Account Associate / Analyst, Private Capital Group

Account Associate / Analyst, Private Capital Group

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.

Role Overview

We are currently seeking an Account Associate / Analyst (AA), Private Capital Group, to join our U.S. Global Wealth Management team. The AA will work closely with numerous field-based Private Wealth Directors (PWD) and support the development and maintenance of strong client relationships with Private Wealth financial advisors and analysts at wirehouses firms (Morgan Stanley, UBS, Merrill, Wells Fargo).

In partnership with the PWDs, you will play a crucial role in enhancing the sales process, relationship management, and servicing of Private Wealth financial advisors within a defined geographic market, covering the full suite of PIMCO products. Your contributions will be vital in providing market insights, product information, and sales support that empower the PWD to achieve sales targets and foster client engagement. Current PWD markets include New York City, San Francisco, Chicago, Boston, and South Florida.

This position offers a fantastic opportunity for individuals aspiring to build a long-term career with PIMCO, with potential pathways to serve clients and the firm in various capacities over time. Many AAs have successfully transitioned into account management, strategic accounts, and client-facing roles in other distribution channels, while others have achieved CFA, CIMA, CAIA, and other industry designations with firm support.

About You

If you identify with the following qualities, we encourage you to apply for this exciting opportunity at PIMCO. We offer a dynamic work environment where you can make a meaningful impact :

• Relationship-Builder : You excel at building relationships, paying attention to details, and have a passion for financial markets and client service.
• Collaborative : You foster positive relationships with clients, colleagues, and external stakeholders through a collaborative work style.
• Emotionally Intelligent : You possess high emotional intelligence, adaptability, and resilience.
• Organized & Efficient : Your exceptional organizational and project management skills enable you to manage multiple various initiatives simultaneously.
• Trustworthy : You demonstrate credibility and integrity, characterized by consistent behavior and high ethical standards.
• Curious & Driven : Your intellectual curiosity fuels your dedication to professional development and staying informed about emerging trends.
• Problem Solver : You approach complex issues with a critical and empathetic mindset, finding creative solutions.
• Self-Motivated : You are detail-oriented and consistently deliver on responsibilities with a focus on client needs, teamwork, and effective communication.
• Adaptable : You thrive in fast-paced environments, adjusting to shifting priorities and working effectively with ambiguity.
• Aligned with PIMCO's Values : You embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other.

Responsibilities

The key responsibilities include, but are not limited to :

Support PIMCO Business Objectives

Qualifications

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 - $ 115,000.00

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender, age, military or veteran status, disability, 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.