Client Communications Associate

2 days ago

Newport Beach CA United States Pacific Investment Management Co Full time
Client Communications Associate

Apply locations: Newport Beach, CA USA

Time type: Full time

Posted on: Posted 3 Days Ago

Job requisition id: R104437

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Position Description

We are seeking a Client Communications Associate to join the CM Americas Team. The primary responsibility in this role is to partner with various internal teams to create customized presentation materials that are both regulatory and brand compliant for use in client servicing and prospect meetings. This position requires a professional who serves as the intermediary between product strategy teams, compliance, and account management to ensure seamless communication and collaboration.

Location

Newport Beach, CA

About You

If the following qualities resonate with you, we encourage you to apply for this exciting opportunity:

  • Exceptional Organizational Skills and Resourcefulness: You exhibit a strong sense of urgency when responding to requests and enjoy problem solving and improving processes. Self-motivated, you are committed to excellence, demonstrating attention to detail. You enjoy balancing multiple, time-sensitive projects.
  • Adaptability and Collaboration: You demonstrate a sense of personal growth and accountability and take the initiative to fully understand expectations. You build and manage stakeholder relationships and enjoy collaborating with colleagues across departments.
  • Integrity and Continuous Learning: Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust. An intellectually curious individual, you are dedicated to professional development. You display interest in acquiring knowledge about diverse market and product strategies and a desire to grow in the role. You contribute positively to the work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.

Responsibilities

The key responsibilities include, but are not limited to:

  • Partner with Account Management teams to create client serving and marketing collateral for institutional clients.
  • Gather and analyze client portfolio data using internal and external applications.
  • Produce regular and ad hoc reporting for internal and external purposes.
  • Handle multiple deadlines and maintain a commitment to quality and attention to detail in a timely manner.
  • Contribute to a sense of teamwork, assisting team members when needed/required with energy and enthusiasm.

Position Requirements

  • Minimum of a Bachelor’s Degree required from an accredited 4-year institution.
  • Minimum GPA 3.2 overall.
  • 2-6 years of experience in financial services, asset management, investment banking, investment consulting, accounting or similar professional environment.
  • Strong Microsoft Excel knowledge, including formula manipulation, VLOOKUP, pivot tables, and macros.
  • Intermediate PowerPoint skills.
  • Knowledge of CRM, proprietary attribution and performance systems, and external databases to automate and streamline tasks and ability to troubleshoot issues related to templates and internal systems.
  • Strong client service mindset.
  • Exceptional communication skills, both written and verbal with all levels of staff across various departments.
  • Effective time management skills to maintain a commitment to quality and attention to detail; ensure that all work is completed accurately and on time.
  • Foster a sense of teamwork, assisting others when needed.
  • Ability to flourish in a challenging, fast-paced, and professional environment with frequent shifts in priorities as business needs dictate.
  • Strong sense of ethics and integrity, aligning with PIMCO’s values and ethical principles.
  • Focus on specific goals and demonstrate a sense of personal growth, accountability, and urgency for achieving results.

Preferred Qualifications

  • A background and/or interest in economics.
  • Manipulating queries in Business Objects, InfoCube and VBA is a plus.
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