Account Associate/Analyst, Private Capital Group at PIMCO

Newport Beach, California, United States

Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Investment ManagementIndustries

Relationship-Builder: Excels at building relationships, paying attention to details, and has a passion for financial markets and client service
Collaborative: Fosters positive relationships with clients, colleagues, and external stakeholders through a collaborative work style
Emotionally Intelligent: Possesses high emotional intelligence, adaptability, and resilience
Organized & Efficient: Has exceptional organizational and project management skills to manage multiple initiatives simultaneously
Trustworthy: Demonstrates credibility and integrity, characterized by consistent behavior and high ethical standards
Curious & Driven: Has intellectual curiosity fueling dedication to professional development and staying informed about emerging trends
Problem Solver: Approaches complex issues with a critical and empathetic mindset, finding creative solutions
Self-Motivated: Is detail-oriented and consistently delivers on responsibilities with a focus on client needs, teamwork, and effective communication
Adaptable: Thrives in fast-paced environments, adjusting to shifting priorities and working effectively with ambiguity
Aligned with PIMCO’s Values: Embodies PIMCO's values of Collaboration, Openness, Responsibility, and Excellence

Work closely with numerous field-based Private Wealth Directors (PWDs)
Support the development and maintenance of strong client relationships with Private Wealth financial advisors and analysts at wirehouse firms (Morgan Stanley, UBS, Merrill, Wells Fargo)
In partnership with the PWDs, enhance the sales process, relationship management, and servicing of Private Wealth financial advisors within a defined geographic market
Cover the full suite of PIMCO products
Provide market insights, product information, and sales support to empower PWDs to achieve sales targets and foster client engagement