Account Associate, Institutional Middle Markets

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.

This role can be based in Newport Beach, CA, or Austin, TX

• 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

If you identify with the following qualities, we encourage you to apply for this exciting opportunity  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.

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

• 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.

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: $  - $

PIMCO recruits and hires qualified candidates without…