PIMCO

Account Associate

PIMCO

full-time

Posted on:

Location Type: Hybrid

Location: Newport Beach • California • Texas • United States

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Salary

💰 $105,000 - $115,000 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.
  • Summarize and explain complex financial and economic concepts to educate and service existing and prospective relationships.

Requirements

  • Must possess a four-year college degree with a preferred major in Business/Finance, Economics, or Accounting.
  • Progress toward the CFA designation is a plus.
  • 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.
  • 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 with Microsoft Excel and strong knowledge of software applications in general, including but not limited to index-provider databases, query tools and Bloomberg.
  • Self-starter, ability to work within the firm’s demanding and highly focused environment.
  • Outstanding relationship building skills.
  • Ability to clearly articulate analysis, written and verbally.
  • Knowledge of fixed income securities and portfolio management techniques.
  • Work effectively with all levels of personnel as part of a team.
  • Excellent time-management, multi-tasking, organization and communication skills.
  • Clear commitment to PIMCO's culture, values and approach.
Benefits
  • Total compensation approach including salary and discretionary bonus
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisrisk assessmentattribution researchscenario analysisportfolio managementfixed income analysisdata analysisclient reportingeconomic conceptsinvestment analysis
Soft Skills
relationship buildingcommunicationtime managementorganizationmulti-taskingself-starterteamworkarticulationproblem-solvingadaptability
Certifications
CFA designationSeries 7Series 63