Account Manager, Institutional Corporate Client Group

PIMCO • New York, NY

2d • $205,000 - $240,000 • Onsite

About The Position

PIMCO is seeking an Account Manager to join their Institutional Corporate Client Group. This role is designed for a recent MBA graduate (completed within the last 5 years) aiming for a long-term career in institutional client coverage at a leading global asset manager. The client management team consists of relationship management and sales professionals responsible for client relationships and business development. Account Managers represent PIMCO to clients and prospective clients, delivering investment solutions. This specific role involves partnering with senior Account Managers to support coverage of sophisticated institutional clients, ensuring preparedness for client engagements and timely handling of client requests. The role offers increasing opportunities for direct client interaction over time. Initially, the focus will be on understanding client objectives, portfolios, and priorities, and translating PIMCO's investment perspectives into client-ready materials. While senior Account Managers lead relationship strategy, this role supports those efforts and builds a foundation for future direct contributions. The position operates within a collaborative team supporting important clients and offers exposure to various PIMCO stakeholders, with an emphasis on learning, mentorship, and professional development. This is a relationship management role, not a dedicated sales role, suited for individuals motivated to build deep expertise in institutional client coverage. The successful candidate will possess strong communication skills, sound judgment, a client-centric mindset, and the ability to thrive in a fast-paced, team-oriented environment. PIMCO offers a total compensation approach including base salary and a discretionary bonus, with the salary range for this position being commensurate with responsibilities, experience, market factors, and individual qualifications.

Requirements

• Bachelor’s degree required; preferred fields include Business, Finance, Economics, Accounting, Engineering, or other quantitative disciplines.
• MBA completed within the last 5 years required.
• 3-7 years of professional experience preferred, ideally in roles requiring strong execution, client service and analytical rigor (e.g., financial services, consulting, or related environment).
• Foundational understanding of fixed income markets and core investment concepts.
• Ability to follow performance attribution and interpret and portfolio-level insights.
• Progress toward CFA designation is viewed favorably.
• Willingness to travel for client meetings, conferences, and internal engagements.
• Series 7, 63, 3, and other applicable licenses required, or ability to obtain within 90 days of start.
• Clear motivation to build a long-term career in investor relations and institutional client coverage.
• Demonstrated execution orientation, with the ability to manage multiple workstreams and deliver high-quality output under tight timelines.
• Highly organized, collaborative, and clientservice oriented, with strong ownership and accountability for deliverables.
• 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 crossfunctionally with investment, product, operational, and clientfacing teams.
• Strong analytical mindset, with intellectual curiosity around financial markets and investing.
• Strong judgment and self-awareness, with a collaborative approach and alignment to PIMCO’s values of openness, accountability, and teamwork.

Nice To Haves

• Familiarity with investment products, securities types, and client reporting frameworks is a plus.

Responsibilities

• Partner closely with 5–6 senior Account Managers to support relationships with large institutional clients, including retirement plan staff, treasury teams, and investment committees.
• Drive preparation for client meetings, including development of tailored investor materials such as performance updates, market commentary, thought leadership pieces, and strategic investment narratives.
• Translate macroeconomic themes, portfolio positioning, and investment strategies into clear, well-structured client-ready content.
• Serve as a central coordination of client activity, managing requests and ensuring 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, maintaining consistency, quality, and attention to detail under tight timelines.
• Assist with RFIs/RFPs, client reporting, and materials that support both client retention and new business opportunities.
• Refine and adapt client communications related to PIMCO strategies, performance attribution, and product capabilities, ensuring clarity and consistency across deliverables.
• Coordinate across investment, product, operational, and client-facing teams to align messaging and deliver a seamless client experience.
• Contribute to positioning efforts across strategies and opportunities by helping synthesize firm capabilities, investment insights, and competitive context.

Benefits

• Base salary and a discretionary bonus
• Reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures.

What This Job Offers

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