Account Associate - FIG Insurance Business Development

LGBT Great; New York (NY); Sur place; USD 90 000 - 115 000; Plein temps

Résumé du poste

PIMCO in New York is seeking an Account Associate to support the Financial Institutions Group (FIG) Insurance team, focusing on business development and client engagement. You will research insurance clients, prepare for meetings, and help convert opportunities from outreach through onboarding.

The role blends analytical work with commercial execution. You’ll work with Account Managers, product strategists, and cross-functional partners to tailor strategies, prepare presentations, and support

Qualifications

• Bachelor’s degree required; preferred fields include Business (Finance or Accounting), Economics, Mathematics, Computer Science, or Engineering.
• Progress toward the CFA or CAIA designation or an advanced degree is a plus.
• Series 7 and 63 within the first six months of employment.

Responsabilités

• Conduct qualitative and quantitative analysis of insurance companies, industry developments, and competitors.
• Partner with Account Managers to prioritize prospects and tailor outreach for meetings.
• Prepare and update presentations and marketing materials for prospective and existing clients.
• Coordinate responses to RFPs and DDQs, gathering input from relevant teams.
• Track investment flows and growth trends to help prioritize outreach.
• Coordinate with investment professionals and internal teams to onboard new mandates.
• Apply data and AI tools to streamline research and reporting and identify automation opportunities.

Connaissances

Excel

PowerPoint

Data analysis

Relationship building

Communication

Financial analysis

Problem solving

Formation

Bachelor's degree

CFA/CAIA candidate

Outils

Bloomberg

SNL Financial

SQL

Description du poste

Position Description

PIMCO is seeking an Account Associate to join the Financial Institutions Group (FIG) Insurance team, with a focus on business development. As part of the U.S. FIG team of more than 25 investment professionals and associates, you will partner with Account Managers to identify and develop prospective insurance relationships, conduct company and industry research, prepare for client engagements, and support opportunities from initial outreach through onboarding.

The role combines analytical work with commercial execution. You will develop an understanding of prospective clients’ businesses, investment portfolios, and priorities and help connect those needs with PIMCO’s investment capabilities across public and private markets. You will contribute to prospect strategy, client presentations, proposals, and other business development initiatives while coordinating across investment and functional teams.

The team uses data, automation, and artificial intelligence (AI) to enhance research, improve prospect and client engagement, and operate more efficiently. You will apply these tools with sound judgment while identifying opportunities to improve and automate recurring workflows.

This role offers significant exposure to insurance investors, investment specialists, and senior relationship managers. You will build expertise in insurance investing, financial analysis, business development, and client communication while taking on increasing responsibility for client presentations and prospect-related initiatives as your knowledge and experience develop.

Key Relationships

• PIMCO Investment Professionals including Account Managers, Product and Solutions Strategists, Capital Markets, Credit Research Analysts and Portfolio Managers
• Internal partners across analytics, marketing, legal, compliance, operations, and technology teams in the U.S. and globally.
• Prospective insurance clients and external partners, including consultants, investment banks, and law firms.

About You

You are intellectually curious, commercially minded, and energized by building relationships and identifying new opportunities. You bring integrity, sound judgment, initiative, and strong communication skills to your work. You are comfortable using data, technology, and AI to develop insights, solve problems, and drive better outcomes. Above all, your work reflects PIMCO’s values of Collaboration, Openness, Responsibility, and Excellence.

Location

This role will be based in New York, NY.

Responsibilities

Key responsibilities include:

• Insurance Industry & Prospect Research: Conduct qualitative and quantitative analysis of insurance companies, industry developments, and competitors. Analyze insurance companies’ financial statements, investment portfolios, and business priorities to help identify relevant investment strategies and prospective clients.
• Business Development & Client Engagement: Partner with FIG Account Managers and Product Strategists to prioritize prospects, tailor outreach, and prepare for meetings and conferences. Participate in client discussions and take on presentation responsibilities as knowledge and experience develop.
• Investment Solutions & Marketing Materials: Prepare and update presentations and marketing materials for prospective and existing clients. Support the investment process with research and analysis for insurance-focused investment solutions.
• Proposals & Due Diligence: Coordinate responses to requests for proposals and due diligence questionnaires, gathering input from relevant teams. Partner with Solutions Strategists to prepare materials illustrating proposed model portfolio materials.
• Business Planning & Growth Analysis: Support business planning by researching competitors and analyzing trends across the team’s target strategies. Track investment flows and product growth trends to help the team prioritize prospective clients and outreach.
• Cross-Functional Coordination & Onboarding: Coordinate with investment professionals and internal teams to follow up on prospective-client requests and support the setup of new investment mandates.
• AI & Workflow Optimization: Use data and AI-enabled tools to streamline research, meeting preparation, and reporting. Validate outputs and identify recurring tasks suited to automation.

Qualifications

• Bachelor’s degree required; preferred fields include Business (Finance or Accounting), Economics, Mathematics, Computer Science, or Engineering. Progress toward the CFA or CAIA designation or an advanced degree is a plus.
• 2–5 years of relevant experience in financial services, asset management, investment banking, investment consulting, actuarial consulting, accounting, or insurance balance sheet strategy.
• Completion of Series 7 and 63 within the first six (6) months of employment
• Prior insurance-sector experience is helpful but not required; an interest in learning how insurance companies invest is essential.
• Working knowledge of fixed income markets and instruments, with an interest in deepening expertise in public and private credit and insurance investment portfolios.
• Demonstrated proficiency in Excel and PowerPoint required. Familiarity with financial databases such as Bloomberg or SNL Financial is preferred; experience with SQL or other data-query tools is a plus.
• Interest in using data, automation, and AI-assisted tools to improve research and recurring workflows, with a willingness to learn new applications and validate their outputs.
• Ability to take initiative, manage multiple assignments, and build productive working relationships.

Professional Skills Requirements

• Execution & Problem Solving: Turns research into practical next steps and follows through on deliverables with accuracy and attention to detail.
• Communication & Collaboration: Presents analysis clearly and coordinates inputs across teams to keep prospect and client work moving.
• Adaptability & Integrity: Responds constructively to changing priorities, seeks feedback, and exercises sound judgment when handling information and using technology.

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 - $ 115,000.00

Equal Employment Opportunity and Aff... 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.