Jobs via eFinancialCareers
Account Manager - Non-Profit Client Practice - PIMCO
Jobs via eFinancialCareers, New York, New York, us, 10261
Overview
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. 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. PIMCO's client management team is comprised of client-facing relationship management and business development professionals who are directly responsible for contributing to the firm's success. We work with PIMCO's clients and prospects to better understand their investment objectives, deliver appropriate solutions and deepen partnerships. The Non-Profit client practice is responsible for developing, growing and strengthening relationships with the endowment, foundation and healthcare investment community. The team is seeking to hire an experienced client service and business development professional to cover the non-profit investor base in the Eastern US. The role is to be based in New York. We will consider candidates with different levels of experience and title. Position Responsibilities Client Service
Oversee existing client relationships and their related investment mandates under our coverage. Take ownership of the client relationships from front to back end, serving as the liaison across investment teams, operations, compliance, legal, etc. Participate in portfolio reviews covering performance attribution, market performance and PIMCO's current economic outlook and portfolio strategy. Business Development
Drive and support sales across the full spectrum of PIMCO investment solutions by developing relationships with endowments, foundations and healthcare institutions in the Eastern US. This includes growing our footprint with existing clients and converting prospects. Develop relationships across the non-profit investor base and gain a detailed understanding of their needs, organizational structures, and industry trends. Educate clients and prospects about a broad set of investment strategies and seek to "deliver the firm" through collaboration with other PIMCO investment professionals, including Product Strategists, Portfolio Managers, various experts and PIMCO leadership. Represent PIMCO in investor meetings and industry events. Contribute to the broader team and firm by sharing client and sales insights and best practices. Position Requirements
7-15 years of experience in institutional client service and business development. Demonstrates a proven track record of cultivating meaningful relationships with clients, prospects, and colleagues. Experience working with non-profits, endowments, foundations, or healthcare organizations (preferred but not required). Solid knowledge of the investment industry, including a deep understanding of alternatives and fixed income investing. Commercial savvy, strategic thinking, and strong business acumen. Drives strategic planning and relationship mapping to identify retention priorities and growth opportunities within existing client portfolios and prospect pipeline. Active listening and ability to forge solutions through a consultative approach. Clear and concise communication to articulate PIMCO's capabilities to sophisticated investors, both in writing and presentations. Builds trust through confident, compelling written and verbal communication across client stakeholders. Blends strong analytical abilities with qualitative insight. Collaborates effectively as a team player with high emotional intelligence and a client-focused approach. Demonstrates initiative and ownership mentality, with ability to work independently while contributing to team objectives. Undergraduate degree required (advanced degree and/or CFA/CAIA preferred). FINRA Licenses (7, 63, 3) or ability and willingness to acquire licenses, as needed. Benefits
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverage Life insurance and travel coverage 401(k) retirement savings with company contributions 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. Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion, sex, sexual orientation, gender, age, military or veteran status, disability, or any factor prohibited by law, in accordance with all applicable 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 line is dedicated to assist job seekers with disabilities to apply online. A response may take up to two business days.
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PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. 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. PIMCO's client management team is comprised of client-facing relationship management and business development professionals who are directly responsible for contributing to the firm's success. We work with PIMCO's clients and prospects to better understand their investment objectives, deliver appropriate solutions and deepen partnerships. The Non-Profit client practice is responsible for developing, growing and strengthening relationships with the endowment, foundation and healthcare investment community. The team is seeking to hire an experienced client service and business development professional to cover the non-profit investor base in the Eastern US. The role is to be based in New York. We will consider candidates with different levels of experience and title. Position Responsibilities Client Service
Oversee existing client relationships and their related investment mandates under our coverage. Take ownership of the client relationships from front to back end, serving as the liaison across investment teams, operations, compliance, legal, etc. Participate in portfolio reviews covering performance attribution, market performance and PIMCO's current economic outlook and portfolio strategy. Business Development
Drive and support sales across the full spectrum of PIMCO investment solutions by developing relationships with endowments, foundations and healthcare institutions in the Eastern US. This includes growing our footprint with existing clients and converting prospects. Develop relationships across the non-profit investor base and gain a detailed understanding of their needs, organizational structures, and industry trends. Educate clients and prospects about a broad set of investment strategies and seek to "deliver the firm" through collaboration with other PIMCO investment professionals, including Product Strategists, Portfolio Managers, various experts and PIMCO leadership. Represent PIMCO in investor meetings and industry events. Contribute to the broader team and firm by sharing client and sales insights and best practices. Position Requirements
7-15 years of experience in institutional client service and business development. Demonstrates a proven track record of cultivating meaningful relationships with clients, prospects, and colleagues. Experience working with non-profits, endowments, foundations, or healthcare organizations (preferred but not required). Solid knowledge of the investment industry, including a deep understanding of alternatives and fixed income investing. Commercial savvy, strategic thinking, and strong business acumen. Drives strategic planning and relationship mapping to identify retention priorities and growth opportunities within existing client portfolios and prospect pipeline. Active listening and ability to forge solutions through a consultative approach. Clear and concise communication to articulate PIMCO's capabilities to sophisticated investors, both in writing and presentations. Builds trust through confident, compelling written and verbal communication across client stakeholders. Blends strong analytical abilities with qualitative insight. Collaborates effectively as a team player with high emotional intelligence and a client-focused approach. Demonstrates initiative and ownership mentality, with ability to work independently while contributing to team objectives. Undergraduate degree required (advanced degree and/or CFA/CAIA preferred). FINRA Licenses (7, 63, 3) or ability and willingness to acquire licenses, as needed. Benefits
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverage Life insurance and travel coverage 401(k) retirement savings with company contributions 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. Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion, sex, sexual orientation, gender, age, military or veteran status, disability, or any factor prohibited by law, in accordance with all applicable 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 line is dedicated to assist job seekers with disabilities to apply online. A response may take up to two business days.
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