Account Associate

PIMCO Ltd. - Pacific Investment Management Company; New York (NY); On-site; USD 105,000 - 115,000; Full time

Benefits offered by this job

Discretionary bonus

Competitive base salary

Job summary

PIMCO Ltd. - Pacific Investment Management Company is seeking an Account Associate to deliver client servicing, portfolio reviews and reporting for institutional clients.

You will collaborate across product, operations and compliance to fulfill requests and support business development through research and data analytics. The role emphasizes CRM discipline, proactive coverage and strong relationship-building within a high-performance environment.

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 months of employment
• Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques
• Proficiency in Microsoft Excel; familiarity with 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 in a fast-paced, high-performance environment
• Outstanding relationship building skills
• Ability to articulate analysis, written and verbal
• Collaborative team player across a matrix environment
• Excellent time management, multi-tasking, organization and communication skills
• Commitment to PIMCO's culture, values and approach

Responsibilities

• Deliver core client servicing materials (portfolio reviews, performance attribution and reporting) and respond to client inquiries with accuracy and timeliness
• Partner with product specialists, operations and compliance to coordinate client activity and resolve requests
• Conduct ongoing client and prospect research by synthesizing internal insights and external market intelligence to identify actionable opportunities
• Maintain and enhance CRM records, client activity tracking and pipeline visibility
• Leverage data and AI-enabled tools to enhance reporting efficiency, quality, speed and scalability; identify workflow improvements

Skills

Execution & Problem Solving

Communication & Collaboration

Adaptability & Integrity

Client Servicing

Education

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

CFA designation in progress

Tools

Microsoft Excel

Bloomberg

Index provider databases

Query 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 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.

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.

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: $ 105,000.00 - $ 115,000.00

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.

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.