Institutional Account Associate - Client Management & Analytics (Toronto)

pimco; Toronto; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

N/A

Job summary

PIMCO is seeking an Account Associate to join the Canadian Institutional team in Toronto. You will work with account managers to analyze economic trends, discuss portfolio structures, and deliver performance attribution reports for institutional clients.

The role includes advancing data, technology, and AI capabilities, identifying scalable solutions, and improving workflows and decision-making across the Canadian business.

Qualifications

• Analytically minded candidate with interest in financial markets and AI applications.
• 2–6 years of relevant experience in financial services, asset management, investment banking, or consulting.
• Strong knowledge of and interest in AI applications within financial services (hands-on a plus).
• Proficient in Excel (including VBA) and in Python/SQL for analysis.

Responsibilities

• Client management and servicing of institutional clients within a relationship team.
• Gather, analyze, and discuss market trends, economic developments, and portfolio positioning with colleagues and clients.
• Analyze portfolio characteristics within broader investment themes and deliver performance attribution.
• Create customized client reports and respond to client and consultant inquiries.
• Develop and enhance analytical tools, dashboards, and reporting processes for the Canadian Institutional team.

Skills

Analytical mindset

Interest in AI in financial services

Education

Bachelor's degree in Computer Science/Information Science/Data Science or related field

Tools

Python

SQL

Excel VBA

Job description

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.

Position Description

The Account Associate Group serves a unique and dynamic role that is based around the core responsibility of servicing PIMCO's institutional clients. The individuals that make up this team work within the broader Account Management group to ensure delivery of the highest level of service to clients. The primary responsibility of the associates and analysts is to work alongside account managers as part of dedicated relationship teams, gathering, analyzing, and discussing economic and fixed income trends, evaluating portfolio structures and strategies, and delivering performance attribution analyses.

In addition to traditional client management responsibilities, this role plays a key part in advancing the team's data, technology, and AI capabilities. The successful candidate will help identify, implement, and scale technology-enabled solutions that enhance client coverage, improve productivity, streamline workflows, and strengthen decision-making across the Canadian Institutional business.

This is an opportunity for an analytically minded individual who combines a strong interest in financial markets and client service with a curiosity for innovation, technology, and process improvement.

Location

Toronto

Key Relationships

PIMCO Investment Professionals including other members of the Account Management Group, Product Managers and Associates, and Portfolio Managers and Trade Assistants

Technology, Data, and Operations Teams

Current and prospective clients

Responsibilities

• Client Management
• Gather, analyze, and discuss market trends, economic developments, and portfolio positioning with colleagues and clients
• Analyze portfolio characteristics and performance within the context of broader investment themes
• Create customized client reports and respond to client and consultant inquiries
• Draft presentations, briefing materials, and client-facing content
• Analytics & Business Intelligence
• Assist in building scalable reporting and knowledge resources to improve team efficiency and decision-making
• Support the development and enhancement of analytical tools, dashboards, and reporting processes used by the Canadian Institutional team
• Leverage data to identify client trends, business opportunities, and workflow improvements
• Technology & AI Enablement
• Support the implementation and adoption of AI-enabled tools and technology solutions across the Canadian Institutional team
• Translate business needs into practical AI use cases, templates, workflows, and automation opportunities
• Participate in testing, refinement, and deployment of productivity-enhancing solutions such as meeting preparation tools, content generation, client intelligence, and reporting automation
• Gather user feedback and help drive continuous improvement across technology initiatives
• Promote best practices and contribute to building technology and AI fluency within the team
• Continuous Improvement & Coordination
• Identify opportunities to streamline workflows and enhance operational effectiveness
• Coordinate projects and initiatives involving multiple stakeholders across global teams
• Document processes, maintain best-practice resources, and support change management efforts
• Assist with training sessions and user enablement activities related to new tools, processes, and technology initiatives

Position Requirements

• Bachelor's degree (or minor) in Computer Science, Information Science, Data Science, or related field; or equivalent work experience with coding/technical skills
• 2 -6 years of relevant experience in financial services, asset management, investment banking, or a management consulting Strong interest in AI applications in financial services (hands-on experience a plus, not required).
• Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques
• Proficient in Microsoft Excel (including VBA) and in coding/querying languages such as Python and SQL
• Comfortable writing, owning, and debug