Product Strategist - Asset Allocation

Newport Beach, USA
Aug 28, 2022
Sep 15, 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 $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:

At PIMCO, Product Strategists ("Strategists") are investment professionals that specialize in a strategy area or market sector and recognized internally and externally as experts in this area. Strategists partner with the portfolio management teams in the same strategy areas and use their strategy-specific expertise in two key ways.

PIMCO is seeking a Product Strategist to have primary responsibility focused on the firm's multi-asset/asset allocation business globally. This product area has roughly $45 billion in client assets under management, featuring a mix of public mutual funds and bespoke institutional client portfolio, for a global client base. Included therein are several notable mutual funds, including the PIMCO All Asset Fund, which is a real-return oriented tactical asset allocation strategy managed in partnership with Rob Arnott and his firm Research Affiliates, and the PIMCO Global Core Asset Allocation Fund, which is the firm's flagship core allocation strategy. As such, the Strategies will gain exposure to different portfolio construction approaches and be responsible for distilling the features and benefits of each.

Location: Newport Beach

Strategist Res ponsibilities Include:

  • Serve as an in-house expert on PIMCO's multi-asset/asset allocation portfolios internally and externally
  • Contribute to developing and executing a business plan designed to increase revenue growth and profitability
  • Partner with client-facing PIMCO professionals to service and grow our business globally
  • Work with investors and their advisors to identify and assess investment needs and recommend suitable investment strategies and solutions
  • Identify demand for new multi-asset/asset allocation products; develop, position and support those products
  • Collaborate with marketing, client facing, consultant relations and other functional groups to implement the business plan
  • Develop a strong partnership with the portfolio management and analytics teams in order to be a credible and highly effective PM substitute, serving as the product expert to relationship managers and marketers
  • Represent PIMCO's multi-asset/asset allocation products externally at client meetings, industry conferences and meetings with other market participants globally
  • Develop marketing, servicing and educational materials, including marketing and servicing presentations, monthly commentaries, quarterly investor reports, white papers, and other materials for publication
  • Perform various portfolio analyses to help illustrate the benefits or PIMCO's strategies and help inform clients' investment decisions

Position Requirements:

  • Preference for 5+ years of relevant work experience in asset management industry
  • An MBA degree with an emphasis in Finance and Economics or an equivalent advanced degree preferred
  • Robust understanding of macroeconomic and market fundamentals, including equity and fixed income
  • Experience working with asset owners and financial intermediaries, discussing equity markets, equity allocations, and manager selection
  • Enthusiasm for the financial markets and investment management
  • Aptitude in analyzing and communicating portfolio strategies and risk factors
  • Understanding of the various channels of demand and distribution for equity products
  • Exceptional verbal and written communication skills
  • Aptitude for public speaking in both formal and informal settings, in front of a variety of types and sizes of audiences
  • Entrepreneurial drive to build a business coupled with the ability to be a cooperative team player
  • High level of organizational and project management skills and the ability to prioritize work according to business needs
  • Clear commitment to PIMCO's culture, values and investment approach
  • CFA preferred


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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