Account Analyst at PIMCO

Taipei City, Taipei City, Taiwan

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, Investment Management, Wealth ManagementIndustries

Requirements

Knowledge of Bloomberg and/or other index providers such as Bloomberg Barclays (a plus)
Effectively utilize tools such as Excel spreadsheets, macros, and query tools, along with internet sites, both public and private
Self-confident, robust, decisive, trustworthy and with excellent judgement on client matters
Entrepreneurial and a self-starter, but able to operate in a team environment
Innovative thinker able to bring forward and promote new ideas and initiatives, among peers and investors
Able to demonstrate a passion for / deep interest in investment management
Likes to spend most of their time with clients rather than internally

Responsibilities

Develop sufficient knowledge of fixed income securities, portfolio management techniques and macro expertise and cultivate additional key PIMCO investment professional skills
Accurately and efficiently prepare client reports spanning performance, portfolio exposure and risk metrics
Analyse portfolio data including qualitative and quantitative performance attribution. Continually build understanding of underlying market factors to complete more qualitative, complex investment analyses
Accurately and efficiently prepare client reports and respond to client queries on portfolio performance, risk metrics, marketing material requests and the planning of events / road shows
Support the Account Managers through the provision of market, product and portfolio data
Analyze portfolio characteristics in the context of broader investment themes and explain portfolio data including qualitative and quantitative performance attribution
Pay significant attention to detail to ensure that work is delivered accurately and in a timely manner
Communicate effectively with clients and colleagues demonstrating a ‘goes the extra mile’ attitude in internal and external interactions
Frequently shifts priorities demonstrating the ability to efficiently manage their time
Focus on specific goals, and demonstrate a sense of personal accountability and urgency for achieving results
Foster a sense of teamwork by assisting others when needed/required
Makes a strong commitment to PIMCO’s culture, values and approach
Support client servicing, business development and relationship management with Global Wealth Management clients in Taiwan
Drive the business with distribution channel, including banks, insurance companies, and security houses, etc. and deepen PIMCO’s distribution network in Taiwan
Serve as the content specialist for PIMCO in Taiwan, working closely with PIMCO Product Strategists and Account Managers to develop and maintain Chinese-language content, including but not limited to the Standard Grab-and-Go presentation books, customized presentation books, and market and fund commentaries

Skills

Key technologies and capabilities for this role

Fixed IncomePortfolio ManagementClient ServicingBusiness DevelopmentRelationship ManagementDistribution ChannelsChinese LanguageContent DevelopmentMarket CommentaryFund Analysis

Questions & Answers

Common questions about this position

What is the location for this Account Analyst position?

The position is based in Taipei.

What skills and tools are required for the Account Analyst role?

The role requires knowledge of fixed income securities, portfolio management techniques, macro expertise, proficiency in Excel spreadsheets, macros, and query tools, plus Bloomberg and/or other index providers like Bloomberg Barclays as a plus.

What are PIMCO's core values and company culture like?

PIMCO fosters a high-performance inclusive culture that celebrates diverse thinking and imprints CORE values of Collaboration, Openness, Responsibility, and Excellence.

What does the Account Analyst role involve?

The role supports client servicing, business development, and relationship management with Global Wealth Management clients in Taiwan, drives business with distribution channels like banks and insurance companies, and serves as content specialist developing Chinese-language materials.

What is the salary or compensation for this position?

This information is not specified in the job description.