Analyst - Senior Associate – SMA & Muni Solutions at PIMCO

New York, New York, United States

PIMCO Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Finance, Investment ManagementIndustries

Requirements

  • Bachelor’s degree from an accredited 4-year institution, with concentrations in finance, economics, mathematics, computer science, public policy, or other related fields being a plus
  • 1-4 years’ experience in the investment management industry and a foundational understanding of fixed income
  • Strong analytical and quantitative skills
  • Able to handle multiple assignments simultaneously, while maintaining attention to detail
  • Self-motivated, ethical, and capable of building strong relationships
  • Effective communication skills, both oral and written
  • Ability to work independently and in a collaborative team environment
  • Take and pass required FINRA licensing exams (SIE, Series 7, Series 63) within first year of employment, if not already obtained
  • Strong Excel skills, with coding experience being a plus (SQL, Python)

Responsibilities

  • Providing critical support to US GWM and their clients through various tasks, including (but not limited to) portfolio analyses, performance strategy reviews, client update presentations, discussing trade case studies, RFIs, and DDQs
  • Partnering with team members across multiple business areas at the firm, in order to: grow and support our SMA platform, respond to client questions, engage clients directly, and generally bridge the gap between Client Management and Portfolio Management
  • Gain exposure to investment implementation, with direct exposure/interaction with Portfolio Management Teams
  • Producing technical analyses and customized solutions for existing and prospective clients
  • Ensuring the firm continues to deliver excellent client service, both directly and indirectly, by partnering with Client Facing teams
  • Have a real passion for, and remain well-informed on, the financial markets, the global economic environment, and the overall financial services industry

Skills

Fixed Income
Treasury
Municipal Bonds
Corporate Bonds
Mortgage-Backed Securities
SMA
Portfolio Management
Financial Analysis

PIMCO

About PIMCO

N/AHeadquarters
N/AYear Founded
N/ACompany Stage

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