Client Communications Specialist

1 week ago


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

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.

Key Responsibilities
  • Partner with internal teams to create customized presentation materials for client servicing and prospect meetings.
  • Collaborate with product strategy teams, compliance, and account management to ensure seamless communication and collaboration.
Key Accountabilities
  • Develop client servicing 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.
  • Manage multiple deadlines and maintain a commitment to quality and attention to detail.
  • Contribute to a sense of teamwork and assist team members when needed.
Requirements
  • Minimum of a Bachelor's Degree from an accredited 4-year institution.
  • Minimum GPA 3.2 overall.
  • 2-6 years of experience in financial services, asset management, investment banking, investment consulting, accounting or similar professional environment.
  • 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.
Preferred Qualifications
  • A background and/or interest in economics.
  • Manipulating queries in Business Objects, InfoCube and VBA is a plus.
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 Culture

We celebrate diverse thinking 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.

Compensation

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. The 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: $87,000.00 - $93,000.00

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires 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.



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