying market factors to complete more qualitative, complex investment analyses. Requirements Possess an excellent attitude – self-motivated, positive, “can-do”, and strong teamwork. Robust knowledge of macroeconomics, fixed income and derivative instruments would be preferred. Demonstrate sound business judgement, project management, and multi-tasking skills. Commitment to quality and attention to detail; ensure that all work is delivered complete, accurately, and on-time. Communicate effectively with clients and colleagues, demonstrating a ‘go the extra mile’ attitude in internal and external interactions. Actively listen and ask questions to determine and meet customer needs; go beyond normal job responsibilities to indirectly satisfy client requests. Flourish in a challenging, fast-paced, professional environment with frequent shifts in priorities as business needs dictate. Strong sense of integrity, behaving consistently with expressed values and ethical principles of the firm. Focus on specific goals, and demonstrate a sense of personal accountability and urgency for achieving results. Foster a sense of teamwork, assisting others when needed/required. Have the desire to contribute to and grow with the organization through a variety of developmental assignments (the nature of which will be based on available opportunities and actual performance in the current role) Strong commitment to embrace PIMCO’s culture, values and approach Education Must possess at least an Undergraduate Degree in Finance/Business, Economics or a related field. Demonstrate an interest in progressing toward a CFA. Language English required. Mandarin and/or Cantonese fluency preferred . Experience 0-2 years of experience, currently working in a bank or asset manager. University internships in a financial, client-oriented role will be considered in lieu of employment experience. Ideal candidates are familiar with fixed income markets and macroeconomics, currency and derivative instruments. Technical skills Effectively utilize tools such as Excel spreadsheets, macros, and query tools (VBA knowledge an advantage) Knowledge on Bloomberg is a plus 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.

Responsibilities

The Account Analyst will provide high-quality client coverage and support the Account Management team. Responsibilities include responding to client queries, preparing reports, and analyzing portfolio data.