You are viewing a preview of this job. Log in or register to view more details about this job.

Retail Account Analyst - Latin America & the Caribbean

PIMCO
Email

POSITION DESCRIPTION

This opportunity is located in PIMCO's New York City, NY office.

 

PIMCO is seeking to recruit a Retail Account Analyst for the Latin America & the Caribbean team.

 

The Retail Account Analyst serves a unique and dynamic role that is based around the core responsibility of supporting PIMCO’s Latin America retail efforts. He/she will work closely with the Account Management team to support business development initiatives as well as their sales effort with retail clients. The Account Analyst’s primary role is to drive sales and build relationships with financial advisors. The successful candidate will operate as an entrepreneur and be proactive about seeking improved ways to equip the team in their relationship building, cross-selling responsibilities and marketing process.

 

KEY RELATIONSHIPS

  • PIMCO Investment Professionals and Associates in Account Management, Product Strategy, and Portfolio Management.
  • PIMCO Fund Operations Group
  • Current and prospective clients

 

MAJOR RESPONSIBILITIES

  • Provide product information and sales support to Latin American financial advisors.
  • Identify new business development opportunities, drive marketing/sales campaigns, and close business.
  • Develop and maintain a variety of materials to support new business development, existing business, and other specific product management initiatives and responsibilities
  • Manage and build financial advisor relationships as well as maintain and manage CRM system.
  • Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance, and other relevant information directly or indirectly to clients and prospective clients.

 

POSITION REQUIREMENTS:

  • Fluency in Spanish and English required
  • Service oriented mind-set and sense of urgency when responding to internal and external requests
  • Solutions-driven individual with an ability to build and drive business
  • Fixed Income product knowledge, with a multi asset focus
  • Well organized, high energy, self-starter, ability to work within the firm’s demanding and highly focused environment. Entrepreneurial skills are key to success in this role
  • Outstanding relationship building skills
  • Ability to clearly articulate analysis, written and verbally
  • Work effectively with all levels of personnel as part of a team and individually
  • Ability to manage prospect base and explore opportunities for new asset growth
  • Time-management, multi-tasking, and organization skills
  • Candidates must be collaborative and possess a positive and upbeat attitude
  • Unassailable ethics and integrity
  • Clear commitment to PIMCO's culture, values, and approach

 

EDUCATION

  • Bachelor’s degree in finance, business, or related field required
  • Progress toward the CFA designation is a plus

 

EXPERIENCE REQUIRED

Account Analyst

Ideal candidates should have 0-2 years of experience in the financial services industry and a strong interest in fixed income and economics. College internships in finance, client-oriented roles are preferred.

 

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: $ 90,000.00