Alternatives Sales Senior Associate

LGBT Great; New York (NY); On-site; USD 125,000 - 140,500; Full time

Job summary

PIMCO, located in New York, is seeking an Alternatives Sales Senior Associate to support business development for alternative investment products. This role involves building relationships with clients and internal partners, maintaining business reporting, and improving operational processes.

Candidates should possess a Bachelor’s degree, have 2–6 years of relevant experience, and hold Series 7 and 63 licenses. PIMCO offers a total compensation package including a base salary and bonus, with a salary range of $125k to $140.5k.

Qualifications

• Minimum of 2–6 years of experience in investment management preferred.
• Candidates must possess Series 7 and 63 licenses.
• Strong interest in alternative strategies with a track record of success in fundraising.

Responsibilities

• Support business development and investor relations for alternative investment products.
• Build relationships with internal partners and assist with business development efforts.
• Maintain accuracy in tasks while adhering to deadlines.

Skills

Relationship building

Emotional intelligence

Organizational skills

Project management

Problem solving

Education

Bachelor's degree in Business/Finance or related field

Tools

Excel

PowerPoint

CRM systems

Power BI

Job description

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Location

New York, NY

Position Description

We are seeking an Alternatives Sales Senior Associate to support our Alternatives Account Managers (AMs) in business development and investor relations for PIMCO’s alternative investment products. In this role, you will leverage your strong attention to detail, entrepreneurial spirit, and proactive problem-solving skills to become a key resource both internally and externally. Your primary responsibility will be to assist our Alternatives AMs in executing strategic campaigns and fundraising for our alternative strategies.

As an Alternatives Sales Senior Associate, you will serve as a subject matter expert for our US Global Wealth Management (GWM) Field Sales, Internal Sales AMs, and Account Associates (AAs). You will play a crucial role in servicing existing alternative investment clients, educating advisors, and supporting new business initiatives. Your ability to interact comfortably with senior leadership across GWM, Portfolio Management (PM), Product Strategy Group (PSG), Legal & Compliance, operations, and offshore client‑facing teams will be essential to your success.

In addition to these responsibilities, you will be tasked with preparing for meetings, drafting briefing memos, and managing CRM queries. You will also maintain pipeline and business reporting, respond to questionnaires, and undertake special projects as needed. This role requires a self‑starter who can effectively support our Alternatives AMs and contribute to the growth and success of PIMCO’s alternative investment products.

Key Relationships

• PIMCO Investment Professionals: This includes US GWM Alternatives Specialists, US GWM Leadership, US GWM Field and Internal Sales, US GWM Private Client Group, US GWM Strategic Accounts AMs, and Alternatives Product Strategists.
• Other PIMCO Professionals: Collaborate with Legal & Compliance, Marketing, and Operations teams.
• Centers of Influence across our key partner firms, including the alternatives sales teams for the major broker‑dealers.

About You

• You thrive on relationship‑building, paying attention to even the smallest details, and have a passion for the financial markets and serving clients.
• Collaboration is at the core of your work style, fostering positive relationships with clients, colleagues, and external stakeholders.
• You possess high emotional intelligence, adaptability, and resilience.
• Your exceptional organizational and project management skills enable you to manage multiple client‑focused initiatives simultaneously.
• Your track record demonstrates credibility and trustworthiness, characterized by consistent behavior, high ethical standards, and integrity.
• Intellectual curiosity drives you, fueling your dedication to professional development and staying informed about emerging trends.
• As a resourceful problem‑solver, you approach complex issues with a critical and empathetic mindset and find creative solutions.
• Self‑motivated and detail‑oriented, you consistently deliver on assigned responsibilities, always with a focus on client needs, teamwork, and effective communication.
• You thrive in fast‑paced environments, adapting to shifting priorities and working effectively with ambiguity.
• You excel at navigating unstructured processes and managing multiple demanding responsibilities.
• You align with PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other.

Responsibilities

• Become a subject matter expert on PIMCO’s alternative products to effectively address client and prospect inquiries. Build strong relationships with internal partners, including Field and Internal Sales, PSG, Marketing, Legal & Compliance, becoming a trusted partner.
• Assist with business development efforts by helping to manage key relationships, both internally and externally.
• Demonstrate a strong commitment to client service by responding promptly and with urgency to both internal and external requests.
• Maintain a high level of accuracy in all tasks while adhering to tight deadlines.
• Develop and implement consistent, repeatable processes to enhance confidence in analysis and operational efficiency.
• Use effective time management skills to ensure quality and attention to detail, ensuring that all work is completed accurately and on time.
• Foster a sense of teamwork, assisting others when needed or required.
• Maintain and enhance relationships with key vendors such as iCapital, CAIS, and +Subscribe.
• Query, analyze, and maintain business information reports to support internal reporting needs.
• Effectively utilize advanced tools including Excel (spreadsheets and macros), PowerPoint, CRM, and external databases for various special projects.

Position Requirements

• A minimum of a bachelor’s degree is required, preferably in Business/Finance, Economics, Mathematics, or Accounting. Candidates actively pursuing a CFA or CAIA designation will be given favorable consideration.
• Current Senior Associate at PIMCO.
• 2–6 years of professional experience in the investment management industry preferred.
• Candidates must possess Series 7 and 63 licenses.
• A strong interest in alternative strategies and a demonstrable track record of success in fundraising for PIMCO’s alternative products.
• Established and strong relationships across PIMCO’s Internal and Field Sales teams.
• The ability to thrive in a challenging, fast‑paced, and professional environment with frequent shifts in priorities as dictated by business needs.
• Exceptional talent for both analyzing and communicating data using tools such as Excel, PowerPoint, and Power BI.

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: $ 125,000.00 - $ 140,500.00

Equal Employment Opportunity and Aff…

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.