Account Associate, Fixed Income & Client Services

PIMCO Ltd. - Pacific Investment Management Company; Newport Beach (CA); On-site; USD 105,000 - 115,000; Full time

Benefits offered by this job

Discretionary bonus

Professional development opportunities

Job summary

A global finance firm in Newport Beach seeks an Account Associate to service institutional clients. The role involves collaborating with account managers, analyzing market trends, and crafting client reports. A degree in Finance or Economics is required, along with 2-4 years of experience in financial services. This position offers a pathway for career advancement and opportunities for professional designations like CFA.

Qualifications

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

Responsibilities

• Gather, analyze, and discuss market trends with clients.
• Create customized client reports and service materials.
• Draft internal presentations and educate clients.

Skills

Relationship Building

Analytical Skills

Organizational Skills

Communication Skills

Education

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

Tools

Microsoft Excel

Bloomberg

Job description

A global finance firm in Newport Beach seeks an Account Associate to service institutional clients. The role involves collaborating with account managers, analyzing market trends, and crafting client reports. A degree in Finance or Economics is required, along with 2-4 years of experience in financial services. This position offers a pathway for career advancement and opportunities for professional designations like CFA.