Account Analyst – Latin America
Core
Support PIMCO's Latin America institutional and retail clients through client service, sales strategy, portfolio analysis, and business development.
Role type
Account Analyst (Asset Management)
Builds
Client reporting, analytical deliverables, sales materials, and business development initiatives for Latin America clients.
Domain
Fixed Income / Asset Management
Deliverable
product features | dashboards & analysis | client delivery
Required skills
Market and portfolio analysis, CRM management, client research, data automation, financial reporting, sales support, product knowledge, pipeline tracking
Preferred skills
Series 7 and 63 certification, Microsoft Excel proficiency, AI-enabled tools usage, fixed income market knowledge
Technologies
CRM systems, Microsoft Excel, AI-enabled tools
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 product information and sales support to financial advisors; Develop sales and marketing materials; Track client engagement and pipeline activity.
Seniority
Entry-level (0-2 years experience)