What are the responsibilities and job description for the Associate, Strategic Accounts position at PIMCO?
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. Major Responsibilities: Support Account Managers in developing and maintaining strong relationships with gatekeepers, program managers, research analysts, and other influential broker/dealer and platform personnel at key client firms. Manage the completion and timely submission of Due Diligence Questionnaires (DDQs) and Requests for Information (RFIs), ensuring accuracy and thoroughness. Coordinate with internal teams and Account Managers to gather, verify, and compile necessary data for client compliance and transparency. Analyze business data to identify trends and insights across channels and client segments, driving informed decision-making. Evaluate portfolio characteristics within the context of broader investment themes to support strategic client discussions. Partner with Account Managers to develop deep knowledge of assigned client firms, providing guidance and support to key stakeholders—particularly the sales team—by addressing questions and educating them on firm platforms, processes, and rules of engagement. Review and interpret risk reports, perform attribution research, and conduct scenario analysis to assess portfolio performance and risk exposure. Create customized client reports and respond promptly to ad-hoc inquiries, ensuring high-quality and tailored client servicing. Draft internal presentations and prepare client-facing materials that clearly communicate complex financial and economic concepts. Assist in gathering, maintaining, and disseminating internal resources related to key clients for use by channel stakeholders. Collaborate with Account Managers to execute strategic plans aimed at growing business with key clients in partnership with sales teams. Support Account Managers in negotiating contracts and business terms to secure favorable outcomes for both clients and the firm. Position Requirements Demonstrated proficiency with Microsoft Excel and strong knowledge of software applications in general, including but not limited to index-provider databases, query tools and Bloomberg Self-starter, ability to work within the firm's demanding and highly focused environment Team player and collaborator Outstanding relationship building skills Ability to clearly articulate analysis, written and verbally Knowledge of fixed income securities and portfolio management techniques Work effectively with all levels of personnel as part of a team Excellent time management, multi-tasking, organization, attention to detail and communication skills Clear commitment to PIMCO's culture, values and approach Licensing: Series 7, 63 & 3 preferred 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: $ 0.00 - $ 0.00 Equal Employment Opportunity and Affirmative Action Statement 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. We believe that active management is the responsible way to invest our clients' assets in fixed income. For 50 years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. Our clients rely on an investment process that has been tested in virtually every market environment. Bringing together our investment professionals from across the globe, PIMCO's investment process is designed to promote fresh ideas and differing points of view. We innovate to give our clients an edge. Innovation has long been part of the fabric of PIMCO’s culture. Explore how we assess shifting risks and opportunities to build forward-looking solutions for investors.
