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Client Engagement Specialist

2 months ago

Newport Beach, California, United States PIMCO Full time

PIMCO stands as a premier authority in active fixed income, possessing extensive knowledge across both public and private markets. We allocate our clients' investments across a diverse array of fixed income and credit opportunities, drawing on our extensive experience in navigating intricate debt markets. Our adaptable capital framework and robust relationships with issuers have positioned us among the largest providers of both traditional and innovative solutions for businesses seeking financing and investors aiming for substantial risk-adjusted returns.

Since our inception in 1971, our workforce has molded our organization through a culture that prioritizes high performance and inclusivity, celebrating diverse perspectives. We are committed to investing in our personnel and instilling our CORE values of Collaboration, Openness, Responsibility, and Excellence. We believe that each individual contributes to the success of others, which has earned PIMCO recognition as an innovator, thought leader, and trusted advisor in the industry.

Position Overview

We are in search of a Client Communications Associate to enhance the CM Americas Team. The main duty of this role involves collaborating 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 characteristics resonate with you, we encourage you to consider this promising opportunity:

  • Outstanding Organizational Skills and Ingenuity: You possess a strong sense of urgency in addressing requests and thrive on problem-solving and process enhancement. Self-driven, you are dedicated to excellence, demonstrating meticulous attention to detail while managing multiple time-sensitive projects.
  • Flexibility and Team Collaboration: You show a commitment to personal growth and accountability, taking the initiative to fully grasp expectations. You cultivate and maintain stakeholder relationships and enjoy working collaboratively with colleagues across various departments.
  • Integrity and Lifelong Learning: Your conduct reflects high ethical standards, integrity, and sound judgment, earning you credibility and trust. An intellectually curious individual, you are committed to professional growth, displaying an eagerness to learn about diverse market and product strategies.
Primary Responsibilities

The primary 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 internal and external stakeholders.
  • Manage multiple deadlines while maintaining a commitment to quality and detail-oriented work.
  • Foster a sense of teamwork, assisting colleagues as needed with enthusiasm and energy.
Position Requirements
  • A Bachelor's Degree from an accredited four-year institution is required.
  • A minimum GPA of 3.2 overall is expected.
  • 2-6 years of experience in financial services, asset management, investment banking, investment consulting, accounting, or a similar professional environment.
  • 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.
  • A strong client service orientation.
  • Exceptional written and verbal communication skills with all levels of staff across 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 professional environment with frequent shifts in priorities.
  • A strong ethical framework 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 adopts a comprehensive compensation strategy that includes a base salary and a discretionary bonus. The base salary is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus rewards performance and is 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 also provide reasonable accommodations for qualified individuals with disabilities in the job application process.