PIMCO→
Account Analyst – Latin America at PIMCO in New York, NY
Entry LevelOn-siteFull-timeNew York, NY$90k–$100k/yr
Skills
spanishenglishseries 7series 63financial markets knowledgefixed income knowledgeportfolio management techniquesmicrosoft wordmicrosoft exceldata analysisbloombergrelationship buildingcollaborationemotional intelligenceorganizational skillsproblem solvingself-motivationadaptabilityintellectual curiosity
Job Description
Summary: PIMCO is a global leader in active fixed income with extensive expertise in public and private markets. They are seeking an Account Analyst to service Latin America institutional and retail clients, focusing on client relationship management and supporting business development initiatives.
Responsibilities:
- Gather, analyze, and discuss market trends and data with colleagues and clients
- Analyze portfolio characteristics in the context of broader investment themes
- Evaluate risk reports, perform attribution research, and conduct scenario analysis
- Create customized client reports and respond to ad-hoc inquiries
- Draft internal presentations and prepare client-servicing materials
- Summarize and explain complex financial and economic concepts to educate and service existing and prospective relationships
- Provide product information and sales support to Latin American financial advisors
- Identify new business development opportunities, drive marketing/sales campaigns, and close business
- Develop and maintain a variety of materials to support new business development, existing business, and other specific product management initiatives and responsibilities
- Manage and build relationships with financial advisor as well as maintain and manage the CRM system
- Provide current insights regarding the firm’s and product-specific investment philosophy, process, strategy, performance, and other relevant information directly or indirectly to clients and prospective clients
Required Qualifications:
- Bachelor's Degree required; open to applicants who graduated between May 2023 and December 2024 with a minimum 3.2 overall GPA
- 0-2 years of experience, preferably in the financial services industry, and a strong interest in fixed income and economics. College internships in finance, client-oriented roles are preferred
- Proficiency in both English and Spanish, with strong written and verbal communication skills in both languages
- Completion of Series 7 and 63 within the first six (6) months of employment
- Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques
- Demonstrated proficiency in Microsoft Word and Excel, including strong knowledge of software database applications such as index-provider databases, query tools, and Bloomberg
- Self-starter with the ability to work in a demanding and highly focused environment
- Exceptional analytical and problem-solving skills, both quantitative and qualitative. Experience in data analysis is highly desirable
- Outstanding relationship building skills and intellectual curiosity
- Strong written and verbal communication skills, with excellent attention to detail, enabling effective collaboration with all levels of colleagues across the organization
- Outstanding organizational, time management, and project management abilities, with the capacity to prioritize multiple projects and meet deadlines in a demanding and dynamic environment
Required Skills: Spanish, English, Series 7, Series 63, Financial Markets Knowledge, Fixed Income Knowledge, Portfolio Management Techniques, Microsoft Word, Microsoft Excel, Data Analysis, Bloomberg, Relationship Building, Collaboration, Emotional Intelligence, Organizational Skills, Problem Solving, Self-Motivation, Adaptability, Intellectual Curiosity