Account Associate Group

PIMCO; Austin (TX); Vor Ort; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

PIMCO is seeking an Account Associate to support institutional clients within the Client Management group. You will help prepare portfolio reviews, attribution analyses, and client reporting while collaborating with Product Managers, Portfolio Managers, and Operations.

The role emphasizes leveraging data, automation, and AI tools to drive efficient, insightful client engagement. You will also contribute to maintaining CRM records, supporting business planning, and coordinating with

Qualifikationen

• Bachelor's degree in Business/Finance/Economics/Accounting or related field is required.
• 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 to learn emerging technologies for client-facing contexts.
• Self-starter and able to operate in a fast-paced environment.
• Strong relationship-building and communication skills.
• Ability to articulate analysis clearly, in writing and verbally.
• Collaborative team player with cross-functional engagement.
• Excellent time management, multi-tasking, organization and communication skills.
• Commitment to PIMCO's culture, values, and approach.

Aufgaben

• 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 insights and opportunities.
• Maintain and enhance CRM records, client activity tracking, and pipeline visibility for proactive coverage.
• Leverage data and AI-enabled tools to enhance reporting efficiency, quality, speed, and scalability; identify workflow improvements.

Kenntnisse

Relationship management

Data analysis

AI tooling

Client service

Ausbildung

Bachelor's degree in Finance

CFA in progress

Tools

Microsoft Excel

Bloomberg

Index databases

Query tools

Jobbeschreibung

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.