Strategic Accounts Analyst, Wealth Management

PIMCO; New York (NY); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

PIMCO is seeking a qualified analyst for U.S. Global Wealth Management to support strategic accounts and client relations. You will analyze market trends, performance, and data to craft tailored client solutions and reports.

The role requires collaboration with sales, product strategy, and compliance to empower effective client engagement. The position emphasizes Excel-based analysis, Bloomberg data, and portfolio insights, with licensing required within 90 days.

Qualifications

• Proven ability to work in a demanding, focused environment.
• Strong analytical and communication skills required.
• Licensing: Series 7, 63 & 3 must be obtained within 90 days.

Responsibilities

• Conduct market, competitor, and product research to differentiate offerings.
• Apply data analytics to client portfolios and market data for decision-making.
• Draft client-facing materials and internal presentations with clear financial concepts.
• Support in developing and executing client business plans with GWM stakeholders.

Skills

Self-starter

Team player

Relationship building

Time management

Strong communication

Tools

Excel

Bloomberg

Index-provider databases

Query tools

Job description

PIMCO is seeking a qualified analyst for U.S. Global Wealth Management to support strategic accounts and client relations. You will analyze market trends, performance, and data to craft tailored client solutions and reports.

The role requires collaboration with sales, product strategy, and compliance to empower effective client engagement. The position emphasizes Excel-based analysis, Bloomberg data, and portfolio insights, with licensing required within 90 days.