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PIMCO · 1 day ago

Account Associate, Institutional Middle Markets

Newport Beach, CA

Full-time

Onsite

New Grad, Entry Level

$105K/yr - $115K/yr

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. The Account Associate Group focuses on servicing PIMCO’s institutional clients, collaborating with various teams to ensure high service delivery and supporting business development initiatives.

BankingCrowdfundingFinancial ServicesVenture Capital

H1B Sponsor Likely

Responsibilities

Draft internal business presentations and prepare client-servicing materials

Increase efficiency and improve sales abilities by using business intelligence 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 trends with colleagues and clients

Summarize and explain sophisticated financial and economic concepts to educate clients

Qualification

CFA designationFinancial markets knowledgeMicrosoft Excel proficiencySeries 7 certificationSeries 63 certificationRelationship buildingWritten communicationVerbal communicationOrganizational skillsProblem solving

Required

Bachelor's Degree required

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 Excel, strong knowledge of data querying tools a plus

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, enabling effective collaboration with all levels of colleagues across the organization

Preferred

Progress towards the CFA designation strongly preferred

Company

PIMCO

Glassdoor3.7

PIMCO, a global investment solutions provider that manages investments for public and private pension and retirement plans and other assets.

Founded in 1971

Newport Beach, California, USA

1001-5000 employees

http://www.pimco.com

H1B Sponsorship

PIMCO has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (109)

2024 (101)

2023 (120)

2022 (149)

2021 (90)

2020 (69)