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Client Management Account Analyst/Associate (Newport Beach)

Employer
PIMCO
Location
Newport Beach, USA
Salary
Competitive
Closing date
Mar 19, 2023

View more

Job Function
Marketing and Public Relations
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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.

The Account Associate Group serves a unique and dynamic role that is based around the core responsibility of servicing PIMCO's institutional clients. The individuals that make up this team work within the broader account management group to ensure delivery of the highest level of service to clients. The primary responsibility of the associates and analysts is to work alongside account managers as part of dedicated relationship teams, gathering, analyzing, and discussing economic and fixed income trends, evaluating portfolio structures and strategies, and delivering performance attribution analyses. In addition to client servicing responsibilities, most members of the group participate in the Chartered Financial Analyst (CFA) program through the CFA Institute.

LOCATION: The role will be based in Newport Beach, CA.

KEY RELATIONSHIPS
  • PIMCO Investment Professionals including other members of the Account Management Group, Product Managers and Associates, and Portfolio Managers and Trade Assistants
  • Current and prospective clients
MAJOR RESPONSIBILITIES
  • Gather, analyze, and discuss market trends and data with colleagues and clients
  • Analyze portfolio characteristics in the context of broader investment themes
  • Evaluate risk reports, perform attribution research and conduct scenario analysis
  • Create customized client reports and respond to ad-hoc inquiries
  • Draft internal presentations and prepare client-servicing materials
  • Summarize and explain complex financial and economic concepts to educate clients
  • Demonstrated proficiency with Microsoft Excel and strong knowledge of software applications in general, including but not limited to index-provider databases, query tools and Bloomberg
  • Self-starter, ability to work within the firm's demanding and highly focused environment
  • Outstanding relationship building skills
  • Ability to clearly articulate analysis, written and verbally
  • Knowledge of fixed income securities and portfolio management techniques
  • Work effectively with all levels of personnel as part of a team
  • Excellent time management, multi-tasking, organization and communication skills
  • Clear commitment to PIMCO's culture, values and approach
EDUCATION
  • Must possess a four-year college degree with a preferred major in Business/Finance, Economics, or Accounting
  • Progress toward the CFA designation is a plus
ACCOUNT ANALYST
  • Ideal candidates should have 0-2 years of experience in the financial services industry and a strong interest in fixed income and economics. College internships in finance, client-oriented roles are preferred.
ACCOUNT ASSOCIATE
  • Ideal candidates should have 2-4 years of experience in financial services, asset management, investment banking or accounting. A strong background and/or interest in fixed income and economics is important. Ideal candidates are familiar with fixed income instruments and the economic underpinnings of the fixed income asset class.
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.

Salary Range: $ 90,000.00 - $ 122,500.00

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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