Account Associate

First Roles; Bee Cave (TX); Hybrid; USD 105,000 - 115,000; Full time

Job summary

PIMCO is seeking an Account Associate to join the Account Management Group. The role focuses on delivering best-in-class service to institutional clients, analyzing portfolios, and providing performance attribution and insights.

The position emphasizes collaboration across product, operations, and compliance, with opportunities to leverage data, automation, and AI tools to improve workflows and client engagement. Base locations include Austin, Newport Beach, or New York.

Qualifications

• Bachelor's degree in Business/Finance, Economics, or Accounting.
• 2–4 years of relevant experience in financial services, asset management, investment banking or accounting.
• Completion of Series 7 and 63 within the first six months of employment.
• Knowledge of financial markets, fixed income, and portfolio management techniques.
• Proficiency in Microsoft Excel; familiarity with Bloomberg, index provider databases, and query tools.
• Interest and exposure to data analysis, automation tools, AI-assisted workflows; willingness to learn emerging technologies.
• Self-starter, able to operate in a fast-paced, high-performance environment.
• Excellent time management, multi-tasking, organization and communication skills.
• Strong relationship-building and collaboration across levels in a matrix environment.

Responsibilities

• Client Servicing & Portfolio Analysis: deliver core client servicing materials and respond to inquiries with accuracy and timeliness.
• Cross-Functional Coordination: partner with product specialists, operations, and compliance to coordinate client activity.
• Business Development Support: conduct ongoing client and prospect research and monitor allocation trends for actionable insights.
• CRM, Pipeline & Business Planning: maintain CRM records and track client engagement and activity.
• Reporting & Workflow Optimization: use data and AI-enabled tools to enhance reporting efficiency and streamline workflows.

Skills

Client servicing

Excel

Data analysis

AI tools

Communication

Relationship building

Team collaboration

Education

Bachelor's degree in Business/Finance/Economics/Accounting

CFA designation progress

Tools

Bloomberg

Index provider databases

Query tools

Job description

Position Description

The Account Associate Group serves a unique and dynamic role focused on delivering best-in-class service to PIMCO's institutional clients. The individuals that make up this team collaborate within the broader Client Management group to ensure delivery of high-quality, consistent, and timely client service across a diverse range of asset classes and investment mandates.

The primary responsibility of associates and analysts is to work alongside Account Managers as part of dedicated relationship teams. This includes gathering, analyzing, and discussing economic and fixed income trends, evaluating portfolio structures and strategies, and delivering performance attribution and portfolio insights to clients.

In addition, the team increasingly leverages data, automation, and artificial intelligence (AI) tools to enhance client service, scale coverage efforts, and generate actionable insights. Associates are expected to identify opportunities to improve workflows, apply AI-enabled tools with sound judgment, and support more efficient, tailored, and insight-driven client engagement.

Beyond client servicing, Associates play a critical role in supporting the operating infrastructure of client coverage-maintaining high standards across reporting, coordination, and execution. This position offers a strong foundation for long-term career development within PIMCO, with many individuals progressing into client-facing roles, product specialist positions, or other areas across the firm.

Key Relationships

• PIMCO Investment Professionals including other members of the Account Management Group, Product Managers and Associates, and Portfolio Managers and Trade Assistants
• Operations, Compliance, and other internal business partners
• Current and prospective institutional and/or wealth clients

About You

You are a relationship-oriented professional who leads with integrity, sound judgment, and strong collaboration. You are naturally curious and comfortable using data, technology, and AI to solve problems and drive better outcomes. Above all, your work reflects PIMCO's values of Collaboration, Openness, Responsibility, and Excellence.

Location

This role can be based in Newport Beach, CA, Austin, TX, or New York, NY.

Responsibilities

The key responsibilities include, but are not limited to:

• Client Servicing & Portfolio Analysis : Deliver core client servicing materials (portfolio reviews, performance attribution and reporting) and respond to client inquiries with accuracy and timeliness.
• Cross-Functional Coordination : Partner closely with product specialists, operations, and compliance to coordinate client activity and resolve requests.
• Business Development Support : Conduct ongoing client and prospect research by synthesizing internal insights and external market intelligence. Monitor allocation trends and organizational developments to identify actionable insights and opportunities, which inform outreach and meeting preparation.
• CRM, Pipeline & Business Planning : Maintain and enhance CRM records, client activity tracking, and pipeline visibility. Track client engagement, investment activity, and relationship development to enable proactive coverage.
• Reporting & Workflow Optimization : Leverage data and AI-enabled tools to enhance reporting efficiency, quality, speed, and scalability. Identify opportunities to streamline workflows (e.g., reporting, meeting preparation, data aggregation) through automation and process improvements.

Qualifications

• Bachelor's degree required (Business/Finance, Economics, or Accounting), progress toward the CFA designation is a plus
• 2-4 years of relevant experience in financial services, asset management, investment banking or accounting
• 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; familiarity with financial tools (e.g., Bloomberg, index provider databases, query tools)
• Interest and exposure to data analysis, automation tools, AI-assisted workflows; ability and willingness to learn emerging technologies and adopt them in a client-facing context
• Self-starter, ability to operate effectively in a fast-paced, high-performance environment
• Outstanding relationship building skills
• Ability to clearly articulate analysis, written and verbally
• Collaborative team player with the ability to engage across all levels in a matrix environment
• Excellent time management, multi-tasking, organization and communication skills
• Clear commitment to PIMCO's culture, values and approach

Professional Skills Requirements

• Execution & Problem Solving : Highly organized and able to manage competing priorities, using data, technology, and AI tools to solve complex challenges efficiently.
• Communication & Collaboration : Clearly articulates complex ideas and translates them into actionable insights, building strong, collaborative relationships across teams.
• Adaptability & Integrity : Thrives in fast-paced environments, using sound judgment while operating with professionalism, a focus on continuous learning, and openness to new technologies and ways of working.

Salary Range

Salary Range: $ 105,000.00 - $ 115,000.00

Equal Employment Opportunity and Affinity 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.