Investment Consultant Associate

2 weeks ago

Newport Beach, California, United States PIMCO Full time

PIMCO stands as a premier entity in active fixed income, showcasing profound expertise across both public and private markets. We strategically allocate our clients' capital into a diverse array of fixed income and credit opportunities, drawing on our extensive experience in navigating intricate debt markets. Our adaptable capital foundation and robust connections with issuers have positioned us among the foremost providers of both traditional and innovative solutions for organizations seeking financing and investors pursuing strong risk-adjusted returns.

Since our inception in 1971, our workforce has been instrumental in shaping our organization through a high-performance inclusive culture that celebrates diverse perspectives. We are committed to investing in our personnel and strive to instill our CORE values of Collaboration, Openness, Responsibility, and Excellence. We believe that each member of our team is here to facilitate the success of others, which has earned PIMCO recognition as an innovator, industry thought leader, and trusted advisor to our clientele.

Position Overview

We are in search of a Consultant Relations Associate to become a part of our Client Management Americas Consultant Relations Group (CRG). Our team is focused on managing relationships with global investment consultants. As an Associate, your primary role will involve supporting the relationship coverage team, collaborating closely with various internal groups to provide timely insights on PIMCO's investment offerings and capabilities. Additional responsibilities will include preparing for meetings, drafting briefing documents, managing project pipelines, and creating presentation materials. A successful Associate will demonstrate an entrepreneurial spirit, proactive problem-solving abilities, and outstanding communication skills.

Key Attributes

If the following characteristics resonate with you, we encourage you to consider this rewarding opportunity. At PIMCO, we foster a dynamic work environment where you can make a significant impact:

  • Outstanding Organizational Skills and Resourcefulness: You excel in juggling multiple projects with exceptional organizational and project management skills. Your critical thinking abilities empower you to creatively and resourcefully tackle complex challenges. Self-driven, you are dedicated to excellence, showcasing meticulous attention to detail, along with strong interpersonal and communication skills.
  • Flexibility and Team Collaboration: You thrive in fast-paced, dynamic settings, adept at managing shifting priorities and uncertainty. Collaboration is central to your approach, as you cultivate positive relationships and work effectively across diverse teams. Your emotional intelligence, adaptability, and resilience enable you to navigate unstructured processes and demanding responsibilities successfully.
  • Integrity and Lifelong Learning: Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust. As an intellectually curious individual, you are committed to professional growth and staying informed about industry trends. You contribute positively to the work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.
Core Responsibilities

This role requires an analytical, client service-oriented professional who can:
  • Develop an understanding of the needs of our consultants and consistently provide relevant market insights, product information, investment ideas, and sales support.
  • Engage in substantial consultant interactions via phone, email, and meetings to ensure timely responses and maintain strong connections.
  • Gain knowledge of focus products and assist in the search process by collaborating with Product Strategy, Compliance, Legal, Channel Account Managers, and other teams.
  • Contribute to the team by participating in meetings, engaging colleagues across various PIMCO functions, leading working groups, sharing best practices, and fully leveraging ongoing coaching and training.
Position Requirements
  • A minimum of a Bachelor's Degree, preferably in Business/Finance, Economics, or Accounting. Progress toward the CFA designation, Series Exams, or an advanced degree program is advantageous.
  • A minimum overall GPA of 3.2.
  • 2-4 years of experience in financial services, asset management, investment banking, investment consulting, or accounting.
  • A strong background and/or interest in fixed income and economics is essential. Ideal candidates will be familiar with fixed income instruments and the economic fundamentals of the fixed income asset class.
  • A fundamental understanding of investment strategies coupled with a strong desire to expand knowledge.
  • Intermediate skills in Excel and PowerPoint; ability to run macros, utilize query tools, CRM, proprietary attribution and performance systems, and external databases to automate and streamline tasks.
  • A strong client service orientation and a sense of urgency when addressing internal and external requests.
  • Exceptional communication skills, both written and verbal.
  • Effective time management skills to ensure a commitment to quality and attention to detail; ensuring all work is completed accurately and punctually.
  • Foster a sense of teamwork, assisting colleagues when necessary.
  • Ability to excel in a challenging, fast-paced, and professional environment with frequent shifts in priorities as business needs dictate.
  • A strong sense of ethics and integrity, aligning with PIMCO's values and ethical principles.
  • A focus on specific goals and a demonstrated sense of personal growth, accountability, and urgency for achieving results.
PIMCO employs a total compensation strategy when rewarding employees, which includes a base salary and a discretionary bonus. The base salary is the fixed component of compensation determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is awarded based on performance and is influenced by company, business, team, and individual achievements.

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We recruit and hire qualified candidates without regard to race, national origin, ancestry, religion, sex, sexual orientation, gender, age, military or veteran status, disability, or any factor prohibited by law. We also prohibit discrimination on other bases such as medical condition or marital status under applicable laws.

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