Account Associate

About the role

The Account Associate Group serves a unique and dynamic role focused on delivering best-in-class service to PIMCO’s institutional clients. The individuals that make up this team collaborate within the broader Client Management group to ensure delivery of high-quality, consistent, and timely client service across a diverse range of asset classes and investment mandates.

Responsibilities

• Deliver core client servicing materials (portfolio reviews, performance attribution and reporting) and respond to client inquiries with accuracy and timeliness.
• Partner closely with product specialists, operations, and compliance to coordinate client activity and resolve requests.
• Conduct ongoing client and prospect research by synthesizing internal insights and external market intelligence. Monitor allocation trends and organizational developments to identify actionable insights and opportunities, which inform outreach and meeting preparation.
• Maintain and enhance CRM records, client activity tracking, and pipeline visibility. Track client engagement, investment activity, and relationship development to enable proactive coverage.
• Leverage data and AI-enabled tools to enhance reporting efficiency, quality, speed, and scalability. Identify opportunities to streamline workflows (e.g., reporting, meeting preparation, data aggregation) through automation and process improvements.

Qualifications

• Bachelor’s degree required (Business/Finance, Economics, or Accounting), progress toward the CFA designation is a plus.
• 2-4 years of relevant experience in financial services, asset management, investment banking or accounting.
• 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; familiarity with financial tools (e.g., Bloomberg, index provider databases, query tools).
• Interest and exposure to data analysis, automation tools, AI-assisted workflows; ability and willingness to learn emerging technologies and adopt them in a client-facing context.
• Self-starter, ability to operate effectively in a fast-paced, high-performance environment.
• Outstanding relationship building skills.
• Clearly articulates complex ideas and translates them into actionable insights, building strong, collaborative relationships across teams.
• Adaptability & Integrity: Thrives in fast-paced environments, using sound judgment while operating with professionalism, a focus on continuous learning, and openness to new technologies and ways of working.

Pay

$ 105,000.00 - $ 115,000.00

Schedule

Full-time