Account Analyst – Latin America
PIMCO
full-time
Posted on:
Location Type: Hybrid
Location: Miami • Florida • New York • United States
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Salary
💰 $90,000 - $100,000 per year
About the role
- 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
Requirements
- Bachelor’s Degree required
- A minimum 3.2 overall GPA
- 0-2 years of experience, preferably in the financial services industry
- Proficiency in both English and Spanish
- Completion of Series 7 and 63 within the first six (6) months of employment
- Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques
- Demonstrated proficiency in Microsoft Word and Excel
- Exceptional analytical and problem-solving skills
- Outstanding relationship building skills
- Strong written and verbal communication skills
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Professional development support
- Discretionary bonuses
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
portfolio managementrisk analysisattribution researchscenario analysisfinancial analysismarket trend analysissales supportclient reportingfinancial markets knowledgefixed income knowledge
Soft Skills
analytical skillsproblem-solving skillsrelationship buildingwritten communicationverbal communication
Certifications
Bachelor's DegreeSeries 7Series 63