Account Analyst GWM at PIMCO

Sydney, New South Wales, Australia

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Fixed Income, Wealth ManagementIndustries

Requirements

Bachelor’s degree required
Minimum of 1-3 years or fresh graduate for Analyst level
Strong knowledge of financial markets and analysis techniques
Demonstrate strong skills in Microsoft Excel and PowerPoint (VBA knowledge a plus), along with comfort using a range of software applications including index-provider databases, query tools, Bloomberg, CRM platforms, and sales enablement tools
Self-motivated and results-oriented, with the ability to work independently and as part of a team
Good organizational and time management skills
RG146 compliant or willing to obtain
Commitment to quality and attention to detail; ensure that all work is delivered completed, accurately, and on time and demonstrate a sense of personal responsibility

Responsibilities

Accurately and efficiently prepare client reports spanning performance, trading activity, portfolio valuation and risk metrics
Support the Account Management team through the provision of market and portfolio data
Analyse portfolio data including qualitative and quantitative performance attribution
Handle ongoing automation of growing reporting requirements and streamlining of the reporting process
Produce ad-hoc client, consultant, auditor, & internal requests for information
Providing support for identifying new business development opportunities (i.e. investors, asset pools, channels), driving marketing/sales campaigns, and preparing for finals presentations and closing business
Develop and maintain a variety of different types of materials to support new business development, existing business and other marketing campaigns
Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance and other relevant information directly or indirectly to clients, prospective clients and consultants
Work with PIMCO management (specifically, GWM Sales Channel) to formulate, execute and accomplish business plan that adheres to the guiding principles of keeping a long-term perspective and maintaining a consultative sales approach
Maintain in-depth knowledge of PIMCO’s products, platforms, themes, initiatives, markets, strategies, and policies as well as those of its clients
Maintain the highest level of compliance with all industry and PIMCO regulations
Fully embrace and seek personal and professional educational opportunities sponsored by PIMCO

Skills

Key technologies and capabilities for this role

Client ReportingPerformance AttributionPortfolio ValuationRisk MetricsMarket DataPortfolio Data AnalysisTrading ActivityReporting AutomationData Analysis

Questions & Answers

Common questions about this position

What is the work location for this Account Analyst GWM role?

The role is based in PIMCO’s Sydney office as part of the Sydney-based Account Management Associate Pool.

Is the position full-time or part-time?

This is a full-time position.

What key skills are required for the Account Analyst GWM position?

The role requires being analytical and detail-oriented, with skills in preparing client reports on performance, trading, valuation and risk metrics, analyzing portfolio data including performance attribution, and handling automation of reporting processes.

What is PIMCO's company culture like?

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

What makes a strong candidate for this role?

A strong candidate is an analytical, detail-oriented professional skilled in client reporting, portfolio analysis, automation, and supporting business development with market insights and materials.