Account Associate - FIG Insurance Business Development
Core
Account Associate supporting business development for the Financial Institutions Group (FIG) Insurance team at PIMCO, focusing on identifying prospective insurance clients, conducting research, and preparing client engagements.
Role type
Associate-level business development associate in asset management
Builds
Prospective client relationships and investment mandates for insurance companies
Domain
Asset Management / Fixed Income / Insurance
Required skills
Financial analysis, Business development, Insurance industry knowledge, Data analysis, Client presentation, Proposal coordination, Excel, PowerPoint
Preferred skills
CFA or CAIA designation, Advanced degree, SQL, Bloomberg or SNL Financial, AI/automation tools
Technologies
Excel, PowerPoint, Bloomberg, SNL Financial, SQL, AI tools
Responsibilities
Conduct qualitative and quantitative analysis of insurance companies and industry developments; Partner with Account Managers to prioritize prospects and prepare for client meetings; Prepare and update presentations and marketing materials; Coordinate responses to requests for proposals and due diligence questionnaires; Support business planning by analyzing trends and tracking investment flows; Coordinate with internal teams to support the setup of new investment mandates; Use data and AI-enabled tools to streamline research and reporting workflows.
Seniority
Associate, execution-focused IC
