Associate, Product Strategy at PIMCO

Newport Beach, California, United States

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Not SpecifiedCompensation

Junior (1 to 2 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
ESG experience a plus but not required

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 AttributionEconomic CommentaryClient ReportingRFPPitch BooksBusiness DevelopmentProduct DevelopmentMarketing Materials

Questions & Answers

Common questions about this position

What experience level is required for this Associate role?

The role requires a Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Engineering, or related disciplines, along with 2-3 years of relevant work experience, ideally in investment management.

What are the key skills needed for this position?

Candidates need general familiarity across fixed income asset classes like rates, FX, MBS, corporate credit, emerging markets, equities, and commodities, knowledge of ETFs, strong analytical and critical thinking skills, and the ability to be a driven self-starter in a dynamic environment.

Where is this position located?

The role is based in Newport Beach, CA.

What is PIMCO's company culture like?

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 helping others succeed.

What makes a strong candidate for this role?

A strong candidate has 2-3 years in investment management with a passion for markets, familiarity with fixed income and ETFs, strong quantitative and problem-solving skills, and the drive to lead projects and mentor juniors in a dynamic setting.