Account Associate/Analyst, Strategic Accounts Account Associate/Analyst, Strategic Accounts …

in New York, NY
Permanent, Full time
Be the first to apply
in New York, NY
Permanent, Full time
Be the first to apply
Account Associate/Analyst, Strategic Accounts
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 $2.22 trillion in assets for clients around the world. PIMCO has over 3,000 employees in 20 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:

The Strategic Accounts Team plays a unique role that is based around the core responsibility of servicing and selling to PIMCO's largest intermediary clients (i.e. national and regional broker-dealers, banks, platforms, etc.). The individuals that make up this team work in a collaborative manner to ensure delivery of the highest level of service to clients.

Individuals on the Strategic Accounts Account Associate team serve a critical and dynamic role, working within the broader Strategic Accounts group to ensure delivery of the highest level of service to clients. The primary responsibilities for this role will involve working alongside the account managers that oversee PIMCOs Models and SMA business and will focus on supporting the existing business in a variety of capacities (client servicing, internal business reporting, etc.), while also participating in new growth and product development initiatives. In addition to these client servicing and business management responsibilities, many members of the group participate in the Chartered Financial Analyst (CFA) program through the CFA Institute, CIMA, CAIA or other relevant financial designation.

Key Relationships:
  • PIMCO Investment Professionals including other members of the U.S. Strategic Accounts team, Product Managers and Associates, and Portfolio Managers and Trade Assistants
  • Current and prospective clients

Major Responsibilities:
  • Create, implement and manage sales plans for Models and SMA's
  • Support new product development, design and platform approval for Model and SMA strategies
  • Educate Clients and internal partners on Model and SMA strategies
  • Work with AMs to develop and maintain relationships with gatekeepers, program managers, research analysts and other key broker/dealer and platform personnel at key client firms
  • Analyze business data to identify trends across channel and clients
  • 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 reporting 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
  • Help gather, maintain and disseminate internal resources on key clients to channel stakeholders
  • Support AMs in executing strategic plans to grow business with key clients in partnership with sales
  • Work with AMs to negotiate contracts and business terms

Position Requirements:

  • 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
  • Team player and collaborator
  • 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

  • Must possess a four-year college degree with a preferred major in Business/Finance, Economics, or Accounting
  • Progress toward the CFA or another relevant financial 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 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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