Consultant Relations Associate

PIMCO • Newport Beach, CA

2d • Onsite

About The Position

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. We are seeking a Consultant Relations Associate to join our Client Management Americas Consultant Relations Group (CRG). Our team is dedicated to managing relationships with global investment consultants. As an Associate, your main responsibility will be to support the relationship coverage team, working closely with other internal groups to deliver timely information on PIMCO’s investment products and capabilities. Additional duties include preparing for meetings, drafting briefing memos, managing pipelines, and developing presentation materials. A successful Associate will be entrepreneurial, proactive in problem-solving, and possess excellent communication skills. Location Newport Beach, CA

Requirements

• Minimum of a Bachelor’s Degree, preferably in Business/Finance, Economics, or Accounting.
• Minimum 3.2 overall GPA.
• 2-4 years of experience in financial services, asset management, investment banking, investment consulting, or accounting.
• Strong background and/or interest in fixed income and economics is important.
• Ideal candidates are familiar with fixed income instruments and the economic underpinnings of the fixed income asset class.
• Fundamental understanding of investment strategies combined with a strong desire to learn more.
• Intermediate Excel and PowerPoint skills; ability to run macros, leverage query tools, CRM, proprietary attribution and performance systems, and external databases to automate and streamline tasks.
• Familiarity with AI‑enabled tools and technologies, with sound judgment in applying them thoughtfully and responsibly—particularly with respect to accuracy, data sensitivity, and governance—to improve productivity, decision‑making, or quality of work.
• Strong client service mindset and a sense of urgency when responding to internal and external requests.
• Exceptional communication skills, both written and verbal.
• Effective time management skills to maintain a commitment to quality and attention to detail; ensure that all work is completed accurately and on time.
• Foster a sense of teamwork, assisting others when needed.
• Ability to flourish in a challenging, fast-paced, and professional environment with frequent shifts in priorities as business needs dictate.
• Strong sense of ethics and integrity, aligning with PIMCO’s values and ethical principles.
• Focus on specific goals and demonstrate a sense of personal growth, accountability, and urgency for achieving results

Nice To Haves

• Progress toward the CFA designation, Series Exams, and/or an advanced degree program is a plus.

Responsibilities

• Establish an understanding of the needs of our consultants and regularly provide relevant market insight, product information, investment ideas and sales support.
• Be capable of substantial consultant interaction – phone, e-mail, meetings, - to give consultants PIMCO touches and urgently turn-around requests.
• Learn focus products and help the search process by interacting with Product Strategy, Compliance, Legal, Channel Account Managers, and many other teams.
• Contribute to the team by participating in team meetings, engaging colleagues across different PIMCO functions, participating and leading working groups, sharing best practices, fully leveraging continuous coaching and training, etc.

Benefits

• PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. 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