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.
Based in Hong Kong, this Account Analyst will be part of PIMCO's Greater China Account management team, with a focus on supporting current institutional client service activities in Mainland China.
This position reports to the Account Manager (Senior Vice President) of the Greater China Client Management team.
Key Roles & Responsibilities
This position requires an analytical, detail oriented professional who can: ??? - Accurately and efficiently prepare client reports spanning performance, trading activity, portfolio valuation and risk metrics. Analyse portfolio data including qualitative and quantitative performance attribution. Continually building understanding of underlying market factors to complete more qualitative, complex investment analyses. ??? - Support the Account Management team through the provision of market and portfolio data, work with internal groups such as fund administration, operations and compliance teams ??? - Handle ongoing automation of growing reporting requirements and streamlining of the reporting process. ??? - Providing support for identifying new business development opportunities (i.e. investors, asset pools, channels), driving marketing/sales campaigns, and preparing for finals presentations and closing business ??? - Develop and maintain a variety of different types of materials to support new business development, existing business and other marketing campaigns ??? - Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance and other relevant information directly or indirectly to clients, prospective clients and consultants ??? - Support and oversee campaign management, client communications, webcast, events
Qualifications: - Robust knowledge of macroeconomics, fixed income and derivative instruments is a must. - Self-motivated. Demonstrate sound business judgement, project management and multi-tasking skills. ??? - Commitment to quality and attention to detail; ensure that all work is delivered completed, accurately, and on time. ??? - Effective communication skill is essential given the frequent level of client interaction. - Actively listen and ask questions to determine and meet customer needs; go beyond normal job responsibilities to indirectly satisfy the customer. - 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. ??? - Demonstrate proficiency with Microsoft Excel. Comfortable with software applications in general, including but not limited to index-provider databases, query tools and Bloomberg.
Education: ??? - Must possess at least an Undergraduate Degree in Business, Finance or Economics and demonstrate an interest in progressing toward a CFA.
Languages: ??? - Fluency in English & Mandarin (oral & written).
Experience: - One to three years of finance-related experience preferred (ideally in the fixed income or investment management). - College 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.
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