Account Associate- UK GWM

PIMCO; London; On-site; GBP 60,000 - 80,000; Full time

Job summary

Join a dynamic and forward-thinking role as an Account Associate at a leading global investment firm. In this position, you will support the UK Global Wealth Management team by analyzing economic trends and portfolio structures, while collaborating with investment professionals to enhance client service. This opportunity is perfect for an ambitious individual eager to make a significant impact in the financial industry, leveraging cutting-edge tools and methodologies, including artificial intelligence, to improve client outcomes. Be part of a firm that values collaboration, innovation, and excellence in serving its clients.

Qualifications

• 1-3 years experience in asset management or financial services.
• Strong proficiency in Excel and PowerPoint required.

Responsibilities

• Prepare client reports on performance and trading activity.
• Analyze portfolio data for performance attribution.
• Support Account Management with market and portfolio data.

Skills

Microsoft Excel

PowerPoint

Financial Analysis

Client Relationship Management

Market Analysis

Artificial Intelligence

Education

2:1 degree (or equivalent)

Tools

Bloomberg

Yieldbook

Excel Macros

Job description

Account Associate- UK GWM

Account Associate- UK GWM

Apply locations London, GBR time type Full time posted on Posted 3 Days Ago job requisition id R104823

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.

As an Account Associate, you will have the opportunity to work in a dynamic role that supports the servicing of PIMCO's UK Global Wealth Management (GWM) businesses. You will be responsible for gathering, analyzing, and discussing economic and market trends, evaluating portfolio structures, and delivering attribution analyses to UK Account Managers and their clients. You will also have the chance to collaborate with PIMCO's investment professionals, including Account Managers, Product Managers, and Portfolio Managers, to ensure the highest level of service to our clients. This is a forward-thinking role that will give you the opportunity to gain valuable experience and knowledge in the financial industry. Additionally, the Account Associates will be expected to leverage artificial intelligence to provide the highest level of service and continuously improve outcomes for PIMCO's clients.

This is an opportunity for an ambitious individual to leave their mark on PIMCO’s growth journey as UK Wealth has been identified as a key strategic growth area and the firm is ready to invest accordingly.

Position Description:

• Accurately and efficiently prepare client reports spanning performance, trading activity, portfolio valuation and risk metrics.
• Continually building understanding of underlying market factors to complete more qualitative, complex investment analyses.
• Effectively utilize tools such as Excel spreadsheets, macros, and query tools, along with internet sites, both public and private. Bloomberg and/or Yieldbook knowledge is a plus.
• Support the Account Management team through the provision of market and portfolio data.
• Analyse Portfolio data including qualitative and quantitative performance attribution.
• Handle ongoing automation of growing reporting requirements and streamlining of the reporting process.
• Produce ad-hoc client & internal requests for information.
• Maintain a commitment to quality and attention to detail; ensure that all work is delivered completed, accurately, and on time.
• Actively listen and ask questions to determine and meet customer needs; go beyond normal job responsibilities to indirectly satisfy the customer.

Position Requirements:

• 1- 3 years working in similar role within the asset management or financial services industry.
• 2:1 degree (or equivalent) at an accredited college or university.
• Demonstrated proficiency with Microsoft Excel and PowerPoint.
• Strong interest in the financial markets, macroeconomics, and investment finance.
• Ability to articulate ideas/strategies clearly, both verbally and in writing.
• Personable, ability to develop client relationships into strategic partnerships.
• Ethical, collaborative, organized, self-starter, accountable, flexibility to adapt in a changing environment.