Product Analyst

PIMCO; Newport Beach (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

PIMCO in Newport Beach seeks an entry-level Analyst to join the Product Strategy Group. You will rotate across product areas, learn investment processes, and build client-facing materials while supporting Portfolio Management and Marketing.

This role offers exposure to market analysis, portfolio construction, and AI-enabled workflows, with opportunities to develop financial acumen, communication skills, and the CFA pathway as you grow within a collaborative, high-performance culture.

Qualifications

• Bachelor's degree required in Finance, Economics, or related field.
• Strong mathematical, quantitative, and analytical abilities.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Excel and PowerPoint; Bloomberg preferred.
• Interest in CFA designation a plus and eagerness to learn AI tools.

Responsibilities

• Build deep command of PIMCO's investment process and market outlook.
• Represent the investment team to Account Managers and Client Management.
• Own development of product and client-service materials; seek feedback for quality.

Skills

Quantitative analysis

Financial modeling

AI tools

Written communication

Verbal communication

Time management

Team player

Curiosity

Education

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

Bloomberg

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.Position DescriptionPIMCO is seeking an Analyst to join the Product Strategy Group. The Product Strategy Group serves as a bridge between investment expertise, business strategy, and client engagement across a broad range of PIMCO investment strategies. In this role, you will gain exposure to financial markets, product development, portfolio analysis, and client communication while partnering with colleagues across Portfolio Management, Client Management, Legal & Compliance, and other areas of the firm.This is an entry-level opportunity designed for candidates beginning their careers in investment management. Analysts participate in a rotational-style coverage model that provides exposure to multiple product areas and investment strategies before transitioning into a primary strategy focus. Through this experience, Analysts develop a broad understanding of PIMCO's platform, investment capabilities, and client needs while building a strong foundation for long-term career growth.Following the initial coverage period, Analysts are aligned to a designated strategy area based on business needs, individual strengths, and demonstrated interests.ResponsibilitiesIn this role, you will:Build deep command of PIMCO's investment process, portfolio positioning, and market outlook — enough to become the most credible advocate in the room for the strategies you coverRepresent the investment team internally: be a highly valued resource for Account Managers and Client Management on your assigned strategies, while building exposure across PIMCO's full platformOwn, alongside Portfolio Management and Marketing, a consistent suite of product and client-service materials, and actively seek out feedback to ensure ongoing quality and relevanceDevelop a strong understanding of business, stakeholder and client needs and articulate business value and product intent to internal leadership.Track the competition and bring a point of view to how we grow the platformApply and help develop AI-powered tools to improve the productivity and quality of recurring workflowsConstruct attribution, performance, and risk reporting that shows how portfolios are positioned, and why they performed the way they didWrite market updates, portfolio commentary, and portfolio construction materials that clearly communicate PIMCO's investment viewsPartner on RFPs and DDQs, drafting and reviewing content that represents our strategies accuratelyQualificationsBachelor's degree, preferably in Finance, Economics, Accounting, Mathematics, Engineering, applied science, or another related disciplineZero to two years of relevant experience; internship experience in investment management or alternatives is preferredStrong mathematical, quantitative, and analytical abilities, with a detail-oriented skill setExcellent written and verbal communication skillsProficiency with Microsoft Excel and PowerPoint; reasonable proficiency with Bloomberg preferredDemonstrated curiosity and experience using new and emerging technologies and AI tools to solve problems and drive better outcomesStrong time management and organizational skills, with the ability to multi-task in a fast-paced environmentIntellectual curiosity, high energy, and a self-starter mindsetAbility to work effectively and professionally with all levels of personnel both internally and externally; strong team playerEnthusiasm for the financial markets, investing, and macroeconomicsInterest in pursuing the CFA designation (or active status in the program) a plusPIMCO 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: $ 90,000.00 - $ 110,000.00Equal 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.