Account Analyst – Latin America

Posted 4 Days Ago
Be an Early Applicant
2 Locations
In-Office
90K-100K Annually
Junior
Financial Services
The Role
Supports institutional and retail clients across Latin America through portfolio and market analysis, client reporting, research, CRM maintenance, sales support, and business development. The role partners with investment, product, distribution, and client-facing teams to improve relationship management and client service. Analysts also use data, automation, and AI-enabled tools to enhance reporting, workflow efficiency, outreach, meeting preparation, and client insights.
Summary Generated by Built In

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.

Position Description

The Account Associate Group plays a dynamic role in supporting PIMCO’s Latin America institutional and retail clients. As an Account Analyst, you will gain hands-on exposure to client service, sales strategy, portfolio analysis, and fixed income markets while working closely with dedicated relationship teams in Account Management. You will collaborate across PIMCO to help deliver high-quality client service, support business development initiatives, and contribute to sales efforts across the region.

In this role, you will build a strong foundation in asset management through meaningful responsibilities, mentorship, and exposure to client-facing work. Account Analysts develop skills in market and portfolio analysis, client communication, CRM and pipeline management, and the thoughtful use of data, automation, and AI-enabled tools to improve reporting, meeting preparation, and client insights.

Beyond day-to-day client service, Account Analysts play an important role in supporting the operating infrastructure of client coverage, including reporting, coordination, follow-up, and execution. The position offers a platform for long-term career development at PIMCO, with opportunities to build the skills needed for future client-facing, product specialist, or other roles across the firm.

Location

New York or Miami

Key Relationships

  • PIMCO Investment Professionals including other members of the Account Management Group, Product Managers and Associates, and Portfolio Managers and Trade Assistants.

  • PIMCO Fund Operations Group

  • Current and prospective clients.

About You

If you identify with the following qualities, we encourage you to apply for this exciting opportunity at PIMCO.  We offer a dynamic work environment where you can make a meaningful impact:

  • Relationship-Oriented: You enjoy building trusted relationships and are motivated by client service, collaboration, and helping teams deliver thoughtful solutions.

  • Commercial Mindset: You are interested in sales, business development, and understanding how client needs translate into investment solutions and relationship opportunities.

  • Analytical & Insight-Driven: You are eager to analyze markets, portfolios, client activity, and business trends, and translate information into clear insights that support client engagement.

  • Technology-Forward: You are curious about data, automation, and AI-enabled tools, and are excited to learn how technology can improve reporting, meeting preparation, client insights, and overall efficiency.

  • Collaborative: You work well with colleagues across teams and levels, contribute positively to group efforts, and value diverse perspectives.

  • Organized & Accountable: You are detail-oriented, able to manage competing priorities, and committed to delivering high-quality work with accuracy and follow-through.

  • Adaptable: You are comfortable learning quickly, navigating ambiguity, and adjusting to shifting priorities in a fast-paced environment.

  • Curious & Driven: You have a strong interest in financial markets, fixed income, asset management, and ongoing professional development.

  • Aligned with PIMCO’s Values: You demonstrate integrity, sound judgment, and a commitment to PIMCO’s values of Collaboration, Openness, Responsibility, and Excellence.

Responsibilities

In this role, you will contribute to client service, business development,  and relationship management efforts across PIMCO's Latin America business. Responsibilities include:

Institutional Account Analysts

  • Analyzing market trends, portfolio positioning, performance, and risk characteristics to develop client and business insights.

  • Creating client reporting and analytical deliverables that support relationship management and ongoing client service.

  • Conducting client, prospect, and industry research to support business development and relationship growth.

  • Leveraging data, automation, and AI-enabled tools to improve reporting, workflow efficiency, and client insights.

  • Maintaining CRM records and client activity tracking to support proactive coverage and business planning.

  • Partner across investment, product, and client-facing teams to support client relationships, business development efforts, and the delivery of a high-quality client experience.

