Account Analyst – Latin America

PIMCO•New York, NY

1d•Hybrid

About The Position

The Account Associate Group serves a unique and dynamic role, focusing on servicing PIMCO’s Latin America institutional and retail clients. As an Account Analyst (AA), you will collaborate with various groups across PIMCO to ensure the highest level of service delivery to our clients. Working closely with a dedicated relationship team in Account Management, you will support business development initiatives and drive sales efforts with our clients. This position offers a fantastic opportunity for individuals aspiring to build a long-term career with PIMCO, with potential pathways to serve clients and the firm in various capacities over time. Many dedicated AAs have successfully transitioned into account management, strategic accounts, and client-facing roles in other distribution channels, while others have achieved CFA, CIMA, CAIA, and other industry designations with firm support.

Requirements

Bachelor’s Degree required
A minimum 3.2 overall GPA
0-2 years of experience, preferably in the financial services industry, and a strong interest in fixed income and economics.
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 Word and Excel, including strong knowledge of software database applications such as index-provider databases, query tools, and Bloomberg.
Self-starter with the ability to work in a demanding and highly focused environment.
Exceptional analytical and problem-solving skills, both quantitative and qualitative. Experience in data analysis is highly desirable.
Outstanding relationship building skills and intellectual curiosity.
Strong written and verbal communication skills, with excellent attention to detail, enabling effective collaboration with all levels of colleagues across the organization.
Outstanding organizational, time management, and project management abilities, with the capacity to prioritize multiple projects and meet deadlines in a demanding and dynamic environment.

Nice To Haves

College internships in finance, client-oriented roles are preferred.
Proficiency in both English and Spanish, with strong written and verbal communication skills in both languages.

Responsibilities

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 and prepare client-servicing materials.
Summarize and explain complex financial and economic concepts to educate and service existing and prospective relationships.
Provide product information and sales support to Latin American financial advisors.
Identify new business development opportunities, drive marketing/sales campaigns, and close business.
Develop and maintain a variety of materials to support new business development, existing business, and other specific product management initiatives and responsibilities.
Manage and build relationships with financial advisor as well as maintain and manage the CRM system.
Provide current insights regarding the firm’s and product-specific investment philosophy, process, strategy, performance, and other relevant information directly or indirectly to clients and prospective clients.