Account Analyst – Latin America jobs in United States
cer-icon
Apply on Employer Site
company-logo

PIMCO · 1 day ago

Account Analyst – Latin America

PIMCO is a global leader in active fixed income with extensive expertise in 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.

BankingCrowdfundingFinancial ServicesVenture Capital
check
H1B Sponsor Likelynote

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

Qualification

Financial services experienceSeries 7SpanishMicrosoft WordMicrosoft ExcelData analysisAnalytical skillsRelationship buildingProject managementCommunication skillsOrganizational skills

Required

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

Company

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

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)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
John Lane
Global CFO - Alternatives
linkedin
leader-logo
Hosein Yeh
Senior Vice President, Business Strategy and Analytics of U.S. GWM
linkedin
Company data provided by crunchbase