PIMCO
Account Associate, Institutional Middle Markets
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 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.
Position Description The Account Associate Group serves a unique and dynamic role, focusing on servicing PIMCO’s institutional clients. As an Account Analyst (AA), you will collaborate with various groups across PIMCO to ensure the highest level of service delivery to our clients. Working closely with a dedicated relationship team in Account Management, you will support business development initiatives and drive sales efforts with our clients.
This position offers a fantastic opportunity for individuals aspiring to build a long-term career with PIMCO, with potential pathways to serve clients and the firm in various capacities over time. In addition to client servicing responsibilities, most members of the group have pursued CFA, CIMA, CAIA, and other industry designations with firm support. Many AAs have transitioned into account management, product strategy, and client-facing roles in other distribution channels.
Location This role can be based in Newport Beach, CA, or Austin, TX.
Key Relationships
PIMCO Investment Professionals and Associates in Account Management, Product Strategy, and Business Development
PIMCO Fund Operations Group and Alternative Investor Services
Current and prospective clients
About You If you identify with the following qualities, we encourage you to apply for this exciting opportunity at PIMCO. We offer a dynamic work environment where you can make a meaningful impact:
Relationship-Builder: You excel at building relationships, paying attention to details, and have a passion for financial markets and client service.
Collaborative: You foster positive relationships with clients, colleagues, and external stakeholders through a collaborative work style.
Emotionally Intelligent: You possess high emotional intelligence, adaptability, and resilience.
Organized & Efficient: Your exceptional organizational and project management skills enable you to manage multiple initiatives simultaneously.
Trustworthy: You demonstrate credibility and integrity, characterized by consistent behavior and high ethical standards.
Curious & Driven: Your intellectual curiosity fuels your dedication to professional development and staying informed about emerging trends.
Problem Solver: You approach complex issues with a critical and empathetic mindset, finding creative solutions.
Self-Motivated: You are detail-oriented and consistently deliver on responsibilities with a focus on client needs, teamwork, and effective communication.
Adaptable: You thrive in fast-paced environments, adjusting to shifting priorities and working effectively with ambiguity.
Versatile: You navigate unstructured processes and manage multiple demanding responsibilities with ease.
Aligned with PIMCO’s Values: You embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other.
Responsibilities
Draft internal business presentations and prepare client-servicing materials
Increase efficiency and improve sales abilities by using business intelligence and data, deploying marketing and thought leadership regularly, segmenting clients routinely and recording client information in CRM via consistent profiling efforts
Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance and other important information directly or indirectly to clients, prospective clients and consultants
Build and maintain a variety of materials to support new business development and existing business initiatives
Gather, analyze, and discuss market trends with colleagues and clients
Summarize and explain sophisticated financial and economic concepts to educate clients
PositionQualifications
Bachelor’s Degree required
Progress toward the CFA designation strongly preferred
Completion of Series 7 and 63 within the first six months of employment
Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques
Demonstrated proficiency in Microsoft Excel; strong knowledge of data querying tools is a plus
Self-starter with the ability to work in a demanding and highly focused environment
Outstanding relationship building skills and intellectual curiosity
Strong written and verbal communication skills, with excellent attention to detail, enabling effective collaboration with all levels of colleagues across the organization
PIMCO follows a total compensation approach when rewarding employees, including a base salary and a discretionary bonus. Base salary is the fixed component of compensation determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to reward performance and is determined by company, business, team, and individual performance.
Salary Range: $105,000.00 - $115,000.00
Equal Employment Opportunity and Affirmative Action 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, or any factor prohibited by law. PIMCO affirms equal employment opportunity and affirmative action in policy and practice, in accordance with 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 wish to request an accommodation, you may contact us at 949-720-7744 and leave a message. This line is dedicated to assisting job seekers with disabilities to apply online. A response may take up to two business days.
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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.
Position Description The Account Associate Group serves a unique and dynamic role, focusing on servicing PIMCO’s institutional clients. As an Account Analyst (AA), you will collaborate with various groups across PIMCO to ensure the highest level of service delivery to our clients. Working closely with a dedicated relationship team in Account Management, you will support business development initiatives and drive sales efforts with our clients.
This position offers a fantastic opportunity for individuals aspiring to build a long-term career with PIMCO, with potential pathways to serve clients and the firm in various capacities over time. In addition to client servicing responsibilities, most members of the group have pursued CFA, CIMA, CAIA, and other industry designations with firm support. Many AAs have transitioned into account management, product strategy, and client-facing roles in other distribution channels.
Location This role can be based in Newport Beach, CA, or Austin, TX.
Key Relationships
PIMCO Investment Professionals and Associates in Account Management, Product Strategy, and Business Development
PIMCO Fund Operations Group and Alternative Investor Services
Current and prospective clients
About You If you identify with the following qualities, we encourage you to apply for this exciting opportunity at PIMCO. We offer a dynamic work environment where you can make a meaningful impact:
Relationship-Builder: You excel at building relationships, paying attention to details, and have a passion for financial markets and client service.
Collaborative: You foster positive relationships with clients, colleagues, and external stakeholders through a collaborative work style.
Emotionally Intelligent: You possess high emotional intelligence, adaptability, and resilience.
Organized & Efficient: Your exceptional organizational and project management skills enable you to manage multiple initiatives simultaneously.
Trustworthy: You demonstrate credibility and integrity, characterized by consistent behavior and high ethical standards.
Curious & Driven: Your intellectual curiosity fuels your dedication to professional development and staying informed about emerging trends.
Problem Solver: You approach complex issues with a critical and empathetic mindset, finding creative solutions.
Self-Motivated: You are detail-oriented and consistently deliver on responsibilities with a focus on client needs, teamwork, and effective communication.
Adaptable: You thrive in fast-paced environments, adjusting to shifting priorities and working effectively with ambiguity.
Versatile: You navigate unstructured processes and manage multiple demanding responsibilities with ease.
Aligned with PIMCO’s Values: You embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other.
Responsibilities
Draft internal business presentations and prepare client-servicing materials
Increase efficiency and improve sales abilities by using business intelligence and data, deploying marketing and thought leadership regularly, segmenting clients routinely and recording client information in CRM via consistent profiling efforts
Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance and other important information directly or indirectly to clients, prospective clients and consultants
Build and maintain a variety of materials to support new business development and existing business initiatives
Gather, analyze, and discuss market trends with colleagues and clients
Summarize and explain sophisticated financial and economic concepts to educate clients
PositionQualifications
Bachelor’s Degree required
Progress toward the CFA designation strongly preferred
Completion of Series 7 and 63 within the first six months of employment
Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques
Demonstrated proficiency in Microsoft Excel; strong knowledge of data querying tools is a plus
Self-starter with the ability to work in a demanding and highly focused environment
Outstanding relationship building skills and intellectual curiosity
Strong written and verbal communication skills, with excellent attention to detail, enabling effective collaboration with all levels of colleagues across the organization
PIMCO follows a total compensation approach when rewarding employees, including a base salary and a discretionary bonus. Base salary is the fixed component of compensation determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to reward performance and is determined by company, business, team, and individual performance.
Salary Range: $105,000.00 - $115,000.00
Equal Employment Opportunity and Affirmative Action 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, or any factor prohibited by law. PIMCO affirms equal employment opportunity and affirmative action in policy and practice, in accordance with 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 wish to request an accommodation, you may contact us at 949-720-7744 and leave a message. This line is dedicated to assisting job seekers with disabilities to apply online. A response may take up to two business days.
#J-18808-Ljbffr