Strategic Accounts Analyst, Wealth Management

PIMCO Ltd. - Pacific Investment Management Company; New York (NY); On-site; USD 90,000 - 100,000; Full time

Job summary

PIMCO is seeking a Strategic Accounts professional within U.S. Global Wealth Management to expand relationships with national and regional broker-dealers, banks and platforms.

You will deliver customized investment solutions, support client business plans, and coordinate with product strategy, portfolio management, and sales teams. The role emphasizes strong data analysis, client reporting, and the ability to build trusted relationships with gatekeepers and key client firms while navigating

Qualifications

• Strong Excel skills and familiarity with data analytics tools.
• Experience with index-provider databases, query tools, and Bloomberg is preferred.
• Ability to communicate complex financial concepts clearly.

Responsibilities

• Research market trends and investment products to differentiate client offerings.
• Analyze client portfolios and market data to support strategic decisions.
• Develop and execute client business plans with GWM stakeholders.
• Support relationships with gatekeepers, program managers, and broker-dealers.
• Prepare client reports and responsive ad-hoc inquiries.

Skills

Excel proficiency

Bloomberg

Data analysis

Relationship building

Tools

Index-provider databases

Query tools

Job description

PIMCO is seeking a Strategic Accounts professional within U.S. Global Wealth Management to expand relationships with national and regional broker-dealers, banks and platforms.

You will deliver customized investment solutions, support client business plans, and coordinate with product strategy, portfolio management, and sales teams. The role emphasizes strong data analysis, client reporting, and the ability to build trusted relationships with gatekeepers and key client firms while navigating