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Account Associate, Private Client Group

PIMCO
New York, United States
Posted 26 days ago Permanent Competitive
Account Associate, Private Client Group
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:

The Private Client Group plays a unique and dynamic role that is based around the core responsibility of servicing, and engaging in business development activities with PIMCO's largest registered investment advisors, multi-family offices, and trust banks. The individuals that make up this team work in a collaborative manner to ensure delivery of the highest level of service to clients.

The primary responsibility of the Analysts and Associates is to work alongside account managers, understanding and maintaining a working knowledge of clients and PIMCO products and solutions. The Analyst/Associate will partner with Account Managers as well as liaise with other stakeholders in business development and client servicing efforts. In addition to client servicing responsibilities, many members of the group participate in the Chartered Financial Analyst (CFA) program through the CFA Institute, CIMA, CAIA or other relevant financial designations.

Key Relationships
  • PIMCO investment professionals, including members of the U.S. GWM Private Client Group, product strategists, business development support, sales strategy, and CRM teams
  • Current and prospective clients
Major Responsibilities

  • Work with account managers (AMs) to engage prospects and servicing existing clients
  • Act as a liaison between RFP team and various Subject Matter Experts to proactively coordinate responses to client data requests
  • Assist in managing client service requests by helping to qualify and distribute client questionnaires and ad-hoc requests
  • Assist in the creation and production of materials needed for client meetings
  • Assist in CRM projects to help better cover our clients and prospects
  • Coordinate with GWM Sales Strategy to ensure the AMs have insight into sales opportunities
  • Develop and maintain strong relationships with internal stakeholders


Position Requirements:

  • Strong work ethic and drive to learn and contribute in a performance driven environment
  • Strong interest in learning about the financial markets, economics and global events
  • Excellent time management skills and ability to flourish in a challenging, fast-paced professional environment
  • Maintain a commitment to quality and attention to detail and ensure that work is delivered completely, accurately and on time
  • Strong communication skills and ability to interact professionally with all levels of internal and external personnel in both written and verbal communications
  • Proficient with CRM, Microsoft Excel and other Microsoft Office Suite software and able to quickly adapt to learning new software applications
  • Solutions minded, innovative, result oriented and possessing a curious and inquiring mind


Account Analyst
  • Qualified 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
  • Qualified 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.
  • Qualified candidates are familiar with fixed income instruments and the economic underpinnings of the fixed income asset class.


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


Job ID  32885
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