PIMCO→
Account Analyst – Latin America
Entry LevelOn-siteFull-time
Location
Miami, FL
Salary
$90k–$100k/yr
Experience
0–2 years
Posted
1 day ago
Skills
financial markets knowledgefixed incomeportfolio management techniquesdata analysismicrosoft wordmicrosoft exceldatabase applicationsbloombergenglishspanishseries 7series 63relationship buildingcollaborationemotional intelligenceorganizational skillsproblem solvingcommunicationintellectual curiositytime managementproject management
Job Description
Summary: PIMCO is a global leader in active fixed income with deep expertise across public and private markets. The Account Analyst will focus on servicing PIMCO’s Latin America institutional and retail clients, collaborating with various groups to ensure high service delivery and support 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
- 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: Financial Markets Knowledge, Fixed Income, Portfolio Management Techniques, Data Analysis, Microsoft Word, Microsoft Excel, Database Applications, Bloomberg, English, Spanish, Series 7, Series 63, Relationship Building, Collaboration, Emotional Intelligence, Organizational Skills, Problem Solving, Communication, Intellectual Curiosity, Time Management, Project Management