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PIMCO · 2 weeks ago

Analyst - Senior Associate – SMA Solutions

New York, NY

Full-time

Onsite

Entry, Mid Level

$90K/yr - $125K/yr

1+ years exp

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. The new joiner will act as a liaison between US GWM and PIMCO Portfolio Management Groups to address client questions on their SMA portfolios, provide solutions to requests, and support the expansion of the SMA platform.

BankingCrowdfundingFinancial ServicesVenture Capital

H1B Sponsor Likely

Responsibilities

Providing critical support to US GWM and their clients through various tasks, including (but not limited to) portfolio analyses, performance strategy reviews, client update presentations, discussing trade case studies, RFIs, and DDQs

Partnering with team members across multiple business areas at the firm, in order to: grow and support our SMA platform, respond to client questions, engage clients with directly, and generally bridge the gap between Client Management and Portfolio Management

Gain exposure to investment implementation, with direct exposure/interaction with Portfolio Management Teams

Producing technical analyses and customized solutions for existing and prospective clients

Ensuring the firm continues to deliver excellent client service, both directly and indirectly, by partnering with Client Facing teams

Have a real passion for, and remain well-informed on, the financial markets, the global economic environment, and the overall financial services industry

Qualification

Fixed Income KnowledgeAnalytical SkillsQuantitative SkillsExcel SkillsFINRA LicensingSQLPythonEffective CommunicationTeam CollaborationSelf-Motivated

Required

Bachelor's degree from an accredited 4-year institution, with concentrations in finance, economics, mathematics, computer science, public policy, or other related fields being a plus

1-4 years' experience with experience in the investment management industry and a foundational understanding of fixed income

Strong analytical and quantitative skills

Able to handle multiple assignments simultaneously, while maintaining attention to detail

Self-motivated, ethical, and capable of building strong relationships

Effective communication skills, both oral and written

Ability to work independently and in a collaborative team environment

Take and pass required FINRA licensing exams (SIE, Series 7, Series 63) within first year of employment, if not already obtained

Strong Excel skills, with coding experience being a plus (SQL, Python)

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

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Trends of Total Sponsorships

2025 (109)

2024 (101)

2023 (120)

2022 (149)

2021 (90)

2020 (69)