Product Analyst

LGBT Great; Newport Beach, Northern (CA, KY); Hybrid; USD 90,000 - 110,000; Full time

Job summary

PIMCO is seeking an Analyst to join the Product Strategy Group in Newport Beach. This entry-level role offers a rotational exposure across product areas and investment strategies, building a broad understanding of the platform, capabilities, and client needs.

Analysts work with Portfolio Management, Client Management, Legal & Compliance, and other teams, developing materials and contributing to client-service excellence while advancing toward a primary strategy focus.

Qualifications

• Bachelor's degree in Finance, Economics, or related discipline.
• Zero to two years of relevant experience; internship preferred.
• Strong mathematical, quantitative, and analytical abilities.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Excel and PowerPoint; Bloomberg preferred.
• Interest in AI tools to solve problems and drive better outcomes.
• Ability to multi-task in a fast-paced environment.
• Enthusiasm for the financial markets and macroeconomics.

Responsibilities

• 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 cover
• Represent 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 platform
• Own, alongside Portfolio Management and Marketing, a consistent suite of product and client-service materials, and actively seek out feedback to ensure ongoing quality and relevance
• Develop 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 platform
• Apply and help develop AI-powered tools to improve the productivity and quality of recurring workflows
• Construct attribution, performance, and risk reporting that shows how portfolios are positioned, and why they performed the way they did
• Write market updates, portfolio commentary, and portfolio construction materials that clearly communicate PIMCO's investment views
• Partner on RFPs and DDQs, drafting and reviewing content that represents our strategies accurately

Skills

Analytical abilities

Communication skills

Excel & PowerPoint

AI tools curiosity

Time management

Team collaboration

Interest in CFA

Education

Bachelor's degree in Finance / related field

Tools

Bloomberg

Excel

PowerPoint

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 Description

PIMCO 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.

Responsibilities

In 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 cover
• Represent 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 platform
• Own, alongside Portfolio Management and Marketing, a consistent suite of product and client-service materials, and actively seek out feedback to ensure ongoing quality and relevance
• Develop 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 platform
• Apply and help develop AI-powered tools to improve the productivity and quality of recurring workflows
• Construct attribution, performance, and risk reporting that shows how portfolios are positioned, and why they performed the way they did
• Write market updates, portfolio commentary, and portfolio construction materials that clearly communicate PIMCO's investment views
• Partner on RFPs and DDQs, drafting and reviewing content that represents our strategies accurately

Qualifications

• Bachelor's degree, preferably in Finance, Economics, Accounting, Mathematics, Engineering, applied science, or another related discipline
• Zero to two years of relevant experience; internship experience in investment management or alternatives is preferred
• Strong mathematical, quantitative, and analytical abilities, with a detail-oriented skill set
• Excellent written and verbal communication skills
• Proficiency with Microsoft Excel and PowerPoint; reasonable proficiency with Bloomberg preferred
• Demonstrated curiosity and experience using new and emerging technologies and AI tools to solve problems and drive better outcomes
• Strong time management and organizational skills, with the ability to multi-task in a fast-paced environment
• Intellectual curiosity, high energy, and a self-starter mindset
• Ability to work effectively and professionally with all levels of personnel both internally and externally; strong team player
• Enthusiasm for the financial markets, investing, and macroeconomics
• Interest in pursuing the CFA designation (or active status in the program) a plus

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: $ 90,000.00 - $ 110,000.00

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.