Account Analyst

Jobtailor; Town of Florida (NY); On-site; USD 60,000 - 85,000; Full time

Job summary

Jobtailor in the United States is seeking a data-driven analyst to analyze market trends, support client service, and develop reporting for financial advisors.

You will leverage CRM tools, automation, and AI-enabled technologies to improve insights, track engagement, and enable business development across teams. A bachelor’s degree is required; 0–2 years in financial services; fluent English/Spanish; Series 7 and 63 within six months.

Qualifications

• Bachelor’s Degree required.
• Minimum 3.2 overall GPA.
• 0-2 years in financial services or related fields preferred.
• Fluency in English and Spanish; strong written and verbal skills.
• Series 7 and 63 within six months of employment.
• Knowledge of financial markets, fixed income, and portfolio management.
• Proficient with Excel and CRM/data-management tools.
• Interest in data, automation, and AI-enabled technologies.
• Strong analytical, problem-solving, and communication skills.
• Ability to manage multiple priorities across teams.

Responsibilities

• Analyze market trends, portfolio positioning, performance, and risk to inform client insights.
• Create client reporting and analytical deliverables supporting relationship management.
• Conduct client, prospect, and industry research for business development.
• Leverage data, automation, and AI-enabled tools to improve reporting and efficiency.
• Maintain CRM records and track client activity.
• Partner across investment, product, and client-facing teams to support relationships.
• Provide product information, market insights, and sales support to financial advisors.
• Research clients, prospects, and market trends to identify engagement opportunities.
• Build knowledge of investment philosophy, products, and market perspectives.
• Develop sales, marketing, and product materials.
• Utilize CRM, sales activity data, and AI-tools for outreach and campaigns.
• Track client engagement and pipeline activity.
• Collaborate with distribution, product, and investment teams to deliver a high-quality client experience.

Skills

Financial Analysis

Portfolio Management

Client Reporting

Market Research

Data Analysis

Sales Support

Business Development

CRM Management

Automation Tools

AI-Enabled Technologies

Education

Bachelor’s Degree

Tools

CRM Tools

Data-Management Tools

Microsoft Excel

AI-Enabled Tools

Job description

• Analyze market trends, portfolio positioning, performance, and risk characteristics to develop client and business insights
• Create client reporting and analytical deliverables supporting relationship management and client service
• Conduct client, prospect, and industry research supporting business development and relationship growth
• Leverage data, automation, and AI-enabled tools to improve reporting, workflow efficiency, and client insights
• Maintain CRM records and client activity tracking
• Partner across investment, product, and client-facing teams to support client relationships and business development
• Provide product information, market insights, and sales support to financial advisors and intermediary clients
• Research clients, prospects, and market trends to identify advisor engagement and business growth opportunities
• Build knowledge of PIMCO’s investment philosophy, products, and market perspectives
• Develop sales, marketing, and product materials
• Utilize CRM, sales activity data, and AI-enabled tools for outreach, targeted campaigns, and relationship management
• Track client engagement and pipeline activity
• Partner with distribution, product, and investment teams to deliver a high-quality client experience

Requirements

• Bachelor’s Degree required
• Minimum 3.2 overall GPA
• 0-2 years of professional experience, including internships, with exposure to financial services, client-facing environments, sales, business development, or investment-related work preferred
• Fluency in English and Spanish, with strong written and verbal communication skills in both languages
• Completion of Series 7 and 63 within the first six (6) months of employment
• Knowledge of and interest in financial markets, fixed income, and portfolio management techniques
• Demonstrated proficiency in Microsoft Excel and familiarity with financial, CRM, and data-management tools
• Interest in leveraging data, automation, and AI-enabled technologies
• Strong analytical, problem-solving, and communication skills
• Ability to manage multiple priorities, collaborate effectively across teams, and deliver high-quality work in a dynamic environment
• Demonstrated interest in client relationship management, sales, business development, or client service
• Desire to build commercial and investment knowledge within asset management

Core Competencies

Demonstrates strong analytical and problem-solving skills while leveraging data, automation, and AI-enabled tools to enhance client relationship management and business development. Proficient in financial markets, portfolio management techniques, and CRM tools, with a commitment to delivering high-quality client experiences.

Highest-signal resume keywords

• Bachelor's Degree
• Fluency In English And Spanish
• Series 7 And 63 Certification
• Proficiency In Microsoft Excel
• Knowledge Of Financial Markets

Hard Skills

• Financial Analysis
• Portfolio Management Techniques
• Client Reporting
• Market Research
• Data Analysis
• Sales Support
• Business Development
• CRM Management
• Automation Tools
• AI-Enabled Technologies

Soft Skills

• Strong Communication Skills
• Analytical Skills
• Problem-Solving Skills
• Collaboration
• Time Management

Certifications & Qualifications

• Series 7
• Series 63

Industry Keywords

• Financial Services
• Client Relationship Management
• Investment Management
• Sales
• Fixed Income

Tools & Technologies

• CRM Tools
• Data-Management Tools
• Microsoft Excel
• AI-Enabled Tools