Client Communications Analyst/Associate Client Communications Analyst/Associate …

in Newport Beach, CA, United States
Permanent, Full time
Last application, 27 Nov 21
in Newport Beach, CA, United States
Permanent, Full time
Last application, 27 Nov 21
Client Communications Analyst/Associate
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 $1.91 trillion in assets for clients around the world. PIMCO has over 2,800 employees in 17 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 Client Communications Analyst/Associate serves a core function within PIMCO's Business Development Group by supporting business development and client servicing efforts. The primary responsibility in this role is to partner with various internal teams to create customized presentation materials, that is both regulatory and brand compliant, for use in client servicing and prospect meetings.

Key Relationships
PIMCO's Account Management, Product Strategy Group, Compliance teams

  • Partner with Account Management teams to create customized client serving and marketing collateral for institutional (corporations, public pension funds, unions, etc.) and Global Wealth Management clients
  • Gather and analyze client portfolio data using internal and external applications
  • Produce regular and ad hoc reporting for internal and external purposes
  • Handle multiple deadlines and maintain a commitment to quality and attention to detail in a timely manner
  • Professionally communicate with all levels of staff across various departments
  • Contribute to a sense of teamwork, assisting team members when needed/required with energy and enthusiasm

Position Requirements:

Bachelor's degree, preferably in Business, Finance, or Economics

Preferred qualifications:
  • 0-4 years of experience in the financial services industry. College internships in finance or client-oriented roles are preferred
  • High proficiency in Microsoft Excel and PowerPoint, experience with macros is a plus
  • A strong background and/or interest in fixed income and economics
  • Manipulating queries in Business Objects, InfoCube and VBA is a plus.

Personal Characteristics:
  • "Client first" mindset, exhibiting a strong sense of urgency when responding to requests
  • Ability to flourish in a challenging, fast-paced, and professional environment with frequent shifts in priorities as business needs dictate
  • Strong sense of integrity, behaving consistently with expressed values and ethical principles of PIMCO
  • Goal-oriented, demonstrate a sense of personal growth and accountability
  • Takes initiative to fully understand expectations, has a "go-getter" personality
  • Ability to build and manage stakeholder relationships, particularly with senior managers
  • Enjoys collaborating with colleagues within the team and across departments
  • Strong desire to learn PIMCO products and complex financial and economic concepts


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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