PIMCO

Financial Planning and Analysis

• Manage the end-to-end lifecycle of corporate actions and related events
• Lead design, development, and maintenance of data pipelines for corporate actions data from multiple sources
• Collaborate with internal colleagues in Portfolio Management, Credit Research, Legal & Compliance, Account Management, and IMS Operations teams
• Participate in strategic initiatives to enhance data management, technology connectivity, and overall operational effectiveness.

Investment Operations – Corporate Actions

Operations

• Support SSG and ILS portfolio managers with settlement oversight
• Provide day-to-day operational coverage for SSG and ILS portfolio managers
• Review and interpret credit agreements
• Support loan amendments and other non-standard lifecycle events

Senior Associate, Alternative Operations

Producer

• Drive end-to-end production of recurring thought leadership initiatives designed to expand share of voice and support business growth.
• Partner with internal stakeholders to develop clear, compelling stories that convey PIMCO’s key messages across multiple formats, including digital, video, audio, social, and web.
• Collaborate with global marketing teams to drive scale and amplify content across marketing and client distribution channels.
• Coordinate with product strategy, compliance, and cross‑functional marketing teams (brand, digital, design, multimedia, channel) to manage reviews, secure approvals, and see projects through to completion.
• Integrate digital marketing strategies and capabilities to optimize content platforms and performance.
• Track and analyze performance metrics, prepare reporting for key stakeholders, and make data‑driven recommendations to enhance impact.
• Work closely with global colleagues to ensure adherence to PIMCO brand standards and to leverage best practices across regions and channels.
• Maintain a strong focus on quality control and continuous improvement of content production processes.

Content Marketing Producer

Analyst

• Gather, analyze, and discuss market trends and data with colleagues and clients
• Analyze portfolio characteristics in the context of broader investment themes
• Evaluate risk reports, perform attribution research and conduct scenario analysis
• Create customized client reports and respond to ad-hoc inquiries
• Draft internal presentations and prepare client-servicing materials
• Summarize and explain complex financial and economic concepts to educate clients

Institutional Account Analyst

Marketing

• Supporting marketing campaigns, content programs, and operational workflows
• Coordinating timelines, deliverables, routing, and approvals across cross‑functional partners
• Managing campaign logistics, including planning calendars, segmentation, measurement, and optimization
• Gathering, analyzing, and summarizing performance data to generate insights and recommendations
• Preparing, updating, and maintaining sales‑ and client‑facing materials
• Ensuring accuracy, brand consistency, and compliance across all marketing assets
• Collaborating with product strategy, sales, client management, compliance, creative, technology, and global marketing teams
• Learning and leveraging marketing systems, including CRM platforms, publishing and content tools, workflow systems, and analytics dashboards
• Documenting, maintaining, and improving workflows, processes, and operational standards
• Staying current on industry trends, competitive dynamics, and digital marketing best practices
• Demonstrating curiosity, rigor, and a hands‑on, detail‑driven approach in all aspects of work

Marketing Associate

Events

• Attend meetings with Clients, Account Managers, Account Associates and Transitions colleagues to capture and document client requirements
• Serve as the central coordination point across PIMCO teams
• Maintain ongoing tracking of all portfolio events
• Perform post‑implementation oversight
• Manage and coordinate requests from Portfolio Managers or trade floor teams
• Lead post‑event review sessions with stakeholders
• Execute additional day‑to‑day operational tasks as required

Portfolio Lifecycle Events Management – Transitions

• Gather, analyze, and discuss market trends and data with colleagues and clients
• Analyze portfolio characteristics in the context of broader investment themes
• Evaluate risk reports, perform attribution research, and conduct scenario analysis
• Create customized client reports and respond to ad-hoc inquiries
• Draft internal presentations and prepare client-servicing materials
• Provide product information and sales support to Latin American financial advisors
• Identify new business development opportunities and drive marketing/sales campaigns

Account Analyst – Latin America

Outside Sales

• Maximize territory performance and drive sales with financial advisor clients
• Collaborate with the Divisional Sales Manager to develop, execute, and achieve a strategic territory business plan
• Maintain comprehensive knowledge of PIMCO’s products and services
• Schedule, conduct, and follow-up on activities based on agreed upon goals
• Build productive working relationships with product managers and other specialists across PIMCO

