Analyst Client Solutions
Core
Generate actionable investment insights for financial advisor clients through model portfolios, custom portfolio analyses, and advisor-friendly content.
Role type
Analyst in Client Solutions & Analytics
Builds
PIMCO model portfolios, custom portfolio analyses, and presentation materials for financial advisors
Domain
Fixed income and credit investment management
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Financial analysis, portfolio analysis, risk analytics, economic scenario analysis, stress testing, Microsoft Excel, Microsoft PowerPoint
Preferred skills
Interest in financial markets, macroeconomics, investment finance, strong analytical skills, ability to relay complex ideas clearly
Technologies
Proprietary software, external data sources
Responsibilities
Analyze client portfolios and build presentations detailing analysis and conclusions, run risk analytics and stress tests, manage multiple simultaneous projects, maintain standard presentation materials, develop understanding of PIMCO investment strategies, collaborate with Account Management and Analytics groups
Seniority
Analyst, entry-level development program