Account Analyst - Latin America
Core
Support PIMCO's Latin America institutional and retail clients with client service, sales strategy, portfolio analysis, and fixed income market insights.
Role type
Account Analyst (Asset Management)
Builds
Client reporting, analytical deliverables, sales support materials, and business development initiatives for Latin America clients.
Domain
Fixed Income / Asset Management
Deliverable
dashboards & analysis
Required skills
Market and portfolio analysis, client communication, CRM management, data automation, business research, sales support, pipeline tracking
Preferred skills
AI-enabled tools usage, financial market knowledge, product knowledge
Technologies
CRM, AI-enabled tools, data automation platforms
Responsibilities
Analyze market trends and portfolio performance to develop client insights; Create client reporting and analytical deliverables; Conduct client and industry research for business development; Maintain CRM records and track client activity; Provide sales support and product information to financial advisors; Develop sales and marketing materials for business growth.