Account Analyst – Latin America

PIMCO

Account Analyst focusing on servicing Latin America’s institutional and retail clients at PIMCO. Collaborating to ensure high service delivery and support business development initiatives.

Posted 5/30/2026full-timeMiami • Florida, New York • 🇺🇸 United StatesJunior💰 $90,000 - $100,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

data analysisportfolio managementrisk evaluationattribution researchscenario analysisfinancial analysisfixed income analysismarket trend analysisquantitative analysisqualitative analysis

Soft Skills

analytical skillsproblem-solving skillscommunication skillsrelationship managementpresentation skillsclient servicingbusiness developmentmarketing skillsteam collaborationbilingual communication

Tools & Technologies

Microsoft WordMicrosoft ExcelCRM systemsBloombergindex-provider databasesquery tools

Certifications & Qualifications

Bachelor's DegreeSeries 7Series 63

Industry Keywords

financial servicesfixed incomeportfolio characteristicsinvestment themesfinancial marketsclient reportsad-hoc inquiriessales supportLatin American financial advisorsbusiness development opportunities

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
Provide product information and sales support to Latin American financial advisors
Identify new business development opportunities, drive marketing/sales campaigns, and close business
Develop and maintain a variety of materials to support new business development, existing business, and specific product management initiatives and responsibilities
Manage and build relationships with financial advisors and maintain the CRM system

Requirements

What you’ll need

Bachelor’s Degree required
A minimum 3.2 overall GPA
0-2 years of experience in the financial services industry, preferably with strong interest in fixed income and economics
Proficiency in both English and Spanish, with strong written and verbal communication skills in both languages
Completion of Series 7 and 63 within the first six (6) months of employment
Knowledge of and interest in financial markets, fixed income, and portfolio management techniques
Demonstrated proficiency in Microsoft Word and Excel, including strong knowledge of software database applications such as index-provider databases, query tools, and Bloomberg
Exceptional analytical and problem-solving skills, both quantitative and qualitative
Experience in data analysis is highly desirable

Benefits

Comp & perks

Total compensation includes a base salary and discretionary bonus
Flexible work arrangements
Professional development opportunities