Sales Strategy Associate at PIMCO

New York, New York, United States

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, Asset Management, Wealth ManagementIndustries

Bachelor’s degree in Business, Finance, Data Science, or other technical discipline
3–6 years of experience in project management, business analysis, or data analytics, preferably within the asset management or financial services industry
Proven ability to translate business needs into technical requirements and collaborate with data and technology teams to execute solutions
Proficiency in Python, SQL, and Excel, with exposure to data visualization tools
Ability to synthesize structured and unstructured datasets into actionable insights
Strong communication skills with the ability to convey complex ideas to diverse audiences
High attention to detail, adaptability, and a collaborative mindset
Experience working with cross-functional teams and navigating organizational structures
Familiarity with Agile methodologies and tools such as Smartsheet, Jira, Confluence, and MS Office
Consulting or investment management experience is a plus

Contribute to high-visibility initiatives and manage cross-functional projects
Support business operations foundational to GWM’s daily decision-making
Drive strategic priorities by supporting business-critical data and technology projects
Implement process enhancements
Contribute to senior stakeholder communications
Translate strategic objectives into actionable plans
Work with data and technology partners to bring plans to life
Validate the integrity of client, flow, and asset data to underpin GWM’s reporting infrastructure
Ensure accuracy and reliability of data used to measure performance, identify opportunities, and execute strategy
Collaborate with senior stakeholders across Sales, HR, Finance, and Technology