Account Manager, Field Sales, Southeast TX

Account Manager

• Support a territory aligned with Field and PCG coverage
• Serve as a subject matter expert on alternative investment strategies and structures
• Develop and maintain a deep understanding of PIMCO’s alternative products and market strategies
• Provide proactive, solution-oriented feedback to internal stakeholders
• Build strong partnerships with internal teams
• Represent PIMCO at conferences, roadshows, and client-facing events
• Uphold the highest standards of compliance with industry regulations

Account Manager, Alternatives Investment Specialist – West Region

Manager

• Underwrite, originate, structure, and actively manage private corporate opportunities
• Lead comprehensive due diligence, financial models, and risk-adjusted return pricing
• Develop sourcing strategies and maintain relationships with advisors and banks
• Manage post-investment monitoring, compliance, and valuation inputs
• Author investment memoranda and present to Investment Committee
• Mentor junior investors and coordinate cross-functional execution
• Contribute to fundraising and ad hoc LP communications

Portfolio Manager – Private Corporate Strategies

General Counsel

• Provide legal support for PIMCO’s U.S. registered funds and collective investment trusts, ensuring adherence to relevant regulatory requirements.
• Draft, review, and negotiate a wide range of agreements related to fund distribution, service providers, platform relationships, operations, and ETFs.
• Advise internal stakeholders on complex legal, regulatory, structural, and operational considerations affecting fund operations, disclosure, and compliance.
• Prepare and refine Board materials, ensuring accuracy, clarity, and compliance with governance expectations.
• Identify and mitigate legal and regulatory risks, escalating issues when needed and offering thoughtful, practical solutions.
• Partner cross‑functionally with investment, product, operations, compliance, and distribution teams to support new product initiatives and evolving business strategies.

VP, Counsel

• Support Account Managers with client-specific projects and due diligence requests
• Conduct research on market trends to assist in portfolio analysis
• Maintain high-level attention to detail while handling multiple projects

Summer Internship – Private Family Capital Analyst

• Help orchestrate and execute ABM tactics aligned to either client- or prospect-focused cohorts, leveraging lifecycle segmentation and audience targeting.
• Support multi-channel strategy and execute integrated journeys to help improve client experience and drive engagement.
• Participate in agile pod stand-ups, sprint planning, and retrospectives to ensure timely delivery of tactics.
• Utilize CRM and marketing automation platforms (e.g., Marketo, Dynamics) to deliver personalized, scalable communications.
• Monitor and report on campaign performance using lifecycle KPIs, including email engagement, event participation, and funnel progression.
• Collaborate with analytics and data teams to ensure clean, accurate client data for segmentation and personalization.
• Partner with sales champions and business stakeholders to ensure campaign relevance and effectiveness.
• Contribute to the continuous improvement of ABM tactics by testing new approaches and integrating learnings.

Account-Based Marketing Associate

• Stay informed on the latest trends in retirement markets and understand how PIMCO investment solutions meet specific retirement plan needs.
• Collaborate with key retirement advisors to increase Defined Contribution assets under management, focusing on core investment options and target date strategies.
• Provide continuous sales support for key distribution platforms and retirement specialists within the territory.
• Build and maintain relationships with small to mid-sized DC-focused consultants.
• Assist retail wholesalers in developing new retirement advisors.
• Analyze industry and portfolio data to support competitive analyses, product positioning, and the creation of sales tools.
• Develop and maintain a pipeline of specific retirement opportunities within the Northwest region.
• Develop comprehensive knowledge of PIMCO’s products, platforms, themes, initiatives, markets, strategies, and policies of our clients and partner firms.
• Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to all legislative and regulatory requirements.
• Comply with all travel and expense reimbursement and activity reporting in a timely manner.
• Support PIMCO Business Objectives.
• Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction.
• Seek opportunities to contribute to PIMCO beyond the daily remit of your role, strive to be an exceptional colleague.
• Represent PIMCO as needed at national, regional, and local conferences and training events.
• Fully embrace and seek professional development and educational opportunities sponsored by PIMCO.