We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $2.2 trillion in assets for clients around the world. PIMCO has over 3,070 employees in 22 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients.
PIMCO is one of the world's premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities.
The Strategic Accounts Team plays a unique role that is based around the core responsibility of servicing and selling to PIMCO's largest intermediary clients (i.e. national and regional broker-dealers, banks, platforms, etc.). The individuals that make up this team work in a collaborative manner to ensure delivery of the highest level of service to clients.
Individuals on the Strategic Accounts Account Associate team serve a critical and dynamic role, working within the broader Strategic Accounts group to ensure delivery of the highest level of service to clients. The primary responsibilities for this role will involve working alongside the account managers that oversee PIMCOs Models and SMA business and will focus on supporting the existing business in a variety of capacities (client servicing, internal business reporting, etc.), while also participating in new growth and product development initiatives. In addition to these client servicing and business management responsibilities, many members of the group participate in the Chartered Financial Analyst (CFA) program through the CFA Institute, CIMA, CAIA or other relevant financial designation.
PIMCO Investment Professionals including other members of the U.S. Strategic Accounts team, Product Managers and Associates, and Portfolio Managers and Trade Assistants
Current and prospective clients
Create, implement and manage sales plans for Models and SMA's
Support new product development, design and platform approval for Model and SMA strategies
Educate Clients and internal partners on Model and SMA strategies
Work with AMs to develop and maintain relationships with gatekeepers, program managers, research analysts and other key broker/dealer and platform personnel at key client firms
Analyze business data to identify trends across channel and clients
Gather, analyze, and discuss market trends and data with colleagues and clients
Analyze portfolio characteristics in the context of broader investment themes
Evaluate risk reports, perform attribution research and conduct scenario analysis
Create customized client reporting and respond to ad-hoc inquiries
Draft internal presentations and prepare client-servicing materials
Summarize and explain complex financial and economic concepts to educate clients
Help gather, maintain and disseminate internal resources on key clients to channel stakeholders
Support AMs in executing strategic plans to grow business with key clients in partnership with sales
Work with AMs to negotiate contracts and business terms
Demonstrated proficiency with Microsoft Excel and strong knowledge of software applications in general, including but not limited to index-provider databases, query tools and Bloomberg
Self-starter, ability to work within the firm's demanding and highly focused environment
Team player and collaborator
Outstanding relationship building skills
Ability to clearly articulate analysis, written and verbally
Knowledge of fixed income securities and portfolio management techniques
Work effectively with all levels of personnel as part of a team
Excellent time management, multi-tasking, organization and communication skills
Clear commitment to PIMCO's culture, values and approach
Must possess a four-year college degree with a preferred major in Business/Finance, Economics, or Accounting
Progress toward the CFA or another relevant financial designation is a plus
Ideal candidates should have 0-2 years of experience in the financial services industry and a strong interest in fixed income and economics. College internships in finance, client-oriented roles are preferred
Ideal candidates should have 2-4 years of experience in financial services, asset management, investment banking or accounting. A strong background and/or interest in fixed income and economics is important. Ideal candidates are familiar with fixed income instruments and the economic underpinnings of the fixed income asset class.
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include:
Medical, dental, and vision coverage
Life insurance and travel coverage
401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
Community involvement opportunities with The PIMCO Foundation in each PIMCO office