Client Engagement Specialist

2 weeks ago

Newport Beach, California, United States PIMCO Full time

PIMCO stands as a prominent authority in active fixed income, showcasing extensive proficiency across both public and private markets. Our mission is to invest our clients' capital in a diverse array of fixed income and credit opportunities, drawing upon our years of experience in navigating intricate debt markets. Our adaptable capital foundation and robust relationships with issuers have positioned us among the world's leading providers of both traditional and innovative solutions for organizations in need of financing and investors seeking substantial risk-adjusted returns.

Since our inception in 1971, our workforce has been instrumental in cultivating a high-performance, inclusive culture that celebrates diverse perspectives. We are committed to investing in our employees and embedding our CORE values of Collaboration, Openness, Responsibility, and Excellence. We believe that each individual plays a vital role in fostering the success of others, which has led to PIMCO being recognized as a pioneer, industry thought leader, and trusted advisor to our clients.

Position Overview

We are in search of a Client Communications Associate to enhance the CM Americas Team. The primary focus of this role is to collaborate with various internal departments to develop tailored presentation materials that adhere to both regulatory and brand standards for client servicing and prospect engagements. This position necessitates a professional who can act as a liaison between product strategy teams, compliance, and account management to facilitate smooth communication and teamwork.

Key Attributes

If the following attributes resonate with you, we encourage you to consider this rewarding opportunity:

  • Outstanding Organizational Skills and Resourcefulness: You demonstrate a strong sense of urgency in addressing requests and possess a knack for problem-solving and process enhancement. Self-driven, you are dedicated to excellence and meticulous attention to detail, thriving in managing multiple, time-sensitive projects.
  • Flexibility and Team Collaboration: You exhibit personal growth and accountability, taking the initiative to fully grasp expectations. You excel in building and managing stakeholder relationships and enjoy working collaboratively with colleagues across various departments.
  • Integrity and Commitment to Continuous Learning: Your actions reflect high ethical standards and sound judgment, earning you credibility and trust. An intellectually curious individual, you are devoted to professional growth and eager to acquire knowledge about diverse market and product strategies, aligning with PIMCO's core values.
Core Responsibilities

The essential responsibilities encompass, but are not limited to:
  • Collaborate with Account Management teams to develop client-facing and marketing materials for institutional clients.
  • Collect and analyze client portfolio data utilizing both internal and external applications.
  • Generate regular and ad hoc reports for both internal and external stakeholders.
  • Manage multiple deadlines while maintaining a commitment to quality and meticulous attention to detail.
  • Contribute to a collaborative team environment, offering assistance to team members as needed with enthusiasm.
Position Requirements
  • A minimum of a Bachelor's Degree from an accredited four-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 a similar professional setting.
  • Proficient in Microsoft Excel, including formula manipulation, VLOOKUP, pivot tables, and macros.
  • Intermediate skills in PowerPoint.
  • Familiarity with CRM systems, proprietary attribution and performance systems, and external databases to automate and streamline tasks, along with troubleshooting capabilities related to templates and internal systems.
  • A strong client service orientation.
  • Exceptional communication skills, both written and verbal, across all levels of staff in various departments.
  • Effective time management skills to ensure quality and detail-oriented work is completed accurately and punctually.
  • Ability to thrive in a dynamic, fast-paced, and professional environment with frequent shifts in priorities.
  • A strong ethical foundation and integrity, aligning with PIMCO's values.
  • A focus on specific goals, demonstrating personal growth, accountability, and urgency in achieving results.
Preferred Qualifications
  • A background or interest in economics.
  • Experience with manipulating queries in Business Objects, InfoCube, and VBA is advantageous.
PIMCO adheres to a comprehensive compensation approach that includes a base salary and a discretionary bonus, reflecting core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus rewards performance based on company, business, team, and individual achievements.

PIMCO is an Equal Employment Opportunity/Affirmative Action employer, committed to recruiting and hiring qualified candidates without regard to race, national origin, ancestry, religion, sex, sexual orientation, gender, age, military or veteran status, disability, or any other factor prohibited by law. We promote equal employment opportunity and affirmative action in accordance with all applicable laws.

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