Account Manager – Non-Profit Client Practice at PIMCO

New York, New York, United States

Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, Fixed Income, Non-ProfitIndustries

7–15 years of experience in institutional client service and business development
Demonstrates a proven track record of cultivating meaningful relationships with clients, prospects, and colleagues
Brings experience working with non-profits, endowments, foundations, or healthcare organizations (preferred but not required)
Exhibits solid knowledge of the investment industry, including a deep understanding of alternatives and fixed income investing
Applies commercial savvy, strategic thinking, and strong business acumen
Drives strategic planning and relationship mapping to identify both retention priorities and growth opportunities within existing client portfolios and prospect pipeline
Listens actively to client needs and forge solutions through a consultative approach
Communicates clearly and concisely to articulate PIMCO’s capabilities to sophisticated investors, both in writing and presentations
Builds trust

Oversee existing client relationships and their related investment mandates under our coverage
Take ownership of the client relationships from front to back end, serving as the liaison across investment teams, operations, compliance, legal, etc
Participate in portfolio reviews covering performance attribution, market performance and PIMCO's current economic outlook and portfolio strategy
Drive and support sales across the full spectrum of PIMCO investment solutions by developing relationships with endowments, foundations and healthcare institutions in the Eastern US. This includes growing our footprint with existing clients and converting prospects
Develop relationships across the non-profit investor base and gain a detailed understanding of their needs, organizational structures, and industry trends
Educate clients and prospects about a broad set of investment strategies and seek to “deliver the firm” through collaboration with other PIMCO investment professionals, including Product Strategists, Portfolio Managers, various experts and PIMCO leadership
Represent PIMCO in investor meetings and industry events
Contribute to the broader team and firm by sharing client and sales insights and best practices