Associate, US GWM Growth Solutions Group

PIMCO; New York (NY); On-site; USD 105,000 - 115,000; Full time

Job summary

PIMCO is a global leader in fixed income investing and serves US Private Wealth clients through Growth Markets solutions. The Associate/Senior Associate role emphasizes portfolio construction, performance attribution, and tailoring investment solutions for sophisticated clients, with cross-team collaboration across the Growth Markets platform.

Candidates should have a finance-related degree and 2–4 years in asset/wealth management, strong analytics, and Excel skills.

Qualifications

• Bachelor’s degree from an accredited 4-year institution.
• 2–4 years’ experience in asset/wealth management and fixed income.
• Strong analytical and quantitative skills; able to handle multiple tasks.
• Take and pass FINRA exams (SIE, Series 7, 63) within 3 months.

Responsibilities

• Provide portfolio construction analyses and performance attribution commentaries.
• Deliver portfolio/strategy reviews and build customized investment solutions.
• Partner with multiple teams to develop Growth Markets vehicles for US Private Wealth.
• Engage with clients on new business development and servicing needs.
• Support investment implementation and product development initiatives.

Skills

Fixed income knowledge

Analytical skills

Excel proficiency

Coding experience (optional)

Education

Bachelor's degree

Tools

AI tools

Excel

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.The U.S. GWM Growth Markets - Solutions Group leads product innovation, business management, and platform placement opportunities across Growth Market vehicles: ETFs, Tokenization, SMAs, and Model Portfolios for the US Private Wealth marketplace. The Associate/Senior Associate will serve as a key contributor to PIMCO’s Growth Markets business through strong fixed income markets knowledge, analytical and technical expertise across investment vehicles, and development of customized solutions tailored for US Private Wealth investors.RESPONSIBILITIES:The breadth and diversity of responsibilities in this role requires motivated team members who thrive in a fast-paced environment. Successful professionals should be able to complete complex tasks in a timely manner, while managing multiple assignments simultaneously. Examples of such tasks and assignments include the following:Providing critical support to PIMCO and their clients through various tasks, including (but not limited to) producing portfolio construction analyses, performance attribution commentaries, portfolio/strategy reviews, and building customized investment solutions for clientsPartnering with teams across multiple business areas of the firm, in order to: Develop PIMCO’s platform of Growth Markets vehicles, directly engage with clients across new business development and client servicing needs, and generally bridge the gap between Account Management and Portfolio ManagementGain exposure to investment implementation and product development initiatives, with direct engagement with Portfolio Management TeamsAct as a business owner across Growth Markets vehicles, establishing distribution strategy, evaluating strategic partnerships, optimizing resources/budget to align with growth objectives, and defining fee strategy across business linesHave a real passion for, and remain well-informed on, the financial markets, the global economic environment, and the overall asset/wealth management industryREQUIREMENTSBachelor’s degree from an accredited 4-year institution, with concentrations in finance, economics, mathematics, computer science, or other related fields2-4 years’ experience with experience in the asset or wealth management industry and advanced understanding of fixed incomeStrong analytical and quantitative skillsAble to handle multiple assignments simultaneously, while maintaining attention to detailSelf-motivated, ethical, and capable of building strong client relationshipsEffective communication skills, both oral and writtenAbility to work independently and in a collaborative team environmentTake and pass required FINRA licensing exams (SIE, Series 7, Series 63) within first 3 months of employment, if not already obtainedStrong Excel skills, coding experience (optional), and proficiency with AI based toolsPIMCO 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: $ 105,000.00 - $ 115,000.00Equal Employment Opportunity and Affirmative Action StatementPIMCO 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 DisabilitiesPIMCO 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.