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Type of Role: Investments

Experience Level: Analyst/Associate

Location: New York City, New York

Salary: $95K - $141K

PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients. Details below.

Position Description

We are seeking a Senior Account Associate – Alternatives to support the Alternatives Account Manager in business development and investor relations for PIMCO’s alternative investment products. In this role, you will be a key resource both internally and externally, addressing inquiries related to these products from home office research teams and business professionals.

Your responsibilities will include acting as the subject matter expert for our US Global Wealth Management (GWM) Strategic Account Managers and Account Associates. You will collaborate closely in servicing existing alternative investment advisors, educating advisors, and supporting new business initiatives. A crucial success factor for this role is the ability to confidently interact with senior leadership across various departments including GWM, Portfolio Management, Product Strategy, Legal, Operations, and offshore client-facing teams.

Additional responsibilities encompass preparing for meetings, drafting briefing memos, managing CRM queries, maintaining pipeline and business reports, responding to questionnaires, and undertaking special projects.

Location

New York, NY

Key Relationships

  • PIMCO Investment Professionals: This includes US GWM Strategic Accounts AMs, US GWM Alternatives Specialists, US GWM Field and Internal Sales, Alternatives Product Strategists, and Portfolio Managers
  • Other PIMCO Professionals: Collaborate with Legal & Compliance, Marketing, and Operations teams
  • External Key Accounts: Engage with major intermediaries such as wirehouses, private banks and independent broker-dealers. Contacts include research and diligence professionals, product management, business personnel, and operations staff

About You

  • If the following qualities resonate with you, we encourage you to apply for this exciting opportunity at PIMCO.  At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:
  • You thrive on relationship-building, paying attention to even the smallest details, and have a passion for the financial markets and serving clients
  • Collaboration is at the core of your work style, fostering positive relationships with clients, colleagues, and external stakeholders
  • You possess high emotional intelligence, adaptability, and resilience
  • Your exceptional organizational and project management skills enable you to manage multiple client-focused initiatives simultaneously
  • Your track record demonstrates credibility and trustworthiness, characterized by consistent behavior, high ethical standards, and integrity
  • Intellectual curiosity drives you, fueling your dedication to professional development and staying informed about emerging trends
  • As a resourceful problem-solver, you approach complex issues with a critical and empathetic mindset and find creative solutions
  • Self-motivated and detail-oriented, you consistently deliver on assigned responsibilities, always with a focus on client needs, teamwork, and effective communication
  • You thrive in fast-paced environments, adapting to shifting priorities and working effectively with ambiguity
  • You excel at navigating unstructured processes and managing multiple demanding responsibilities
  • You align with PIMCO’s values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other

Responsibilities

The key responsibilities include, but are not limited to:

  • Become a subject matter expert on PIMCO’s alternative products to effectively address client and prospect inquiries
  • Maintain a high level of accuracy in all tasks while adhering to tight deadlines
  • Assist in managing key relationships to aid business development efforts
  • Demonstrate a strong commitment to client service, responding promptly and with urgency to both internal and external requests
  • Forge strong relationships with internal teams such as the Product Strategy Group, Relationship Managers, and Compliance to facilitate information flow and response to inquiries
  • Query, analyze, and maintain business information reports to support internal reporting needs
  • Utilize advanced tools including Excel (spreadsheets and macros), CRM, and external databases effectively for various special projects
  • Develop and implement consistent, repeatable processes to enhance confidence in analysis and operational efficiency
  • Analyze and present data compellingly using Excel and PowerPoint
  • Maintain and enhance relationships with key vendors such as iCapital, CAIS, and +Subscribe

Role Requirements

  • A minimum of a Bachelor’s Degree is required, with a preference for majors in Business/Finance, Economics, Mathematics, or Accounting
  • Candidates must possess or be willing to obtain the FINRA Series 7, 3, and 63 licenses within three months of employment commencement
  • 3-5 years of professional experience in the alternatives, credit, or real estate markets required.  Ideal candidates will demonstrate a robust interest in and knowledge of alternative investment structures and strategies.  Alternatively, applicants actively pursuing a CFA or CAIA designation will be favorably considered

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

Salary Range: $ 95,000.00 – $ 140,500.00

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.