Analyst/Associate – Client Solutions

Posted Yesterday
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Newport Beach, CA
In-Office
90K-115K Annually
Junior
Financial Services
The Role
Assists in portfolio analysis, develops investment recommendations, and creates custom presentations to support financial advisor clients. Participates in investment management development.
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.

PIMCO is seeking an Analyst or Associate to join its Client Solutions & Analytics group in Newport Beach, CA. This group leverages PIMCO’s intellectual capital and resources to help our clients make better investment decisions. Specifically, this role will focus on generating actionable investment insights for our financial advisor clients through PIMCO model portfolios, custom portfolio analyses and advisor-friendly content. The Analyst will participate in a development program designed for a career in investment management, providing broad exposure to financial markets, and portfolio analysis. The Analyst will assist Strategists in the group in performing analyses on client portfolios, developing investment recommendations, and producing customized presentation materials.

Position Requirements:

  • Four-year college degree with a major in Business/Finance, Economics, Mathematics, Engineering or applied science
  • Minimum 3.2 cumulative collegiate grade point average, on a 4.0 scale or the equivalent, at an accredited 4-year college or university
  • 0-3 years of internship/professional experience required
  • Fluent in English (speaking, reading, writing)
  • Must be willing to relocate to Newport Beach, CA, if not currently local

Desired candidates should possess the following characteristics:

  • Interest in financial markets, macroeconomics and investment finance
  • Strong analytical skill set
  • Demonstrated proficiency with Microsoft Excel and PowerPoint
  • Ability to relay complex ideas clearly
  • Excellent verbal and written communication skills
  • Desire to join a high performance, fast-paced culture
  • Results-orientation, attention to detail and strong time management skills

Responsibilities:

  • Support Strategists in analyzing client portfolios and building presentations that detail PIMCO’s analysis and conclusions
  • Use proprietary software and external data sources to run risk analytics, optimizations, economic scenario analyses, and stress tests
  • Manage a workload of multiple simultaneous projects while ensuring that deadlines are met
  • Maintain standard presentation materials via periodic updates
  • Develop an understanding of PIMCO investment strategies and their risks and benefits in different market environments
  • Collaborate with Account Management, Analytics, and Product Strategy groups

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 - $ 115,000.00

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.

Top Skills

Excel
Microsoft Powerpoint
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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.

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