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PIMCO · 6 days ago

Account Associate

Newport Beach, CA

Full-time

Onsite

Entry, Mid Level

$105K/yr - $115K/yr

2+ years exp

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. The Account Associate Group plays a vital role in servicing institutional clients by gathering and analyzing economic and fixed income trends, evaluating portfolio structures, and delivering performance attribution analyses.

BankingCrowdfundingFinancial ServicesVenture Capital

H1B Sponsor Likely

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

Qualification

CFA designationFinancial services experienceFixed income knowledgeMicrosoft ExcelPortfolio management techniquesRelationship buildingCommunication skillsTime managementOrganizational skillsTeamwork

Required

Must possess a four-year college degree with a preferred major in Business/Finance, Economics, or Accounting

2-4 years of experience in financial services, asset management, investment banking or accounting

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 with Microsoft Excel and strong knowledge of software applications in general, including but not limited to index-provider databases, query tools and Bloomberg

Self-starter, ability to work within the firm's demanding and highly focused environment

Outstanding relationship building skills

Ability to clearly articulate analysis, written and verbally

Knowledge of fixed income securities and portfolio management techniques

Work effectively with all levels of personnel as part of a team

Excellent time-management, multi-tasking, organization and communication skills

Clear commitment to PIMCO's culture, values and approach

Preferred

Progress toward the CFA designation is a plus

A strong background and/or interest in fixed income and economics is important

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)