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Full-time
bachelor degree
Posted 24d ago
~40 hrs/week
Responsibilities
Provide high-quality client coverage and support for the Account Management team by responding to queries and preparing performance reports. Develop marketing materials and serve as a product-specific contact for wealth management clients.
Requirements
Requires an undergraduate degree in Finance, Business, or Economics with 0-1 years of experience in banking or asset management. Fluency in English and Mandarin is required to support Chinese-speaking clients.
Full job description
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.
This Account Analyst position will be part of the Singapore Global Wealth Management team, covering private banks, retail banks and family offices. The role will be based in Singapore.
This position covers both client servicing and sales. The candidate will develop strong technical knowledge in financial markets and products, which is critical in representing PIMCO to Wealth Management clients.
Responsibilities
This position requires an analytical, detail oriented professional who can:
Provide high quality client coverage as a support to the Account Management team.
Accurately and efficiently respond to client queries on portfolio performance, product marketing materials and DDQs (due diligence questionnaires).
Support the planning and execution of marketing events and road shows.
Develop and maintain a variety of different types of materials to support new business development, existing business and other marketing campaigns.
Serve as a product specific contact for clients and prospective clients.
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.
Accurately and efficiently prepare client reports spanning performance, portfolio exposure and risk metrics.
Analyze portfolio data including qualitative and quantitative performance attribution.
Continually build understanding of underlying market factors to complete more qualitative, complex investment analyses.
Requirements
Possess an excellent attitude – self-motivated, positive, “can-do”, and strong teamwork.
Robust knowledge of macroeconomics, fixed income and derivative instruments would be preferred.
Demonstrate sound business judgement, project management, and multi-tasking skills.
Commitment to quality and attention to detail; ensure that all work is delivered complete, accurately, and on-time.
Communicate effectively with clients and colleagues, demonstrating a ‘go the extra mile’ attitude in internal and external interactions.
Actively listen and ask questions to determine and meet customer needs; go beyond normal job responsibilities to indirectly satisfy client requests.
Flourish in a challenging, fast-paced, professional environment with frequent shifts in priorities as business needs dictate. Strong sense of integrity, behaving consistently with expressed values and ethical principles of the firm.
Focus on specific goals, and demonstrate a sense of personal accountability and urgency for achieving results. Foster a sense of teamwork, assisting others when needed/required.
Have the desire to contribute to and grow with the organization through a variety of developmental assignments (the nature of which will be based on available opportunities and actual performance in the current role)
Strong commitment to embrace PIMCO’s culture, values and approach
Education
Must possess at least an Undergraduate Degree in Finance/Business, Economics or a related field.
Demonstrate an interest in progressing toward a CFA.
Language
English and Mandarin fluency are required to effectively support and communicate with Chinese-speaking clients.
.
Experience
0-1 years of experience, currently working in a bank or asset manager.
University internships in a financial, client-oriented role will be considered in lieu of employment experience.
Ideal candidates are familiar with fixed income markets and macroeconomics, currency and derivative instruments.
Technical skills
Effectively utilize tools such as Excel spreadsheets, macros, and query tools (VBA knowledge an advantage)
Knowledge on Bloomberg is a plus
Equal Employment Opportunity and Affirmative Action 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 identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Through changing markets & changing times, PIMCO has been a global leader in active fixed income for 50+ years.
Industry
Investment Management
Company size
1,001-5,000 employees
Founded
1971
Headquarters
Newport Beach, California
LinkedIn followers
497,557
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.
Terms and conditions: www.pimco.com/gbl/en/general/legal-pages/pimco-on-social-media
Offices: 650 Newport Center Drive, Newport Beach, California 92660, US · 1633 Broadway, New York, NY 10019, US · Seidlstrasse 24A, Munich, BY 80335, DE · 401 Congress Ave, Austin, Texas 78701, US · 11 Baker Street, London, England W1U 3AH, GB