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Client Communications Specialist

2 months 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. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and non-traditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Key Responsibilities
  • Partner with Account Management teams to create 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.
  • 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
  • Minimum of a Bachelor's Degree required 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 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.
Preferred Qualifications
  • A background and/or interest in economics.
  • Manipulating queries in Business Objects, InfoCube and VBA is a plus.
Compensation

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 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 (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.