Product Associate, Client Solutions

PIMCONewport Beach, CA
194d

About The Position

PIMCO is seeking an Analyst/Associate to join its Client Solutions group. This group leverages PIMCO’s intellectual capital and resources to help our clients make better investment decisions. The group seeks to generate actionable investment insights for clients by combining a deep understanding of their objectives with an analysis of potential market opportunities and risks. This position will work closely with pension and insurance teams on liability-driven investment (LDI) solutions. The Analyst/Associate will assist Strategists in the group in running analysis on client portfolios, developing investment recommendations, and producing customized presentation materials.

Requirements

  • Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Engineering, or other related disciplines.
  • 1-3 years of professional related experience.
  • Strong quantitative/analytical skills.
  • Strong production and results orientation.
  • Strong oral and written skills (i.e. the ability to communicate complex concepts clearly and succinctly).
  • Well organized with ability to handle multiple projects - high energy level/self-starter.
  • Ability to work professionally in an individual and team environment with all levels of personnel.
  • Ability to work efficiently under tight deadlines.
  • Intellectually curious with an enthusiasm for the financial markets.
  • Advanced knowledge of Excel and PowerPoint; reasonable proficiency with Bloomberg and other index provider systems preferred.

Nice To Haves

  • CFA designation (or active status in program).
  • Good fixed income and/or derivatives investment knowledge base.
  • Experience working with pension and/or insurance liabilities (i.e. through investment consulting, actuarial or banking research background).

Responsibilities

  • Support Strategists in analyzing client portfolios and building presentations to deliver custom LDI solutions and other investment solutions to pension and insurance clients.
  • Use proprietary software and external data sources to run risk analytics, optimizations, and stress tests.
  • Help existing clients monitor and fine-tune their LDI strategies and benchmarks when required.
  • Assist in the development of new LDI products, funds and pension risk management client strategies.
  • Participate in ad-hoc research projects related to the pension, insurance and investment markets.
  • Be an internal resource for client servicing and marketing groups for pension solutions-related questions and inquiries.
  • Maintain marketing materials such as presentation books and other general education materials.
  • Compile data and build monthly and quarterly attribution and commentary for the suite of LDI mutual funds.
  • Assist with RFPs.

Benefits

  • Medical, dental, and vision coverage.
  • Life insurance and travel coverage.
  • 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment.
  • Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs.
  • Community involvement opportunities with The PIMCO Foundation in each PIMCO office.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

Bachelor's degree

Number of Employees

1,001-5,000 employees

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