Account Analyst, GWM

1 month ago

New York, United States PIMCO Full time
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

PIMCO is seeking to recruit a Retail Account Analyst for the Latin America & the Caribbean team.

The Retail Account Analyst serves a unique and dynamic role that is based around the core responsibility of supporting PIMCO's Latin America retail efforts. He/she will work closely with the Account Management team to support business development initiatives as well as their sales effort with retail clients. The Account Analyst's primary role is to drive sales and build relationships with financial advisors. The successful candidate will operate as an entrepreneur and be proactive about seeking improved ways to equip the team in their relationship building, cross-selling responsibilities and marketing process.

KEY RELATIONSHIPS
  • PIMCO Investment Professionals and Associates in Account Management, Product Strategy, and Portfolio Management.
  • PIMCO Fund Operations Group
  • Current and prospective clients
MAJOR RESPONSIBILITIES
  • Provide product information and sales support to Latin American financial advisors.
  • Identify new business development opportunities, drive marketing/sales campaigns, and close business.
  • Develop and maintain a variety of materials to support new business development, existing business, and other specific product management initiatives and responsibilities
  • Manage and build financial advisor relationships as well as maintain and manage CRM system.
  • Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance, and other relevant information directly or indirectly to clients and prospective clients.
POSITION REQUIREMENTS:
  • Fluency in Spanish and English required
  • Service oriented mind-set and sense of urgency when responding to internal and external requests
  • Solutions-driven individual with an ability to build and drive business
  • Fixed Income product knowledge, with a multi asset focus
  • Well organized, high energy, self-starter, ability to work within the firm's demanding and highly focused environment. Entrepreneurial skills are key to success in this role
  • Outstanding relationship building skills
  • Ability to clearly articulate analysis, written and verbally
  • Work effectively with all levels of personnel as part of a team and individually
  • Ability to manage prospect base and explore opportunities for new asset growth
  • Time-management, multi-tasking, and organization skills
  • Candidates must be collaborative and possess a positive and upbeat attitude
  • Unassailable ethics and integrity
  • Clear commitment to PIMCO's culture, values, and approach
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

Salary Range: $ 90,000.00 - $ 100,000.00

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

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