Key Accounts Associate- DC Practice
Job ID: 13841
Position Description:
PIMCO manages over $200 billion in DC assets for corporations, public and healthcare organizations. Our DC Practice provides thought leadership, analytics, marketing and more to these organizations. Client servicing for platforms as well as other DC relationships is provided directly by this team or in collaboration with other Account Managers.
The DC Key Accounts Associate will help drive the growth of our DC and Collective Investment Trust (CIT) business by providing critical support to Account Managers in identifying, qualifying and managing business development opportunities. This person also will provide servicing support to DC Service Provider clients. The associate will support both PIMCO Funds and PIMCO CIT efforts (PIMCO CIT's are also available for DB, Multi-Employer and 457 plans).
ROLE OF THE ACCOUNT ASSOCIATE
The Account Associate Group serves a unique and dynamic role that is based around the core responsibility of servicing PIMCO's institutional clients. The individuals that make up this team work within the broader account management group to ensure delivery of the highest level of service to clients. The primary responsibility of the associates and analysts is to work alongside account managers as part of dedicated relationship teams, gathering, analyzing, and discussing economic and fixed income trends, evaluating portfolio structures and strategies, and delivering performance attribution analyses. In addition to client servicing responsibilities, most members of the group participate in the Chartered Financial Analyst (CFA) program through the CFA Institute.
KEY RELATIONSHIPS
• PIMCO Investment Professionals including other members of the Account Management Group, Product Managers and Associates, and Portfolio Managers and Trade Assistants
• Other PIMCO teams including Marketing, Legal Compliance, Fund Operations, Presentation
• Current and prospective clients
MAJOR RESPONSIBILITIES
Client servicing
• Gather, analyze, and discuss market trends and data with colleagues and clients
• Analyze portfolio characteristics in the context of broader investment themes
• Evaluate risk reports, perform attribution research and conduct scenario analysis
• Create customized client reports and respond to ad-hoc inquiries
• Draft internal presentations, prepare client-servicing materials, and provide meeting follow up and issue resolution
• Prepare materials for platform partners' national meetings and conferences
• Summarize and explain complex financial and economic concepts to educate clients
DC team initiatives
• Manage platform partners' fund availability lists
• Monitor Morningstar and Lipper ratings of PIMCO funds; work with Fund Operations team in understanding ratings impact
• Gather market intelligence, produce monthly reports on competitors' performance, and identify business development opportunities
• Liaise with Retirement Sales Team's internal desks on fund positioning
Position Requirements:
• Demonstrated proficiency with Microsoft Excel, PowerPoint and strong knowledge of software applications in general, including but not limited to index-provider databases, query tools and Bloomberg.
• Self starter, ability to work within the firm's demanding and highly focused environment
• Outstanding relationship building skills
• Ability to clearly articulate analysis, written and verbally
• Knowledge of fixed income securities and portfolio management techniques
• Work effectively with all levels of personnel as part of a team
• Excellent time-management, multi-tasking, organization and communication skills
• Clear commitment to PIMCO's culture, values and approach
EDUCATION
Must possess a four-year college degree with a preferred major in Business/Finance, Economics, or Mathematics. Progress toward the CFA designation is a plus.
Ideal candidates should have 2-4 years of experience in financial services, asset management, investment banking or accounting. A strong background and/or interest in fixed income and economics is important. Ideal candidates are familiar with fixed income instruments and the economic underpinnings of the fixed income asset class.
PIMCO is an Equal Opportunity Employer
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