Key Account Materials Specialist

1 week ago

Newport Beach, 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.

We have a flexible capital base and deep relationships with issuers, which has 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, leading to PIMCO being recognized as an innovator, industry thought leader, and trusted advisor to our clients.

Job Overview

We are seeking a skilled Key Account Materials Specialist 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 can serve as an intermediary between product strategy teams, compliance, and account management to ensure seamless communication and collaboration.

About You

  • You exhibit exceptional organizational skills and resourcefulness, responding to requests with a sense of urgency and problem-solving ability.
  • You demonstrate adaptability and collaboration, building stakeholder relationships and managing multiple projects with attention to detail.
  • You possess integrity and a commitment to continuous learning, reflecting high ethical standards and sound judgment.

Responsibilities

  • You will partner with Account Management teams to create client-serving and marketing collateral for institutional clients.
  • You will gather and analyze client portfolio data using internal and external applications.
  • You will produce regular and ad-hoc reporting for internal and external purposes.
  • You will handle multiple deadlines and maintain a commitment to quality and attention to detail in a timely manner.
  • You will contribute to a sense of teamwork, assisting team members when needed or required.

Requirements

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

Estimated Salary Range: $87,000 - $93,000

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