Account Analyst – Latin America

PIMCO Europe Ltd.; New York, Northern (NY, KY); Hybrid; USD 90,000 - 100,000; Full time

Job summary

PIMCO Europe Ltd. seeks an Account Analyst to support Latin America client coverage and sales initiatives from New York City or Miami. You will gain hands-on experience in client service, portfolio analytics, and reporting while working with dedicated relationship teams.

The role emphasizes market analysis, client communication, CRM usage, and data-driven insights to enhance client engagement and business development. A bachelor’s degree and bilingual skills are required.

Qualifications

• Bachelor’s Degree required.
• 0–2 years of professional experience, with internships in financial services or client-facing environments preferred.
• Fluency in English and Spanish is required.
• Completion of Series 7 and 63 within six months of employment.
• Knowledge of financial markets, fixed income, and portfolio management techniques.
• Proficiency in Excel and familiarity with CRM and data-management tools.

Responsibilities

• Analyze market trends, portfolio positioning, performance and risk to generate client insights.
• Create client reporting and analytical deliverables to support relationship management.
• Conduct client, prospect, and industry research to support business development.
• Leverage data, automation and AI-enabled tools to improve reporting and client insights.
• Maintain CRM records and support proactive coverage and planning.
• Collaborate with investment, product and client-facing teams to deliver a high-quality client experience.

Skills

Relationship-oriented

Commercial mindset

Analytical thinking

Tech-forward

Collaborative

Organized & accountable

Adaptable

Curious & driven

Aligned with values

Education

Bachelor’s Degree

Tools

Microsoft Excel

CRM tools

Data-management tools

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 plays a dynamic role in supporting PIMCO’s Latin America institutional and retail clients. As an Account Analyst, you will gain hands‑on exposure to client service, sales strategy, portfolio analysis, and fixed income markets while working closely with dedicated relationship teams in Account Management. You will collaborate across PIMCO to help deliver high‑quality client service, support business development initiatives, and contribute to sales efforts across the region. In this role, you will build a strong foundation in asset management through meaningful responsibilities, mentorship, and exposure to client‑facing work. Account Analysts develop skills in market and portfolio analysis, client communication, CRM and pipeline management, and the thoughtful use of data, automation, and AI‑enabled tools to improve reporting, meeting preparation, and client insights. Beyond day‑to‑day client service, Account Analysts play an important role in supporting the operating infrastructure of client coverage, including reporting, coordination, follow‑up, and execution. The position offers a platform for long‑term career development at PIMCO, with opportunities to build the skills needed for future client‑facing, product specialist, or other roles across the firm.

Location: New York or Miami

Key Relationships PIMCO Investment Professionals including other members of the Account Management Group, Product Managers and Associates, and Portfolio Managers and Trade Assistants. PIMCO Fund Operations Group Current and prospective clients.

About You

• Relationship-Oriented: You enjoy building trusted relationships and are motivated by client service, collaboration, and helping teams deliver thoughtful solutions.
• Commercial Mindset: You are interested in sales, business development, and understanding how client needs translate into investment solutions and relationship opportunities.
• Analytical & Insight-Driven: You are eager to analyze markets, portfolios, client activity, and business trends, and translate information into clear insights that support client engagement.
• Technology-Forward: You are curious about data, automation, and AI-enabled tools, and are excited to learn how technology can improve reporting, meeting preparation, client insights, and overall efficiency.
• Collaborative: You work well with colleagues across teams and levels, contribute positively to group efforts, and value diverse perspectives.
• Organized & Accountable: You are detail-oriented, able to manage competing priorities, and committed to delivering high-quality work with accuracy and follow-through.
• Adaptable: You are comfortable learning quickly, navigating ambiguity, and adjusting to shifting priorities in a fast‑paced environment.
• Curious & Driven: You have a strong interest in financial markets, fixed income, asset management, and ongoing professional development.
• Aligned with PIMCO’s Values: You demonstrate integrity, sound judgment, and a commitment to PIMCO’s values of Collaboration, Openness, Responsibility, and Excellence.

Responsibilities

Institutional Account Analysts

• Analyzing market trends, portfolio positioning, performance, and risk characteristics to develop client and business insights.
• Creating client reporting and analytical deliverables that support relationship management and ongoing client service.
• Conducting client, prospect, and industry research to support business development and relationship growth.
• Leveraging data, automation, and AI-enabled tools to improve reporting, workflow efficiency, and client insights.
• Maintaining CRM records and client activity tracking to support proactive coverage and business planning.
• Partner across investment, product, and client‑facing teams to support client relationships, business development efforts, and the delivery of a high‑quality client experience.

Retail Account Analysts

• Providing product information, market insights, and sales support to financial advisors and intermediary clients.
• Researching clients, prospects, and market trends to identify opportunities for advisor engagement and business growth.
• Build knowledge of PIMCO's investment philosophy, products, and market perspectives to support advisor education and client conversations.
• Developing sales, marketing, and product materials that support business development and client servicing efforts.
• Utilizing CRM, sales activity data, and AI-enabled tools to support outreach efforts, targeted campaigns, and relationship management.
• Tracking client engagement and pipeline activity to support business planning and sales initiatives.
• Partnering with distribution, product, and investment teams to deliver a consistent and high‑quality client experience.

Position Qualifications

• Bachelor’s Degree required
• A 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 the 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 to generate insights and improve business outcomes.
• Strong analytical, problem‑solving, and communication skills, with the ability to synthesize information and present insights clearly.
• 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, with a desire to build commercial and investment knowledge within asset management.

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 90,000.00 - $ 100,000.00

Equal Employment Opportunity and Affiant Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

We believe that active management is the responsible way to invest our clients' assets in fixed income. For 50 years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. Our clients rely on an investment process that has been tested in virtually every market environment. Bringing together our investment professionals from across the globe, PIMCO's investment process is designed to promote fresh ideas and differing points of view. We innovate to give our clients an edge. Innovation has long been part of the fabric of PIMCO’s culture. Explore how we assess shifting risks and opportunities to build forward-looking solutions for investors.