Account Manager, Institutional Corporate Client Group

PIMCO • New York, NY

6d • $205,000 - $240,000 • Onsite

About The Position

PIMCO is seeking an Account Manager to join our Institutional Corporate Client Group. This role is structured for a recent MBA graduate (completed within the last 5 years) who is looking to build a long-term career in institutional client coverage within a leading global asset manager. PIMCO’s client management team is comprised of client-facing relationship management and sales professionals (Account Managers) who are directly responsible for contributing to the firm’s success through a combination of client relationship management and business development initiatives. Account Managers represent PIMCO to our clients and prospective clients and seek to deliver investment solutions that leverage PIMCO’s position as one of the world’s premier fixed income and alternative investment managers. This role sits within that team. Partnering closely with senior Account Managers, you will support coverage of some of the firm’s most sophisticated institutional clients, helping ensure that senior team members are well-prepared for client engagements and that incoming client requests are addressed in a timely, thoughtful, and coordinated manner. Over time, the role offers increasing opportunities for direct client interaction. Initially, your focus will be on developing a strong understanding of your clients’ objectives, portfolios, and priorities, and on helping translate PIMCO’s investment perspectives—macroeconomic views, portfolio positioning, and performance—into materials and insights that support client discussions. While senior Account Managers lead overall relationship strategy, you will play an important role in supporting those efforts as you build the foundation to contribute more directly in the future. The role operates within a highly collaborative team responsible for supporting relationships with many of the firm’s most important clients. It offers meaningful exposure to clients and senior stakeholders across PIMCO including portfolio managers, product specialists, and senior Account Managers, with a clear emphasis on learning, mentorship, and professional development. This is a relationship management role rather than a dedicated sales role and is well suited for individuals motivated to build deep expertise in institutional client coverage. The successful candidate will demonstrate strong communication skills, sound judgment, a client-centric mindset, and the ability to operate effectively in a fast-paced, team-oriented environment. NOTE: We are open to considering candidates at various levels of expertise. The salary range for this position will be commensurate with core job responsibilities, relevant experience, internal level, if applicable, market factors, as well as individual experience and 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.
• Familiarity with investment products, securities types, and client reporting frameworks is a plus.
• 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 client‑service 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 cross‑functionally with investment, product, operational, and client‑facing 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.
• Progress toward CFA designation is viewed favorably.

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 is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors.
• The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

What This Job Offers

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