Analyst - Senior Associate – SMA Solutions

Reposted 23 Hours Ago
Be an Early Applicant
New York, NY
In-Office
90K-125K Annually
Mid level
Financial Services
The Role
The Senior Associate provides support to SMA clients, enhances the SMA platform, and handles portfolio analyses while ensuring excellent client service and collaboration with various teams.
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.

Our new joiner will act as a liaison between US GWM and PIMCO Portfolio Management Groups to address client questions on their SMA portfolios, provide solutions to requests, and support the expansion of the SMA platform.

You will be a key contributor to SMA platform growth, as their analytical and technical expertise supports our SMA client portfolios. The day to day functional role will be based upon a strong foundation in fixed income fundamental knowledge (particularly Treasury, Municipal, Corporate, and Mortgage-Backed Securities) and PIMCO’s Separately Managed Account platform/strategies.

RESPONSIBILITIES:

The breadth and diversity of the analytical responsibilities in this role requires motivated team members who thrive in a fast-paced environment. Successful professionals should be able to complete complex tasks in a timely manner, while managing multiple assignments simultaneously. Examples of such tasks and assignments include the following:

  • Providing critical support to US GWM and their clients through various tasks, including (but not limited to) portfolio analyses, performance strategy reviews, client update presentations, discussing trade case studies, RFIs, and DDQs
  • Partnering with team members across multiple business areas at the firm, in order to: grow and support our SMA platform, respond to client questions, engage clients with directly, and generally bridge the gap between Client Management and Portfolio Management
  • Gain exposure to investment implementation, with direct exposure/interaction with Portfolio Management Teams
  • Producing technical analyses and customized solutions for existing and prospective clients
  • Ensuring the firm continues to deliver excellent client service, both directly and indirectly, by partnering with Client Facing teams
  • Have a real passion for, and remain well-informed on, the financial markets, the global economic environment, and the overall financial services industry  

REQUIREMENTS

  • Bachelor’s degree from an accredited 4-year institution, with concentrations in finance, economics, mathematics, computer science, public policy, or other related fields being a plus
  • 1-4 years’ experience with experience in the investment management industry and a foundational understanding of fixed income
  • Strong analytical and quantitative skills
  • Able to handle multiple assignments simultaneously, while maintaining attention to detail 
  • Self-motivated, ethical, and capable of building strong relationships
  • Effective communication skills, both oral and written
  • Ability to work independently and in a collaborative team environment
  • Take and pass required FINRA licensing exams (SIE, Series 7, Series 63) within first year of employment, if not already obtained 
  • Strong Excel skills, with coding experience being a plus (SQL, Python)

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 - $ 125,000.00

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
Python
SQL
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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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