Account Manager, Institutional Corporate Client Group

PIMCO•New York, NY

8h•$205,000 - $240,000•Onsite

About The Position

PIMCO is seeking an Account Manager for its Institutional Corporate Client Group. The role is structured for a recent MBA graduate who completed their degree within the last five years and wants to build a long-term career in institutional client coverage at a global asset manager. It is a relationship-management role, not a dedicated sales role. Working closely with senior Account Managers, the Account Manager supports coverage of sophisticated institutional clients and helps prepare senior colleagues for client engagements. The role also coordinates incoming client requests and helps translate PIMCO’s macroeconomic views, portfolio positioning, performance, and investment strategies into clear client materials and insights. Initially, the position emphasizes learning clients’ objectives, portfolios, and priorities; direct client interaction is expected to increase over time. The Account Manager works collaboratively with client-facing colleagues and teams across PIMCO, including investment and product professionals. The role provides exposure to clients and senior stakeholders, with an emphasis on learning, mentorship, and professional development. The position is based in New York, NY, and requires willingness to travel for client meetings, conferences, and internal engagements. Compensation includes a base salary and a discretionary bonus. The stated salary range is $205,000 to $240,000; compensation is determined by responsibilities, relevant experience, internal level, market factors, and individual qualifications, while the bonus depends on company, business, team, and individual performance.

Requirements

Bachelor’s degree required; preferred fields include Business, Finance, Economics, Accounting, Engineering, or another quantitative discipline.
MBA completed within the last five years required.
Foundational understanding of fixed income markets and core investment concepts.
Ability to follow performance attribution and interpret portfolio-level insights.
Willingness to travel for client meetings, conferences, and internal engagements.
Series 7, 63, 3, and other applicable licenses required, or ability to obtain them within 90 days of starting.
Motivation to build a long-term career in investor relations and institutional client coverage.
Ability to manage multiple workstreams and deliver high-quality output under tight timelines.
Strong organization, collaboration, client-service orientation, ownership, and accountability.
Professional presence and judgment, with the ability to engage or present credibly to clients and senior stakeholders.
Exceptional written and verbal communication skills, including the ability to distill complex investment concepts into clear, structured messaging.
Ability to work cross-functionally with investment, product, operational, and client-facing teams.
Strong analytical mindset and intellectual curiosity about financial markets and investing.
Strong judgment and self-awareness, with a collaborative approach aligned with PIMCO’s values of openness, accountability, and teamwork.

Nice To Haves

3–7 years of professional experience is preferred, ideally in a role requiring strong execution, client service, and analytical rigor, such as financial services or consulting.
Familiarity with investment products, securities types, and client reporting frameworks.
Progress toward the CFA designation is viewed favorably.

Responsibilities

Partner with 5–6 senior Account Managers to support relationships with large institutional clients, including retirement plan staff, treasury teams, and investment committees.
Prepare for client meetings by developing tailored investor materials, including performance updates, market commentary, thought leadership, and strategic investment narratives.
Translate macroeconomic themes, portfolio positioning, and investment strategies into clear, well-structured client-ready content.
Coordinate client activity, manage requests, and ensure timely, accurate execution and follow-through.
Partner with investment teams to prepare for client meetings, quarterly reviews, and strategic portfolio discussions.
Support a high volume of deliverables across multiple mandates while maintaining consistency, quality, and attention to detail under tight timelines.
Assist with RFIs/RFPs, client reporting, and materials supporting client retention and new business opportunities.
Refine and adapt client communications concerning PIMCO strategies, performance attribution, and product capabilities, ensuring clarity and consistency.
Coordinate across investment, product, operational, and client-facing teams to align messaging and deliver a seamless client experience.
Contribute to positioning efforts by synthesizing firm capabilities, investment insights, and competitive context.