Analyst - Senior Associate – SMA Solutions
Listed on 2025-11-27
-
Finance & Banking
Financial Consultant, Financial Analyst
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk‑adjusted returns.
Since 1971, our people have shaped our organization through a high‑performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Our new joiner will act as a liaison between US GWM and PIMCO Portfolio Management Groups to address client questions on their SMA portfolios, provide solutions to requests, and support the expansion of the SMA platform.
You will be a key contributor to SMA platform growth, as their analytical and technical expertise supports our SMA client portfolios. The day to day functional role will be based upon a strong foundation in fixed income fundamental knowledge (particularly Treasury, Municipal, Corporate, and Mortgage‑Backed Securities) and PIMCO’s Separately Managed Account platform/strategies.
RESPONSIBILITIES- Providing critical support to US GWM and their clients through various tasks, including (but not limited to) portfolio analyses, performance strategy reviews, client update presentations, discussing trade case studies, RFIs, and DDQs
- Partnering with team members across multiple business areas at the firm, in order to: grow and support our SMA platform, respond to client questions, engage clients with directly, and generally bridge the gap between Client Management and Portfolio Management
- Gain exposure to investment implementation, with direct exposure/interaction with Portfolio Management Teams
- Producing technical analyses and customized solutions for existing and prospective clients
- Ensuring the firm continues to deliver excellent client service, both directly and indirectly, by partnering with Client Facing teams
- Have a real passion for, and remain well‑informed on, the financial markets, the global economic environment, and the overall financial services industry
- Bachelor’s degree from an accredited 4‑year institution, with concentrations in finance, economics, mathematics, computer science, public policy, or other related fields being a plus
- 1‑4 years’ experience with experience in the investment management industry and a foundational understanding of fixed income
- Strong analytical and quantitative skills
- Able to handle multiple assignments simultaneously, while maintaining attention to detail
- Self‑motivated, ethical, and capable of building strong relationships
- Effective communication skills, both oral and written
- Ability to work independently and in a collaborative team environment
- Take and pass required FINRA licensing exams (SIE, Series 7, Series 63) within first year of employment, if not already obtained
- Strong Excel skills, with coding experience being a plus (SQL, Python)
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 90,000.00 - $
Equal Employment Opportunity and Affidavit Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).