Product Strategy – Equity/Asset Allocation jobs in United States
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PIMCO · 7 hours ago

Product Strategy – Equity/Asset Allocation

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. They are seeking an Analyst/Associate to join the Product Strategy Group responsible for equity and/or asset allocation strategies, supporting the team in global client service, business management, and product development.

BankingCrowdfundingFinancial ServicesVenture Capital
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H1B Sponsor Likelynote

Responsibilities

Performing detailed portfolio risk and performance attribution to combine with economic commentary for ongoing monthly/quarterly reporting to investors
Responding to ad hoc inquiries related to equity and/or multi-asset strategies, both externally (clients) and internally across groups
Creating content relevant to key messaging for the strategies by type of client (e.g., retail vs institutional), well as maintaining marketing and other general education materials
Contributing to new business development including RFP reviews, and creation of pitch-books and other strategy marketing materials
Helping set and execute team priorities, leading projects, and mentoring junior colleagues
Assisting in the development of new products and custom solutions for institutional clients
Managing research projects related to competitors and industry topics

Qualification

Financial markets knowledgeAnalytical skillsAdvanced Excel skillsCFA designationCommunication skillsProblem-solving skillsOrganizational skillsTeam collaborationSelf-starter

Required

Bachelor's degree in Finance, Economics, Accounting, Mathematics, Engineering, or other related disciplines
0-3 years of experience of relevant work experience, ideally in investment management
General familiarity or interest in financial markets asset classes, e.g. equities, rates, corporate credit, FX, MBS, emerging markets, and/or commodities, as well as asset allocation
Strong analytical and critical thinking capabilities – exhibiting quantitative, organizational, and problem-solving skills
Driven and a self-starter, with a demonstrated ability to deliver results in a dynamic environment
Ability to organize, distill, and communicate complex topics effectively via both verbal and written communication
Ability to work effectively and professionally with all levels of personnel both internally and externally
Advanced Excel skills (any VBA/programming experience viewed favorably)
CFA designation, or active status in program, encouraged

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

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