Associate, US GWM Solutions Group

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.

The U.S. GWM Growth Markets - Solutions Group leads product innovation, business management, and platform placement opportunities across Growth Market vehicles: ETFs, Tokenization, SMAs, and Model Portfolios for the US Private Wealth marketplace. The Associate/Senior Associate will serve as a key contributor to PIMCO’s Growth Markets business through strong fixed income markets knowledge, analytical and technical expertise across investment vehicles, and development of customized solutions tailored for US Private Wealth investors.

RESPONSIBILITIES:

The breadth and diversity of responsibilities in this role requires motivated team members who thrive in a fast-paced environment. Successful professionals should be able to complete complex tasks in a timely manner, while managing multiple assignments simultaneously. Examples of such tasks and assignments include the following:

Providing critical support to PIMCO and their clients through various tasks, including (but not limited to) producing portfolio construction analyses, performance attribution commentaries, portfolio/strategy reviews, and building customized investment solutions for clients

Partnering with teams across multiple business areas of the firm, in order to:
Develop PIMCO’s platform of Growth Markets vehicles, directly engage with clients across new business development and client servicing needs, and generally bridge the gap between Account Management and Portfolio Management Gain exposure to investment implementation and product development initiatives, with direct engagement with Portfolio Management Teams Act as a business owner across Growth Markets vehicles, establishing distribution strategy, evaluating strategic partnerships, optimizing resources/budget to align with growth objectives, and defining fee strategy across business lines

Have a real passion for, and remain well-informed on, the financial markets, the global economic environment, and the overall asset/wealth management industryREQUIREMENTSBachelor’s degree from an accredited 4-year institution, with concentrations in finance, economics, mathematics, computer science, or other related fields2-4 years’ experience with experience in the asset or wealth management industry and advanced 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 client 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 3 months of employment, if not already obtained

Strong Excel skills, coding experience (optional), and proficiency with…