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, Asset 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 RiskPerformance AttributionEconomic CommentaryClient ReportingRFPPitch BooksProduct DevelopmentBusiness Management

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, plus 2-3 years of relevant work experience, ideally in investment management.

What key skills are needed for this position?

Candidates need general familiarity across fixed income asset classes, knowledge of ETFs, strong analytical and critical thinking capabilities, and the ability to organize, distill, and communicate complex information.

Where is this job located?

The position is located 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 is a driven self-starter with a passion for markets, demonstrated ability to deliver results in a dynamic environment, and experience leading projects or mentoring juniors.