Account Associate
Core
Deliver best-in-class service to PIMCO's institutional clients by analyzing fixed income trends, evaluating portfolio structures, and providing performance attribution and insights.
Role type
Account Associate (Client Servicing & Analysis)
Builds
Portfolio reviews, performance attribution reports, and client engagement materials for institutional clients.
Domain
Fixed Income / Asset Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial analysis, portfolio evaluation, client relationship management, data synthesis, workflow optimization, CRM management, market research, reporting, automation tool adoption
Preferred skills
CFA designation progress, AI tool proficiency, Bloomberg familiarity
Technologies
Microsoft Excel, Bloomberg, index provider databases, query tools, AI-enabled tools
Responsibilities
Deliver core client servicing materials (portfolio reviews, performance attribution) and respond to client inquiries; Partner with product specialists and operations to coordinate client activity; Conduct client and prospect research to identify actionable insights; Maintain CRM records and track client engagement; Leverage data and AI tools to enhance reporting efficiency and streamline workflows.
Seniority
Mid-level IC (2-4 years experience)