Insurance Finance BD Associate

PIMCO Europe Ltd.; New York (NY); On-site; USD 90,000 - 115,000; Full time

Job summary

PIMCO Europe Ltd. in New York seeks an Account Associate for the FIG Insurance team to advance business development with insurance clients.

You will partner with account managers to identify opportunities, conduct market research, and prepare client presentations and proposals. The role combines analytical work with client-facing duties, requiring a Bachelor's degree and 2–5 years in financial services, plus Series 7/63 within six months.

Qualifications

• 2–5 years of relevant experience in financial services or insurance-related areas.
• Completion of Series 7 and 63 within six months of employment.
• Proficiency in Excel and PowerPoint; Bloomberg/SNL familiarity preferred.

Responsibilities

• Conduct qualitative/quantitative analysis of insurance clients and prospects.
• Partner with FIG Account Managers to prioritize prospects and tailor outreach.
• Prepare presentations, proposals, and marketing materials for client engagements.
• Coordinate responses to RFPs and due diligence questionnaires.
• Support onboarding and track growth trends with cross-functional teams.
• Leverage data and AI-enabled tools to streamline research and reporting.

Skills

Bachelor's degree

Series 7/63

Excel

PowerPoint

Bloomberg

SQL

Insurance knowledge

AI/data tools

Education

Bachelor's degree

CFA/CAIA designation (plus)

Tools

Bloomberg

SNL Financial

SQL

Job description

PIMCO Europe Ltd. in New York seeks an Account Associate for the FIG Insurance team to advance business development with insurance clients.

You will partner with account managers to identify opportunities, conduct market research, and prepare client presentations and proposals. The role combines analytical work with client-facing duties, requiring a Bachelor's degree and 2–5 years in financial services, plus Series 7/63 within six months.