Account Manager

  • Competitive
  • Newport Beach, CA, USA
  • Permanent, Full time
  • Pimco
  • 25 Nov 17 2017-11-25

Account Manager

Position Description

US Institutional - Client Management
Account Managers are investment professionals who have a broad range of responsibilities across Institutional client types.

These responsibilities include:

  1. Educating clients about a broad set of investment strategies and building relationships across client organizations
  2. Positioning client solutions in the context of client needs and market backdrop
  3. Collaborating across PIMCO investment professionals, including Product Strategists and Portfolios Mangers
  4. Providing information about performance attribution, market performance and macroeconomic conditions
  5. Outlining the firm's current outlook and strategy

An account manager specializes in the following areas and requires strong collaboration across groups :

US Institutional Team : Responsible for fostering , growing and strengthening relationships with large institutional investors such as pension funds, endowments, foundations, and single family offices.

Desired candidates should possess the following characteristics:
1. Ethical, collaborative, organized, flexible, high-energy, self-starter, accountable.
2. Ability to articulate ideas/strategies/views clearly verbally, in writing, and during presentations
3. Personable and credible, ability to influence and develop client relationships into strategic partnerships
4. Passion for financial markets, macroeconomics and investment strategy
5. Strong analytical abilities; capacity to blend the quantitative with the qualitative. Able to listen to client needs and forge solutions.

Position Requirements

  • Relevant experience in financial markets or macro related field, 1-2 years post MBA preferred
  • MBA degree with an emphasis in Finance and Economics or a related, quantitative/analytical field from an accredited, leading business school or university, or other equivalent Advanced Degree as it relates to the position
  • Chartered Financial Analyst (CFA) designation, or willingness to pursue immediately upon joining
  • Series 7, 63, 3, and other applicable licenses, or ability to obtain immediately upon joining

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.