Account Manager, Institutional Corporate Client Group

Location

New York, NY

• Partner closely with 5–6 senior Account Managers to support relationships with large institutional clients, including retirement plan staff, treasury teams, and investment committees.
• Drive preparation for client meetings, including development of tailored investor materials such as performance updates, market commentary, thought leadership pieces, and strategic investment narratives.
• Translate macroeconomic themes, portfolio positioning, and investment strategies into clear, well‑structured client‑ready content.
• Serve as a central coordination of client activity, managing requests and ensuring timely, accurate execution and follow‑through.
• Partner with investment teams to prepare for client meetings, quarterly reviews, and strategic portfolio discussions.
• Support a high volume of deliverables across multiple mandates, maintaining consistency, quality, and attention to detail under tight timelines.
• Assist with RFIs/RFPs, client reporting, and materials that support both client retention and new business opportunities.
• Refine and adapt client communications related to PIMCO strategies, performance attribution, and product capabilities, ensuring clarity and consistency across deliverables.
• Coordinate across investment, product, operational, and client‑facing teams to align messaging and deliver a seamless client experience.
• Contribute to positioning efforts across strategies and opportunities by helping synthesize firm capabilities, investment insights, and competitive context.

• Bachelor’s degree required; preferred fields include Business, Finance, Economics, Accounting, Engineering, or other quantitative disciplines.
• MBA completed within the last 5 years required.
• 3‑7 years of professional experience preferred, ideally in roles requiring strong execution, client service and analytical rigor (e.g., financial services, consulting, or related environment).
• Foundational understanding of fixed‑income markets and core investment concepts.
• Ability to follow performance attribution and interpret portfolio‑level insights.
• Familiarity with investment products, securities types, and client reporting frameworks is a plus.
• Progress toward CFA designation is viewed favorably.
• Willingness to travel for client meetings, conferences, and internal engagements.
• Series 7, 63, 3, and other applicable licenses required, or ability to obtain within 90 days of start.
• Clear motivation to build a long‑term career in investor relations and institutional client coverage.

• Demonstrated execution orientation, with the ability to manage multiple work streams and deliver high‑quality output under tight timelines.
• Highly organized, collaborative, and client‑service oriented, with strong ownership and accountability for deliverables.
• Professional presence and judgment, with the ability to engage or present credibly to clients and senior stakeholders.
• Exceptional written and verbal communication skills, including the ability to distill complex investment concepts into clear, structured messaging.
• Ability to work cross‑functionally with investment, product, operational, and client‑facing teams.
• Strong analytical mindset, with intellectual curiosity around financial markets and investing.
• Strong judgment and self‑awareness, with a collaborative approach and alignment to PIMCO’s values of openness, accountability, and teamwork.

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: $ - $

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…