Account Associate

PIMCO

Account Associate supporting PIMCO's institutional clients through market analysis and portfolio evaluation. Collaborating within account management teams to deliver high-level client servicing.

Posted 4/16/2026full-timeNewport Beach • California, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $105,000 - $115,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Total compensation approach including salary and discretionary bonus

ATS Keywords

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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