Business Analyst (CRM), Sales Technology

PIMCO Europe Ltd
Newport Beach, USA
May 21, 2019
Jun 09, 2019
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 $1.76 trillion in assets for clients around the world. PIMCO has over 2,600 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:

We are seeking a senior Business Analyst to own the business process workflow within our technology platform for a key distribution channel at PIMCO. The platform includes the CRM system, Business Intelligence solution, and other integrated applications used by the business. The focus of this position is to work closely with the Sales, Servicing and Marketing organizations at PIMCO to understand their business processes, data and reporting needs in order to design optimal technical solutions to meet those needs. On mid-size to larger projects the candidate would be responsible for creating project plans, assigning tasks, tracking execution, as well as owning tasks. On projects of all sizes the candidate would be responsible for creating and managing project plans, tracking delivery and execution, and actively engaging with other internal technology partners. On projects of all sizes, the candidate would also be responsible for gathering requirements, designing solutions, coordinating with development teams, testing solutions, communicating with stakeholders and executing training.

Primary responsibilities will include:

  • In-depth understanding of the business processes of an asset management distribution function which includes institutional clients, prospects and financial advisors that would equip candidate to act as proxy for the business if required
  • Closely coordinating with business stakeholders to gather, organize, and prioritize requirements for strategic projects
  • Possess strong business writing skills to create requirements, solutions documents, training or reference materials and release notes
  • Communicate with executive stakeholders on project status and deliverables
  • Design, test, and provide training solutions to the busines
  • Provide application support for end users
  • Create project plans for mid-size and larger projects and own the execution of the plan
  • Possess strong analytical skills and be able to fulfill ad hoc reporting requests or analysis for business users and/or management
  • Coordinating with development teams across the entire technology platform
  • Acquire solid understanding of PIMCO's data sources and data flow

Position Requirements:

Position Requirements:

  • Strong organizational, interpersonal and communication skills
  • Strong project management skills
  • Ability to work on multiple concurrent projects at once
  • Experience with CRM (e.g. Configuration, System Administration)
  • 7+ years of experience in CRM and BI platforms
  • Experience working on large scale projects as well as handling day-to-day operational requests from the business
  • Experience with Broker Dealer/Mutual Fund Financial Services experience is highly valuable
  • Extremely proficient in Excel and Powerpoint
  • Experience with task management tools such as JIRA
  • Experience in consulting a strong plus
  • Experience in the distribution arm of asset management a plus
  • Experience with SQL or the desire to learn
  • Experience with Systems Development Life Cycle (SDLC) methodologies (i.e. Agile vs Waterfall)
  • Product Experience preferred:
  • o Microsoft Dynamics CRM, SalesForce
    o Seismic
    o SharePoint
    o Box
    o SLACK


PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing 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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