Associate, US GWM Growth Solutions Group
Core
Associate supporting product innovation, business management, and platform placement for Growth Market vehicles (ETFs, Tokenization, SMAs, Model Portfolios) serving US Private Wealth investors.
Role type
Associate, US GWM Growth Solutions Group
Builds
Growth Market vehicles (ETFs, Tokenization, SMAs, Model Portfolios)
Domain
Asset Management / Fixed Income / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
fixed income market knowledge, portfolio construction analysis, performance attribution, customized investment solution development, strategic partnership evaluation, fee strategy definition, Excel proficiency, FINRA licensing (SIE, Series 7, Series 63)
Preferred skills
coding experience, AI tool proficiency
Responsibilities
Produce portfolio construction analyses and performance attribution commentaries; Develop PIMCO's platform of Growth Markets vehicles; Engage with clients for new business development and servicing; Act as business owner establishing distribution strategy and optimizing resources; Bridge gap between Account Management and Portfolio Management
Seniority
Associate, mid-level IC