Product Strategist, Equities Product Strategist, Equities …

PIMCO
in Newport Beach, CA, United States
Permanent, Full time
Last application, 07 Dec 21
Competitive
PIMCO
in Newport Beach, CA, United States
Permanent, Full time
Last application, 07 Dec 21
Competitive
Product Strategist, Equities
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 $2.2 trillion in assets for clients around the world. PIMCO has over 3,070 employees in 22 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:

PIMCO Strategists are investment professionals that specialize in a strategy area or market sector and recognized internally and externally as guides in this area. Strategists at PIMCO lead new business development efforts; focus on long-term strategic positioning, while seeking to gain near-term demand opportunities. Strategists seek to position PIMCO for sustained high growth rates and attractive levels of profitability, diversifying PIMCO's business by product, investor type, and region. Strategists use their highly specialized knowledge to lead all strategic aspects of that strategy area, akin to running a focused global business unit within PIMCO. Typical Global Product Strategy teams are 3 to 7 people in size, split between senior Product Strategists and junior Product Associates and Analysts who provide reporting and analytical support.
Our Product Strategist will have primary responsibility for the development of its equity business globally, with a focus on the award-winning StocksPLUS strategies. PIMCO's equity business includes a broad product line, offering strategies ranging from portable alpha to systematic active to smart beta. In total, PIMCO has more than $50 billion in equity assets under management and recognized by Lipper and Barron's for the strong performance of their equity products. StocksPLUS is an innovative equity strategy with a more than 30-year track record and top-ranked performance within its peer group. Delivering consistent out-performance driven by structural sources of return, StocksPLUS represents a significant growth opportunity for PIMCO, particularly as investors move away from traditional active equity. In addition, the Strategist will have secondary coverage for PIMCO's equity strategies sub advised by Research Affiliates and ultimately contribute to PIMCO's flexible multi-asset strategies over time. The role is based in Newport Beach or New York.
The person filling this position will also be encouraged to optimally identify and pursue new business opportunities and expand the reach of PIMCO's equity and multi-asset solutions while building collaborative internal relationships with PIMCO colleagues.

Responsibilities Include:
  • Serve as the local expert on PIMCO's Equity portfolios internally and externally
  • Develop and implement a business plan crafted to increase revenue growth
  • Partner with client-facing PIMCO professionals to service and grow our business globally
  • Work with investors and their advisors to identify and assess investment needs and recommend suitable investment strategies and solutions
  • Identify demand for new equity products; develop, position and support those products
  • Collaborate with marketing, client facing, consultant relations and other functional groups to implement the business plan
  • Develop a positive relationship with the portfolio management and analyst teams in order to be a credible and highly effective PM substitute, serving as the product guide to relationship managers and marketers
  • Represent PIMCO's equity products externally at client meetings, industry conferences and meetings with other market participants globally
  • Develop marketing, servicing and educational materials, including marketing and servicing presentations, monthly commentaries, quarterly investor reports, white papers, and other materials for publication
  • Over time become a guide on PIMCO's flexible multi-asset strategies and collaborate with colleagues in the Multi-Asset strategy team to represent the business in specific client regions and channels


Position Requirements:

  • Preference for 7+ years of relevant work experience in asset management industry
  • An MBA degree with an emphasis in Finance and Economics or an equivalent advanced degree preferred
  • Robust understanding of macroeconomic and market fundamentals, including equity and fixed income
  • Experience working with asset owners and financial intermediaries, discussing equity markets, equity allocations, and manager selection
  • Passion for the financial markets and investment management
  • Proficiency in analyzing and communicating portfolio strategy and risk factors
  • Understanding of the various channels of demand and distribution for equity products
  • Outstanding verbal and written communication skills
  • Skills for public speaking in both formal and informal settings, in front of a variety of types and sizes of audiences
  • Entrepreneurial aim to build a business coupled with being a collaborative teammate
  • High level of organizational skills and the ability to prioritize work according to business needs
  • Clear dedication to PIMCO's culture, values and investment approach
  • CFA desired


Benefits:

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


PIMCO logo
More Jobs Like This
See more jobs
Close