Account Manager FIG (Servicing)

PIMCO Ltd. - Pacific Investment Management Company; New York (NY); On-site; USD 205,000 - 240,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401k Savings and Retirement Plan

Flexible Work Arrangements

CFA Certification Reimbursement

Community involvement opportunities

Job summary

PIMCO is seeking an Account Manager for the U.S. Financial Institutions Group (FIG) client engagement team, focused on insurance companies.

The role supports senior managers in managing complex relationships, onboarding new accounts, and translating investor interests into actionable solutions. Candidate must have a strong quantitative background, excellent communication, and project management skills, with 4–7 years in asset management or related fields.

Qualifications

• Undergraduate degree required with strong academic record.
• MBA or quantitative master’s degree encouraged.
• Progress toward professional designations (CFA/CAIA/FRM) or commitment to pursue.
• FINRA licenses or willingness to obtain them as needed.

Responsibilities

• Support senior Account Managers in managing complex insurance client relationships.
• Master PIMCO insurance SMAs/LPs, investment philosophy, process, and client operations.
• Coordinate resources to onboard new accounts and drive efficiencies.
• Translate insurance investor interests into client solutions and identify cross-sell opportunities.

Skills

Mathematical abilities

Quantitative skills

Analytical thinking

Communication skills

Project management

Client engagement

Education

Undergraduate degree

Four-year degree in Business/Economics/Math/CS/Engineering

MBA or Quantitative Master’s degree

Professional designations CFA/CAIA/FRM

FINRA Licenses (7, 63, 3) or willingness to acquire

Job description

Job Description

PIMCO is seeking an account manager for the U.S. Financial Institutions Group (FIG) client engagement team, focused primarily on insurance companies (i.e., life, property and casualty, health, diversified, and reinsurance). The position will reside in the PIMCO FIG Insurance and Bank Account Management team of 25+ investment professionals and associates.

The Account Manager plays an important and dynamic role that is based around the core responsibility of supporting PIMCO's existing insurance client base and efforts to broaden our business footprint with our insurance partners. The successful candidate will partner closely with senior client engagement team leads and associates to create a best‑in‑class client experience that leads to the retention of existing client AUM, development of strategic partnerships and expansion of wallet share.

Responsibilities

• Support senior Account Managers in managing book of complex insurance client relationships
• Master PIMCO insurance SMAs/LPs, investment philosophy, process, and client operations
• Coordinate firm resources to on‑board new accounts / mandates and drive efficiencies
• Develop an understanding of insurance investor interests and how to translate that into solutions
• Oversee portfolio events (e.g., benchmark changes, cash/security transfers) and guideline compliance
• Act as proxy for portfolio managers in client communications on portfolios and market updates
• Assist with all aspects of client meeting preparation, presentation development and logistics
• Manage client deliverables and ensure coverage teams meet deadlines and exceed expectations
• Supervise Account Associates in client reporting and presentation development
• Prepare and present customized client analyses (e.g., asset allocation, attribution, model portfolios)
• Contribute to creation of insurance thought leadership and manage client‑specific investment events
• Identify opportunities to cross sell other PIMCO products with particular emphasis on private credit

Requirements and Qualities

• Strong mathematical, quantitative, and analytical abilities with exceptional attention to detail
• Commercially savvy with strategic thinking and solid business acumen
• Collaborative team player with high emotional intelligence and a humble, client‑focused approach
• Excellent project management and organizational skills to handle multiple client deliverables / deadlines
• Clear and effective communicator, able to explain complex insurance, market, and portfolio concepts
• Builds trust through confident, compelling written and verbal communication across client stakeholders
• Deep expertise in public and private asset classes, emphasis on fixed income as core foundation
• Understanding of PIMCO's investment strategies and operational processes
• Proactive and hands‑on in managing complex portfolio operations and resolving issues
• Desire to learn about insurance asset management including insurance regulatory framework

Education, Experience, Credentials

• Undergraduate degree from a leading institution with a strong academic record
• 4-7 years prior asset management / investment banking / capital markets / consulting / actuarial / rating agency / insurance company experience
• Insurance industry knowledge is strongly preferred but not required
• Must possess a four‑year college degree with a preferred major of Business (Finance, Accounting), Economics, Mathematics, Computer Science, Engineering
• MBA or Quantitative Master's degree (e.g., global finance, financial engineering, data analytics) encouraged
• Progress to achieving professional designations (e.g., CFA, CAIA, FSA, FRM) - or a commitment to seek upon joining
• FINRA Licenses (7, 63, 3) or ability and willingness to acquire licenses, as needed

Benefits

• PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. These benefits include medical, dental and vision coverage from your first day of employment
• 401k Savings and Retirement Plan
• Work/Life Programs such as Flexible Work Arrangements, Parental Leave & Support, Employee Assistance Plan, and Educational/CFA Certification Reimbursement Programs
• Community involvement opportunities with The PIMCO Foundation in each PIMCO office

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: $205,000.00 - $240,000.00

Equal Employment Opportunity and Affiant Action 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.