Account Analyst – Latin America

PIMCO•New York, NY

2d•$90,000 - $100,000

About The Position

The Account Analyst supports PIMCO’s Latin America institutional and retail clients, working with relationship teams in Account Management. The role provides exposure to client service, sales strategy, portfolio analysis, fixed income markets, and client-facing work. Account Analysts collaborate across PIMCO to deliver client service, support business development, and contribute to regional sales efforts. The position builds a foundation in asset management through hands-on responsibilities, mentorship, and work involving market and portfolio analysis, client communication, CRM and pipeline management, and the use of data, automation, and AI-enabled tools. Analysts also support the operating infrastructure of client coverage through reporting, coordination, follow-up, and execution. The role offers a platform for longer-term career development, including potential paths in client-facing work, product specialist roles, or other areas of the firm. The position is located in New York or Miami.

Requirements

Bachelor’s degree required.
Minimum overall GPA of 3.2.
Fluency in English and Spanish, with strong written and verbal communication skills in both languages.
Complete Series 7 and Series 63 within the first six months of employment.
Knowledge of and interest in financial markets, fixed income, and portfolio management techniques.
Proficiency in Microsoft Excel and familiarity with financial, CRM, and data-management tools.
Strong analytical, problem-solving, and communication skills, including the ability to synthesize information and present insights clearly.
Ability to manage multiple priorities, collaborate effectively across teams, and deliver high-quality work in a dynamic environment.
Demonstrated interest in client relationship management, sales, business development, or client service, and a desire to build commercial and investment knowledge within asset management.
Relationship orientation and motivation by client service, collaboration, and helping teams deliver thoughtful solutions.
Commercial mindset and interest in sales, business development, client needs, and investment solutions.
Curiosity about data, automation, and AI-enabled tools and how technology can improve reporting, meeting preparation, client insights, and efficiency.
Detail-oriented, organized, accountable, adaptable, and able to learn quickly and navigate shifting priorities.
Strong interest in financial markets, fixed income, asset management, and ongoing professional development; integrity, sound judgment, and alignment with PIMCO’s values.

Nice To Haves

0–2 years of professional experience, including internships, with exposure to financial services, client-facing environments, sales, business development, or investment-related work is preferred.

Responsibilities

Analyze market trends, portfolio positioning, performance, and risk characteristics to develop client and business insights (Institutional).
Create client reporting and analytical deliverables to support relationship management and ongoing client service (Institutional).
Conduct client, prospect, and industry research to support business development and relationship growth (Institutional).
Use data, automation, and AI-enabled tools to improve reporting, workflow efficiency, and client insights (Institutional).
Maintain CRM records and client activity tracking to support proactive coverage and business planning (Institutional).
Partner with investment, product, and client-facing teams to support client relationships, business development, and a high-quality client experience (Institutional).
Provide product information, market insights, and sales support to financial advisors and intermediary clients (Retail).
Research clients, prospects, and market trends to identify opportunities for advisor engagement and business growth (Retail).
Build knowledge of PIMCO’s investment philosophy, products, and market perspectives to support advisor education and client conversations (Retail).
Develop sales, marketing, and product materials to support business development and client servicing efforts (Retail).
Use CRM, sales activity data, and AI-enabled tools to support outreach, targeted campaigns, and relationship management (Retail).
Track client engagement and pipeline activity to support business planning and sales initiatives (Retail).
Partner with distribution, product, and investment teams to deliver a consistent, high-quality client experience (Retail).