Account Analyst GWM

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.

The Australian business of PIMCO was established in 1997 and now serves more than 70 institutional clients and 9,000+ financial advisers invested in a wide range of domestic and global fixed interest strategies. Assets managed on behalf of Australian and New Zealand investors totals in excess of A$60 billion.

Role Overview

In this role, you will be a part of PIMCO’s Sydney-based Account Management Associate Pool covering Global Wealth Management clients and Consultants with the primary focus to service clients, as well as to support business development activities.

Responsibilities

This position requires an analytical, detail-oriented professional who can:

• Accurately and efficiently prepare client reports spanning performance, trading activity, portfolio valuation and risk metrics
• Support the Account Management team through the provision of market and portfolio data
• Analyse portfolio data including qualitative and quantitative performance attribution
• Handle ongoing automation of growing reporting requirements and streamlining of the reporting process
• Produce ad-hoc client, consultant, auditor, & internal requests for information
• Providing support for identifying new business development opportunities (i.e. investors, asset pools, channels), driving marketing/sales campaigns, and preparing for finals presentations and closing business
• Develop and maintain a variety of different types of materials to support new business development, existing business and other marketing campaigns
• Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance and other relevant information directly or indirectly to clients, prospective clients and consultants
• Work with PIMCO management (specifically, GWM Sales Channel) to formulate, execute and accomplish business plan that adheres to the guiding principles of keeping a long-term perspective and maintaining a consultative sales approach
• Maintain in-depth knowledge of PIMCO’s products, platforms, themes, initiatives, markets, strategies, and policies as well as those of its clients.
• Maintain the highest level of compliance with all industry and PIMCO regulations.
• You are expected to fully embrace and seek personal and professional educational opportunities sponsored by PIMCO.

Qualifications

• Bachelor’s degree required.
• Minimum of 1-3 years or fresh graduate for Analyst level
• Strong knowledge of financial markets and analysis techniques.
• Demonstrate strong skills in Microsoft Excel and PowerPoint (VBA knowledge a plus), along with comfort using a range of software applications including index-provider databases, query tools, Bloomberg, CRM platforms, and sales enablement tools.
• Self-motivated and results-oriented, with the ability to work independently and as part of a team.
• Good organizational and time management skills
• RG146 compliant or willing to obtain
• Commitment to quality and attention to detail; ensure that all work is delivered completed, accurately, and on time and demonstrate a sense of personal accountability
• Demonstrate strong and effective communication skills to engage effectively with financial advisors and clients. Actively listen and ask insightful questions to understand and meet customer needs, going beyond standard responsibilities to deliver exceptional service.
• Flourish in a challenging, fast-paced, professional environment with frequent shifts in priorities as business needs dictate.
• Have a strong sense of integrity, behaving consistently with expressed values and ethical principles of the firm.
• Have the desire to contribute to and grow with the organization through a variety of developmental assignments
• Strong commitment to PIMCO’s culture, values and approach

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.