Consultant Relations Associate

PIMCO • New York, NY

5d • Onsite

About The Position

PIMCO is seeking a Consultant Relations Associate to join their Client Management Americas Consultant Relations Group (CRG). This team manages relationships with global investment consultants. The Associate will support the relationship coverage team by delivering timely information on PIMCO’s investment products and capabilities, preparing for meetings, drafting briefing memos, managing pipelines, and developing presentation materials. The ideal candidate will be entrepreneurial, proactive in problem-solving, and possess excellent communication skills.

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 AIenabled tools and technologies, with sound judgment in applying them thoughtfully and responsibly—particularly with respect to accuracy, data sensitivity, and governance—to improve productivity, decisionmaking, 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

• 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