Consultant Relations Group Associate

New York, USA
$96k - $115k
Dec 03, 2022
Dec 22, 2022
Industry Sector
Finance - General
Employment Type
Full Time
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Role Overview

The Consultant Relations Associate will join the Consultant Relations Group (CRG) to support Institutional Consultant servicing and sales, ensuring service is met at the highest level. The Associate's primary responsibility is to respond to information requests from consultants, working alongside account managers as part of a relationship coverage team. The Associate acts as an internal and external resource, responding to inquiries on PIMCO's investment products and capabilities. Other responsibilities include meeting preparation, briefing memos, pipeline management, presentation materials, spearheading the funding of new accounts, and working with groups across PIMCO in response to complex consultant questions, and special projects. The successful Associate will be entrepreneurial and proactive about problem-solving.


This role may be based in New York, NY.

Competencies & Critical Skills

This position requires an analytical, sales-oriented professional who can:
  • Establish an understanding of the needs of our consultants and regularly provide relevant market insight, product information, investment ideas and sales support
  • Be capable of substantial consultant interaction - phone, e-mail, attending in-house meetings, - to give consultants PIMCO touches and urgently turn-around requests when the CRG Account Manager is out of the office
  • Learn focus products and help the search process by interacting with Product Strategy, Compliance, Legal, Risk Management, Channel Account Managers, and many other teams
  • Make a difference on the team by participating in team meetings, engaging colleagues across different PIMCO functions, participating and leading working groups, sharing best practices, fully leveraging continuous coaching and training, etc.
  • Enhance efficiencies and share information amongst the other Institutional channel Associates and AMs to establish best practices across channels
  • Efficiently utilize tools such as Excel spreadsheets, macros, query tools, CRM, proprietary attribution and performance systems, and external databases
  • Have a strong client service mindset and exhibit a strong sense of urgency when responding to internal and external requests
  • Have a fundamental understanding of investment strategies combined with a strong desire to learn more.
  • Advanced communication skills, both written and verbal
  • Utilize 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
  • Have a strong sense of integrity, behaving consistently with expressed values and ethical principles of PIMCO
  • Focus on specific gonals and demonstrate a sense of personal growth, accountability and urgency for achieving
Position Requirements
  • Must possess a four-year college degree with a preferred major in Business/Finance, Economics, Mathematics or Accounting. Progress toward the CFA designation is a plus
  • At least two years of finance-related experience preferred, ideally in the fixed income, equity or alternatives markets. Ideal candidates are familiar with fixed income instruments and the economic underpinnings of the fixed income asset class. Inside sales experience is a plus.
  • Candidate must pass Series 3, 7 and 66 license tests
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.

New York, NY Salary Range: $ 96,000.00 - $ 115,000.00

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
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