Financial Services Specialist

4 days ago

Newport Beach, California, United States PIMCO Full time
About PIMCO

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.

Job Summary

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 can serve as the intermediary between product strategy teams, compliance, and account management to ensure seamless communication and collaboration.

Responsibilities
  • 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.
Requirements
  • A minimum of a Bachelor's Degree required from an accredited 4-year institution.
  • A minimum GPA of 3.2 overall.
  • 2-6 years of experience in financial services, asset management, investment banking, investment consulting, accounting, or similar professional environments.
  • 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.
Benefits

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 determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and is determined by company, business, team, and individual performance.

Salary Range: $87,000.00 - $93,000.00

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