Account Associate

PIMCO • Newport Beach, CA

8h • $105,000 - $115,000

About The Position

The Account Associate Group delivers high-quality, consistent, and timely service to PIMCO’s institutional clients across asset classes and investment mandates. Associates and analysts work alongside Account Managers on dedicated relationship teams, gathering and analyzing economic and fixed-income trends, evaluating portfolio structures and strategies, and providing clients with performance attribution and portfolio insights. The team also uses data, automation, and AI tools to improve client service, scale coverage, and generate actionable insights. Associates are expected to identify workflow improvements, apply AI-enabled tools with sound judgment, and support efficient, tailored client engagement.

Associates support the operating infrastructure of client coverage by maintaining strong standards in reporting, coordination, and execution. The role provides a foundation for potential career development within PIMCO, including progression into client-facing, product specialist, or other firm roles. The position may be based in Newport Beach, California; Austin, Texas; or New York, New York. Compensation includes a base salary and discretionary bonus; the stated base salary range is $105,000–$115,000.

Requirements

• Bachelor’s degree in Business/Finance, Economics, or Accounting.
• 2–4 years of relevant experience in financial services, asset management, investment banking, or accounting.
• 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.
• Interest in and exposure to data analysis, automation tools, and AI-assisted workflows, with willingness to learn emerging technologies and use them in a client-facing context.
• Ability to work effectively as a self-starter in a fast-paced, high-performance environment.
• Strong relationship-building skills.
• Ability to clearly communicate analysis in writing and verbally.
• Collaborative approach and ability to engage across all levels in a matrix environment.
• Excellent time management, multitasking, organization, and communication skills.
• Commitment to PIMCO’s culture, values, and approach.
• Ability to manage competing priorities and use data, technology, and AI tools to solve complex challenges efficiently.
• Ability to articulate complex ideas as actionable insights and build collaborative relationships across teams.
• Sound judgment, professionalism, adaptability, continuous-learning mindset, and openness to new technologies and ways of working.

Nice To Haves

• Progress toward the CFA designation.
• Familiarity with financial tools such as Bloomberg, index provider databases, and query tools.

Responsibilities

• Deliver client servicing materials, including portfolio reviews, performance attribution, and reporting, and respond to client inquiries accurately and promptly.
• Coordinate client activity and resolve requests in partnership with product specialists, operations, and compliance.
• Research clients and prospects by synthesizing internal insights and external market intelligence.
• Monitor allocation trends and organizational developments to identify actionable insights and opportunities that 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 support proactive coverage.
• Use data and AI-enabled tools to improve reporting efficiency, quality, speed, and scalability.
• Identify opportunities to streamline reporting, meeting preparation, data aggregation, and other workflows through automation and process improvements.
• Work alongside Account Managers on dedicated relationship teams to analyze market trends, portfolio strategies, and performance and provide client insights.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level