Alternatives Account Associate

Recruiter
PIMCO
Location
New York, USA
Salary
Competitive
Posted
09 Mar 2022
Closes
08 Apr 2022
Ref
12969312
Job Function
Operations
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
About Us:

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.

Position Description:

The Alternatives Account Associate will support the Alternatives Marketing Account Manager in the sales and servicing of PIMCO's alternative products. The Associate's primary responsibility is to act as an internal resource, responding to inquiries on PIMCO's alternatives products from home office research and business professionals.

The Associate will also serve as an in-house expert for US GWM external account managers and account associates and partner in the servicing of existing alts advisors, educating advisors and supporting new business initiatives.

Other responsibilities include meeting preparation, briefing memos, CRM queries, pipeline and business reporting; questionnaire responses and special projects. The successful Associate will be entrepreneurial and proactive about problem solving and enjoy working with data.

Key Relationships:
  • PIMCO investment professionals including: US GWM Strategic Accounts AMs, US GWM Alternative Specialists, US GWM Field and Desk, and Alternative Product Strategists
  • PIMCO Strategic Account Clients and Advisors
  • Senior Leaders and Compliance Professionals


Major Responsibilities:
  • Learn PIMCO's alternative products to be able to respond to client and prospect requests.
  • Have a client service mind-set and exhibit a strong sense of urgency when responding to internal and external requests.
  • Build strong relationships with internal partners, including the Product Strategy Group, Relationship Managers, Compliance and others to respond to requests.
  • Query, analyze and maintain business information reports for use in internal reporting.
  • Expertly use tools such as Excel spreadsheets, macros, query tools, CRM and external database for a variety of special products.
  • Contribute to the building of repeatable, consistent processes to generate confidence in analysis and ensure operational efficiency


Other:
  • Have a fundamental understanding of investment strategies combined with a strong desire to learn more.
  • Advanced communication skills, both written and verbal.
  • Have a strong talent for both analyzing and communicating data in Excel and PowerPoint.
  • Use effective time management skills to maintain a commitment to quality and attention to detail; ensure that all work is completed accurately and on time
  • Foster a sense of teamwork, assisting others when needed/required
  • Flourish in a challenging, fast-paced, and professional environment with frequent shifts in priorities as business needs dictate


Position Requirements:

Education:
  • Must possess a four-year college degree with a preferred major in Business/Finance, Economics, Mathematics or Accounting. Progress toward the CFA or CAIA designation is a plus.
  • Candidate must obtain Series 7, 3 and 63 licenses.


Experience:
  • At least two years of finance-related experience preferred, ideally in the fixed income or alternatives markets. Ideal candidates are familiar with alternatives products.


Benefits:

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

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