Account Manager, Financial Institutions Group at PIMCO

Newport Beach, California, United States

PIMCO Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Asset Management, InsuranceIndustries

Requirements

  • Strong understanding of industry themes (business trends, regulatory, corporate finance) across insurance segments (e.g., life, health)
  • Understanding of industry shifts in the insurance asset management industry, such as convergence of insurance and asset management and growth in insurance company demand for private credit
  • Specific knowledge of risk-based capital regimes, particularly for life insurers (a plus)
  • Knowledge of private credit and fixed income
  • Entrepreneurial mindset and ability to prioritize opportunities based on client and market demands and broader PIMCO strategic direction

Responsibilities

  • Lead strategic projects to develop new business areas for insurance clients
  • Quarterback firm resources (e.g., PMs, product specialists, servicing AMs) to deliver solutions and investment content
  • Support new business development opportunities with insurance companies as a specialist
  • Support client servicing efforts for parts of the business that require specific expertise (e.g., rated notes)
  • Contribute to insurance-focused thought leadership (e.g., articles) and liaise with industry media partners for business development and marketing efforts
  • Travel, attend client-related events, and industry conferences

Skills

Key technologies and capabilities for this role

Account ManagementPrivate CreditFixed IncomeClient ServicingBusiness DevelopmentStrategic ProjectsSeparately Managed AccountsRated NotesIDFs

Questions & Answers

Common questions about this position

What is the team size for the FIG Account Management team?

The PIMCO FIG Account Management team consists of 25+ investment professionals and associates.

What are the main responsibilities of this Account Manager role?

Primary responsibilities include leading strategic projects to develop new business areas for insurance clients, supporting new business development opportunities, supporting client servicing efforts, and organizing firm resources to deliver solutions.

What is PIMCO's company culture like?

PIMCO has a high-performance inclusive culture that celebrates diverse thinking and is guided by CORE values of Collaboration, Openness, Responsibility, and Excellence.

What kind of experience or knowledge is needed for this role?

Candidates need an understanding of industry shifts in insurance asset management, such as convergence of insurance and asset management and growth in demand for private credit, plus knowledge of private credit, fixed income, and risk-based capital regimes for life insurers as a plus.

What makes a strong candidate for this Account Manager position?

A strong candidate will have an entrepreneurial mindset, the ability to prioritize opportunities based on client and market demands aligned with PIMCO's strategic direction, and experience interacting with clients and senior investment professionals.

PIMCO

About PIMCO

N/AHeadquarters
N/AYear Founded
N/ACompany Stage

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