Account Associate, Institutional Middle Markets at PIMCO

Newport Beach, California, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Jan, 26

Salary

115000.0

Posted On

14 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Building, Collaboration, Emotional Intelligence, Organizational Skills, Trustworthiness, Curiosity, Problem Solving, Self-Motivation, Adaptability, Versatility, Communication Skills, Financial Markets Knowledge, Microsoft Excel Proficiency, Data Querying Tools Knowledge, Project Management, Client Service

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. Position Description The Account Associate Group serves a unique and dynamic role, focusing on servicing PIMCO’s institutional. As an Account Analyst (AA), you will collaborate with various groups across PIMCO to ensure the highest level of service delivery to our clients. Working closely with a dedicated relationship team in Account Management, you will support business development initiatives and drive sales efforts with our clients. This position offers a fantastic opportunity for individuals aspiring to build a long-term career with PIMCO, with potential pathways to serve clients and the firm in various capacities over time. In addition to client servicing responsibilities, most members of the group achieved CFA, CIMA, CAIA, and other industry designations with firm support. Many dedicated AAs have successfully transitioned into account management, product strategy, and client-facing roles in other distribution channels. Location This role can be based in Austin, TX, Newport Beach, CA, or New York, NY Key Relationships PIMCO Investment Professionals and Associates in Account Management, Product Strategy, and Business Development. PIMCO Fund Operations Group and Alternative Investor Services Current and prospective clients About You If you identify with the following qualities, we encourage you to apply for this exciting opportunity at PIMCO. We offer a dynamic work environment where you can make a meaningful impact: Relationship-Builder: You excel at building relationships, paying attention to details, and have a passion for financial markets and client service. Collaborative: You foster positive relationships with clients, colleagues, and external stakeholders through a collaborative work style. Emotionally Intelligent: You possess high emotional intelligence, adaptability, and resilience. Organized & Efficient: Your exceptional organizational and project management skills enable you to manage multiple various initiatives simultaneously. Trustworthy: You demonstrate credibility and integrity, characterized by consistent behavior and high ethical standards. Curious & Driven: Your intellectual curiosity fuels your dedication to professional development and staying informed about emerging trends. Problem Solver: You approach complex issues with a critical and empathetic mindset, finding creative solutions. Self-Motivated: You are detail-oriented and consistently deliver on responsibilities with a focus on client needs, teamwork, and effective communication. Adaptable: You thrive in fast-paced environments, adjusting to shifting priorities and working effectively with ambiguity. Versatile: You navigate unstructured processes and manage multiple demanding responsibilities with ease. Aligned with PIMCO’s Values: You embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other. Responsibilities The key responsibilities include, but are not limited to: Draft internal business presentations and prepare client-servicing materials Increase efficiency and improve sales abilities by using business intelligence and data, deploying marketing and thought leadership regularly, segmenting clients routinely and recording client information in CRM via consistent profiling efforts. Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance and other important information directly or indirectly to clients, prospective clients and consultants Build and maintain a variety of materials to support new business development and existing business initiatives Gather, analyze, and discuss market trends with colleagues and clients Summarize and explain sophisticated financial and economic concepts to educate clients Position Qualifications Bachelor’s Degree required Progress towards the CFA designation strongly preferred. Completion of Series 7 and 63 within the first six (6) months of employment. Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques. Demonstrated proficiency in Microsoft Excel, strong knowledge of data querying tools a plus Self-starter with the ability to work in a demanding and highly focused environment. Outstanding relationship building skills and intellectual curiosity. Strong written and verbal communication skills, with excellent attention to detail, enabling effective collaboration with all levels of colleagues across the organization. Education Must possess a four-year college degree. Progress towards the CFA designation is preferred. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 105,000.00 - $ 115,000.00 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. We believe that active management is the responsible way to invest our clients' assets in fixed income. For 50 years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. Our clients rely on an investment process that has been tested in virtually every market environment. Bringing together our investment professionals from across the globe, PIMCO's investment process is designed to promote fresh ideas and differing points of view. We innovate to give our clients an edge. Innovation has long been part of the fabric of PIMCO’s culture. Explore how we assess shifting risks and opportunities to build forward-looking solutions for investors.

Responsibilities

The Account Associate will draft internal business presentations and prepare client-servicing materials while collaborating with various groups to ensure high service delivery. They will also support business development initiatives and drive sales efforts with clients.