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Account Associate

PIMCO
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Position Description

The Account Associate Group serves a unique and dynamic role that is based around the core responsibility of servicing PIMCO’s institutional clients. The individuals that make up this teamwork within the broader account management group to ensure delivery of the highest level of service to clients.  The primary responsibility of the associates and analysts is to work alongside account managers as part of dedicated relationship teams, gathering, analyzing, and discussing economic and fixed income trends, evaluating portfolio structures and strategies, and delivering performance attribution analyses.  In addition to client servicing responsibilities, most members of the group participate in the Chartered Financial Analyst (CFA) program through the CFA Institute.

 

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. Many dedicated AAs have successfully transitioned into account management, strategic accounts, and client-facing roles in other distribution channels, while others have achieved CFA, CIMA, CAIA, and other industry designations with firm support.

 

Location

Newport Beach

 

Key Relationships

  • PIMCO Investment Professionals including other members of the Account Management Group, Product Managers and Associates, and Portfolio Managers and Trade Assistants.
  • PIMCO Fund Operations Group
  • 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:

  • 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 reports and respond to ad-hoc inquiries.
  • Draft internal presentations and prepare client-servicing materials.
  • Summarize and explain complex financial and economic concepts to educate and service existing and prospective relationships.

Position Qualifications

  • Must possess a four-year college degree with a preferred major in Business/Finance, Economics, or Accounting.  Progress toward the CFA designation is a plus.
  • 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.
  • 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 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
  • 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