Account Associate: Client Services & Market Insight

PIMCO Europe Ltd.; Newport Beach (CA); Hybrid; USD 105,000 - 115,000; Full time

Job summary

A global investment management firm is seeking an Account Associate based in Newport Beach, CA, or Austin, TX. This role focuses on servicing institutional clients, analyzing market trends, and supporting account management. Candidates must have a four-year degree in Business or Finance and 2-4 years in financial services. Proficiency in Excel and knowledge of fixed income markets are required. The position offers competitive salary and bonus potential, with opportunities for career advancement within the firm.

Qualifications

• 2-4 years of experience in financial services or investment banking.
• Completion of Series 7 and 63 within the first six months.
• Knowledge of fixed income securities and portfolio management.

Responsibilities

• Gather and analyze market trends and data for clients.
• Create customized client reports and respond to inquiries.
• Draft internal presentations and client-servicing materials.

Skills

Relationship Building

Collaboration

Emotional Intelligence

Organizational Skills

Problem Solving

Education

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

Tools

Microsoft Excel

Bloomberg

Job description

A global investment management firm is seeking an Account Associate based in Newport Beach, CA, or Austin, TX. This role focuses on servicing institutional clients, analyzing market trends, and supporting account management. Candidates must have a four-year degree in Business or Finance and 2-4 years in financial services. Proficiency in Excel and knowledge of fixed income markets are required. The position offers competitive salary and bonus potential, with opportunities for career advancement within the firm.