Associate, Product Strategy at PIMCO

Newport Beach, California, United States

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Not SpecifiedCompensation

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

Full TimeJob Type

UnknownVisa

Finance, Investment ManagementIndustries

Requirements

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Engineering, or other related disciplines
2-3 years of relevant work experience, ideally in investment management, alongside a passion for markets more broadly
General familiarity across fixed income asset classes e.g. rates, FX, MBS, corporate credit, emerging markets, equities, and commodities
Knowledge of and experience with ETF vehicle and marketplace
Strong analytical and critical thinking capabilities – exhibiting quantitative, organizational, and problem-solving skills
Driven and a self-starter, with a demonstrated ability to deliver results in a dynamic environment
Ability to organize, distill, and communicate complex topics effectively via both verbal and written communication
Ability to work effectively and professionally with all levels of personnel both internally and externally, including building strong internal relationships across the firm (e.g., account management, legal, operations, and portfolio management teams)
Advanced Excel skills (any VBA/programming experience viewed favorably)
CFA designation, or active status in program, encouraged

Responsibilities

Performing detailed portfolio risk and performance attribution to combine with economic commentary for ongoing monthly/quarterly reporting to investors
Responding to ad hoc inquiries related to fixed income strategies, both externally (clients) and internally across groups
Creating content relevant to key messaging for the strategies by type of client (e.g., retail vs institutional), as well as maintaining marketing and other general education materials
Contributing to new business development including RFP reviews, and creation of pitch-books and other strategy marketing materials
Helping set and execute team priorities, leading projects, and mentoring junior colleagues
Assisting in the development of new products and custom solutions for institutional clients
Managing research projects related to competitors and industry topics

Skills

Key technologies and capabilities for this role

Fixed IncomePortfolio Risk AnalysisPerformance AttributionRFPPitch BooksClient ReportingBusiness DevelopmentProduct DevelopmentEconomic Commentary

Questions & Answers

Common questions about this position

What is the location for this Associate, Product Strategy role?

The role is based in Newport Beach, CA.

What salary or compensation is offered for this position?

This information is not specified in the job description.

What are the key skills required for this role?

Required skills include a Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Engineering or related fields, 2-3 years of relevant experience ideally in investment management, familiarity with fixed income asset classes, knowledge of ETFs, and strong analytical, critical thinking, quantitative, organizational, and problem-solving abilities.

What is the company culture like at PIMCO?

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 Product Strategy Associate position?

Strong candidates will have 2-3 years of relevant experience ideally in investment management, a passion for markets, strong analytical and critical thinking skills, and the ability to deliver results as a driven self-starter in a dynamic environment.