Retail Account Analysts

  • Providing product information, market insights, and sales support to financial advisors and intermediary clients.

  • Researching clients, prospects, and market trends to identify opportunities for advisor engagement and business growth.

  • Build knowledge of PIMCO's investment philosophy, products, and market perspectives to support advisor education and client conversations.

  • Developing sales, marketing, and product materials that support business development and client servicing efforts.

  • Utilizing CRM, sales activity data, and AI-enabled tools to support outreach efforts, targeted campaigns, and relationship management.

  • Tracking client engagement and pipeline activity to support business planning and sales initiatives.

  • Partnering with distribution, product, and investment teams to deliver a consistent and high-quality client experience.

Position Qualifications

  • Bachelor’s Degree required

  • A minimum 3.2 overall GPA

  • 0-2 years of professional experience, including internships, with exposure to financial services, client-facing environments, sales, business development, or investment-related work preferred.

  • Fluency in English and Spanish, with strong written and verbal communication skills in both languages.

  • Completion of Series 7 and 63 within the first six (6) months of employment.

  • Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques

  • Demonstrated proficiency in Microsoft Excel and familiarity with financial, CRM, and data-management tools.

  • Interest in leveraging data, automation, and AI-enabled technologies to generate insights and improve business outcomes.

  • Strong analytical, problem-solving, and communication skills, with the ability to synthesize information and present insights clearly.

  • Ability to manage multiple priorities, collaborate effectively across teams, and deliver high-quality work in a dynamic environment.

  • Demonstrated interest in client relationship management, sales, business development, or client service, with a desire to build commercial and investment knowledge within asset management.

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: $ 90,000.00 - $ 100,000.00

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.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Skills Required

  • Bachelor's degree
  • Minimum 3.2 overall GPA
  • 0-2 years of professional experience, including internships, with exposure to financial services, client-facing environments, sales, business development, or investment-related work
  • Fluency in English and Spanish, with strong written and verbal communication skills in both languages
  • Completion of Series 7 and Series 63 within the first six months of employment
  • Knowledge of and interest in financial markets, fixed income, and portfolio management techniques
  • Proficiency in Microsoft Excel and familiarity with financial, CRM, and data-management tools
  • Interest in using data, automation, and AI-enabled technologies to generate insights and improve business outcomes
  • Strong analytical, problem-solving, and communication skills, with the ability to synthesize information and present insights clearly
  • Ability to manage multiple priorities, collaborate effectively across teams, and deliver high-quality work in a dynamic environment
  • Interest in client relationship management, sales, business development, or client service, with a desire to build commercial and investment knowledge within asset management

PIMCO Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PIMCO and has not been reviewed or approved by PIMCO.

  • Leave & Time Off Breadth Paid time off is described as generous, with substantial vacation at hire and additional time accruing with tenure. Time away is regarded as a highly important part of the package.
  • Healthcare Strength Health coverage is portrayed as comprehensive across medical, dental, vision, disability, and life insurance, complemented by wellness options such as on-site fitness and health savings accounts. These offerings are consistently characterized as strong.
  • Retirement Support Offerings include 401(k) matching and Roth 401(k), with an employee stock purchase program available alongside tax-advantaged accounts. The breadth of long-term financial benefits is emphasized as a strength.

PIMCO Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Newport Beach, CA
4,129 Employees
Year Founded: 1971

What We Do

PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.

Similar Jobs

MetLife Logo MetLife

Recruiter

Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Remote or Hybrid
United States
43000 Employees
95K-125K Annually

CrowdStrike Logo CrowdStrike

Analyst I, Falcon Complete (Remote, PST/MST)

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
USA
11000 Employees
85K-120K Annually

CrowdStrike Logo CrowdStrike

Analyst I, Falcon Complete (Remote, PST/MST)

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
USA
11000 Employees
85K-120K Annually

CrowdStrike Logo CrowdStrike

Consultant

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
USA
11000 Employees
115K-160K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account