Account Analyst, Global Wealth Management at PIMCO

Hong Kong

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Asset Management, Fixed IncomeIndustries

Requirements

Possess an excellent attitude – self-motivated, positive, “can-do”, and strong teamwork
Robust knowledge of macroeconomics, fixed income and derivative instruments would be preferred
Demonstrate sound business judgement, project management, and multi-tasking skills
Commitment to quality and attention to detail; ensure that all work is delivered complete, accurately, and on-time
Communicate effectively with clients and colleagues, demonstrating a ‘go the extra mile’ attitude in internal and external interactions
Actively listen and ask questions to determine and meet customer needs; go beyond normal job responsibilities to indirectly satisfy client requests
Flourish in a challenging, fast-paced, professional environment with frequent shifts in priorities as business needs dictate
Strong sense of integrity, behaving consistently with expressed values and ethical principles of the firm
Focus on specific goals, and demonstrate a sense of personal accountability and urgency for achieving results
Foster a sense of teamwork, assisting others when needed/required
Have the desire to contribute to and grow with the organization through a variety of developmental assignments
Strong commitment to embrace PIMCO’s culture, values and approach
Must possess at least an Undergraduate Degree in Finance/Business, Economics or a related field

Responsibilities

Provide high quality client coverage as a support to the Account Management team
Accurately and efficiently respond to client queries on portfolio performance, product marketing materials and DDQs (due diligence questionnaires)
Support the planning and execution of marketing events and road shows
Develop and maintain a variety of different types of materials to support new business development, existing business and other marketing campaigns
Serve as a product specific contact for clients and prospective clients
Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance and other relevant information directly or indirectly to clients and prospective clients
Accurately and efficiently prepare client reports spanning performance, portfolio exposure and risk metrics
Analyze portfolio data including qualitative and quantitative performance attribution
Continually build understanding of underlying market factors to complete more qualitative, complex investment analyses

Skills

Key technologies and capabilities for this role

financial marketsfixed incomeportfolio performanceclient servicingDDQsproduct marketingsales supportmarketing eventsroad showsbusiness development

Questions & Answers

Common questions about this position

Where is this position based?

The role will be based in Hong Kong as part of the Hong Kong Global Wealth Management team.

What skills and knowledge are required for this Account Analyst role?

Candidates need an excellent attitude with self-motivation, positivity, strong teamwork, robust knowledge of macroeconomics, fixed income and derivative instruments (preferred), sound business judgement, project management, multi-tasking skills, commitment to quality, attention to detail, and effective communication.

What is PIMCO's company culture like?

PIMCO has a high-performance inclusive culture that celebrates diverse thinking and imprints CORE values of Collaboration, Openness, Responsibility and Excellence, with a focus on investing in people to help others succeed.

What does the team structure look like for this role?

This position is part of the Hong Kong Global Wealth Management team, covering private banks, retail banks and family offices, and provides support to the Account Management team.

What makes a strong candidate for this position?

A strong candidate is an analytical, detail-oriented professional who is self-motivated, positive, team-oriented, with strong knowledge of financial markets, excellent communication, business judgement, project management, and a commitment to delivering high-quality work accurately and on time.