Associate, Strategic Accounts at PIMCO

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Investment Management, FinanceIndustries

Requirements

(Not explicitly listed in the job description)

Responsibilities

Support Account Managers in developing and maintaining strong relationships with gatekeepers, program managers, research analysts, and other influential broker/dealer and platform personnel at key client firms
Manage the completion and timely submission of Due Diligence Questionnaires (DDQs) and Requests for Information (RFIs), ensuring accuracy and thoroughness
Coordinate with internal teams and Account Managers to gather, verify, and compile necessary data for client compliance and transparency
Analyze business data to identify trends and insights across channels and client segments, driving informed decision-making
Evaluate portfolio characteristics within the context of broader investment themes to support strategic client discussions
Partner with Account Managers to develop deep knowledge of assigned client firms, providing guidance and support to key stakeholders—particularly the sales team—by addressing questions and educating them on firm platforms, processes, and rules of engagement
Review and interpret risk reports, perform attribution research, and conduct scenario analysis to assess portfolio performance and risk exposure
Create customized client reports and respond promptly to ad-hoc inquiries, ensuring high-quality and tailored client servicing
Draft internal presentations and prepare client-facing materials that clearly communicate complex financial and economic concepts
Assist in gathering, maintaining, and disseminating internal resources related to key clients for use by channel stakeholders
Collaborate with Account Managers to execute strategic plans aimed at growing business with key clients in partnership with sales teams
Support Account Managers in negotiating

Skills

Key technologies and capabilities for this role

Fixed IncomeCredit MarketsWealth ManagementClient ServicingRelationship ManagementStrategic AdvisoryInvestment SolutionsBroker-DealersFinancial Intermediaries

Questions & Answers

Common questions about this position

What is the salary for the Associate, Strategic Accounts position?

This information is not specified in the job description.

Is this a remote position or what is the location requirement?

This information is not specified in the job description.

What skills are required for this role?

The role requires skills in relationship management with client personnel, managing DDQs and RFIs, coordinating with internal teams, analyzing business data for trends and insights, and evaluating portfolio characteristics.

What is the company culture like at PIMCO?

PIMCO has a high-performance inclusive culture that celebrates diverse thinking, invests in its people, and is guided by CORE values of Collaboration, Openness, Responsibility and Excellence.

What makes a strong candidate for this position?

Strong candidates will have experience supporting account management, handling client due diligence processes like DDQs and RFIs, coordinating across teams, analyzing data for insights, and evaluating portfolios in the context of investment themes.