Account Associate, Index-Linked Annuities

Newport Beach, USA
06 Mar 2022
12 Mar 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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 $1.91 trillion in assets for clients around the world. PIMCO has over 2,800 employees in 17 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:

PIMCO is seeking to hire an experienced Index-Linked Annuity associate to join the Financial Institutions Group (FIG), dedicated to covering insurance companies and banks.
This position will specifically help support and grow PIMCO's custom index business with annuity providers, through working in conjunction with FIG account managers, technology, Legal, and Marketing groups. A key focus will be onboarding new index partnerships as well as supporting the existing index business.

Key relationships
  • PIMCO investment professionals including Account Managers and Product Strategists
  • Various PIMCO departments including but not limited to Client Solutions & Analytics, Legal & Compliance, Marketing, Operations & Technology
  • Key contacts at insurance companies, index calculation agents, and bank hedge providers


  • Develop a deep understanding of the Fixed Index Annuity (FIA) and Registered Index-Linked Annuity (RILA) industries, as well as each of PIMCO's custom indices offered in these products
  • Understand roles of different market participants (e.g. insurance carrier, index provider, banks, etc.) and key industry trends
  • Onboard new indices by coordinating across PIMCO, carriers, outside calculation agent, and bank hedge providers
  • Coordinate with Operations & Technology on internal calculations and other processes that are essential to the business
  • Work closely with Legal on executing licensing, hedging, and calculation agreements with counterparties
  • Support continued business development and marketing efforts through competitive analysis, marketing materials, etc.

Position Requirements:

  • An understanding of the index-linked annuity industry and the role that custom indices play in it
  • Strong interpersonal, relationship building, and written communication skills
  • Self-starter, ability to accomplish tasks without clear or defined steps
  • Demonstrated proficiency with Microsoft Excel and strong knowledge of software applications in general
  • Capital markets experience (fixed income, equities, quantitative, etc.)

  • Must possess a four-year college degree with a preferred major in Business/Finance, Economics, or Accounting
  • Ideal candidates should have 1-3 years of experience in financial services, asset management, investment banking or annuities (e.g. FIA/RILA)
  • Progress toward the CFA designation is a plus


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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