Strategic Accounts Analyst: Client Insights & Markets

LGBT Great; Northern, New York (KY, NY); Hybrid; USD 90,000 - 100,000; Full time

Job summary

PIMCO is a global investment management firm seeking a strategic accounts professional within U.S. Global Wealth Management.

The role focuses on building and expanding relationships with national and regional broker-dealers, banks, and platforms, delivering customized investment solutions. Responsibilities include conducting research, analyzing portfolios, developing client business plans, and coordinating with internal teams to ensure data accuracy and compliant reporting.

Qualifications

• Proven proficiency with Excel and data analysis.
• Strong communication and relationship-building skills.
• Ability to work in a fast-paced, collaborative environment.
• Licensing: Series 7, 63, and 3 must be obtained within 90 days of start date.

Responsibilities

• Conduct market and investment research to support the broader team’s ability to differentiate PIMCO’s solutions for clients.
• Use data analytics tools to analyze client portfolios, investment performance, and market data.
• Assist in development and execution of client business plans with stakeholders, including sales and product strategy teams.
• Support Account Managers in building and maintaining relationships with gatekeepers and broker/dealer personnel.
• Coordinate data gathering for client compliance and transparency; review DDQs and RFIs.

Skills

Excel

Data analysis

Relationship building

Communication

Team player

Financial markets knowledge

Education

Licensing: Series 7, 63 & 3

Tools

Bloomberg

Index-provider databases

Query tools

Job description

PIMCO is a global investment management firm seeking a strategic accounts professional within U.S. Global Wealth Management.

The role focuses on building and expanding relationships with national and regional broker-dealers, banks, and platforms, delivering customized investment solutions. Responsibilities include conducting research, analyzing portfolios, developing client business plans, and coordinating with internal teams to ensure data accuracy and compliant reporting.