Account Analyst, Institutional Middle Markets at PIMCO · Newport…

Summary: PIMCO is a global leader in active fixed income, investing clients' capital across a range of opportunities. The Account Analyst will collaborate with various teams to ensure high service levels and support business development initiatives for institutional middle market clients. Responsibilities: - Increase efficiency and improve sales abilities by using business intelligence, AI/technology and data, deploying marketing and thought leadership regularly, segmenting clients routinely and recording client information in CRM via consistent profiling efforts - Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance and other important information directly or indirectly to clients, prospective clients and consultants - Build and maintain a variety of materials to support new business development and existing business initiatives - Gather, analyze, and discuss market data and trends with colleagues and clients - Summarize and explain sophisticated financial and economic concepts to internal stakeholders and clients Required Qualifications: - Open to applicants who graduated between May 2023 and June 2026 only - Bachelor's degree required - Minimum overall GPA of 3.2 - Completion of Series 7 and 63 within the first three (3) months of employment - 0-1 years of experience in the financial services industry and a strong interest in the financial markets and economics - Knowledge of and interest in the financial markets, fixed income, and other asset classes - Demonstrated proficiency in Microsoft Excel, strong knowledge of data querying tools strongly preferred - Self-starter with the ability to work in a demanding and highly focused environment - Outstanding relationship building skills and intellectual curiosity - Strong written and verbal communication skills, with excellent attention to detail and analytical skills Preferred Qualifications: - Progress towards the CFA designation is a plus Required Skills: Series 7 Certification, Series 63 Certification, Financial Markets Knowledge, Fixed Income Knowledge, Asset Classes Knowledge, Microsoft Excel, Data Querying Tools, Intellectual Curiosity, Analytical Skills